Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
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.
I'm not doing timing, and regardless, the arguable appeal of the RG_ set is that they are the opposite of megacap, being equal weighting of the SP500.
RPG wins over the last decade, while MGV lags even SP500. Interesting.
Over 5y it's RPV, with …
It appears worthwhile to track RPG vs RPV vs SP500 over various intervals the last 11y, since the RP_ inception. (Growth wins over that span.)
Being equal-weight, they also beat the cited Vanguard ones over the 11y span.
I did not check shorter …
I have inlaws who pay for advisor management, allocation decisions, handholding, distributions, monitoring, voice on the phone, the usual comfort and sleep-at-night stuff.
Why should I be (and who am I to be) insulting in telling them they how illo…
read the actuality:
https://twitter.com/TruthGundlach
maybe MW will revise or add
looks the same thus far (to my read):
http://www.marketwatch.com/story/gundlach-makes-bearish-call-on-stock-market-as-sp-500-nasdaq-hit-records-2017-05-08
Sorry, maybe I missed it, but is there a match? If not, consider not participating, them put amap into a Roth (up to 6k now or something) and into DSENX.
I am sure you are on the right track, being so thoughtful, but an implication of your query is how would some of us do it, and some of us would do zero non-equity, LC 1, MC and SC 1 or maybe 2, EM 1 sure, then call it a day. What I would do and have…
If you are really going to hold for up to 13y I sure would consider Tillinghast (FLPSX), who is probably not going anywhere, even though his area is not strictly growth. That fund gives a nice amount of non-US exposure to boot.
@bee, I am not sure these exactly fit, but they are interesting to follow (perhaps you already know them), and sometimes to own, although never particularly exciting:
AOA, AOR, AOM, AOK. But not actively managed, just according to how component sec…
I take its CAPE portion to be simply rules-based, so not active the way my other actively managed funds are. I also wouldn't call CAPE black-box. The bond sauce, maybe.
That was an attempt at a wee joke. I am sure enough now, and will be even surer in three or so more weeks :) .
I am not so much having problems with the math as puzzlement at having listened very carefully to the SSA person while she went through …
Looks like I was misinformed by SSA rep several months ago, although it may've been faulty understanding on my part. I did take notes, including the math and figures given. Whatever. This from InvestmentNews several years back conforms w msf post:
…
Have not been finding zaggers to counter ziggs for a great many years now.
Have placed a modest portion of total nut into RE funds including FRIFX and VNQI, and have left it alone. Not much diversification there, really.
Otherwise am watching DSENX…
Congrats and some of us are in a similar situation. I am taking some gains and either giving or lending to kids for housing, but even if I were not, I am not about to pay down my mortgage, even at 70. Don't believe in it, believe I can outperform by…
@bee, thanks much. Doctrinaire people, man.
You obviously have suppleness and emotional understanding as a parent.
Yeah, I am not considering this as an investment except perhaps at the lower levels, and think that the 'effectively' person is mo…
Was not talking about like funds, since this was about a specific list of excellence. Was thinking more of this sort of thing:
http://personal.fidelity.com/products/trading/Trading_Platforms_Tools/excessive_trading_policies.shtml
http://nymag.com/daily/intelligencer/2017/04/conservatives-angry-media-reports-who-gets-trump-tax-cuts.html
Lie, lie differently, spin, lie some more, and why?
Cutting taxes on affluent people has been the Republican Party’s number-one policy obje…
Facts? Har, more comedy from Ted. I guess you guys didn't read it (not really an opinion piece), but why is that not surprising? @willmatt72, be sure not to read it, k?
This is smarter than some responses about the myriad flaws
http://www.marketwatch.com/story/trump-rushes-out-a-tax-plan-based-on-a-deception-2017-04-26
>> [not] performance-based charting.
This chart program's nifty merits aside, for many of us compounded / reinvested charting is all that matters, though --- the only performance.
@catch22,
Thanks much, very cool indeed, even cooler than your first link. Tracking closeness with overshoot / undershoot. But this is not a $10k-growth chart, correct ?
@catch22
I already posted that my curiosity is for worst cases and dip intervals and how it compares with better-understood entities. You might even say known-stabler entities, depending on how one sees SP500 vol and general bond vol.
We all can …
Okay, for all valleys from mid-2015 on to the present, the performance and tracking of DSENX are as above: usually better than CAPE, a little, occasionally worse, a little, while always the same as or better than SP500. EXCEPT for October and Novemb…
