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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.
Not sure there's any point to discussing politico-economical issues where someone can write 'Far left government paid people to sit at home and is still trying to hand out freebies', but this was enlightening, about "socialist" (har) gov and loafers…
hindsight will show the right decision was to ride it out, sez here ...
https://www.nytimes.com/2022/01/06/opinion/inflation-unemployment-economy-growth.html
'grave or optimistic according to temperament'
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220107&instance_id=49735&nl=paul-krugman&productCode=PK&regi_id=22…
I would probably opt for STIP for short-term TIP exposure, lower fees 0.05% versus 0.15% and shorter maturity bonds--0-5 years--so less sensitive to rising rates. VTIP also has lower fees. But TIPS in general look pricey right now.
Still not phrasi…
@davidrmoran
https://advisorperspectives.com/commentaries/2021/12/08/treasury-inflation-protected-securities-faqs-about-tips
Sure, but I meant specifically that ETF, as opposed to its competition
>> would like it to be as large as possible for her gift to charity upon her death
If / since this is really money she is not going to touch and not going to need, why not put everything into something like VONG or equivalent? Who cares what …
I always have serious trouble deciding b/w VONE and VONG, as the outperforming latter ETF also has lower UI and less drawdown, presumably because of gogo tech stocks' constant bounceback and current-market invincibility of hope ...
Also trying to s…
>> foreign allocation. A drag over the past decade, could be a plus going forward
So Tillinghast has always thought too, over the decades, for some reason.
As I do my January rebalancings real and imagined, I'm trying to fathom what gaps (…
yeah, AOK is burdened for having more foreign and more cash somewhat (probably the case historically too)
interestingly, lower Sharpe, slightly, and higher ulcer, slightly (I may not be understanding something here)
I saw LLPFX jumped up 8% in a week recently, and even though it has less than 30 positions, without looking up each one, I could not figure out why.
I would not expect --- depends on how recently you mean, I suppose --- to be able to find that ou…
>> Probably intended for a less educated and sophisticated audience than here.
no, just the uselessness
>> Consider crowd behavior when making investments.
what does that even mean ? your explanation is no help in practice.
it's…
but so entirely, entirely fatuous ... avoid errors, understand cycles, admit mistakes
even the explanation of 'go with the crowd until you can recognize when not to' --- that one made me (literally) laugh out loud, as the abbreviation goes
Hi @davidrmoran et al
Being curious........
A chart of VONG v QQQ v FTEC v FSMEX starting at Oct. 2013 to date. The chart begin is limited to the inception date of FTEC.
Catch
Sure. Why not put it all in Apple and Pfizer, then? Or go w Cathie W.
…
>> if I am doing the math right,
Always worth saying, at least for me.
I did the math wrong, quite aside from assuming buy-hold, meaning no touching through this last year.
If you bought VONE and STIP in a 2:1 ratio last NY Day and left…
... in other words, if I am doing the math right, ytd the Fidelity Balanced team (some of whom probably live only a few miles of where I am typing this) did almost 50% better (!) than a 30-70 combination of FTBFX and Fido's SP500 cheapo. That is som…
fwiw,
subbing FXAIX for VONE worsens the outcome by the thinnest of hairs; subbing FTBFX for STIP worsens things significantly
looks like real value is added by many of the MA funds, remarkably so by the most popular
?
yes, that is what I was referring to. Is ORP related to
https://www.newretirement.com/retirement/5-steps-for-defining-your-retirement-drawdown-strategy/
?
ah, I see that PoF thread has ref to Kitces and thence to ORP; is that what you are re…
Not sure that's a good comparison, but there is a ton to read here about possible issuers' defaults:
https://doc.morningstar.com/docdetail.aspx?clientid=schwab&key=84b36f1bf3830e07&cusip=258620822
vs
https://www.finra.org/investors/alerts…
>> I have not and never will touch one
>> I've owned DSEEX since inception
You still have not gone into your reconciliation of these two opposing statements of faith, have you? Since the mfund sorta is / sorta is not half (+/-) compose…
icym
https://www.reddit.com/r/wallstreetbets/comments/rciqbx/this_is_what_its_really_like_to_be_a_trader_on/
just chased a tip thanks to someone here, went through this exactly (almost)
play loud :)
The Phantom Tendy
msf is the one who has explained this weirdness the best:
https://fundresearch.fidelity.com/mutual-funds/composition/258620822
As one who has had quite a bit of money in both CAPE and DSEEX I was curious (a little) about the OP and then the follow…
>> I have not and never will touch one
Is owning DSEEX not worrisome? (Aside from 'price drop was shocking .... Seems like this has to be some type of distribution but I can't find anything saying so. Any ideas?')
>> ETNs carry the risk of being dissolved by the issuer with little notice and the risk of the issuer (Barclays in this case) failing.
What would that mean here? What could one lose? What are you saying?
