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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.
ha, I drink little but (pretty good ~$6 wine, that is).
Yeah, I have serious roof work coming up and am debating adding to my 3.5% heloc instead of retirement moneys. Probably will, though I know what retirement articles will mostly say. Am deferri…
Those are truly discretionary, hence do not always (or ever) have the moneys automatically set aside and liquidly available for emergency. Some businesses borrow.
Who goes into that space with defensiveness in mind? I mean, the recovery delta w Fido is 8 months. So who cares? You are gonna get hit and fall down when you get hit.
Not following your reasoning (etfs easier to day-trade? kids dealing with fifo gains?), but yeah, I would stay w Danoff, and have. It is not as though there is no such thing as market-superior managers, contrary to what you read everywhere.
Why would you? Not so much heresy as self-interest. Danoff has beaten it 10y, 5y, 3y, and 1y. Not since New year's :) Is it that you would be less nervous somehow in SPY?
>> My crystal ball is not good enough to assure you there will not be a 50% drop in the "stock market".
Mine is. There will not be.
If I had a 3-5y horizon, I would be a lot more aggressive than 60/40. So would many others; it's not just me…
How focused? YAFFX and PRBLX are, rather. I am still happy (so to speak) with DSENX comparative performance, even the last week, though it hardly qualifies as focused, I think.
I called to cancel phone application of 30min ago, but cannot cancel that new application till Wed afternoon, as the info is not in the system yet. Wonder what hit this will be on credit score, not that I care so much anymore. And Costco coming soon…
Fidelity has majorly messed this up. I just applied for the new Fido Visa, but also read the online Fido FQs, which clearly state that **all this happens automatically later in the spring,** and there is no need to do anything at all now. Nor then. …
Yes, you do deserve the best possible.
PRBLX, FLPSX, and GLRBX down a half-percent or a bit more, Yackts down >5%, FREAX and FRIFX up 2-3%, FOSFX up 8+% (recently replacing OAKIX, down almost 4%), and DSENX, the majority of my nut, up >4%, a…
Yeah, thanks; I saw the list as of a month ago (M*), and was wondering if it still obtained. Meaning how much of it changes / changed given a 45% turnover?
Regardless, the list made it sound a little like a sort of tech gogo fund.
Outdoing FLGEX…
The single best thing I acquired in 2015 was a cheap De'Longhi espresso machine, just to get jacked up every single morning more than usual via fairly inexpensive good grinds along the lines of Medaglia d'Oro.
This sure seems more reasonable and plausible to do than most such advice articles:
http://www.marketwatch.com/story/one-way-to-try-to-beat-the-sp-in-2016-2015-12-31
It would be to track going forward, and/or back-test, with a dummy portfolio.
Is FCNTX, the original nominally contrarian fund, too big to be called that anymore? I wonder when the first article will appear this year about how Danoff cannot keep it going, owing to size. (Just observing today how much better Contrafund did for…
More important, I bet, is that the bond holdings have changed significantly in the last year or three, probably more than once, even if a given manager says 'our value-seeking approach remains the same' yada. At a high level, or at a granular level?…
>> In the older mode, if you suspected the check was not received, you could just cancel that check and immediately send another one.
Well, with a fee, often, right?
I guess I'm not clearly seeing the problems, and surely the switch back to…
very cool
>> *M does not give a credit average
You did see that under Portfolio, Bond Style, Statistics, Detail it simply says Not Rated for Avg Credit Quality.
Then it does a breakout under Credit Quality, which perhaps we are supposed to…
Right, and also
http://www.nytimes.com/2015/12/31/upshot/thanks-obama-highest-earners-tax-rates-rose-sharply-in-2013.html
although note that 'rose sharply' is still not so high.
Actually it worked out fine for me, also I never relocated, but it is very seldom pleasant being downsized, especially with kids in expensive colleges. I am not sure defense work is that much more labile than other, as I've been laid off from public…
@MJG:
>> if a portfolio were assembled using all 10 funds in equal parts, that portfolio would have delivered a higher compound return with less standard deviation than an S&P 500 benchmark.
I have been following that analysis since the…
I should maybe take that back, since Jeb's econ and tax policies are laughably destructive:
http://www.slate.com/blogs/moneybox/2015/11/10/jeb_bush_and_marco_rubio_want_absolutely_insane_tax_cuts.html
Whoa.
? hit no nerve, did not think or say he was homophobic; just typical, gratuitously vulgar patter, in the modern online style, all the rage now under the guise of being non-PC (= the new descriptor simply for being impolite).
HRC unhinges all sorts…
Another viewpoint, of course, is that she will do the right thing, and the right thing to do here is rail about and try to go after drug prices bigtime. Who here disagrees with the second assertion?
I can see why one might be interested in NOBL compared with VIG or SCHD, but why when compared, at any point in its life, with RPG, FCNTX, FLGEX, or any cheap SP500 index? When you look closely at the curves, it doesn't even seem to offer downside c…
