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Hi msf,,,agreed. Fee(profit) based advisers receive a higher dollar amount in good times but still are profitable in market down turns...just a little less profitable. No loss, just a little less profit.
My point is that normal market risks for adv…
Ideally, they take no market risk for their return. The market risk is all on the the investor. Spread these fees across lots of market risk takers (you, I and the next guy) and they have a nice risk free profit.
Remember, they get their fee regar…
Hey John,
Thanks for the links. I was intrigued by the Ever Bank product. The 5 year example they illustrate on their website got me doing a little math. In their example (which I found here):
https://www.everbank.com/_documents/_marketsafe/Divers…
The article made me think of how important government spending is at this point in time...what a sorry thought.
Entitlements (sorry thought II) help the economy tread water as spending of those entitlements probably net a zero for the economy. Gov…
Trying to figure out where to park myself while the market gets tossed around in the surf...PRPFX is looking like one option for my gains. A little exposure...a little protection. Not the best time to ride a bronco.
Congrats...some thoughts:
1. If you & your wife have an employer who provides a match to your 401k you double each dollar invested...do this first.
2. After you max this out, both of you should contribute to your ROTH.
3. Finally, its a toss…
Here's a seasonal suggestion: sell in May... but, don't go away
http://www.forbes.com/2010/04/28/investing-etf-strategy-markets-equities-fainting-goats-healthcare-consumer-staples-rotation_print.html
Hey Investor,
I have benefited from the periodic links you have posted with regard to all of these dynamics. I believe the web site pragmatic capitalist is the particular site. Would you mind linking some of your recommended reads from this site.
…
Use this map link:
Open the option "color by" and select Lipper Leader Tax EFF...this will point to funds that are tax efficient.
Hover over the green boxes to ID the funds...the brighter green the higher the rating
Also, you can change the view t…
Thanks John...some thoughts
S&P 500 is undervalued...
Any good dividend paying S&P 500 funds that pay while you wait?
Japanese equities (could be a value trap...needs a growth catalyst):
I own these:
OAKIX= Oakmark International (30% expos…
This website (Smart Money) has a nice feature for comparing risk and reward with respect to a funds peers. Hover over the squares in the Risk/Reward chart to reveal the ticker symbols of other funds. Clicking on the square resets the link to that pa…
My call into CEF on the drop in its premium seemed to be related to an overall tighten of premium with all Closed End PM fund. In a downward price scenario I could image the premium going away first, then the share price being impacted, and then a n…
Hey rono,
Thanks for the help along the way...you get the lighthouse award...you are right about re-balancing. If you don't do it first the market has a funny way of doing it for you.
bee
I actually have a toe hold in TGLDX, a leg in USAGX and a leg in VGPMX (10K min.). Being managed funds I feel manager risk is hedged by spreading the wealth in this sector. TGLDX and VGPMX both can hold metals (up to 20%) which might account for USA…
