Archive for August 2009
In the mind of an investor
Posted on: August 31, 2009
Found this chart on digg.com … don’t know who to give credit to. Whoever drew this is brilliant.
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Harvard University Endowment significantly increased its holding of iShare S. Korea, iShare Taiwan and iPath India in second quarter of 2009.
Table: Top 10 holdings in Harvard University Endowment’s public portfolio
| Rank | Names | 3/31/09 (x1000sh) | 6/30/09 (x1000sh) | Change |
| 1 | iShares E. Mkt | 8276 | 9712 | +1436 |
| 2 | iShares Brazil | 3170 | 3294 | +124 |
| 3 | iShares China | 3162 | 4178 | +1016 |
| 4 | iShares S. Korea | 1737 | 4349 | +2612 |
| 5 | iShares S. Africa | 1222 | 1595 | 373 |
| 6 | iShares Taiwan | 0 | 6836 | New |
| 7 | iPath India | 446 | 1388 | +942 |
| 8 | iShares Mexico | 1380 | 570 | -810 |
| 9 | Vanguard E. Mkt | 2289 | 1758 | -531 |
| 10 | Market Vectors Russia | 1762 | 882 | -880 |
| Drop | China Mobile | 376 | 459 | +83 |
| Drop | Stoneleigh Partners | 2626 | 0 | Sold Out |
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and this will happen.
What will happen to your money if you hire a salesman as your financial advisor
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If you are a typical 401(k) participant, you have stuffed 32% of your retirement money in a stable value fund offered by your company’s retirement plan. Throughout this crisis, stable value funds have lived up to their billing as “money market funds with better yields” or “intermediate bond funds sans the volatility.”
But do you know what a stable value fund is? Not according to a recent survey. Close to 90% of retirement plan sponsors (employers) don’t know the difference between a stable value fund and a regular bond fund, let alone plan participants (employees).
The Investment Scientist 