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Asset allocation tutorial?
11-14-2007, 09:43 AM
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#1
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 3,084
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If anyone is interested in an asset allocation tutorial, we can run one right here in this thread. We will use the free morningstar tools at the troweprice website and there will be homework. Just sign up by responding to this thread.
Last edited by LOL!; 11-14-2007 at 10:27 AM.
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11-14-2007, 10:32 AM
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#2
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Moderator Emeritus
Join Date: Feb 2004
Location: minnesota
Posts: 11,731
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I am interested.
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Do not rely on the information provided--my posts are not to be taken as legal advice. Needless to say you must consult with your legal representative. I am not responsible for errors. If I offended you with cya I apologize. If I did not, I tried.
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11-14-2007, 11:00 AM
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#4
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 3,084
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Audrey, thanks for the link. Should it be required reading over the course of this tutorial?
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11-14-2007, 04:35 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Jan 2006
Posts: 3,113
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 Quote:
Originally Posted by LOL!
Audrey, thanks for the link. Should it be required reading over the course of this tutorial?
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IMO - yes. Or maybe sections of it - or for "extra credit". I suppose you should read it yourself and see what you think. It was a lifesaver for me.
I found it easier to digest than reading The Efficient Frontier directly.
Audrey
Last edited by audreyh1; 11-14-2007 at 04:47 PM.
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11-14-2007, 11:02 AM
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#6
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Recycles dryer sheets
Join Date: Feb 2007
Posts: 157
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I would also be interested.
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When you row another person across the river, you get there yourself.
Author: Fortune Cookie
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11-14-2007, 11:03 AM
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#7
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Full time employment: Posting here.
Join Date: Dec 2006
Location: Florida
Posts: 855
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sure. count me in
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I would not have anyone adopt my mode of living...but I would have each one be very careful to find out and pursue his own way, and not his father's or his mother's or his neighbor's instead. Thoreau, Walden
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11-14-2007, 11:27 AM
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#8
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Confused about dryer sheets
Join Date: Nov 2007
Posts: 9
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+1
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11-14-2007, 12:05 PM
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#9
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Full time employment: Posting here.
Join Date: Oct 2007
Location: Willamette Valley, Oregon
Posts: 831
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I could use some continuing education. Besides learning about using a valuable investing tool, they say exercising one's brain cells helps keep the brain pliable and reduces chances of Alzheimer's or dementia.
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Dreams Worth Dreaming are Dreams Worth Planning For. I Spent a Career Planning for Early Retirement.
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11-14-2007, 12:10 PM
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#10
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Recycles dryer sheets
Join Date: Dec 2006
Posts: 347
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I would be interested. Something to do on these cold dreary winter days. Needs to be no cost though in keeping with the frugality of our members...
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USCG regulations say you have to go out. They don't say anything about coming back.
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11-14-2007, 12:39 PM
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#11
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Full time employment: Posting here.
Join Date: Oct 2007
Location: Willamette Valley, Oregon
Posts: 831
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Quote:
Originally Posted by USK Coastie
I would be interested. Something to do on these cold dreary winter days. Needs to be no cost though in keeping with the frugality of our members...
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And the homework assignments have to be something we can turn in "tomorrow or the next day" instead of "today"----lots of us are retirees, you know! 
__________________
Dreams Worth Dreaming are Dreams Worth Planning For. I Spent a Career Planning for Early Retirement.
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11-14-2007, 01:04 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Mar 2007
Posts: 1,503
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If we wait to do the homework, will that be market timing?
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Feral Engineer
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11-14-2007, 02:44 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 3,084
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OK, here we go with the 1st homework assignment.
1. Go over to www.troweprice.com and register for free online access. You do not need to have any money there, nor purchase any of their funds. If you cannot find how to register on the site, try this link: https://www3.troweprice.com/aaweb1/a...licRegister.do
2. Login to your account there, then click on "Use Morningstar tools". You will have to find this link yourself (it's homework after all!).
3. Then click on "Instant X-ray". Enter just one (1) of your funds and show the X-ray.
4. Report here in this thread, the name of the fund and the 9-box "stock style" grid that is shown in the X-ray (we need 9 numbers here).
5. What percent of assets in your fund has the style mid cap growth?
As we work on our asset allocation tutorial, we intend to explain what all these numbers mean, but you have to be able to get the numbers for yourself, so please do the homework. Thanks!
Last edited by LOL!; 11-14-2007 at 06:35 PM.
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11-14-2007, 03:08 PM
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#14
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Recycles dryer sheets
Join Date: Jan 2007
Posts: 71
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I want to play!
I'll get right on my homework tonight. But please don't go too fast - some of us still have to work for a living..... 
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11-14-2007, 05:42 PM
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#15
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Full time employment: Posting here.
Join Date: Oct 2007
Location: Willamette Valley, Oregon
Posts: 831
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[quote=LOL!;578443]OK, here we go with the 1st homework assignment.
1. Go over to www.troweprice.com and register for free online access. You do not need to have any money there, nor purchase any of their funds.
2. Login to your account there, then click on "Use Morningstar tools". You will have to find this link yourself (it's homework after all!).
3. Then click on "Instant X-ray". Enter just one (1) of your funds and show the X-ray.
And for those who don't have mutual funds in their portfolio, what do they do?
__________________
Dreams Worth Dreaming are Dreams Worth Planning For. I Spent a Career Planning for Early Retirement.
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10-11-2008, 01:46 AM
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#16
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Full time employment: Posting here.
Join Date: Sep 2008
Posts: 542
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Quote:
Originally Posted by LOL!
OK, here we go with the 1st homework assignment.
(snip)
2. Login to your account there, then click on "Use Morningstar tools". You will have to find this link yourself (it's homework after all!).
3. Then click on "Instant X-ray". Enter just one (1) of your funds and show the X-ray.
4. Report here in this thread, the name of the fund and the 9-box "stock style" grid that is shown in the X-ray (we need 9 numbers here).
5. What percent of assets in your fund has the style mid cap growth? (snip)
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Fidelity Contrafund
8....27....47
1.....3....12
0.....1.....1
12% is Mid-cap Growth
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11-14-2007, 09:36 PM
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#18
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Full time employment: Posting here.
Join Date: Oct 2007
Location: Willamette Valley, Oregon
Posts: 831
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Quote:
Originally Posted by LOL!
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OK thanks, I',m back on track. Answers:
Mainstay Small Cap Value Fund---MOPIX 0 0 0
4 8 4
47 33 4
And it "is" per Morningstar a smallcap value fund.
__________________
Dreams Worth Dreaming are Dreams Worth Planning For. I Spent a Career Planning for Early Retirement.
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11-14-2007, 06:38 PM
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#19
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Recycles dryer sheets
Join Date: Jul 2006
Location: Massachusetts
Posts: 73
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never mind I just saw your last post. Thanks.
Last edited by gettingthere; 11-14-2007 at 06:44 PM.
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11-14-2007, 06:52 PM
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#20
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 3,084
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I still need someone to confirm that they can register for free. The site is a little different than when I registered many moons ago. If we can't register for free, that's gonna be the end of this tutorial.
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