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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.
Huh? Been there, have family there, know a bit about the pressures placed on social services from immigration --- a tough problem and tough set of issues. Are you familiar with the wide range of response options discussed? Do you think Trump's wall …
To slow and full of BS.
They should come to rural SW America and found out for sure why we need a wall to keep out Illegal Aliens.
SW US is evidently as different as can be from other rural US:
https://www.washingtonpost.com/opinions/2019/02/12/hel…
I'm using MINT, TRBUX, SEMRX and DLSNX as cash (savings account) alternatives. I also like JPST. The best rate I can get (with well known banks) is 1.7%. Are there any other mutual funds or ETFs which have the reliability and stability of funds like…
Right. Was just registering that since CAPE notionally buys and sells monthly, it made sense (to me anyway) why they would not report that activity in real time.
>> I can't find what four sectors it is effectively invested in until after the fact; is there a real-time source of what's in the CAPE index?
perhaps to prevent frontrunning and such, no ?
I understand the methodology DSENX uses but I can't figure out what percentage it holds in fixed income as ballast. With a yield of almost 2% it must be some, but if so why did it drop almost 20% fall of 2018? I tracked the SP500 almost point by …
@sma3,
For sure, heavy FANG and similar big-tech LCG funds have done amazingly, TRBCX for example, also FBGRX, and Polen even better. DSE_X's thing would seem way different, automatic value-cycling being sort of the opposite, except PV shows 90% co…
David, I get the sector breakout. It’s the derivatives that no one can explain - they juice the returns a bit I imagine. I’ll go back to that Buffett quote, derivatives are financial weapons of mass destruction.
This knock is fun to read, 6y on:
htt…
@DS, yeah, I read Shiller's piece when it appeared (a few days ago) and found it alarming, not all that helpful, not that it was designed to be. ' ... thoughts that investors have about the thoughts of other investors' seemed chiefly a restatement o…
Why recommend a Janus fund after their past scandals?
JABAX is a good fund but FBALX is cheaper and outperforms JABAX on a 10 Year basis.
Do a compare at MFOP, I suggest, looking at UI, maxxDD, GO status, etc....
Even with u/d symmetry, things can go well (obviously; in a rising market).
SP500 capture = 1, u/d 100/100.
CAPE (whose index is SP500) u/d likewise = 1, 103/103. In its 7+y, it adds (to a $10k startpoint) ~$7k above SP500, ~$30k vs ~$23k. That s…
A thickhead query -- where are these data coming from?
I am scrutinizing MFOP and not seeing anything capture when you click a fund and get its individual sheet, and then when you compare three funds and side-scroll to capture metrics I see up cap…
DSEEX up just under 34% for 2019, surpassing trbcx and famvx and other new vehicles I was interested in, plus all div etfs, plus fnilx. But it's only 2/3 of our total.
After digging within MFOP for cashlike ETFs, I am now studying VCSH to augment MINT, and while I say I could trade off volatility for return, I see it spent almost a year underwater (starting end summer '17), eesh. (That's just about the time when s…
davidrmoran: "What are good competitors to MINT? I could stand more volatility for better return ..."
... in my post above, you might find some interesting bond oef funds to consider. At Schwab, I use their SWVXX fund as Money Market alternative t…
my daughter in years past has never looked at her portfolio more than once or twice a year and is a calm believer in holding and not fretting and riding-out, so she probably does not need an adviser for handholding and such, like most of us
I am wo…
Without any heads-up, one of my kids moved all her investments (brokerage plus sundry retirement accounts, all willingly / mutually set up per my advice and suggestions, meaning DSENX, FLPSX, and WEMMX chiefly, iirc) to a financial adviser who appro…
@LB, is not another part of the arg that equity alternatives like bonds and RE are 'permanently' (whatever that might mean) shifted to lower than in the past ?
another wrapup
https://www.forbes.com/sites/kristinmckenna/2019/12/27/want-to-leave-your-kids-an-inheritance-they-may-only-have-10-years-to-take-it/#f258b2a6a14d
to suggest something perhaps offensive, perhaps it is or should be assumed that readers here either will know or will have googled for common terms of art: mf, etf, etn, cef, oef, er, cagr, apr, even ebitda, etc.
>> pension and RMDs, both of which received favorable tax treatment specifically for retirement.
The selling point of the 457b (IRAs too) in the 1980s was that one’s retirement tax bracket was going to be lower than one’s working tax bracket.…
@msf, acronyms were in friend's original, copy-paste, not 'my use'.
MTRB to oldtimers, although he's not a teacher.
Massachusetts Teachers’ Retirement Board: MTA article last week: https://massteacher.org/news/2019/12/gorrie-and-naughton-win-re-e…
A different take from many --- a mid-70s retired friend who has one adult child and who has worked most of his career for the state interestingly explains his new 457b retirement-savings situation:
... my daughter is [the one] screwed over, in tha…
