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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.
>> Vanguard Balanced Funds for ANY Market
Why anyone would choose that fund over GLRBX, JABAX, FPACX, and/or ICMBX is baffling. (Also probably MAPOX, I did not check; used to be not available everywhere.) Check the performance for any period …
>> Skills in those 12-16 school years of reading history, Geography, whatever, when they get into the workforce they have a marketable skills,then they can get up every morning and go to work, make money, pay their bills, spend some money, sa…
All good thoughts.
I dropped ARLSX a while ago, just because I did not care for how it behaved, and put the moneys into RGHVX and GLRBX. You might check them out; I would recommend the latter over the allocation funds already mentioned. RGHVX I am …
Prius or Camry. I have owned several of each. Can't beat 'em. I would buy a fourth Prius in a heartbeat. Cheap, zero maintenance (almost), roomy, greenish, and did I say cheap?
>> My rationale for being in managed equity funds rather than index products is a hope to be able to beat the index approach on both up and down periods, and I wanted to see if any funds managed to outperform the indexes on the down side.
Ri…
@scott:
>> L/S funds are not going to shield you from every move lower in a market.
Oh, sure. I just expect them not to double the decline of SPY the last 2-3 mos like some crazy x2 etf.
>> (re)learning this lesson to my dismay
oh, hear. I thought I was the only one. Chasing rich-neighbor tips, for example, over the decades.
I am sticking with RGHVX for now for all the reasons cited and I honor their previous history. But …
Yes, meaning please do whatever is easiest for you and your colleagues, and name folders as you see fit. If a deadish category suddenly has a lot of comment after 3 days, so be it. Rand's pernicious 'influence' today, for example :)
If problematic,…
Yes, I meant nothing fancy, just 2-3 folders, for dead and winding down. Reversible too, ideally. No links, no moderation maybe, as automated as feasible. Dropping 0 or 1 response after 48h alone would be a start.
I guess I shoulda said I was also talking about Ray Gun, a second pernicious fraud. BO is to the right of him, actually, since nobody but nobody remembers that Ray Gun:
- raised taxes on a large scale four times
- made a decision to cut and run fr…
BW, presumably you are here because you invest. What kind of shape would we all be in financially if, in 08 and 09 and after, there had been zero gov TBTF help (should I use sarcastic quotes around help? gosh, I dunno), do you think?
I also speak …
He's a moron, and best of all stubborn and ready to double down:
(http://krugman.blogs.nytimes.com/)
Nobody Understands the Liquidity Trap, Cliff Asness Edition
Cliff Asness, one of the signers of the infamous open letter warning Ben Bernanke tha…
Her place in the grand scheme of things would never be worth mentioning, ever, except that a few influential rightwingnut pols and their con men (Grover Norquist, Paul Ryan, Rand Paul) still spout her 'economic' claptrap about takers and dependency …
I did! I mean, I think it is. Not so showing to you?
Thanks for compliments; seemed obvs. I am sure I missing interesting stuff as this vast bucket. Do not know the site-structure capabilities of the SW, of course.
>> All interesting picks.
@scott:
Thanks. I live in rich suburbs where 2-3-4 wealthy friends are venture types, HNW investors, small-firm boutique money managers, and/or investment bankers. Sometimes I foolishly, and not always foolishly, fo…
Considering adding COG, REXX, CLF in one area; in another, ACHN, ARWR, DVAX, XOMA; OUTR in a third. All worth smart dd if you are in speculative mood.
May buy more PDI on next dip.
Ha, bond-related except for Romick and Ahlsten and FJames and Ivy S&T guys and maybe a very few others. I guess I better ditch Tillinghast now that M* has again downgraded FLPSX. Wait, what? M* shows 4*. Ah, 3* ... for last 3y.
>> Ulcer Index is reflecting current volatility
oh, I know. That's the problem. Plus manager continuity.
But we have had this conversation.
Based on this work, someone might decide to move everything from, oh, JABAX / JABLX to PRWCX.
This gets less and less useful by the quarter. Look at all the index ETFs with such low low UI. I better get me one of them and forget about SEQUX.
I suggest revisiting concepts and criteria and the math/sorting/display algorithms.
Entirely welcome.
Some advisers avoid Yackts and Romick et alia because they cannot abide such decision freedom. 'We pay them to invest, not hold cash, ever.' Etc. I remember reading articles on this in the late 1990s, actually.
Well, they are comparable insofar as in the same largeish equity space. I do not concur in the view about focused and core; makes plenty of sense to my sense. But yes, not fair in the classic senses. I might do both. I mean, I hold YAFFX and PRBLX a…
Well, one has three times the holdings of the other, one is a third the expense or less, one's average company size is half the other's, one has 13% foreign and the other none, etc. etc. So an apple and an orange or something, perhaps.
