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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.
this is silly
they (M*) are a service firm and publish a huge number of service pieces
much of online journalism is service pieces, so much so that we do not even call it journalism anymore
when such are full of examples and specifics and strateg…
https://www.morningstar.com/content/morningstarcom/en_us/model-portfolios.html
https://www.linkedin.com/in/christine-benz-b83b523/
dir of personal finance at M*, for some years
hed and teaser as posted
continues (free)
... Yet while Sundheim, 41, is now a big name in the hedge fund world, he might not have broken in without an obscure website called Value Investors Club. Writing anonymously on the site in 2002, Sundheim…
Here's a different view of valuations.
https://www.nytimes.com/2018/08/24/business/sp-record-high-stock-market-activity.html
This graph sure ain't like
http://www.multpl.com/shiller-pe/
>> the game is infinitely more interesting if we dissect the fund - looking for the reasons the fund has worked so well
This for sure, plus the uncovering of worthy new stuff. Good forum in those regards. I myself think this particular fund …
If you don't want responses, don't post. Most of us never note that our given fund is down seven-tenths of a percent in a day compared w/ some broad index, or if we do, we just chalk it up to some individual holding (perforce).
All remarks welcome…
Right, the lay terms get squishy (rightly or wrongly) in the real world of mfunds, that's all.
As for merit, I tend to align with this analysis myself:
https://www.usatoday.com/story/money/2015/01/16/investing-international-funds/21825245/
SP500 …
Why would you anticipate it would rise, necessarily? Depends on what it holds. I mean, by definition.
Maybe for a given period it had some GE. Or Tesla. Or similar. If you want index behavior, get an index.
I'm w/ cranky Ted about short-term obse…
As for names, sort of
VWIGX is also ~11% USA.
DODFX just under 8%, while per M* its benchmark, FLB, is around 1%. So strict.
FSIVX is 0% USA (Fido) or 1.5% (M*).
So sweating the small stuff is, well, just sweating.
Well. If y'all are going to try and be strict as to diction, you probably (as I tried to suggest) will have to do individual entity parsing, because even those committed to being ex-USA / ex-US (one data descriptor in the etf world; see e.g. http://…
When I mentioned JABAX I meant to add FPURX, another old favorite.
Anything that causes itching, sure, avoid. I apply salve of outperformance, hoping it continues to work.
She knows nothing independently, is just assigned to see that the new HNW (ha) transferrer-in is happy and 'why don't I do the same for the rest of my Fido holdings'. I try to speak with her as little as possible, though she always says she will rel…
VOO is better yet, and yes, it was the four months preceding Aug 15 that initially gave XRLV the nontrivial leg up.
Same with the last month.
So you get performance very close to VOO (or IVV) with possible added value of outperformance under ris…
JABAX would be the one to look at, MW, imo.
otoh, anyone can do what I do, if with less diversity: Go 50-50 or 60-40 (either direction), or whatever suits, divided b/w DSENX and PONAX.
>> Do you have account with Merrill Lynch? You HAVE to call.
?? one can do a lot of stuff online, including all trading
did I miss a particular transaction or operation?
I am told by my ML handholder that etn status is not the reason, but its use of derivatives. Or something like that.
$7 is good; Fido is $5, if I am reading correctly; dunno why I balk, sez the guy who drives 3 miles to save $3 on scotch.
That El…
@Ted,
You can do way better than SPY (cash drag, as uit). Let us compare with the very best, VOO.
Since the day after it launched, 4/7/15, 3-1/3y ago, $10k in XRLV has risen to $15,020 and change.
VOO, which handily beats SPY, has increased to …
@LB,
Roger all about policy and this kind of misguided soul.
14% / yr is a miracle absolutely as well as relatively, but we have all benefited from this literally incredible longlived bull market;
and at the same time no one but Buffet would hav…
