Re: Am I missing something here about planning for retirement???

Re: Am I missing something here about planning for retirement???

am 20.09.2005 16:47:19 von NoEd

Even though most on this NG disagree with the B&H approach, you might want
to look at these sites and read these books:


----- Original Message -----
From: "NoEd" <>
Newsgroups: misc.invest.mutual-funds
Sent: Sunday, September 18, 2005 8:24 AM
Subject: Re: Newbee


> ------------------------------------------------------------ --------------
>
>
> A Random Walk Down Wall Street by Burton Malkiel
>
> www.vanguard.com
>
> www.indexfunds.com
>
> www.morningstar.com
>
> All About Index Funds, Richard Ferri
>
>
>
> www.ishares.com
>
> www.fool.com
>
>
>
>
>
>
> S&P is tracking how well index funds perform against actively managed
> funds.
> This site alone should convince you of the superiority of index funds.
>
>
> www.scottrade.com 'I recommend this broker.
>
> This is a "S&P Index Versus Active Funds Scorecard"
>
> Don't buy into the market timing, technical analysis( e.g. resistance
> & "W" pattern (Huh????)), money can be moved around based on someone's
> version of common sense, and look at these returns after the fact
> rhetoric.
> Think in terms long term returns (5+ Years), simplicity, and costs, the
> lower the better. The higher the risk the higher the potential return
> but
> the higher the potential loss. Absorb risk in proportion to the time you
> will be in the market.
>
> There are no secret methods for making money in the market other than
> selling "information"to others purporting they will be taught how to time
> the market, read charts, etc. Remember Wade Cook, the Wall Street Money
> Machine?
>
> Most the folks on this NG have the hubris that they are smarter than the
> market. The have invest huge chunks of time doing "research," and they
> can
> stand the thought that nearly all of this time has been wasted.
>




"Viking" <> wrote in message
news:
> Pundits say to expect only 7% return from the market these years. OK.
> Inflation runs at, say, 3.5% (a low estimate given what's happening to
> oil). OK, that leaves a return of 7% - 3.5% = 3.5%. Say taxes and fees
> (broker/fund/etc) take part of that, leaving your yield at 3%.
>
> So say that you want to invest for retirement, and can put away $500
> a month, or $6,000 a year. OK. Say you decide you'll need $1,000,000
> in today's dollars to retire. OK, that means you should use the
> inflation-adjusted annual return of 3% to get there.
>
> So how long will it take before you can retire?
>
> If you invest $500 a month, it'll take you 60 years to reach
> $1,007,606.
>
> 60 years???
>
> At 40 years, more or less the maximum length of time for most working
> people, you'll only have $465,949.
>
> If you're fortunate enough to be able to invest $1,000 a month
> (significantly more than the average person can afford), investing
> $12,000 annually at an annual rate of 3% will take you 42 years to get
> to $1,013,767.
>
> That's 42 years, if you can invest $1,000 a month, which most people
> can't. How many people do you know who invest $1,000 a month for
> retirement?
>
> So tell me: is the market way a bust as far as saving for retirement
> goes for the vast majority of people??? Am I missing something? How
> are people going to be able to retire?

Re: Am I missing something here about planning for retirement???

am 20.09.2005 18:34:24 von David Wilkinson

Also read

"Modern Portfolio Theory and Investment Analysis" by Elton, Gruber et al.

"Investments" by Sharpe, Alexander & Bailey

"Portfolio Management" by Farrell

"Winning the loser's game" by Ellis

"The Intelligent Asset Allocator" by William Bernstein

"The Four Pillars of Investment wisdom" also by William Bernstein

"Straight Talk on Investing" by Brennan

"The Informed Investor" by Armstrong

"The Random Walk Guide to Investing" by Malkiel

"Protecting your Wealth in Good Times and Bad" by Ferri

"The Fortune Strategy" by Abey, German and Higgins

They all support the B&H diversified portfolio strategy. But when the
market goes down 50% and your funds with it, and you suddenly realise
that the whole world moves into correlation in a crash, you won't be
able to claim against them. It will just be a two or three sigma event,
so that's OK then!

Academic theories are all very well but you need to protect your assets.

NoEd wrote:
> Even though most on this NG disagree with the B&H approach, you might want
> to look at these sites and read these books:
>
>
> ----- Original Message -----
> From: "NoEd" <>
> Newsgroups: misc.invest.mutual-funds
> Sent: Sunday, September 18, 2005 8:24 AM
> Subject: Re: Newbee
>
>
>
>> ------------------------------------------------------------ --------------
>>
>>
>> A Random Walk Down Wall Street by Burton Malkiel
>>
>> www.vanguard.com
>>
>> www.indexfunds.com
>>
>> www.morningstar.com
>>
>> All About Index Funds, Richard Ferri
>>
>>
>>
>> www.ishares.com
>>
>> www.fool.com
>>
>>
>

Re: Am I missing something here about planning for retirement???

am 21.09.2005 01:54:32 von NoEd

I forgot about the Bernstein books.


"David Wilkinson" <> wrote in message
news:dgpdfi$d3i$
> Also read
>
> "Modern Portfolio Theory and Investment Analysis" by Elton, Gruber et al.
>
> "Investments" by Sharpe, Alexander & Bailey
>
> "Portfolio Management" by Farrell
>
> "Winning the loser's game" by Ellis
>
> "The Intelligent Asset Allocator" by William Bernstein
>
> "The Four Pillars of Investment wisdom" also by William Bernstein
>
> "Straight Talk on Investing" by Brennan
>
> "The Informed Investor" by Armstrong
>
> "The Random Walk Guide to Investing" by Malkiel
>
> "Protecting your Wealth in Good Times and Bad" by Ferri
>
> "The Fortune Strategy" by Abey, German and Higgins
>
> They all support the B&H diversified portfolio strategy. But when the
> market goes down 50% and your funds with it, and you suddenly realise that
> the whole world moves into correlation in a crash, you won't be able to
> claim against them. It will just be a two or three sigma event, so that's
> OK then!
>
> Academic theories are all very well but you need to protect your assets.
>
> NoEd wrote:
>> Even though most on this NG disagree with the B&H approach, you might
>> want to look at these sites and read these books:
>>
>>
>> ----- Original Message -----
>> From: "NoEd" <>
>> Newsgroups: misc.invest.mutual-funds
>> Sent: Sunday, September 18, 2005 8:24 AM
>> Subject: Re: Newbee
>>
>>
>>
>>> ------------------------------------------------------------ --------------
>>>
>>>
>>> A Random Walk Down Wall Street by Burton Malkiel
>>>
>>> www.vanguard.com
>>>
>>> www.indexfunds.com
>>>
>>> www.morningstar.com
>>>
>>> All About Index Funds, Richard Ferri
>>>
>>>
>>>
>>> www.ishares.com
>>>
>>> www.fool.com
>>>
>>>
>>