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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.
Boy, Roche oddly avoids real substantive grappling with the studies cited in the NYer article, skimming or overlooking by my read. Lindzon seems more substantial.
>> I'm not going to take the money that we're depending on for groceries, medical care and home maintenance over the next decade and dump it into stocks.
I am, and have. Not all, so maybe that means I haven't :) .
I emailed Roseen and he was altogether dismayed at Reuters's bad work and will have the hed fixed x 3.
Yes, someday adverse may join averse, alas, as will loathe for loath, and miniscule for minuscule, and all the rest.
There is indeed always so…
So in a margin account 30 days after purchasing FCNTX I can buy more of it (it, not a stock) on margin?
Etfs are marginable, maybe already pointed out.
>> brokerage agreement in place to permit using them for settlement.
wtf? Since they ought not to have let the trade take place from the getgo, I would simply tell them you are going to document the entire thing to the various compliance ent…
Would be an interesting perception vs reality natural experiment, although unknowable since we cannot alternate them over 2y or 3y.
Trump initially gets WS and WSJ types hyperexcited and talks the talk, that is before trade policy revolution occur…
Well, this was on a beautiful summer day a few years ago; it just was striking how much nicer it all was than decades earlier. Used to go to Chicago as a kid 60y ago, and then 30y ago for tradeshows.
As someone who attended the UofR, I know what yo…
All good points, from educating the historical imagination to the flexibility of grammar. Misunderstanding and misidentifying a long sentence as a runon are something else, though.
As a decadeslong working editor and English teacher, I was one, although perhaps not *the* one (I think there were others), who pointed out that the characterization of the Snowball lede text as runon (or run-on) was factually and grammatically mist…
What charts? Growth of $10k, M*, looking at curve smoothness over time.
Do it yourself.
Takes into account splits, of course.
I set start point as inception of SHW, hence the year.
Log scale does its own smoothing as a function of increase, sort …
Ain't hindsight something.
As for stabler, B is smoother since 1972, sort of, as are PG and JNJ. With a log scale (M*) it's less easy to detect smoothness and the opposite, of course.
SHW has had this remarkable rise the last six years, so there …
Yeah, shoulda made clear I invest in these (and in everything else) for investment growth, never income stream. I would be chary about OUSA too, but you gotta start somewhere. I was the same about DSENX back when I first read about it here.
I bought it near its inception and turned $5k into >10x that before I bailed, which made me realize the intersection of skill and luck investing streaks entail, also the wisdom of holding and having conviction.
Do some dd on JABAX, GLRBX (less equity), OAKBX (about the same recently), MAPOX, selected Vanguards people like, ICMBX, FPURX, even AOR, and decide.
Be aware this may be a classic bailing too soon and not sticking longterm.
Fascinating. I just graphed slightly less than 10y performance for SP500, VTI (oddly identical), vs RSP (SP500 equal-weight) and VIG (div), which both outperformed SP500 and VTI, not hugely, by 3%.
VIG had the least dip 08-09, RSP the worst.
Ver…
>> professional recommendations for bond portfolio allocation between Treasury, corporate, HY, emerging market, and other type of bonds, and their duration?
What bond fund managers are for, as Crash suggests. Pimco, Double, Fidelity, D&C…
Don't mean this to sound the way it might, but why did they not save for retirement? I mean, what do they say now by way of retrospective analysis? Because they knew they had this sort of security? Needing to spend on kids etc.?
@wxman123
Sorry, a better question, looking at VGLT's large swings, would've been 'So you time it?'
What happened to it in Jan of last year, meaning a sudden 10% rise, followed by a larger-than-that decline only 5 months later?
I do see a fair deg…
hmm. Not seeing that as much as you are. I know about the Pimco classes, thanks. Just was looking at performance of the various bond funds I mentioned, not seeing clearly how to make a true diversification decision.
>> You wanted to be heavy…
expat,
>> thanks to you, David,
All hail rather Snowball/MFO, responsible for uncovering DSENX, which has had surprisingly little press.
Roger about quant processes and also derivatives (maybe).
wxm, can you elaborate on nondiversificatio…
