Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
David Snowball's September Commentary Is Now Available
Charles Lynn Bolin wrote an article that was featured in this months commentary titled "Adjusting Portfolios for the Business Cycle." I found it to be a good read. And, I have linked it below for your easy access.
Thx. Interesting. Vghcx Vanguard Healthcare was mentioned since 2000 wonder how it's doing if one after held all those Yrs (maybe way outperformed index spy dows)
About the short video on Propaganda: it may be potentially a good marketing idea but not with "background " music competing with the talking. I found it a distraction, just as I would find talking a distraction if I was trying to listen to music.
All else being equal, it takes about a 50% rise in portfolio value to compensate for a 33% loss. ($100,000 X .66 = $66,000. / Than, $66,000 X 1.5 = $99,000.). So the warning is valid - if the math suspect.
I like the special attention to allocation and risk apparent in this month’s Commentary. Needs saying.
Comments
https://www.mutualfundobserver.com/2019/09/adjusting-portfolios-for-the-business-cycle/
Explain the math here....
All else being equal, it takes about a 50% rise in portfolio value to compensate for a 33% loss. ($100,000 X .66 = $66,000. / Than, $66,000 X 1.5 = $99,000.). So the warning is valid - if the math suspect.
I like the special attention to allocation and risk apparent in this month’s Commentary. Needs saying.
I was snoozy. It's fixed!
"a potentially good marketing idea"
Hmmm ... one of the other featured pieces was by our bow-tied director of enrollment management. I might put in an app at Walmart, just in case.
"the symbol for ..."
Good catch! Fixed!