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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.
Thanks so much for this encouraging response; but can you possibly elaborate on implosion hunches, scenarios and circumstances and any other thoughts or variables, if you have anything beyond gut feeling? (not arguing, just curious).
At some wealth…
What do you know? You know the difference b/w affect and effect, among a great many other things.
Was not criticizing the poster this time, just noting that there is always only one response to apocalyptic thinking: We'll see.
Like investing in a…
Since 11/13, DSENX (inception date) and PONDX 50/50, much less 60/40, appear to significantly outperform most if not all of these --- except for PRWCX (which of course is on this major tear) and BRUFX. Combo Martin ratio >5 and UI >2 (short-te…
Entire marketing campaigns (some based on substance) have been built on location --- upper-Midwest knowledge of local companies (Mairs and Powers), etc. Chicago independence ditto, and the same for isolation in SW Ohio (James). Access to the most in…
What confusion and pointlessness.
Is the question seriously being heatedly asked if PPGFR (past performance guarantees etc.)? We know the answer to that: No.
Is it likely that outperforming balanced funds with long records and the same managemen…
@msf,
Sorry, I know its holdings, and do follow them though obvs casually and sporadically. Had not seen prior that AOR is now only 60% domestic, and, hmm, they changed the name, to Core Growth Allocation; so coulda answered my own question.
>&…
Fwiw, I looked back at this 5* gold-rated fund for the last 7+y to see how it has fared against AOR (better, uniformly) and noticed that VBINX has only equaled or very slightly outperformed FBALX over long stretches, moreso and more handily recently…
Here is another something to consider in rebalancing away from equities:
http://www.nytimes.com/2016/02/06/your-money/why-your-portfolio-needs-plenty-of-stocks-whatever-your-age.html
Plus he's a cranky gloom-peddler, all woe and pessimism, all corrupt system and corrupt others, little good happening, yada yada, need a revolution. Right. Kinda like the Repubs in that vibe, things are awful, I will improve them somehow. Right.
And specific location. of course: Nashua NH is not the same experience as Colebrook, Columbus as Springfield, Madison as Eau Claire, Ann Arbor as Flint. Publications regularly post 'best/worst places to retire' listings, but seldom with the granular…
I would fit in just fine, and did. Then, and now. Would much prefer to live and work and raise children elsewhere. And did that. Not you?
What kind of socialism is this? Interesting interpretations!
Affordability is a good reason, no question.
And elitist, sure, also no question.
Tough choices for that generation.
Boehner was the rep, destructive, but kicked aside for not being destructive enough. I could not bear that even in retirement, an…
Hard to tell what to make of this. Nothing like tourism to help an economy, of course. But are people fleeing NJ?
The money to run and do things has to come from somewhere. Even rightwingnuts admit to that.
NH friends complain endlessly about th…
Not sure this is all that big a deal since Pinto remains in charge of equities and Janus is strong and supposedly getting stronger in FI (Gross and all that). The lookahead downgrade is offputting, sure, but my vote would be to stick around (and I h…
Well, Cam ran brilliantly a couple times and had a few laser passes, looking exactly as expected. Just infrequent. I also did not know how inaccurate a passer he could be, though; it wasn't just that D.
>> how investors with the same patience level will fare with a fund depending on which period of the fund they were patient in.
That seems to me like a distinction without an effective difference, but I fear you will tell me again I am not …
Yes, I should have reread your thorough and clear explanation before again querying you re volatility measures; forgive me. (It was the one where you stated that fund managers are not in the fund returns business.) I do realize that RARE is necessar…
9/25 of LCC and LCV had lead manager changes in the last 8y. Top tier to bottom tier.
Did not check LCG after I saw Danoff got an X:
'Toxic : Very poor returns relative to index for most investment periods except for an insignificant percentage of …
I am not being clear. Perhaps Charles can comment. vkt, do you know if any of the funds in your lists have had manager changes in the last eight years? Maybe my puzzlement is mootable only.
You sever fund strategies from people, which is beyond weird to my mind.
Let us discuss the Pats or the Celts as entities and not makeup by individuals. Not for me as a bettor on their games or season.
>> If a fund measures poorly and it ha…
You can apply your labor to NBA teams and coaches, too, for consistency and persistence and choices. Lots of this sort of sophisticated stat work going on these days.
I would pay no or at least much less attention to RARE unless delimited for manag…
Yeah, bonds and value tilt do help: DSENX and PONDX 50-50 (which I have not yet achieved) is down a little less than 3%. GLRBX down over 4%, AOR around -3%, AOM -2.67%.
Right, when you compare it with SP500 for 8/7/6/5/4/3/2/1y with each period ending yesterday, and certainly if you start 7y ago and exclude 8y, it is rather more a coinflip, 50-50. M* of course lets you do any start and end date you wish. As you say…
