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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.
@bee, 12y ago at 60 I was in something of your situation in terms of holdings, probably not as thoughtfully and with less backtesting ... but now, as I have posted before, I am simplified to ~60% or a bit more DSEEX and the rest divided among FRIFX,…
@hank
>> Running is tough on some body parts like knees.
sure; just got my second knee replacement, following both hips recently too.
Never a runner of any distance, just sports sprinting.
>> I get the feeling a lot of people in …
edited after consulting the legacy M* graph interface ---
good patience --- $10k held since midsummer '79 has grown to $589k, woohoo
(triple that for FCNTX)
I’ve got about 7.5% of my IRA invested in Fidelity’s real estate income fund, FRIFX, and consider it part of my bond/income allocation. Its yield and long term returns are comparable to some of the better high yield bond funds. What I like about is …
yeah, will be interesting to see any slump tomorrow, which would be rare for a Fri in any case
I sold some DSENX today and am hoping (of course) there is not another 300-pt jump tomorrow
@davidrmoran " need to keep up with changing times" - I am too set in my ways to keep with changing times and it doesn't bother me one bit.
nothing to do with being set, just living in reality
you wrote:
I’d rather pay for a good daily newspaper…
oldfashioned has nothing to do with it, you just need to keep up with changing times
what you want is largely unavailable in many towns and cities, though not all
I meant see if you can get some of what you wish for from a local civic or regional …
Have you not participated?
There is none. It is self-policing, mostly effectively so. Not talking about social media in general, just community postings and bulletin boards and such. Lots of good back and forth. Like this forum at its best. Except…
roger all of this ... was not recalling sufficiently the days only ~20y ago when local papers had an editorial staff of more than one, with beat stringers who were savvy and experienced
outside boston as local papers have been glommed together or t…
facebook groups and email lists and the like are way more up to date about town meetings, business closings, school schedules, sports, gossip, police logs, firings and resignations and hirings, and everything else --- a local paper cannot come close…
All media is full of problems and they have done it to themselves - life is now one big infomercial.
Sometimes it seems so, and yet at other times, like this week watching cnn and msnbc, it seems like a golden age of intellect and analytical eloqu…
it sure does bother me that I have so much money (2/3 of total nut maybe) with this guy's DSEEX fund when he goes off like this on occasion
not that his opining has to do with its automatic operation
performance information is being updated, a little behind real time in my experience, and sometimes you have to start over w the single listing, in other words not just punching F5 for a refresh of the five you were comparing ...
I wonder if this affects / will affect CAPE and DSEEX.
I remembered that Nocera piece only because one of my kids was in B-school at the time and commencing formal study of VaR, Taleb all the rage. Also I was making then losing money with Novastar.…
it was in all the discussion a decade-plus ago, taleb et alia, and nocera wrote a funny (sort of) piece about it and its limitations:
https://www.nytimes.com/2009/01/04/magazine/04risk-t.html
or maybe they want to pay for what is already committed, including all those wars.
social program expansion would be good for all, though; higher taxes would be good for all, also; you need to read the literature on this.
as for your socialist rep…
I am selling / have sold a bit of DSEEX, PONAX, which are my pillars, also some PCI, then leaving those moneys in cash, and also PDVAX and FRIFX (which I'm really going to increase regardless, admiring its longterm steadiness).
If I am nervy I sha…
some do, and have, but it means little or nothing
resentful luuuuv is the problem
http://apps.bostonglobe.com/nation/politics/2019/11/voters-2020-election/pennsylvania/erie/
A good list that was, but I memorize only some of your posts over time, not all of them. Davidson is famously good, I shoulda thought of him. GMiller I do not know, but good to be aware of such outstanding work.
Yes, Tilllinghast's penchant for non…
I was just looking at 15y return, as LB mentioned, of the rare individual managers I am aware of (I am missing some, I am positive) who have worked that long nonstop, compared w various indexes.
(FLPSX is not easy to compare fairly, prospectus not…
Puglia and Tillinghast appear to absolutely rule, then, and surely there are a few others. (Don't know the Primecap history.) Tillinghast took a break for a little while, iirc.
