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–
If you signed up to receive my infrequent newsletter, please add my email address to your Junk email folder to receive infrequent news about the site–or check your junk email folder on occasion to see if something important is there. The newsletter goes out to many addresses and is sometimes considered spam by some email programs.
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 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–now version 4.23. Ten year data is no longer available. The tool is using five years of data with the earlier five years simulated. It’s the best I can do.
The Annual Report for manufacturers has been updated–Free Cashflow data had failed. The corrected version is 9.12.
If you would like to receive occasional email messages describing updates to forms and other information on this site, enter your email address in the box at the upper-left of this page. A confirming message will be sent to your inbox. If you wish to unsubscribe, enter your email address and click the Unsubscribe radio button. No information will be collected from you and your email address will never be loaned or sold to anyone. Please add my email address to your Junk folder to receive the infrequent messages about the site.