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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.
probably will be able to let things down easy
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220201&instance_id=51861&nl=paul-krugman&productCode=PK&regi_id=222…
Its spectacular performance since the big sharp dip of almost 2y ago is what has done it chiefly. (Speaking of recency.)
Flattish the last year.
If you compare it w PRWCX since '93 and stop short of the post-dip big runup, it is not quite as imp…
Yeah.
My investigation is on the capricious side thus far: its ytd vs VONE and VONV, FPURX and FMSDX, which is only a few weeks' sample, but also looking at its behavior since 2/21/20, the slightly deeper Feb-March dip than the latter two mfunds, t…
Sure. From 18mos ago:
'It’s very hard to escape the sense that there’s mania now, that this is a FOMO market. When you look at the way that people have piled into the stocks of bankrupt companies like Hertz ....'
The M* link within the article (probably already posted) is droll as well:
https://www.morningstar.com/articles/1071658/arkk-an-object-lesson-in-how-not-to-invest
It all seems to me simply like a tech gogo way up / way down event, such as some of…
Hoping most can read this (inflation, media coverage, reality ...)
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220125&instance_id=51230&nl=paul-krugman&productCode=P…
Sigh. I would not want to quip too subtly for the room, but veteran business writer Peter Coy's report in toto is interesting not only about FAA imputed pokiness (all the moreso given OJ's take) but also about gov stymying of its own agency as Kudlo…
@hank
>> How many employees have wasted their company match 401 K money by “borrowing” against it in their working years or taking highly speculative market risks with it?
so ... what's the answer? do go on.
I would not infer much about political leanings. What you wrote (far left gov, freeloading, etc.) is simply factually untrue, demonstrable with good evidence and long studies. 'Excess money supply' also, and so on. Some here (thank god) have the pat…
Not sure there's any point to discussing politico-economical issues where someone can write 'Far left government paid people to sit at home and is still trying to hand out freebies', but this was enlightening, about "socialist" (har) gov and loafers…
hindsight will show the right decision was to ride it out, sez here ...
https://www.nytimes.com/2022/01/06/opinion/inflation-unemployment-economy-growth.html
'grave or optimistic according to temperament'
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220107&instance_id=49735&nl=paul-krugman&productCode=PK&regi_id=22…
I would probably opt for STIP for short-term TIP exposure, lower fees 0.05% versus 0.15% and shorter maturity bonds--0-5 years--so less sensitive to rising rates. VTIP also has lower fees. But TIPS in general look pricey right now.
Still not phrasi…
@davidrmoran
https://advisorperspectives.com/commentaries/2021/12/08/treasury-inflation-protected-securities-faqs-about-tips
Sure, but I meant specifically that ETF, as opposed to its competition
>> would like it to be as large as possible for her gift to charity upon her death
If / since this is really money she is not going to touch and not going to need, why not put everything into something like VONG or equivalent? Who cares what …
I always have serious trouble deciding b/w VONE and VONG, as the outperforming latter ETF also has lower UI and less drawdown, presumably because of gogo tech stocks' constant bounceback and current-market invincibility of hope ...
Also trying to s…
>> foreign allocation. A drag over the past decade, could be a plus going forward
So Tillinghast has always thought too, over the decades, for some reason.
As I do my January rebalancings real and imagined, I'm trying to fathom what gaps (…
yeah, AOK is burdened for having more foreign and more cash somewhat (probably the case historically too)
interestingly, lower Sharpe, slightly, and higher ulcer, slightly (I may not be understanding something here)
I saw LLPFX jumped up 8% in a week recently, and even though it has less than 30 positions, without looking up each one, I could not figure out why.
I would not expect --- depends on how recently you mean, I suppose --- to be able to find that ou…
