Mr.Ritholtz(Barry) suggests all century as he believes Anthony Robbins is data mining by picking years start and stop carefully.
I suspect we would all agree that Barry's is better though some of us would make different suggestions
http://www.washingtonpost.com/business/get-there/why-the-all-weather-portfolio-is-a-wash-out/2014/12/05/ca580a2e-7be3-11e4-9a27-6fdbc612bff8_story.html?tid=hpModule_79c38dfc-8691-11e2-9d71-f0feafdd1394&hpid=z14

MFO Members: Apparently Mark is a subscriber to WSJ. For the rest of us in order to read (Click On Article Title At Top Of Goggle Search). I wish members would not link article that we cannot read.
Regards,
Ted
https://www.google.com/search?newwindow=1&site=&source=hp&q=16+Rules+for+Investors+to+Live+By+wsj&oq=16+Rules+for+Investors+to+Live+By+wsj&gs_l=hp.3...4726.9441.0.9864.5.5.0.0.0.0.57.268.5.5.0.msedr...0...1c.1.58.hp..5.0.0.S-BNohz5G4g

The income dividends on TBHDX are $0.126 (mid year) + $0.121 (YE est) ~= $0.25 on an NAV around $12, for about 2.1%
The income dividends on the other funds (that pay only yearly) are, based on estimates:
Global Value = $0.334/$26.92 ~= 1.2%
Value = $0.262/$23.68 ~= 1.1%
Value II = $0.174/$14.35 ~= 1.2%
The dividend dollar amount is comparable, but the NAV of the fund is half that of the others ($12 vs. $25 or so).

FYI: This edition of Odds & Ends:
Barclays Clarifies How the Barclays OFI SteelPath Midstream MLP Index Will Be Affected by Corporate Action
WisdomTree Equity Income Fund Surpasses $1 Billion in Assets
Lyxor Announces New organization and Outlines Strategic Ambitions for 2018
First Trust Dorsey Wright Focus 5 ETF Surpasses $1 Billion AUM
Eaton Vance Formally Cleared to Release ETMFs
Deutsche AWM Launches Actively-Managed Mutual Fund for European Equities
Regards,
Ted
http://dailyalts.com/odds-ends-wisdom-tree-lyxor-eaton-vance-first-trust/

According to Schwab's 11-page 2015 global outlook, we can throw out everything we think we know about EMs, commodities, and a strong dollar. Excerpts:
"A strong dollar, weak commodity prices and solid emerging market stock performance ... can coexist in the environment we foresee for a few key reasons:
"There are now far more commodity consumers than producers among emerging market stocks. ... Nearly 50% of the value of the companies in the MSCI Emerging Market Index is now in the financials and technology sectors. ... By and large, emerging market companies are not the commodity producers they are often believed to be—or were in the past.
"The China-driven commodity boom that coincided with strong emerging market performance is ending ... as China refocuses its growth. The transformation of where growth is coming from in China has been dramatic. Resource-heavy State Owned Enterprises now represent only about 25% of China’s GDP. ... A testament to the decoupling of Chinese stock market performance from commodity prices is the fact that over the past three years ending November 25, 2014, commodity prices ... are flat to down while the Hang Seng Index of Chinese stocks is up about 50% ....
"Emerging market countries have made structural changes. Smaller trade and budget deficits, larger foreign currency reserves, debt denominated in local currencies, and flexible exchange rates are leaving these countries much less vulnerable to an extended rise in the dollar than they were in the past."

YET, ANOTHER PROBLEM WITH MORNINGSTAR PORTFOLIO MANAGER
--- CUT & PASTE FROM m* DISCUSS BOARD
Re: Portfolio Manager Flaw -- Expense Ratios11-09-2014, 5:09 AM |
Post ="When entered into the Portfolio Manager feature, a number of my funds reflect an expense ratio of 0.00% -- these are funds from well known mutual fund companies such as Vanguard and TRowe Price."
Ralph

"Stay warm and safe from bullets in Chicago"
Generally, anything above the 5th floor is considered safe in such environments.
(Learned this living near Detroit:)

I own 5 healthcare companies, more than one of the Tekla funds and PRHSX. Still, I'd consider a little more in the sector.

FYI: Of the three top-performing sector mutual fund categories of the past 15 years, health care has come a long way to catch the other two leaders: real estate and energy.
A $10,000 investment in health care funds on Sept. 30, 1999, would have grown to $50,255 by Dec. 2 this year. That result trails $55,466 for real estate funds but surpasses energy funds' $46,485 and the S&P 500's $21,554, according to Morningstar data.
Regards,
Ted
http://license.icopyright.net/user/viewFreeUse.act?fuid=MTg3MzAxNDk=
Enlarged Graphic: http://news.investors.com/photopopup.aspx?path=WEBlvpent120504_1K.gif&docId=729245&xmpSource=&width=1000&height=1063&caption=&id=729237

FYI:
Regards,
Ted
MarketWatch Slant:http://www.marketwatch.com/story/sp-500-dow-close-at-records-after-jobs-report-2014-12-05/print
WSJ Slant: http://online.wsj.com/articles/u-s-stock-futures-edge-higher-ahead-of-jobs-report-1417785199
Bloomberg Slant: http://www.bloomberg.com/news/print/2014-12-05/u-s-stock-index-futures-are-little-changed-before-payrolls-data.html
Reuters Slant; http://www.reuters.com/assets/print?aid=USKCN0JJ17320141205
Markets At A Glance: http://markets.wsj.com/us
Sector Tracker; http://www.sectorspdr.com/sectorspdr/tools/sector-tracker

Looks like your holding the "nuts" with V. & tr Price, plus 25% in "the" major index fund, You gotta be doing great, why change now?

