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I thought at one point there was a decision on this board to avoid political discussions. This thread seems to be an exception. Will stay away for a few more weeks.
Small-cap value movement is even sharper. Add IJS to msf's graph. May be the small-cap and value-factors may come into play after being out of favor vs. large growth for a while. I stay diversified with a small-value tilt.
Even though many have already made up their minds, it is worthwhile posting these articles.
1. The audience also includes independents or swing voters.
2. There are impressions and there are facts. If there are articles quoting verifiable facts,…
Not as familiar with Akre's approach. In general, I think it is better to go with funds/families which do not rely heavily on the brilliance of one leader, but the soundness of its approach, principles and operational discipline. Humans are subjec…
Another vote for FMIJX in international space.
For replacement of OAKBX, consider Vanguard Wellington, Wellesley or VLAAX. I am not as familiar with the last one, but looks good at first glance. The Vanguard duo has a long history of consistent pe…
One more vote for Schwab. Consolidated all my accounts there years back and not regretted it at all. Good service, good choice of funds, good research available on stocks/funds. They assign a personal agent to you (not sure if there is an account …
RIP Ted! He was dedicated and focused on a self-mandated helpful activity day in and day out, without any monetary returns. Like many other driven individuals, he had his own way. I surely hope I have his energy and commitment to a cause all the w…
Having flown several times on Singapore airlines, I can vouch for them being the best (or at least among) the best. The first time was almost 30 years back. My wife was traveling in economy with our daughter, not even a year old. I could not accom…
Genuine question. Is there something equivalent to Alternative Minimum Tax for Corporations? If not, why not? I suspect having a minimum tax rate proportional to income (no deductions of any kind) for people and corporations may result in better …
Interesting info-graphic. To get additional insight, it will be good to see
1. Progressive curve with total income instead of adjusted gross income
2. Total income of each percentile vs. total tax paid by that percentile, as a fraction in the tabl…
Agree about general impressions about International Living. I only treat them as a source of ideas which need to be further explored. For retirement, I agree many factors need to be considered:
(a)access to good reasonably priced healthcare,
(b)…
https://www.forbes.com/sites/nextavenue/2018/01/03/international-livings-top-10-places-to-retire-abroad-in-2018/#76a134b56c3e
Someone mentioned Costa Rica above and it is #1 in this list.
Portugal looks most interesting to me.
Came across this summary from McKinsey which may be useful to those interested in this area. Haven't had a chance to fully read the article and associated documents. There are links to some pretty long reports in there.
https://www.mckinsey.com/f…
RPGAX... Not bloated. Numbers look not bad compared to peer-funds. I looked at it on Morningstar, and M* often mis-places funds in the wrong category. The top holding in BLACKSTONE was a topic of conversation here a while back. TRP.
RPGAX... Not blo…
@Kaspa & rforno: Appreciate your comments, and will take your concerns under advisement.
Regards,
Ted
In other words, "thanks, but I don't care." :)
Took a look at the postings past couple of days and you may be right. Back to Discussions+ I g…
An unfortunate side-effect of posting too many links is that many (most?) have switched to Discussions+ which means most of his links are getting ignored. Instead if there were fewer links (may be top three for the day?) that he thinks are truly th…
Is there data on actual amounts invested in different investment categories globally? For example size of total US equity market, total international equity market (broken into classes such as developed vs. emerging, for example), total US bond mar…
breakeven points
https://g.foolcdn.com/editorial/images/203039/ss-breakeven-no-return_large.png
Useful. One question - does this analysis take into account possibility of starting to take the benefits at say 62 and putting them into a diversified…
Talk about getting tracked ! Try the link above & see if you get a CD,etc. rate in your area.
Derf
If in doubt, open any links, do any general browsing in incognito mode. This is e…
Agree with Hank. I pay monthly subscriptions to couple of newspapers and a couple of magazines, including WSJ, National Geographic, etc. I do have a budget for this and can't afford to pay for ten, as it will add up. Then I have a choice to make, …
Thinking of quitting as well after the current one expires in about nine months. I can easily manage not having the same-day or two-day deliveries. In fact this will keep me away from any temptation for instant gratification. They do offer other …
Haven't had a chance to read through all the responses, but if you are looking into global allocation funds, my suggestion is to have a look at First Eagle SGENX . It fits well with my risk profile with consistent performance and low downside. It …
Have you looked at Value averaging?
https://www.bogleheads.org/wiki/Value_averaging
I do not use it or know enough about pros/cons vs. dca or lump-sum.
I had lightened up on my riskier investments (mostly stocks) early Feb, based on technicals. Was closely watching as market started to rebound again, but comfortable with my positioning for now. About 10% cash, 70% in conservative allocation/balan…
L/S funds are interesting and I have considered many with interest. However, upon analysis, I always come to the conclusion that 'my' objectives are better met with good balanced/allocation funds. I own OAKBX, FPACX, SGENX for a long time know and…
Have held FMIJX for a long time, and have been adding small amounts every month for a very long time. While I agree that you should not wed your funds, if you believe they are sticking to the strategy you bought them for, you should stay put. In ge…
If you are concerned about Amazon pricing, try the Chrome Extension "Honey" which finds other places which can offer better prices. Works not just with Amazon but with most sites.
Regarding VGWIX, VGWAX, etc., my global allocation fund of choice is SGENX, available load-waived at Schwab. If bonds are needed, may be supplement with PONDX. I have owned SGENX for a very long time. My other long-term holds (>10 years, some …
These rules may be dumb and hard for financial literates like the ones on this board, but provide very good, simple directions for 70% of us who are not financially literate by at least one measure (Google three question quiz). Those who do not sa…
