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You may be on the right track. We might need a variation of your suggestions because the first one is used to mean certain sound applications and the second one is too close to an eye condition.
Well …the current issue (12/23/24) doesn’t have much to offer.
Cover Story”Shopping Addiction” Really?
Slim pickings inside this week.
- The O’Brien piece on preparing your portfolio for 2025 is downright insulting:
“Rather than plotting big moves based on tea leaves, make sure your mix of stocks and bonds is still aligned with your goals. Stocks’ big run-up means you could have a higher equity allocation than you bargained for, especially if you didn’t make any tweaks after the S&P 500’s 24% gain in 2023.”
Gosh - You’d think that would be covered somewhere in a college freshman econ class, if not a high school investment club.
- One worthwhile story touts (undervalued / under appreciated) value stocks which are poised to outperform next year. Where have I heard that before?
- NVIDA’s on hard times (their phrase - ”dead in the water”) being down 15% from its high. My heart goes out to those who bought two years ago.
- And Forsyth expects one of 3 possible interest rate scenarios for 2025: Good, Bad or Ugly. Take that to the bank folks.
ORK. Ya. Not much , as you say, for the discriminating reader. I believe I've settled on a new home for some money now sitting in the Weitz core-plus bond fund WCPNX. Since we are being told by the FED not to expect so many rate cuts, and those cuts will be spread-out, it feels like not a great leap in terms of risk/reward to relocate those dollars into uncle Chucky's Junk ETF SCYB. The ER is rock-bottom, akin to the Vanguard funds generally; and yield compares favorably with my current OEF junk holdings TUHYX and PRCPX. Turnover is 24%. I do prefer not a lot of churn. We will enjoy the higher monthlies, which come at the head of the month, not the end.
Comments
Too general and does not distinguish 2-3 mil, 10 mil, and 100 mil.
Article
Cover Story ”Shopping Addiction” Really?
Slim pickings inside this week.
- The O’Brien piece on preparing your portfolio for 2025 is downright insulting:
“Rather than plotting big moves based on tea leaves, make sure your mix of stocks and bonds is still aligned with your goals. Stocks’ big run-up means you could have a higher equity allocation than you bargained for, especially if you didn’t make any tweaks after the S&P 500’s 24% gain in 2023.”
Gosh - You’d think that would be covered somewhere in a college freshman econ class, if not a high school investment club.
- One worthwhile story touts (undervalued / under appreciated) value stocks which are poised to outperform next year. Where have I heard that before?
- NVIDA’s on hard times (their phrase - ”dead in the water”) being down 15% from its high. My heart goes out to those who bought two years ago.
- And Forsyth expects one of 3 possible interest rate scenarios for 2025: Good, Bad or Ugly. Take that to the bank folks.