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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.
None, none, none.
This perplexing scenario to witness I have discussed in the briefest of ways w the august LBraham and JWaggoner, meaning exchanging a few rueful wtf words, and they list the usual suspects, chiefly fomo w tina (per the ongoing li…
>> the potential fallout implications into all areas of the investment markets
my manhattan recipes and approaches to leg of lamb all have fallout implications for the markets too, plus sundry bad jokes and rants about tempo in Bach and loud…
everything costco is excellent, almost; wish I had put a hundred thou into the stock long ago, $10k to $5M since 1982, criminy, and yes there are better, but still
roger about packaging
as for pineapple, my wife added it to her yearly cheap-red-wine wassail for the first time, along w the cider and spices and orange and all else, and it made an enormous improvement at least as to sweetness, and yeah, probabl…
oj --- oh, for sure; larry summers said the same thing, and others too
it is just that this may be as good as is feasible with these guys
off topic, don't I want to stay on the slum side of town?
@Mark,
thanks
A very experienced financial writer friend whom I freelance with sometimes quickly fixed Uppaluri's comical regurgitation:
The fund's concept is to track the total return of the Russell 1000 Index while having less of that return c…
haha, whatever that means
a veteran M* analyst knows he shd use unlock somewhere but can't decide or recall exactly where, much less what it connotes
just wild
also turning 'low active share' into virtue
well, the fund's strategy does work, …
VTCLX is an actively managed fund that tracks the Russell 1000 Index while minimizing tax effects.
The fund has performed well and may be worthy of consideration.
Fascinating to track how it remains the barest hair ahead of VONE over all large inte…
I use it (not nearly enough!) because it very slightly outperforms SP500 over 10-5-3-1y etc. (Same w/ CAPE, again not nearly enough, so faithless was I this last year.)
Since the slump start, 2/21, as good a checkpoint as any, not seeing a reason for any of these over VONE, except that MIEIX sure is a recent winner. (Or, indeed, for dip shallowness, much over AOR, which outdoes VLAAX.) VDIGX has big dip plus subpar…
I meant in the shorter terms of current times. There is too much persistence to the greed, you might almost say resilience, plus the utter triumph of rigged monopoly capitalism.
Such success at 'calling' the dips --- look at those notional shifts into T-bills. Surely he must be at least as rich as Buffett.
If only he also offered a fund 50-50 VONE and BND.
What could go wrong? Half the FAIRX portfolio, St Joe, bought almost 13y ago and up >140% ytd, is
... one of Florida's largest landowners, with about 573,000 owned acres, of which 70% is located within 15 miles of the Gulf of Mexico. Holdings a…
Yes, thanks; my chart criticism was misguided. I am kneejerk about reinvesting.
I picked a longlived mfund, FFIDX, and as usual went to:
http://quotes.morningstar.com/chart/fund/chart.action?t=ffidx
M* always includes "S&P 500 TR USD", whic…
@LB,
My trough period intervals were taken from M* $10k growth (= reinvestments) of FXAIX.
Something seems off with your chart, as $10k in Jan of 1973 into SP500 reinvested was back to $10k by early December '76, meaning breakeven a little less t…
For SP500 w full reinvestment:
This is even true for the peak starting 9/2k --- it took ~6y, though, following the ensuing dip --- and for the peak starting 11/07 --- and that one took, following the ensuing dip, just under ~5y. To break even.
S…
part of the reason I stuck w heebner, aside from his spectacular press and success, was that a plutocrat friend knew him and would describe his brainiac-nerd approach, visiting companies and poring over balance sheets days and nights and weekends
(…
Not sure I should trust since it refers to 'Dartmouth University', but good for a smile.
https://phys.org/news/2020-12-santa-reindeer-outdo-senators-stocks.html
I forget if it was exactly a 10-bagger, am thinking more, but I invested with him through his heyday and it was the single best financial decision I ever made, and then I got out
Not perfect timing, not even timing exactly, a lot of it is fear and…
Systematically moved away from ETF's/funds overweighted in FAANG, and incrementally into Real Assets/TIPS with perhaps more a shift to value ETF's imminent.
Would you move into VONE over VONG, or all the way to VONV.
Actually, David, I have been l…
Systematically moved away from ETF's/funds over weighted in FAANG, and incrementally into Real Assets/TIPS with perhaps more a shift to value ETF's imminent.
Would you move into VONE over VONG, or all the way to VONV?
