Not to highjack the thread back to beta, but.. FinanceDude, I wasn't talking about mutual funds...what about individual stock betas? I only have a few funds but lots of individual stocks.
Still curious about the aspects of "beta" noted in my previous post.. given the way it seems to be calculated:
1. are dividend-paying stocks processed differently since their yield can appear drastically different from one day to the next?
2. in the universe of beta, is a stock that performs better than the market,
day in, day out, still deemed "more volatile"?
For the "total return" exercise I just used my Quicken ROI numbers for investment accounts (not my smallish checking account, or my house).. [House? How do you calculate total return ytd on your house?]
Spanky.. very curious about your 23+% return in bonds! My gov't. bond funds (TLT and TIPS bought about one year ago) are 0.32% and 1.7% respectively for that period! GIM 0.7% (bought only 5 months ago) and FAX 6.18% Hmph! The effects of de-worseifying! FAX I have had forever.. the others purchased on my own initiative after studying up on index investing and asset allocation! A consolation, at least, that they are not negative numbers...
Also, curious about a 17% yield for cash vs. a 3% yield for REITs.. seems like it would be the other way 'round, no? A 17% yield for cash over 22 months is truly a savvy investment strategy that I would like to learn!