Comments on: Investment Performance for 2007 http://www.moneysmartsblog.com/investment-performance-for-2007/ Investing and Personal Finance Sat, 11 Feb 2012 04:38:37 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Sat Weigh-In and LinkStuff | Quest For Four Pillars http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-3073 Sat Weigh-In and LinkStuff | Quest For Four Pillars Sat, 19 Jan 2008 14:03:56 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-3073 [...] hosted the Carnival of Money Stories and included my post called 2007 Investment Returns (hey you gotta enter [...] [...] hosted the Carnival of Money Stories and included my post called 2007 Investment Returns (hey you gotta enter [...]

]]> By: Four Pillars http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-2734 Four Pillars Fri, 04 Jan 2008 23:14:19 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-2734 Mr. C - I'll check out my 4P book and see what it says. Mike Mr. C – I’ll check out my 4P book and see what it says.

Mike

]]> By: Mr. Cheap http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-2732 Mr. Cheap Fri, 04 Jan 2008 20:07:33 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-2732 I may be wrong, but long term I think a 7% REAL return is reasonable (is that what Bernstein suggests?). A 7% nominal return should be quite conservative (you should definitely be able to see that and meet any objectives you make using that number). Good idea to be conservative so you aren't eating Alpo in your golden years though... I may be wrong, but long term I think a 7% REAL return is reasonable (is that what Bernstein suggests?). A 7% nominal return should be quite conservative (you should definitely be able to see that and meet any objectives you make using that number).

Good idea to be conservative so you aren’t eating Alpo in your golden years though…

]]> By: Four Pillars http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-2717 Four Pillars Fri, 04 Jan 2008 03:40:05 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-2717 MG - I should use something like that. I know the irr function works pretty well for that sort of calculation. Sure, send it on. Mike MG – I should use something like that. I know the irr function works pretty well for that sort of calculation.

Sure, send it on.

Mike

]]> By: moneygardener http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-2716 moneygardener Fri, 04 Jan 2008 03:37:50 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-2716 If you need a good time / new money weighted return calculator let me know....I have one in Excel. If you need a good time / new money weighted return calculator let me know….I have one in Excel.

]]> By: FourPillars http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-2714 FourPillars Fri, 04 Jan 2008 00:01:12 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-2714 GIV - well I guess it would depend on what you bought?? Actually October probably was a good time to buy. Mike GIV – well I guess it would depend on what you bought??

Actually October probably was a good time to buy.

Mike

]]> By: growthinvalue http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-2713 growthinvalue Thu, 03 Jan 2008 23:30:51 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-2713 if you couldn’t have money invested at the beginning you would have been better not investing at all (20/20 hindsight!)

Fantastic news, considering I made four buy orders in total during 2007, all of which were between April and October….

Just like that old chestnut says: “Buy in May and watch the returns roll in!”

Isn’t that it?

]]> By: FourPillars http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-2710 FourPillars Thu, 03 Jan 2008 19:30:42 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-2710 Mr. C - nominal return. For retirement planning I use 7% nominal return minus 3% inflation = 4% real return. Considering I'm 75% equity I'm not sure if that is too high but it's good enough for long range estimates which are complete guesses anyways. Mike Mr. C – nominal return.

For retirement planning I use 7% nominal return minus 3% inflation = 4% real return.

Considering I’m 75% equity I’m not sure if that is too high but it’s good enough for long range estimates which are complete guesses anyways.

Mike

]]> By: Mr. Cheap http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-2709 Mr. Cheap Thu, 03 Jan 2008 18:24:51 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-2709 Is your 7% target real return or nominal return? Is your 7% target real return or nominal return?

]]> By: Canadian Capitalist http://www.moneysmartsblog.com/investment-performance-for-2007/comment-page-1/#comment-2705 Canadian Capitalist Thu, 03 Jan 2008 13:02:25 +0000 http://www.moneysmartsblog.com/investment-performance-for-2007/#comment-2705 Thanks for the link again. I should clarify that the asset class returns in my post (cited here as well) are total returns including dividends. Thanks for the link again. I should clarify that the asset class returns in my post (cited here as well) are total returns including dividends.

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