Richard Shaw

Contributor since: 26 Feb 2010

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• Historical Private and Public Real Estate Prices

  Published 02 May 2008 | viewed 4,331 times

  House prices are in trouble in many, but not all locations. Nationally, house prices are down. The S&P/Case-Shiller house price index gets the headlines, but…

• Geography of non-US Stock Markets

  Published 28 April 2008 | viewed 3,121 times

  There are 67 countries between the United States, Canada, EAFE, emerging market and frontier market countries. It may be helpful to you if you visualize…

• Practical Issues Calculating Portfolio Return

  Published 26 April 2008 | viewed 3,332 times

  Portfolio management involves more than research, understanding investment trends, choosing an asset allocation, rebalancing and making security buy and sell decisions. Periodically, you need to…

• REIT-Treasury Yield Spreads (1971 to-date)

  Published 23 April 2008 | viewed 3,791 times

  We advised investors generally to avoid US equity REITs in January 2007. At that time, we felt they had gone too far, too fast and…

• Managing Sector Funds in Portfolio Design

  Published 18 April 2008 | viewed 2,766 times

  If you intend to pursue US sector rotation investing with ETFs, you probably want to be sure that your choice of funds covers the entire…

• Worldwide Mutual Fund Assets

  Published 16 April 2008 | viewed 4,234 times

  The Investment Company Institute reported $26 trillion worldwide mutual fund assets from 26 reporting countries for the year 2007. They reported assets for 2002 -…

• Investment Theme Dimensions

  Published 15 April 2008 | viewed 2,760 times

  The news is constantly full of "investment themes" -- BRIC, commodities, falling Dollar, alternative energy, mortgage crisis, and so on. Investing with themes is a…

• Wages of Ownership -- the Retirement Years

  Published 13 April 2008 | viewed 3,101 times

  The wages of work have not been so great for most Americans in the last few years -- barely keeping up with published inflation, which…

• 80 Year History: Dividend Yield vs Interest Rates

  Published 01 April 2008 | viewed 7,005 times

  This essay was originally posted September 3, 2007 at QVMGroup.com. Just recently there has been renewed ferver in discussions about pricing of risk. Credit yield…