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May 25 Episode:
Perth Tolle created the Life + LIberty Indexes on the theory that democracy pays. Her Freedom 100 Emerging Markets Index is proof, trouncing its autocracy-heavy benchmark in its first five years.
No consistent relationship has been found between point-to-point TR and safe-withdrawal-rates (SWR)
Yes, I can see how this relationship is inconsistent.
ISTM there are a number dynamics at work and inflation is one that devalues our savings and d…
If one were "back testing a portfolio to forward implement" a retirement Withdrawal Strategy using PV as @yogibullbear has outlined above, what funds would you choose?
We can't count on the same results going forward but the hope is past performanc…
Wonder if the 5% monthly credit can be applied to one's month payment at Chase. Never dawn on me that Amazon would disqualify a 5% cash back on purchases that applied the 5% earned credit. Sound like a class action suit in the making.
Thanks for s…
@yogibearbull, I follow. Hmmm
You can start and end before 2015... up to ten years
You can start and end after 2015... up to today's date (almost 10 years)
But you can not start before 2015 and end after 2015 without PV shortening your inputs date…
Playing around with the new version of PV and the Backtesting Asset Allocation Portfolio tool:
1. I first select "Custom Portfolio" and eliminate the four funds that are preloaded as the "Sample Portfolio".
2. I enter a single ticker for Asset 1 (…
Hi @hank,
Thanks for keeping score here.
You even referenced a @Ted link.
headlines to come:
Upcoming earning will animalize market spirits... roaring kitty leans in!
Hey Honey, does this inflation makes my 401k look bigger?
Leuthold...lights…
Some credit card also offer a bonus (in dollars or points) if you spend $X,XXX in the first number of days of the card's use.
Your Tax bills might satisfy that bonus requirement day one. Nice.
If you are assessed a closure or transfer fee its worth asking the new institution if they reimburse the fee. I have had this experience and worry about transferring fees a little less.
May 5 & 11 Episodes:
Teresa Ghilarducci argues that working longer is not the solution to the retirement crisis. She explains why not and what is.
PIMCO’S Group Chief Investment Officer Dan Ivascyn also runs the world’s largest actively manag…
How far does $1M go in to NYC (Manhattan)? Not very. A $50K salary elsewhere would need to be $150K in NYC. Use this Calculator (linked below) to compare costs to where you live now.
A$50K retirement income would need a $1.2M portfolio (at a 4% SW…
@Mark,
Seems one could sleep well knowing that the income generated (in dollars) is what matters to a retiree who might be considering other income generating options (annuities for one).
Do you find that you are able to generate income equal to …
May 4th Epsiode:
Part 2 of 2
Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments.
4/27/24 Episode:
Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments.
A little Retiree fiduciary math:
A retiree pays about 1% (plus or minus) advisor fee annually on their entire portfolio balance.
So, a $1M portfolio would net the advisor about $10K/year in advisor fees.
Let say, at retirement, a retiree decides …
4/20/24 Episode:
Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry.
Kolitch is the fund manager of 5*M* BREFX. Year to year it ranks either…
Move is... well...on the move this April!
From roughly 86 to 121. Is it the "speed and change" of the Move or the "high" of the Move that we should be paying attention to?
Here's a 3 month comparison chart of MOVE index and the S&P 500 index.
…
I like to ask questions like these on the discussion board at Ed Slott's IRA help site:
https://irahelp.com/forums/ira-discussion-forum/
Create a Login
Post your question
- Usual response time is 24 hours or less
You can also search topics
I se…
March 8 Episode:
Why leading strategist, Ed Yardeni says this bull market is reminiscent of the 1920s when stock prices soared, the economy was growing and technology was leading the way.
Podcast:
https://soundcloud.com/wealthtrack/the-roaring-2020s
As I recall, my Fidelity trustee to trustee transfer from Bruce HSA to Fidelity HSA involved Bruce first converting BRUFX to cash and then completing the trustee to trustee transfer to Fidelity.
Thanks David for your linked article.
David's Article identified OMCIX which is also mentioned in my linked article (3 of the 6 funds mentioned are Micro Caps funds):
Oberweis Micro Cap
Ticker: OMCIX
Morningstar Medalist Rating: Gold
M…
Here's a companion reading from JP Morgan:
At this interesting juncture, we are pleased to launch the 2024 edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions (LTCMAs). In our 28th year of producing capital market estimate…
@Crash,
I moved 75% of my BRUFX holdings (Bruce converted shares to cash) then Fidelity executed a “trustee to trustee transfer” to Fidelity back in 2021.
This was a HSA account at Bruce and I decided to move the majority of my HSA to Fidelity’s …
Podcast and article on Amazon’s warehouse use of robots.
Article:
amazon-warehouses-provide-glimpse-of-workplace-humanoid-robots
Podcast:
jonathan-hurst-of-agility-robotics
March 2 Episode
In a “Tearing Down the Pink Wall” event, three top women in finance, former super star strategist, now business school professor Abby Joseph Cohen, top ranked equity strategist Savita Subramanian and leading business professor Mila G…
I reference this image as it provides an investor with an important reminder...negative volatility subsides the longer one's time horizon (holding period) is:
Range of Stock, Bonds and Blended Returns
@Edmond
At least one answer to that question is many of the chemical companies. Depending on their output, natural gas represents THE major input cost to create many of the chemicals which these companies produce/sell. Lower input costs mean fatter…
