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davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
Just put more into DSEEX at the last 'big' dip (eventually, first it has to go into DSENX); just sold some PONDX for cashflow and am switching the rest into PDI; will sell FREAX and maybe even VNQ as soon as I can figure out what to do for true dive…
She was most gracious with this snippy reader:
\\\ Thanks for your note. I appreciate all feedback -- even critical feedback!
My job here at The Journal involves programming in Python and doing database analysis in SQL for stories on the investigat…
She is a complete amateur in this realm, as was plain from her response to me when I crabbed to her. She admitted as much but did tell me how much positive response she has gotten from co-workers who are in the same pickle. Oi. And it coulda been a …
What a complete nonstory this is, and she's a data investigator?? And yet another misleading hed.
Her management fee is low. Her fund fees are low. Her total is lowish.
Not to defend this sort of thing, but seriously.
And she coulda found all …
The Bloomberg case and data look completely compelling, meaning irrefutable and properly argued. I am surprised at the other cites. The FT article is modulated to some extent and gets into student loans. But some editors are dimwits. It's their job …
Exactly.
I do have some, perhaps many, holdings where there has been just the one initial investment, and I like to be see more quickly and easily how it has done in toto. I sense that many here are like that.
Concur in the Fidelity take.
Their c/s told me to go to Accounts, Holdings, Unrealized Gain / Loss, and then scroll right ... and then you can see the new columns Cumul Inv Return x 2 and Total Client Investment, which must be the initial amount you put in. See if you can do t…
see below for ML daily display
gah, bad formating, sorry
Symbol
Description
Quantity
Price
Day's Price
$ Chg% Chg
Value
Day's Value
Change $
Unrealized Gain/Loss
$ Chg % Chg
PDI
PIMCO DYNAMIC INCOME FD
4,341.6510 $29.05 -$0.23-0.79% $126,124.96 -…
What an interesting story. Thanks. That fifo override thing is wild.
I do not use an adviser anywhere.
I like ML a lot and like Fido a lot. I was just pretty duh about what I was seeing in the columns without drilldown, and I even posted here ab…
I like the way Fido does it, as I said, and was thrown by ML. Also, I use a software program to do my taxes, which draws in all of this stuff automatically, very handy and less laborious, so have not kept my own records for decades. Anyway, live and…
Interesting. I am chiefly interested in display, column wording, and my quickness (haha) of visual understanding. I have always got what Fido was showing me, and the opposite w ML, I never quite got what they were showing me. (My duh.) A nomenclatur…
tnx for these data.
I myself just want (always) to see what I am used to from the $10k-growth charts. I put in $10k and what happens. I pay taxes every bloody year on cg / div reinvested when the accounts are taxable, so I know that part. With tax…
Absolutely right, the skills biases and skills gaps
community colleges and the like should be high on everyone's agenda
nonetheless, as you also read,
This Policy Brief ... concludes that the payoff to the United States from trade
expansion—stemm…
Its chief strength, or a chief strength anyway, has been bear performance, yes.
It usually has done better than it is doing now, but its method and decisionmaking and philosophies are not as suited today as in the past.
I'm not doing timing, and regardless, the arguable appeal of the RG_ set is that they are the opposite of megacap, being equal weighting of the SP500.
RPG wins over the last decade, while MGV lags even SP500. Interesting.
Over 5y it's RPV, with …
It appears worthwhile to track RPG vs RPV vs SP500 over various intervals the last 11y, since the RP_ inception. (Growth wins over that span.)
Being equal-weight, they also beat the cited Vanguard ones over the 11y span.
I did not check shorter …
I have inlaws who pay for advisor management, allocation decisions, handholding, distributions, monitoring, voice on the phone, the usual comfort and sleep-at-night stuff.
Why should I be (and who am I to be) insulting in telling them they how illo…
read the actuality:
https://twitter.com/TruthGundlach
maybe MW will revise or add
looks the same thus far (to my read):
http://www.marketwatch.com/story/gundlach-makes-bearish-call-on-stock-market-as-sp-500-nasdaq-hit-records-2017-05-08
Sorry, maybe I missed it, but is there a match? If not, consider not participating, them put amap into a Roth (up to 6k now or something) and into DSENX.
I am sure you are on the right track, being so thoughtful, but an implication of your query is how would some of us do it, and some of us would do zero non-equity, LC 1, MC and SC 1 or maybe 2, EM 1 sure, then call it a day. What I would do and have…
If you are really going to hold for up to 13y I sure would consider Tillinghast (FLPSX), who is probably not going anywhere, even though his area is not strictly growth. That fund gives a nice amount of non-US exposure to boot.
@bee, I am not sure these exactly fit, but they are interesting to follow (perhaps you already know them), and sometimes to own, although never particularly exciting:
AOA, AOR, AOM, AOK. But not actively managed, just according to how component sec…
I take its CAPE portion to be simply rules-based, so not active the way my other actively managed funds are. I also wouldn't call CAPE black-box. The bond sauce, maybe.
That was an attempt at a wee joke. I am sure enough now, and will be even surer in three or so more weeks :) .
I am not so much having problems with the math as puzzlement at having listened very carefully to the SSA person while she went through …
Looks like I was misinformed by SSA rep several months ago, although it may've been faulty understanding on my part. I did take notes, including the math and figures given. Whatever. This from InvestmentNews several years back conforms w msf post:
…
Have not been finding zaggers to counter ziggs for a great many years now.
Have placed a modest portion of total nut into RE funds including FRIFX and VNQI, and have left it alone. Not much diversification there, really.
Otherwise am watching DSENX…
