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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.
Yeah, the last couple years many value-ish ETFs have outperformed (hardly clocked) DSE_X and CAPE; I have posted about this a couple of times as I have been seeking alternatives to CAPE, although not specifically mentioning MOAT.
Doing it for you, with the same conclusion (spread, anyway):
https://www.i-orp.com/bequest/index.html
(With nonretirement-account losses able to 'detax' any gains for years to come, I have been pondering recently, as I raise cashflow from both rol…
This is broader (Krugman)
Some progressive U.S. politicians now describe themselves as socialists, and a significant number of voters, including a majority of voters under 30, say they approve of socialism. But neither the politicians nor the voter…
roger
I could have said it meant zero commissions, lower margin, prompter phone pickup and email response (as at Fidelity) and so on, if I knew it to be so, and would've. Maybe it is something no one needs. Certainly my personal rep is not pushy in…
@msf,
No idea, but it's been around for several years, with me part of it.
The nice, not particularly useful (and not at all WF-like) assistant vice president person who regularly bothers me signs off her ML emails as Premium Elite Services Relati…
I was intrigued by the absence of Janus from the short best balanced list, and of Wasatch from the short best SC list, and must investigate that further. What was most striking to me, though we all know how conservative DS tends toward in this long …
@MikeM, thanks
One other lucky thing --- we are all just insanely lucky to live in these long bull times --- is that this company Pimco has made it possible to invest in bond vehicles which offer much cashlike safety combined with much equitylike p…
So evasive, and falling back on namecalling charge, bwaha.
Is it really impossible for you to say 'Ah, I see the point now, oops, my bad for posting something unrepresentative of the state of affairs'?
Evidently.
@MJG, you really present as a windy dimwit sometimes. You posted an article with the hed the 3 Best Free Retirement Calculators and subheds Final Three and Conclusion. It is six years old and out of date and likely superseded and updated and the met…
[ ] Limiting the number of messages, links that have nothing to do with funds or investing, especially those that have a political agenda
Dude, once again, just give it up, don't read, skip, exhale, and pretend it's like this:
https://crops.extensi…
https://twitter.com/paulkrugman
today has a cite to interesting Bloomberg piece on US bond rate decline, supported by 22yo Shleifer-Vishny research on capital reduction effect; suggests caution about yield curve inversion interpretations; but does …
Right, the price of success. Look how short the first two close periods were.
Fund Closed to New Accounts: 12/31/2003 - 12/15/2008
Fund Closed to New Accounts: 5/16/2002 - 11/18/2002
Fund Closed to New Accounts: 4/3/1998 - 3/16/1999
Fund C…
I don't know that it's accurate to say that FLPSX has ever changed strategies. It had lots foreign, if not a full third or more, before a decade ago, I recall from memory and also from early and mid-2000 writeups I am just recycling now that I found…
600+ stocks and it's not diversified? Huh? One needs more proportion of small and micro? It's too much a midcap?
Lowish turnover, Vanguard family (meaning closer oversight of the single manager, I would suggest), MFOP UI around 2 or a bit above de…
Too easy a charge to make. There were puhlenty of mainstream articles from 20+ years ago, and older, saying that 'here are 5 (or whatever) consistently excellent funds that appear poised to do well over the longterm future'. DODGX, FCNTX, FLPSX, TRB…
@jN,
The widely acknowledged great MFs that have beaten the market over 20y is something you might find interesting to study. The opposite of impossible.
huh, no mention of the 'value' auto-churn strategy for SP500 that, so far as I can see, outperforms at every interval for the last ~6.5y
iow a non-secret for beating the market, or #7
graph CAPE vs FXAIX since fall of 2012 and any sub-period there…
These all look great (probably --- I did not run them through MFOP, but I bet you have), although I am not a good person to ask. I would do a deep analysis of TRP overlap; maybe you really need only the div one? I would want some or a lot of LCV and…
Yeah, DSE_X is becoming our only equity holding, >>50% of everything, and seems to do little worse in drops than IVV, say.
Take a look yourself via MFOP at DSEEX, TRBCX, IVV, and CAPE for the last 5y, their close UI and other measures (IVV n…
@MW,
not that I can see, really, unless you dwell on that one given period where it outperforms (barely)
you can always do both just to get the workings of two different minds in approach to LCG; it's not like they're indexes
or add FCNTX and ge…