FYI: Bank loan funds continue to bleed cash, losing $507 million to investor withdrawals last week, a 21st straight week of net outflows, according to Lipper data. These loan funds are a streaky bunch - recall that earlier this year loan funds saw a streak of 95 consecutive weekly net inflows come to an end.
Regards,
Ted
http://blogs.barrons.com/incomeinvesting/2014/12/05/bank-loan-funds-lose-money-for-a-21st-straight-week/tab/print/
M* Bank Loan Fund Returns: http://news.morningstar.com/fund-category-returns/bank-loan/$FOCA$BL.aspx

@catch22: my holdings are both in taxable and IRA and monitored daily in M*. 401k is in a separate prudential acct with no ticker.(resembles S&p500 and amounts to 40% of the portfolio) and not included in my daily monitoring/M*portfolio manager-because of no ticker)

@catch22: Thanks for the response. For your queries
1. I have not thought of any LB as yet. 2. other major holdings are PRHSX=18.3%, vpccx=14.8%,prwcx=13.0%, and vcvlx=9.4%, rest around 5% each. 3. no bond funds
4. SS+freelance work may cover 60% of need before taxes. Thats why I am essentilaly in equity funds. mid/small was at 67%, half of which was moved to VTSAX on reaching 60 ( 1+ years ago)

I think I have at most probably around 4-5% in one holding.

@dicksonL
---VTSAX has a 5 year annualized return of 16.08%
---Lg Blend funds 5 year average return = 14.27%
---Best of the LB bunch 5 year return = 21.8%
---Worst of the LB bunch 5 year return = 3.8%
What other LB fund would you choose, and based upon what?
Not knowing your other holdings, there isn't a method to make any comment.
Not knowing your feelings about risk and reward; whether you lean towards conservative or moderate allocation doesn't allow for a viable comment.
Lastly, are all of your holdings within a 401k, IRA's or ???
M* large blend returns list
Regards,
Catch

with 4 years to stop working and start medicare, do you think the above weightage should be higher or can some moneys be moved to some other large blend fund to make a little extra?

Here's DXY (US Dollar Index)

The US Dollar has been used extensively in transactions of "Carry Trade".
Here's an article on what may be changing due to the strength of the USD:
raoul-pal-dollar-chart
Article's final line:
"$5trn carry trade — with China at the epicenter."
Others chime in on the strengthening US dollar:
Jeff Saut:
2015?
Worth Wray (quotes from Kyle Bass):
"In the autumn of 2009, Kyle Bass told me a scary story that I did not understand until the first “taper tantrum” in May 2013.
He said that – in addition to a likely string of sovereign defaults in Europe and an outright currency collapse in Japan – the global debt drama would end with an epic US dollar rally, a dramatic reversal in capital flows, and an absolute bloodbath for emerging markets.
Extending that outlook, my friends Mark Hart and Raoul Pal warned that China – seen then by many as the world’s rising power and the most resilient economy in the wake of the global crisis – would face an outright economic collapse, an epic currency crisis, or both."

how a stronger-dollar-affect-emerging-markets
Ivy Funds:
stronger-us-dollar-may-have-far-reaching-impact
Kyle Bass (dollar to $1.20 in 12 months):
video.cnbc.com/gallery/?video=3000322711
Schwab Insight:
strong-us-dollar-changes-everything
Forbes:
strong-dollar-weak-china-puts-gold-in-crosshairs/
5 US dollar etfs:
etf-us-dollar/

Who determines the "most"risky stocks and the "least" risky stocks, How do they measure that?, price fluctuations are not good...Most Good stocks fluctuate esp today's markets
I can't think of anyone who could tell you the 25 "least" risky stocks? can you ?

Interview with: Michael Shaoul, Chief Executive, Management Asset Management, Barron's, October 25, 2014 - by Reshma Kapadia
"This year, alas, Shaoul’s forecast for a stronger U.S. economy and greater inflationary pressure hasn’t played out. Consistent with his assumptions, the fund bought metals and mining stocks, and shares of industrial chemicals and machinery concerns, while shorting utilities and consumer-goods stocks earlier in the year. Neither move has worked well, and the fund was down 9% through Sept. 30, versus an average peer-group gain of 1.5% and a return of 8% in the same span for the Standard & Poor’s 500. .....
Shaoul: "We pared back some of our commodity-related and industrial related and industrial holdings in mid-September."
--
Sorry, am unable to link this. But, I remembered the interview from one of Ted's previous links.
(Ted has now posted link to this interview further down if interested)