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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.
yeah, I was surprised at the assertion, having seen text along these lines for more than one Fido fund (and for other funds where I have been contributing to or indeed editing the text):
Redemption proceeds may be paid in securities or other proper…
Did not intend that discussion be just about stocks, just the benefits of diversification, which have gotten so small the last several years.
Catch, no period b/w 'deals' and 'Fido'; simply meant ML offers some vehicles for free which Fidelity does…
$50 now. edit: that's in general; this fund $75 as noted below, tnx.
I am split b/w ML and Fido; each has advantages and offerings. ML offers lots of completely free ETF and stock purchases w enough holdings, plus some fund deals Fido does not. E.g…
An amazing achievement for a 40/60 vehicle, yes, especially its first decades after 1970. Although I would not have been able to retire had I limited myself to it. (Nor, for that matter, to SPX.) And yeah, we are now right at the 8-9y breakpoint for…
Tyvm.
I think the answer is probably yes, always the case.
Interesting that 4, the diverse one, prevailed for 10y, not just the longer periods.
What approximately were the excess percentages or overages?
Merriman should have some MJG portfolios,…
So for a declining cash nut (being used for a year or two's living expenses) of $100k, the improvement over keeping it in bank savings is just a few hundred dollars. Tough times for safe investing, for sure.
But to first order the classes do correlate for the most part, depending on what one means and what the criteria for performance/outperformance are. No discomfort on my part (reading). My question was about actual $ benefits. I never know what level…
But to return to the original question:
What are the notable (actionable) benefits of diversification the last decade and more. In other words, reasons not to simplify, with age, into US LC indexlike holdings.
Hmm. I too assumed it must be plain hard, but when I just compared IWM with FLPSX and FCNTX over 1/3/5/10/15y, plus start 02 and 08, it sure looks like a piece of cake.
I think his breadth point is real and important, but then there is this fine comedy:
https://www.washingtonpost.com/politics/in-turmoil-or-triumph-donald-trump-stands-alone/2016/04/02/8c0619b6-f8d6-11e5-a3ce-f06b5ba21f33_story.html
All anybody can talk about w VXX is its almost total drop from the getgo, but it is possible to week-trade it, or month-trade it, if you're nervy and have some hunches about short-term market movement. He said (I ain't done it, yet). And willing to …
Not me; usually the inverse of good timing :( .
Such foreign and reit as I have I have not sold, just am not really seeking to traditionally diversify anymore, and am not adding to such positions.
Have modest MC (FLPSX) and I think almost no SC.
LC…
BenWP,
I use it only to check against other LC funds, do not own and did not know about its issues.
I also guess I did not adhere strictly to usual definitions of growth.
I am a large and longtime DSENX owner myself. I try without success to figu…
Unless you are committed to tech, whatever I was researching and considering I would compare against RPG, NOBL, OUSA (v new), CAPE, and FCNTX, ups and down and totals for as long periods as possible.
>> At the base of the market trough in February 2016, valuations were higher ... maybe broadly ... than they were at the peak preceding the 2007 crash.
Doesn't look like it, quite, but hard to tell :
http://www.multpl.com/shiller-pe/
Those Lincoln quotes are astounding thoughts to cite from such successful investors. Obviously household guidelines, which have zero applicability to a largely self-dealing economy.
>> "flawless execution" ... and the "opportunities [that] exist for Valeant long term"
Huh. Well, this fine deep piece of reporting appeared mid-January:
http://nymag.com/daily/intelligencer/2016/01/valeant-wall-st-darling-to-pariah.html
S…
Well, thinking of public civil demonstrations / unrest, nonviolent and otherwise, not to mention notorious political murders (and public ones of private parties), I just looked at Fidelity Trend and CGM Mutual 1962-'75, from the civil rights momentu…
Interesting work, partly new and certainly confirmatory. Does anyone know of any scholarly work w backtesting for equity portion (whatever % it is) omitting smallcaps?
