Talk:Lazy portfolios

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Revision as of 20:56, 23 May 2013 by LadyGeek (talk | contribs) (Response to embedded citation question.)
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Proposed Merge of all Lazy Portfolio Pages

After spending some time in the various lazy portfolio sections, I think it may be useful to combine all lazy portfolios onto one page called "Lazy Portfolios" and then divide the page into subsections. The current division into three distinct pages of "3 Fund Lazy Portfolios," the "Core Four," and "Other Lazy Portfolios seems largely arbitrary. danwalk 19:34, 26 February 2009 (UTC)

The page looks very good after the merge. Good work, Barry. danwalk 05:23, 27 February 2009 (UTC)

Thanks for the good suggestion and your fine work on the ISavings Bonds and Resources pages. Blbarnitz 05:37, 27 February 2009 (UTC)

Anthau comments:Shouldn't the Frank Armstrong portfolio in the lazy portfolio section of the wiki be 9% small value, 6% small blend instead of visa-versa?

I have edited the correct values into the table; however revising the graphic needs to be done by someone skilled enough with graphics to reproduce a corrected version. --Blbarnitz 05:27, 1 July 2009 (UTC)
Graphic corrected to fix transposed percentages. --CyberBob 22:15, 8 July 2009 (UTC)
Thanks Bob, --Blbarnitz 23:47, 8 July 2009 (UTC)

Light Housecleaning - But What About SB&H?

I don't have the graphics skill/program to add a portfolio - and am also not sure if Trev H's Simplified Buy & hold qualifies as a 'professional' portfolio, but it may be worth including here. Basically, the concern I have is that folks will think they need 8 to 10 funds to accomplish some simple tilting that can be done with far fewer. --Noobvester 14:38, 11 November 2010 (EST)

How does Trev H's Simplified Buy & Hold differ from the rest of the portfolios on this page? I'm concerned that there may be too many choices here. The idea is to keep this simple. New investors will get confused because they won't know which Lazy Portfolio to select. Instead, perhaps one of them should be replaced (versus add a new one)?

Don't worry about the graphics/program skills. If modifying an existing table (suggested) is too difficult, just type what you want and someone else make the table for you (including a nice graphic if you want). No big deal. You can also create a "Portfolio Test Page" for testing. --LadyGeek 17:53, 11 November 2010 (EST)

Footnotes and References

How do I add a reference inside a footnote? I wanted ideally to have the following wiki markup so that the footnote also had a reference in it, but it failed:

<ref group="footnotes"> Rick has stated that "The mix between U.S. stocks and international stocks can be changed to suit your preference for dollar exposure. Another option is to swap the total bond market index fund for an investment-grade corporate bond index fund that provides higher yield or a Treasury Inflation Protected (TIPs) fund the provides inflation protection."<ref name="Rick Ferri Index Portfolios"/></ref> --Assumer 09:30, 23 May 2013 (CDT)

I've never been able to do that, either. I just insert the reference directly, e.g. See: "Rick Ferri Reference." It's not a clean way to do it, but it works. --LadyGeek 19:56, 23 May 2013 (CDT)