Investing

How to buy partial shares of Berkshire Hathaway with ShareBuilder

January 30, 2008

As you may know, I’ve decided to invest roughly 50% of the earnings from The Dough Roller in B shares of Berkshire Hathaway. (The other half goes to charity.) I say roughly half goes to the B share because a small portion of the 50% I keep goes to loans on Prosper and Lending Club. [...]

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Richard Ferri on whether an investor should buy ETFs or mutual funds

January 28, 2008

Should investors buy ETFs or mutual funds? The answer is, it depends. It depends on the priorities an investor has. There are three factors driving the decision: costs, custody, and convenience. The weight that each person places on each of these three factors will determine whether they will be happier with ETFs or mutual funds. [...]

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World Markets Plunge: What should investors do (a multiple choice question)?

January 22, 2008

World markets plunged yesterday. Just to recap: Britain’s benchmark FTSE-100: -5.5% France’s CAC-40 Index: -6.8% Germany’s blue-chip DAX 30: -7.2% India’s benchmark stock index: -7.4% Hong Kong’s Hang Seng index: -5.5% Canada’s S&P/TSX composite index: -4.8% Brazilian stocks: -6.6% Argentina’s Merval index: -6.3% About the only market not to decline was the U.S. markets, because [...]

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Interview with Investing Author Richard A. Ferri, CFA

January 18, 2008

Richard Ferri is CEO of Portfolio Solutions, LLC, an investment management firm based in Troy, MI. Portfolio Solutions manages approximately $1 billion in separate accounts for high-net-worth individuals, families, non-profit organizations, and corporate pension plans. The firm specializes in a low-cost, tax-efficient, asset allocation investment approach to building wealth. Rick has written five books on [...]

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Enter to Win 3 Great Investing Books by Richard A. Ferri, CFA

January 16, 2008

I’m excited to announce the first book giveaway here at The Dough Roller. Three lucky winners will each win copies of three books written by Richard A. Ferri, CFA. Two of the books I’ve written about and are both recommendations in my Amazon aStore–All About Asset Allocation and All About Index Funds. These are two [...]

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My Annual Investment Portfolio Tune-up: Asset Location and Donor Advised Funds

January 3, 2008

Asset Location involves allocating mutual fund investments across taxable, tax-deferred and tax-free accounts in a manner that minimizes tax liability. If all of your investments are in the same type of account, a traditional 401(k) for example, then asset location is not an issue. If you also have investments in a taxable account, however, then [...]

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My Annual Investment Portfolio Tune-up: Did I Beat the S&P 500 in 2007?

December 28, 2007

At the end of each year I calculate the performance of my investments and compare it to the S&P 500. Why? Curiosity more than anything. Some years I beat it, some years I don’t. Over the past five years, I’ve trounced the S&P 500. But I’ve been investing long enough to know that beating the [...]

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My Annual Investment Portfolio Tune-up: Rebalancing

December 27, 2007

Yesterday we looked at building an asset allocation plan. We walked through my asset allocation plan as a guide, but you’ll obviously need to make investing decisions that are best suited for your situation. Today, I’m going to layout all of my investments, compare them to my asset allocation plan, and then discuss any rebalancing [...]

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Building a Sound Asset Allocation Plan

December 26, 2007

Year end is a perfect time to give your retirement and other investments an annual tune-up. Each year at this time I evaluate my 401(k), rollover IRA and taxable investment accounts to see if I should make any changes to my asset allocation plan for the next year. Generally, I look at five things: (1) [...]

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