indexfundfan @ indextown

The following is a report commissioned by PIMCO and done by Ibbotson Associates, Strategic Asset Allocation and Commodities : This paper studies the role of commodities in a strateigc asset allocation. Commodities are real return, real assets that are part of the consumable/transformable super asset class and the store-of-value super asset class. There are several [...]

Dollar-cost-averaging (DCA) refers to the investing strategy whereby an investor puts in a fixed-dollar amount into an investment at regular intervals. The idea is that with a fixed-dollar amount, the number of shares bought will be higher when the share price is low, and lower when the price is share price is high; which on [...]

Barry’s Financial Page alerted me to the latest edition of the Morningstar Indexes Yearbook 2005. The following are some excerpts from the year book. Don Phillips, managing director at Morningstar, offers his insight on whether market-cap weighted indexes serve investors’ best interests. He also discusses the risks associated with today’s specialized indexes and what steps [...]