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Thanks for the article,
I wonder if making quarterly withdrawals verse other dispursment time frame is also more advantageous.
As we age, our portfolio is no longer just an issue of appreciation, but combining growth with income (dispursments).
…
Reply to @David_Snowball: Hi David, Sorry if I wasn't clear...this is not within MFO's website.
I can across this while reading an article from the economist linked in my original thread.
O.K., that's random...now it's not there...never mind.
Reply to @hank: I think it's reasonable. I believe Ted calls these two approaches his capital preservation pool and capital appreciation pool. If one were to hold 80% in a moderate allocation fund such as VWELX (low cost, well managed) long term an…
My understanding is that Biotech has had a hot/cold dynamic as an investment over the past 30 years. IPO have had a lot to do with their investment success. Technology and innovation has made this all possible. Here's a chart of the biotech IPOs ove…
Thanks for the thread...a few additional links I found on the topic of covered calls.
This article discusses covered calls as part of a mutual fund investment:
a select group of mutual funds that make use of options techniques
2012 Forbes article …
Reply to @expatsp: I'm playing around with this 2008 mutual fund ranking list via Forbes. You can rearrange the list by clicking on the column headings. I like fitering the first two columns and examining the funds that have performed well in both u…
Reply to @Crash: Here's one I'd suggest...will your skiff fit? Great place for the first annual MFO "Fun"d Fest:
Beautiful bay front home with rare boat basin
The "lock up" would worry me considering you are barely out performing CD's.
Penfed has 3% CDs:
Info here:
how-you-can-still-get-3-cds-at-penfed/
Or, have you considered a target maturity bond etf fund?
from the article:
"...target-maturity fund…
How about noncorrelated assets, properly allocated across a matrix of over bought and oversold assets classes and martket conditions?
The best way to squizze rewards out of your portfolio is to take profits often...I use a 10% trigger. The best wa…
My suggestion...capture the burn off. I heard a figure of close to million dollars a day in NG is flared off into the air. We are a very wasteful species.
"The Bakken night sky now looks more like New York City or Chicago than what historically was…
Reply to @willmatt72: With risk / reward as a consideration I would tilt my Roth towards your riskiest / rewardiest (is this a word cman?) investments. If you are lucky enough to reap the reward of the risk it will also be on a tax free basis (a 10-…
Reply to @Ted: Cman gives me new reason to spend more time on the computer doing searches...quite the philologist.
In an effort to make a simple point more complex, here are some other choices for "equivocation"
Ted, here's your Wordle for the en…
Paul Singer interviewed at Davos, expects more turbulence:
youtube.com/watch?v=qWsByaAFBGo&list=PLqQNt9DP_BNCmTDhvVA-oQrmXS0ys5GnM&feature=c4-overview-vl
Reply to @Junkster:
Yogi Berra describe groupthink this way:
"No one goes there anymore, it's always too crowded."
Seems to me the great thing about this forum is the opportunity to continously review, reflect upon, and reconfirm investing ideas…
Some nice coverage/comments on the fund here at MFO:
Just type ETGLX into MFO search box.
Please Sir Ted...may I have another video bonus?
By the way:
TED = Ideas worth spreading...you're in pretty good company!
ted.com/talks
Thanks Ted... great points made by the author. Junkster seems to understand this very well. Understanding when bonds are relatively under and over valued allows an investor the opportunity to get on the bond ferris wheel at the right time which prov…
Another potential treasure chest is your federal and state treasurer "Unclaimed Property" websites. These sites are also very easy to search.
Be carefule some companies will "help" you do these searches for you for a very high fee so be careful wh…
Reply to @cman: Fee-wise Vanguard seems reasonable at .18% compared to Wealthfront's ER of .37%.
Competition between the target funds should also have some positive attributes...this is not always a negative.
My understanding is that an investor…
Reply to @rono: Hey rono, hope you are well...what came to mind for me as I read this article was maybe pairing Bitcoins banking services with a security-centric phone company...one that is stumbling along in search of reinventing itself. "BIT-BBRY"…
Cman have you compared Target Date Retirement funds in terms of composition or performance as an alternative to wealthfront's set of choices?
Here's Vangaurd's
https://investor.vanguard.com/mutual-funds/target-retirement/#/
Here's TR Price's 2050 f…
Article Reviews Wealthfront:
"On aggregate, an investor can hold close to 10,000 underlying securities covering the global markets in a small account for very low cost.”
wealthfront-review
China might be a good place to watch the new combination of B&M as well as digital store fronts unfold. Alibaba TMall seems to get a lot of China digital shoppers. Here an article highlighting Apple's approach to B&M and Digital in China:
a…
List of some positives today:
- Long term Treasuries
- Metals as well as Miners
- Home Builders (Sllghtly positive as of 3 pm)
- Country Specific - Spain, MENA
A bigger down day for China and most EM countries. Many have been trending down over the…
Reply to @davidrmoran:
From my experience taxation often has a "one size fits all" or "we know best how to spend other people's money". I believe there is a disconnect that you illuded to when you say, "it indirectly benefits us all (as taxpayers) …
When was the last time that your state paid you a dividend? Alaskan residents receive a "dividend" as a result of the royalties from the state resources. Maybe we need to start a conversation in this direction for other states. Pennsylvania has had …
