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Sven
Lynn,
Thank you so much. I am planning on a 3-year ladder since I am a year away from retirement. Lots of spreadsheet work to calculate the income replacement needed. This ladder will create a steady income stream. So thank you for all your help.
I moved back to high quality bond funds this year. Some of which you covered in the SA article. For now, I will stay with agency bonds to the bond ladder. I will pick active managers for corporate bonds.
Sven
Thank you. I read that teenager's brain are not fully developed until they reach 25 years old. So it is not surprising they would engage in large gatherings while most likely not wearing face covering. Not sure the administrators are aware of this…
I never paid attention to the barometric reading - though I guess some did. But, I’m a bit compulsive about allocations. That’s where I see value in Ol_Skeet’s barometric presentations. I used to enjoy studying various ones found online and than con…
That was the very same reason I did not want to invest with him since I already own BRKB. So today he is pulling out the old plays again, except that BRKA is no where as dominating as it was. I see little if any compelling reason to invest with hi…
Yes, the stock market and the economy is two very different thing. Those of us who have jobs and 401(K) are very different those who live from paycheck to paycheck with little saving, let alone investing for retirement. Unfortunately these income f…
The winter season is coming when human activities will be more indoor oriented which make the second wave situation worse. On top of that flu season is upon us too that will complicate the respiratory infection. The wise thing to do is take the flu …
Amazing that he still have investors. Never invest with him when Fairholme funds were the hottest thing. Soon they all crashed back to earth. One decent pick on his portfolio, BRKA. Not so much for the rest.
Somehow he manages to live like a …
I don't want there to be "too many cooks in the kitchen".
Often mixing different strategies do not work out well for the investors. Vanguard sometimes uses several subvisiors on their funds. Some works and some don't. One has to review the prospe…
@Observant1, Interesting concept at that time, kinda like the 1992 USA Dream Team. Invested with their International fund but found there nothing special but many downsides to it.
@msf, I remember Dick Weiss from way way back when he was with…
I reviewed MASNX and decided to pass given the high expense ratio. The drawdown in March really expose how funds, active or passive, response. Many tanked badly.
As I recall, this fund is consisted of several alternative strategies include M&…
You can also make your own assessment by review the year-end distribution from year to year. What you should be looking at is the amount of taxable distribution, i.e. dividend and short term cap gain (taxed at your income bracket) and long term cap…
Thought LITMAN GREGORY has gone to advisory only.
Long time ago I invested with their Master Select International fund and left several years later. The concept of running a fund utilizing multiple "star" money mangers was interesting but there …
Rebalancing several times a year is an tried and true method. I was several months early prior to March, but that was good enough to lessen the maximum drawdown.
You read my playbook. I reduced stocks, especially the growth funds by 8% over the last 8 weeks. It was going up too fast and confined to a handful stocks. Now I will sleep better with a bit of cash.
I agree that things may settle down a bit aft…
Sell off on Thursday as well starting with tech sector. I am not as confident with the weekly reported unemployment number and the continuing layoff of white collar workers.
No significant news other than tech sector rebounded. AstroZenneca vaccine testing paused due to a side effect found in one patient. but According to Dr. Fauci that case is not unusual at this stage of human testing. Data are being reviewed at th…
Thank you for the update. Wonder if he is still involved in the investment industry or at least on a consulting capacity? Lot of people from Silicon Valley moved to Lake Tahoe since long term remote working is possible. Housing is more reasonable …
Don't think he is managing funds anymore. He moved up the FPA management chain. I get the same feeling that he is preserving capital. Given the low yield bond environment it is not uncommon to hedge that with gold. Given the COVID situation many …
Informative interview with Trump illustrated his lies.
https://cnn.com/2020/08/04/politics/fact-check-jonathan-swan-axios-hbo-interview-trump-coronavirus/index.html
It appeared it was a side effect resulted from a large dosage. It is better to catch such events in this late stage of trial testing.
Paul Offit, a pediatrician and vaccine expert at the Children’s Hospital of Philadelphia, said the AstraZeneca s…
Tillinghast took some time off several years ago and the Liw Priced fund was ran by a large team. It was a great fund when the asset was under $500M back in the early 90's. I believe there are better candidates out there with small asset and equall…
For sure that is something to watch out for. Reduced growth funds several weeks ago so to lessen FAANG stocks exposure.
Going forward trade war will likely get uglier as China flexes their influence. Unfortunately that is the downside of globali…
It should be noted that 40% of BRKB is invested in Apple while the rest is value stocks. Buffet still has lots of cash to deploy. His recent investment in Japan is refreshing.
Majority of my foreign exposure to equities and bonds are unhedged against USD. My timing was bad in 2007 when my local currency EM Pimco bond tanked badly and took over 3 years to recovered. Think it was my mistake of jumping in all at once inste…
@crash, you asst allocation should do well going forward as the market trending downward. Are you including alternatives and precious metals as they have lower correlations to equities? This month's Commentary have considerable discussion from Dav…
Your wife got lucky. My coworkers traveled on United and they were not please with the full flight. Some low cost operators even reduce the number of flight so to reduce the fixed cost. We love to travel overseas but many countries do not want Am…
This pandemic has impacted our daily lives on many fronts. Certainly lesisure and business travel are cur back considerably. My travel stopped in February and now all business meetings are done via videoconferencing. I am old school that human tou…
Would you please do us a favor and cite articles from quality sources such as The Lancet and PubMed Central. Information from CNBC is not the most reliable.
One more try. My understanding is that those vaccines derived from mRNA require low temperature storage - much lower than typical vaccines. It will require additional consideration on the logistic side in order to meet this requirement. Dry ice (…
In an odd coincidence, the Trump administration will be shutting down the US military newsletter Stars and Stripes effective the end of this month.
Yesterday, he quickly reversed the decision to reinstate and continue publication of Stars and Strip…
