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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.
VHCOX sure is a winner, the others not so much when you look at the bumpiness of the ride. Unmentioned (not notionally growth??): FLPSX outpaces all of them, and FAIRX more (and more roughly; also FLVCX, talking about a ride).
Talk about can't win for losin' or whatever the phrase is. A multisector bond fund (close to the best for quite some time) does just what it's supposed to do, and since summer 07 matches / marginally outperforms FSICX and DODIX while doing so notice…
Retired for a year or so, we have had maybe 5-7% in small caps. I recently decided to sell my favorite nominal SC fund GABSX because FLPSX dupes its behavior so closely and is full of SC holdings. I may switch to a position in WEMMX in addition, to …
I want to add to my existing retirement position but am tempted to pay Fido $50 and put it into SGOIX instead (I also have an existing position), which is steadier, although its mgrs have been there only 7 years. Thoughts welcome.
What a prize idiot piece of equivocal writing. Where is Hulbert when you need him? GMO feels the same way, maybe, probably, sort of, but without the handwringing and the fancy prose.
\\ investors should not allow their guards to come completely do…
Dead link so far as I can tell
Agree about having faith in a guy like that. We have an awful lot of money (for me) with him and his boy.
Don't know where andrei concludes the record is mostly due the last 3y. Nonsense, and easy to check. For exam…
>> [[DG]] diversified asset allocation offered little or no protection against the types of extraordinary losses my portfolio suffered via the tech bubble, 911 or the real estate financial crisis.
Huh? How do you figure? When I chart, say, …
>> Probably won't change the GO definition,
Well, not necessary, then. If it were my Owl award project, I would try to think more deeply on precisely what --- numerically --- would better take into account FPACX and PRBLX (say) superior prote…
Not to badger, but can you explain the Romick / Buffalo discrepancy (see the last 7y continuous) in terms of Martin? It seems inexplicable that one, worse dip and worse recovery and worse performance since, is a Great Owl when the other, lesser dip,…
>> I think you are suggesting that you want something future looking, kind of like the M* metal system? Ha!
Of course not. I am interested chiefly in downside protection.
>> One big reason we gravitated toward the MFO ratings methodol…
Roger, understood; am using Miraculous Multisearch now, which is much more useful.
I would still urge tweak of GO criteria such that no one could write things like this:
"SMVLX is a much younger fund [[hence not really an owl?]]. It gets GO statu…
I don't hold most of these, actually. But if I did, any congrats on my savviness would be the result of my having studied sources other than GO, right?
I go to GO to see what's what, since you undertake such vast labors. But it's harder to fathom …
>> step 1 Do nothing until the $+P 500 drops 30% from its most recent high
How many buying opps does this represent? I am having trouble reading the history.
What AJ said. GO clearly misses too much that is genuinely important. I have long thought this. If I were some prudent value-oriented downside-protection-seeking active investor who, having studied many other mfund sites including even CU, and thus …
Very interesting graphic about one's neighbors, especially for a buckeye xplanted to Mass. Would be nice to see a weighted version wrt CoL: a million here ain't the same as a million in southern Ohio.
>> Davis: "I was a little spooked when a Facebook executive, early on, announced that 'our goal is to fully monetize the trust that you have in your friends.' That struck me as creepy and I hope they never said that in public again."
Man, how…
You're welcome. I sure concur in your take, but was pleasantly surprised at how much of what he had to say is now incorped into the best mainstream thinking, here and elsewhere.
M* is all I use, growth of 10k, enter any dates you want. May not have the granularity you desire; I use the free login. I think Lipper via Marketwatch does what you describe, though with no time granularity.
OJ, thanks; missed that. If you pay a whopping load you can get in for the usual small amount. And then your results will be much worse than FLPSX. Oh, wait, it's also closed. It also has lagged its Russell MCV index for 1/5/10y, huh? Guess I be sti…
Of the value-oriented ones, it's interesting how very much better FLPSX does than HWMIX if you start in the summer of 2007, which is what I always advise. By the same token, wow, that JPM FLMVX sure looks like a winner and manager Simon one of those…
Hmm. Never heard of such a thing in 35 years of investing, at least in Mass., and my in-laws neither, in Conn. $3k on $100k? Maybe we're spoiled by Fido, but even when I was wrapped with PW, old ML, and Bear-Stearns, long ago, that was not the case…
I too am intrigued and may increase foreign REIT holdings (e.g.). And whew, I did backtest for my longterm FLPSX. YACKX, PRBLX, and GABSX since end 1997 and did see that they're extremely close or actually significantly exceed (FLPSX). At 67 though …
>> name-calling, offensive posts.
Have not seen much of that here at all, really. Have there been? Maybe I need to read more postings, rather than only the ones that interest me.
Hmm. What's the appeal --- supposedly reduced risk? Its 08-09 slump is much worse than, say, PKW, VOO, presumably SCHD, PRBLX, and GABEX. And its $10k gain over the last 3-4-5y is like only a third to a half of theirs! Not even taking taxes on the y…
Most of this has always seemed, as generalizations, fatuous beyond words. I have never got it, really, over decades. Don't lose money x 2. Seriously? That would mean don't invest, and everyone who loves to pontificate it does not really believe it o…
I would suggest leaving things alone. Countermeasures other than peer pressure often create more problems than they solve, in my experience, and of course this forum is the height of civility compared with many. The roughest comments I think I recal…
You won't go wrong with either, and of course you can get the other's penchant post-questionnaire (which is kinda false dichotomy in many spots, btw) with either outfit too --- meaning you can get cheapo indexing with Fido and good active management…
Sorry; my bad for wrong period terminology/characterization. I bought a lot 4/13 and 5/13 and am underwater ~2% and ~1% on those purchases. Must've been a high back then, sort of. Until the recent runup I was under by quite a bit more than that. All…
