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As I understand it, the x-axis is their measure of global market volatility/risk, with the allocations showing that during periods of "measured high risk" they shift their tactical allocation towards cash etc. then during "measured low-risk" periods…
I had run into a brick wall last time I tried to get any additional information about it, but I just learned that its invested in by some type (GMIB?) of variable annuity held in his IRA through MetLife. I found their summary prospectus and am editi…
Very good point that I didn't even check into. I'll send an email now and followup with a phone call next week to see if he paid loads on these.
He is paying a 1% of assets fee to the advisor.
A first question, about the Dalio video having made it through the Zurich axioms once and waiting for time to read Graham's book.
Hi jlev,
30 minutes with Ray Dalio, How the Economic Machine Works
Agree or not, worth your 30 minutes of video time.…
I look at them as useful ways of organizing investor behavior. If something is going on in the market that I don't understand from apparent fundamentals it often is correlated to people acting on acronym investment ideas. As an occasional teacher I …
Thank you everyone for your thoughts and suggested reading. I'm slowly reading/watching all of the associated links, videos and books and will likely get back to everyone soon with more questions. A very sincere thank you for now.
Reply to @JohnChisum: For me, the main appeal is to get a second opinion of what the domestic-non allocation ratio "should" be. whether it's worth the additional cost...
If more context would be helpful, I run two portfolios: everyone is essentially thirty, but with varying risk tolerances. I'll post portfolio info below along with some of my reasoning. If it looks like "tl;dr" I can edit out most of it.
I have two…
I hold it and chose it because I like their committed value approach. I think their hedging as I understand it is to mainly in the currency realm to reduce volatility and have the fund's growth primarily reflect the absolute change in stock prices r…
I'm looking at my global/international allocation and where to invest my risk-on section of my portfolio. Half my portfolio just follows indices. My "risky hunch" fund had a great year in FBIOX, but I'm thinking of moving it into OBIOX or ARTHX/ARTI…
Thank you for the welcome. Excited to participate after listening for many months. She started a Roth this year after some recent prompting and has maxed out her yearly contribution. There are other retirement accounts with ongoing contributions whi…
