This blog was mentioned in Barron's again (the first time was December 27, 2004). Seeing my name and my site mentioned in Barron's is really a thrill but I am not sure if this was positive or negative.
The Electronic Trader column had a quick profile about David Jackson's ETF Investor site that included this: and he tends to call too often on blogger Roger Nusbaum (randomroger.blogspot.com). Still, Jackson has an eye for good editorial and data on the ETF market.
I suppose there are two ways to take that. Either there is too much of my stuff and I stink or hopefully it speaks to there not being enough good ETF content out there? For now I'll choose to believe it was not a rip:-p
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7 comments:
I'm overwhelmed with ETF info. What I would like to see is a simple ETF portfolio recommendation. For example, two or three years ago, Fisher recommended a simple portfolio consisting of 58% SPY and 42% EFA. I may have the percentages backwards, but my point is that this is the kind of recommendation that a guy who likes to keep things simple can follow. You could publish such a portfolio and even adjust it once every 6 months, but I would not overdo it. Thanks.
How would you structure an all-ETF portfolio?
I have been following many ETF newsletters but nothing comes close to the analysis/comments you have on your blog. Can we get a ETF portfolio recommendation please!
I used to follow ETF investor closely, until I realized much of the content was from you--now I just get it direct from the source!
Roger,
In no way was the Electronic Investor column in Barron's being critical of you and your blog. I think readers will have the same reaction as anonymous -- why go to ETF Investor for information when they can just get it straight from you?
John
Roger,
Your blog is a joy to read. The idea of building your own ETF where one doesn't exist with Sharebuilder was interesting to the extreme.
Thanks to this blog, I've been researching EWA and EWC to get better exposure outside the US. For those that want a simple one size fits all ETF portfolio recommendation, I don't think Roger's your guy. For those who wish to use ETF's with regular stocks for ultimate diversity, this is the place.
CONGRATULATIONS ROGER! I'm really glad that ETF Investor's mention in Barron's has given more exposure to your excellent work. And I'm also really glad to see from the comments to your post that ETF Investor has succeeded in drawing your blog to the attention of those that hadn't previously known about it, resulting in more regular readers of your blog.
Some of the comments asked what the purpose of ETF Investor is, if it includes your ETF and CEF-related posts and actually refers readers to your blog. There are two main goals:
First, to make info about ETFs accessible in a way not available on many other sites. Let's say a reader wants to include EFA in their portfolio. On ETF Investor you can click on the category "ticker: EFA" on the left-hand side of the page and see all the articles that mention EFA.
Second, to provide a variety of views and investment styles. ETF Investor includes pieces about short-term trading with ETFs from Tate Dwinnel and Nick Perry, pieces about asset allocation with ETFs from Tom Coyne, and occasional one-off pieces such as the full Texas Hedge article on the impact of the silver ETF (http://www.etfinvestor.com/2005/06/the_impact_of_t.html). I think that readers who share your long-term asset allocation perspective would find J.D. Steinhilber's pieces really helpful: they complement your qualitative comments about asset classes with quantitiative analysis, such as the chart up today that shows that US stocks are currently expensive by comparing the earnings yield on the S&P 500 with the yield on the 10 Year Treasury.
Final comment: I think you're right not to recommend an ETF Portfolio with percentage allocations to each ETF to your readers. Asset allocation is dependent on many factors, many of which are unique to each individual (such as age and projected cash requirements). If it's at all helpful, I wrote about this in one of the chapters in my free online book about investing with ETFs called "Do You Really Need Help With Asset Allocation? here:
http://www.radicalguides.com/2005/06/radical_guide_t_35.html
Congratulations again, and best wishes,
David Jackson
Editor, ETF Investor
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