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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.

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Portfolio Withdrawal Strategies

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Comments

  • hank
    yogibearbull said:

    Just as many PV runs for stocks to 2009 looked terrible, so do bond PV runs to 2022.

    Comparisons for money-market and Ultra-ST bonds should be from mid-2022 (i.e. beyond the ZIRP).

    I figured I was doing something wrong to come up with such terrible results!
  • FD1000
    The idea is to be in good categories, because markets proved they can be one sided for many years. I never understood why investors are overdiversified.
    MFO is an amazing place to find great risk/reward managed funds, but I hardly see discussions about it.
    How can anyone miss PIMIX great performance from 2009 to the end of 2017? or PRWCX for 2-3 decades? or SPY since 2010?

    In the last 3 years compare ICMUX, BND, DODIX(good bond funds). The chart (https://schrts.co/cQPAWsgM) shows total returns: ICMUX=16.8%...DODIX=0.1%...BND=(-5.2).
    See ratings at MFO (https://www.member.mfopremium.com/riskprofile)
  • beebee
    Hidden Challenges of the Bucket Strategy:



  • hank
    edited October 6
    Thanks @bee. Refreshing. A ”bucketeer” he is not.

    But probably didn’t need 20 minutes to make his case. Obviously has a preconceived opinion on the matter.
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