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Update re Windsor II vs. Value Index "Bet"
rpetrocelli 05-01-2008, 8:08 PM | Post #2513779 |  15 Replies
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Back on June 30, 2006, Andy (wagnerjb) and I made a "bet" in which he took the ishares Russell 1000 ETF (IWD) and I took Windsor II for a 5 year period the bet pit active against passive in a quien es mas macho challenge, winner take all.

As of today, here's where we stand:

  • Windsor II: 10.93%
  • Russell 1000:  10.23%
Just over 3 years to go...

Petrocelli 

 

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Re: Update re Windsor II vs. Value Index "Bet"
Gregory 05-01-2008, 8:21 PM | Post #2513783
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petro, thanks for the update.

May you have continued success!

Greg

 

Re: Update re Windsor II vs. Value Index "Bet"
pjstack 05-01-2008, 8:31 PM | Post #2513792
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I hope it won't be like this!!

http://redwing.hutman.net/~mreed/warriorshtm/perv.htm

Scary!  (No pictures, please.)

pjstack

Re: Update re Windsor II vs. Value Index "Bet"
pjstack 05-02-2008, 1:45 AM | Post #2513851
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Oooops!

The above link was meant for the Primecap "bet" thread. (It doesn't make sense here.)

Petro said in the Primecap "bet" thread that the loser had to type responses in women's clothing, hence the above "FlameWarrior" link.

Sorry.

pjstack

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Re: Update re Windsor II vs. Value Index "Bet"
kenschmidt 05-02-2008, 7:35 AM | Post #2513879
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Does the 10.23% return reflect the return of the Russell 1000 Value Index or IWD?  IWD has expenses whereas the pure index does not.

Ken

 

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Re: Update re Windsor II vs. Value Index "Bet"
rpetrocelli 05-16-2008, 10:50 PM | Post #2518754
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Ken:

It's the return of IWD.   However, it does not take into account brokerage fees in ourchasing the ETF, which would lower the return a little.

Petrocelli 

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Re: Update re Windsor II vs. Value Index "Bet"
wagnerjb 09-08-2008, 9:18 PM | Post #2559592
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Well, it looks like IWD has overtaken Windsor II this year.  It is also in the lead for this "bet".  Not only that, but the Wiener "hot hands" fund -  Growth Equity - is the very bottom fund of all domestic funds for Vanguard this year.  Things aren't looking rosy for those chasing yesterday's performance.....

 Best wishes.

Andy

Re: Update re Windsor II vs. Value Index "Bet"
rpetrocelli 09-10-2008, 8:46 PM | Post #2560364
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Andy:

M*'s portfolio shows that Windsor II has lost 2.38% since we made the bet, and IWD has lost 3.58%.   That's a 1.2% difference in favor of Windsor II.  

As for the hot hands fund, most Dan Wiener subscribers bought another large growth fund based on DW's recommendation not to buy Growth Equity.  I bought Growth Index, and it is doing just fine.

Petrocelli

 

 

Re: Update re Windsor II vs. Value Index "Bet"
Gregory 09-12-2008, 1:45 PM | Post #2560925
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Andy, who's correct, you or Petro?

 

Re: Update re Windsor II vs. Value Index "Bet"
rpetrocelli 09-12-2008, 3:42 PM | Post #2560976
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[Double post.]

Re: Update re Windsor II vs. Value Index "Bet"
rpetrocelli 09-12-2008, 3:42 PM | Post #2560977
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Gregory:

Andy, who's correct, you or Petro?

I think Andy may have been correct when he posted.

I realized I did not record a dividend in June 2008. Right now, Windsor II has a lead of .11%, and that should increase at the close today.

I have some thoughts on this "bet".  I will post them later tonight. 

Petrocelli

Re: Update re Windsor II vs. Value Index "Bet"
rpetrocelli 09-12-2008, 3:43 PM | Post #2560978
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Gregory:

Andy, who's correct, you or Petro?

I think Andy may have been correct when he posted.

I realized I did not record a dividend in June 2008. Right now, Windsor II has a lead of .11%, and that should increase at the close today.

I have some thoughts on this "bet".  I will post them later tonight. 

Petrocelli

Re: Update re Windsor II vs. Value Index "Bet"
Gregory 09-17-2008, 3:28 PM | Post #2563242
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rpetrocelli:
Gregory:

Andy, who's correct, you or Petro?

I think Andy may have been correct when he posted.

I realized I did not record a dividend in June 2008. Right now, Windsor II has a lead of .11%, and that should increase at the close today.

I have some thoughts on this "bet".  I will post them later tonight. 

Petrocelli

 Petro, care to share your thoughts on this friendly wager?