Statistics: If you torture the numbers long enough you can get them to confess to anything. (Humor is a learning tool)
Who is Bob? I volunteer to speak at events throughout the country, speaking
on a number of investor topics. If interested in a speaking visit, email me. If your Chapter qualifies, expenses of up to $500 will be paid by BetterInvesting.
–I live in beautiful Seattle and winter in warm Arizona–
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A personal word: For a number of years I have recommended Vanguard as THE place to invest in index funds. That has changed. I decided to eat my own cooking and set up an account at Vanguard. It took a total of over two hours-forty five minutes, five phone calls, and four agents to get it completed–and then invested in the wrong index fund. The fifth call was to a supervisor who refused to correct the problem. (That’s the short version of the problem.) I wrote two letters to the CEO and received no response, none. I cannot and do not recommend Vanguard. UPDATE: After 1.5 months I received an email saying the CEO was too busy to respond. –Bob
The Puget Sound Chapter of BI is offering an investment cruise to Alaska September 10-17, 2016. Attend over 40 classes while the ship is at sea. This will be the fourth time my wife and I have taken this cruise–join us. If you’d like information on the 7 day cruise, contact Amy Ross with AAA at 866-573-6351, or click here for additional information.
The Annualize your Portfolio tool is updated to version 4.08. It is no longer necessary to manually get index prices–now, a click and it’s automatic. I’m a very firm believer if you don’t compare your return to a market average you have no way to know how well you’re doing as an investor. Here is an easy way to determine that. See the Instruction tab for guidance. Once set up, there is minimal maintenance. The Simple version 2.41 is also set to download index prices automatically.
A new tool has been added…a guide to buy and sell decisions. While I believe in fundamental long term investing and often look upon technical tools with disdain, I believe we can benefit from using certain technical tools. The SSG is a great help in deciding what to buy but is severely lacking on when to sell. The technical tools I’m suggesting are designed to be helpful in both buy and sell situations. Take a look to see if you agree. There is a separate instruction sheet.
The Quick Analysis tool is working–but barely. Ten year data is, again, no longer available. The tool is now using five years of data with the earlier five years simulated. It’s the best I can do. It’s now version 4.22
The Annual Report for manufacturers has been updated–Quarterly data failed to download properly. The new version is 9.11.
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