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Thanks to all that visited and most of all to those that made comment in the thread. I found a few ideas that I plan to explore.
I did expand my specialty and theme sleeve found in the growth area to cover three themes. The themes are business de…
Hi @DavidV,
One of the newsletters that I read and I believe will be helpful, to you, and offers good information is linked below for both stock and bond allocations along with their recommended composition. See page six of the newsletter for deta…
Hi @Ted,
Thanks for stopping by and making comment.
With oil's rebound and with some investors finding themselves having to cover their short positions could be contributing to this rally which I am hopeful will find some legs, with improving earn…
Hi @Dex,
Thanks for making comment.
I agree with your comment about oil's comeback. But, I think it goes beyond just oil as earnings are projected to continue to improve as we move through the year. Oil may trigger the rebound but I am thinking …
Hi @Dex,
No, I am not saying that at all.
If the markets continue to trend downward then my next buy step is around the 1770's for the S&P 500 Index. With this, I'll buy another step position in FDSAX.
Should the Index continue it's upward…
For me, a balanced portfolio with somewhere between 40% to 60% equity, and at times perhaps up to 70% equity when loaded with special investment positions (spiffs) has been the best allocation for me through my accumulation years of investing. Now …
Hi @Derf,
Thanks for the question.
I am sorry I missed your page yesterday. I was just now reading through the threads and found it.
Yes, when the S&P 500 Index dropped into the 1820's yesterday I put a buy order in and added to to my po…
Hi @DavidV,
Thanks for the question.
Maintain my current allocation to cash, perhaps even increase it, until the TTM P/E Ratio for the S&P 500 Index scores a reading of 20 or less. With a reading above 20 stocks are said to be overbought and …
A keep it simple investment strategy that has worked well, for my family, through the years is when stock market valuations become streached and overbrought reduce your allocation to stocks and when stock valuations decline and become oversold rais…
Hi @vkt and others:
You asked ... "What is surprising about that?"
For me what is puzzling is that you rated FDSAX with an A+ rating while US News & Report rates it #66 in the LCV category. This fund has out performed most LCV funds hands dow…
A fund that I own, SPECX, has one of the best ten year return records for all large caps growth funds at about 12% bettering most funds ranked in front of it that vkt has thus far analyzed; however, US News & Report ranks it #142 in the large c…
For information purposes ... Although their long term performance numbers suffer PASAX (All Asset) is down year-to-date -1.7% while PAUAX (All Asset All Authority) is down -0.9%.
Still, I will pass on buying them back.
My well diversified, income generating, portfolio has a value tilt within equities with about 45% invested in value stocks, 30% core stocks and 25% growth stocks according to Morningstar's Instant Xray analysis. Interestingly, my portfolio is down…
Generally, I have been please with Yahoo Finance's reporting of my mutual fund's day ending pricing, usually before 7:00 PM EST and most times before then. After having problems with price up dating at Morningstar, about a year ago, I started maint…
If Mr. Arnott had been achieving his stated goal he would have been gaining investment dollars rather than loosing them. I left more than a year ago for, by my thinking, poor performance. Seems, after review of the chart, it was poorer than I firs…
Hi @MJG,
Thanks for posting your thoughts on the January effect on the markets (S&P 500 Index) along with explaining your reasoning.
If investors have invested based upon their risk tolerance, goals, time horizon, etc. then this past January i…
I maintain my portfolio at both Morningstar and Yahoo. For daily tracking purposes I use Yahoo ... and, for reports and analysis work I like to use Morningstar. All my funds (currently 47) seem to update at Yahoo by 7:00 PM EST and most of the ti…
It's is now day number twenty four in the selling stampede.
Good news ... As I write, the futures in the S&P 500 Index are up this morning along with oil. The Dollar is weakening. Perhaps, today will be an up day for us ... tomorrow and the n…
For the selling stampede to be declared to be over ... according to Mr. Saut ... it will need three consecutive closing up days. Thus far today, with it being a down day in the markets, it does not look like it will make it. But, we still have sev…
Hi @DavidV.
Thanks for posting the Seeking Alpha article. Below are some of my own recent observations and thinking.
I, myself, have been wondering what triggered the January sell off in the markets ... and, came to the conclusion that it had a…
Hi @vkt,
Thanks for providing your estimated alpha generation on my most two recent buys. Actually, this is something I'd be looking at if I were buying spiffs. However, my two recent buys were not spiffs but building another position that I felt…
Hi @Junkster,
According to a recent Instant Xray analysis I have a good bit of junk bonds in my portfolio as a good number of my hybrid funds presently have a high allocation to junk bonds. I'd be interested in reading a weekly recap of your persp…
Hi @vkt,
My only two buys thus far have been at 1922 (about 10% off the 52 week high) and 1880 (about 12% off the 52 week high). My next targeted buy is planned around 1820 (about 15% off the 52 week high) thus keeping instep with the first two bu…
Hi all,
Thanks for stopping by and making comment in the open thread ... "What are you buying, selling or pondering? It is appreciated. I am thinking of opening the thread a least once per month perhaps more often should market conditions warrant…
This, for me is a long term buy stratey that I have used, at times during market declines, to round out and build positions within my portfolio. I have recently been buying in my global equity sleeve by adding to (DEQAX) thus raising its weighting …
Hey @scott,
I sure do miss your thread ... that you anchored ... "What Are You Buying, Selling or Pondering?"
What is the chance you'll be reopening it again from time-to-time?
Old_Skeet
Hi @little5bee,
I am here looking and pondering ... but, I'm waiting to see 1805 on the S&P 500 Index before I buy again. I am now using a 75 point spread, over the old 50 point spread, I used for my last buy step of 1880. And, yes ... if the…
Yep, I reference this graph myself from time-to-time to see what M*'s thinking is on market value. Since, my valuation system follows the S&P 500 Index which I score at 8% below fair value their's 13% on a global perspective, for the stocks the…
Old_Skeet went through this and even got married in 1974 during the bear market I was telling my wife investing is the next best thing to sliced bread. Sure ... sure, she'd say. We are still married and been through a bear market or two ... now, p…
Hi @vkt,
The current method that I have referenced comes from a strategy my late father use to use. He'd start buying once stocks pulled back to where he would be happy with them if he had to hold them for an extended period of time. He usually b…
Hi @vkt,
Thank you for your question. It is about one half of one percent for each buy step of the portfolio's overall valuation. Since, I am about 50% in equity this is about the same as raising my equity allocation by about one percent with eac…
Hi @Willmatt72,
I think how you go about this is up to you with there being no wrong or right answers.
I usually make changes slowly. First I think you need to Xray your portfolio as a whole to see what you have and to see its diverfisication. …
Hi folks,
One of the great things about the stock market is that there is no one right way, or wrong way, to play it. In reading through the comments in this one post alone one can find differences of thought. What works for one investor might no…
Hi @hank,
Thanks for making comment.
Jeffery Saut of Raymond James believes we are now in a selling stampede which usually last from 17 to 24 market sessions. Since we are, according to him, only in day twelve of the stampede ... it's buckle up t…
I bought my second buy step position today in DEQAX thinking the market would close in the 1870's but it fooled me and closed at 1880. This gives me buys at 1922 & 1880 ... next planned buy will be somewhere in the 1820 range should the markets…
