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My "plan" is to buy FBIOX whenever the so-called slow-sto goes below 20 and turns around as per this chart http://stockcharts.com/h-sc/ui?s=fbiox&p=D&yr=0&mn=6&dy=0&id=p08376940003 , an idea that is based on the logic supplied by…
i have a little bit of a broader question. based on max's mainx-holding size, i calculate max's total portfolio size to be around $120k. for some of us, that's a small amount; for others, quite large. my question is, does or should portfolio size…
Reply to @jerry: don't you have til the end of today to get into SEQUX if you want?
"Effective as of the close of business on December 10, 2013, the Fund will be closed"
I understand that, Ted, but I wasn't thinking about the past, I was thinking about the future. IOW, can you at all envision a future YTD, 1 yr, 3 yrs, 5 yrs, 10 yrs, 15 yrs, in which health does not play out, more or less, the way it has during all…
don't you think at some point even they will correct hard? with so many people seeing them as a great defensive play with terrific upside potential as well, it just stands to reason that this free lunch won't last forever. i mean, don't get me wro…
i always fret over these threads. if i recall correctly, the last time there was the opposite title -- none of my funds went up today -- that pretty much marked at least a temporary bottom. could this, then, mark some kind of top? i both hope not…
so what are you looking at buying that's most likely to take advantage of a so-called melt up? what works in that scenario? i just hate buying into new highs!
for the majority of folks, the notice would be nice. for the backdooring others, they'll know it doesn't apply to them. imo, the notice would be value added.
The 2k a month, which was previously used to pay off and pay down my mortgage, comes from my earnings, so, sadly, I can't retire.
I know the market is way high and I'm not planning to do anything right away with my 20% cash position. And I ma…
Hey, Skeeter ... Well, the payoff money came in through the window, via a bequest I didn't even know existed until two weeks ago. Crazy. And I have $80k left over from it to add to my portfolio. I'm 59 and don't think I'll ever totally retire, un…
Reply to @Ted:
Hmmm. I see Ted has edited his post to take out the bit that I was asking about in my first response. Maybe he was being facetious after all. Ted?
Reply to @Ted:
Could you explain this to me a little? At first, I thought you were being facetious but then I thought, maybe not. Assuming I've haven't been pulled into some joke, what's your strategy, etc etc and especially your exit strategy?
very nice and very interesting. i hate seeing proofreading errors in these things, however, and find them oddly disconcerting; ie, "We also expect to close the Emerging Markets Opportunities Fund quite small (around $200M)." i believe he meant 'ke…
why not just put that money into a conservative allocation fund like BERIX, which has a low max draw down of 8%, and move it into whatever you want that's riskier when (and if) the markets pull back 10% or more?
Reply to @prinx:
thanks for that. over the decades, i've tried to implement various similar stop-loss ideas with a success rate of nearly ... 0%. it's much easier to think about and plan for and so on than it is to actually put into effect, at …
prinx: what "certain amount of loss" are you willing to take, how did you arrive at it, and have you quantified in practice how this has worked out for you?
okay, things are getting a little clearer in my wee pea brain. but let me ask this: for comparison purposes, wouldn't it be more useful in the return group rankings to give the actual % number, as opposed to the 1 to 5 group number, since the sprea…
One thing I noticed is that funds are sorted by Sortino metric grouped by evaluation period. Would it be fair to assume, then, that you consider Sortino to be the most valuable statistic out of the current grouping?
I also wonder if there's not …