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davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
jeez. Cramer is capable of doing real harm to any watcher with money. Orman not, I might even say never, not from my experience of watching her quite a lot back when. She is often excessively cautious and indeed wrongheaded about wariness and guidan…
smart talk
But why, given what he says, is its risk rating as it is in M* --- above average for 3y and 5y. Below average for 10y is understandable given what he writes about 07-09.
Interesting that FPACX 3y performance is the same as PONDX.
Wow re your uncle. wow. Shrapnel.
I made a note of the codebreaking film and the possible still of my father, but have placed it somewhere to be found later :) My sibs were not persuaded. But we have lots of war pix of him.
Yeah, right about fluen…
@icyone, thanks
A decade ago I found on y/t a short video on the Pearl codebreakers, and one passing still photo from it showed my father (not at all a higher-up) conferring with a colleague at a desk, from the side. Unidentified. I cannot find it a…
Anticipating and beating Yamamoto at Midway was a bfd, as it was a mere six months after Pearl Harbor and while we were secretly getting ready to land in the Solomons.
The next spring, after Solomons success, FDR sent out orders to get the guy. My …
@STB65,
I have been (rightly or wrongly) persuaded by the solid arguments against the notional diversification rationales for foreign equity investing.
fwiw, VWINX has barely kept up with PONDX the last couple of years. VWELX is outperformed by a 50-50 mix of PONDX and DSENX, a balanced combo I suggest to about anyone. Never gonna be in 401ks, though.
next dip, going to add to DSENX, from VNQ, VNQI, and FRIFX (Roth)
already added FRIFX in another account, from PONDX (rollover)
sold some PDI for cashflow
That's correct, rebalancing = the whole drag. As it typically is, by design.
I thought this 10k growth interesting (but again 50-50 Fido, so not altogether appropriate), and again not real-time-rebalanced:
Start date fall 1981: V = 362, F = 523k
…
Roger re rebalancing.
But anent your as-always complex 'hunch' of what I did, uh, I added $10k-growth totals for the same timeframe (starting sometime early in 1971, forget when) and divided by two. And then compared that with the same for the Vang…
Since 1971 VWINX is nearly doubled by 50-50 FCNTX and FBNDX (if my math is right). Not that most would have stomached that combo for >45y (heart attack, as JoeD says), but still.
>> Now that people of the correct (sic) race are suffering hopefully that will happen.
What does that mean? Sessions is going back to the 1980s. Or is that what you advocate? (Sorry to be puzzled.)
Welcome.
@bee,
No dumb to it, just that the phrase 'percentage growth format' is probably misleading.
Think of watching Verizon stock price up and down over the last 15y, or indeed owning it and having divs etc. distributed to you every quarter o…
@bee,
Unless I am missing your point, is it not that etf charts are nav or close, no reinvestment, while mfund $10k-growth charts show reinvestment of everything? Compares apple vs apple tree.
I always start w mfund chart (some SP500 fund, say), a…
>> ancient, impotent, dying religion of an ideology cannot beat a party whose candidate basically was filmed on national television beating the shit out of some fake ass news journalist
>> your lack of electrons!!!
Oh, goody. I was so h…
Someone smart once said that the goal of investing is to pay as much taxes as possible (the reason will come to you).
>> what beats the S&P over time.
Thus far, a vehicle that algorithmically churns in that space.
@Josh, I am confused about why you own what you already own, and did not trace back to the soon house-purchase plan. Depending on horizon, if you want aggressive multisector bond, just split b/w PDI and PTY, though both are cefs trading at a premium…
67 as of May 08, so maybe a recent birthday, and 411.com says 76
interesting piece, talk about outperformance:
http://archive.fortune.com/2008/05/23/magazines/fortune/birger_americas_hottest_investor.fortune/index.htm
expat, Oh, no, I don't think your belief is silly or anything close, was just trying to think in generalities and extrapolate therefrom. Teamwork is often the path to success (that sounds like MJG), for sure. Single types are probably more hit / mis…
@expatsp
>> run by a single "great man" (prefer team-managed funds)
How do you think Tillinghast and Danoff and their vast teams should get categorized?
Also, Sequoia was a team, right?
I don't know that there's an answer. D&C may be…
Sold some PDI, pondering what to do with that cash. Sold some DSEEX to put into FRIFX. Some some PONDX also, ditto pondering. Doing some rebalancing in other words.
Second, European stocks are always cheaper than domestic stocks.
If the worry is that a US decline is overdue, they'll get even cheaper.
(Unless you're betting against the dollar, which really is gambling.)
So, so weak. You can do better than call others ('your kind', lol) uninformed. I'm glad to pay taxes and would pay more, sure. Not rich-enough bracket, though. I do pay some voluntarily, sure.
Who paid your service salary, anyway? Hmm, lemme think…
