Archive for November, 2006

Portfolio return for October 2006

Wednesday, November 1st, 2006

October 2006 had been a good month for equities in general. My portfolio of 70/30 (equity/fixed income) gained an overall of 3.58% to give a year-to-date return of 12.82%. In terms of individual asset classes, the precious metals and mining fund had the largest gain for the month, making a modest recovery. U.S. REITs (VGSIX) [...]

Value Averaging Book

Wednesday, November 1st, 2006

A brief note by Bill Bernstein (conversation 54255 from the Diehards forum): Michael Edleson’s “Value Averaging,” the bible of this effective technique of investing a stream of savings into equities, is finally back in print (Wiley) after fifteen long years. During the past several years, if you wanted a copy, you were reduced to paying [...]