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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.
uh, k, so how much do you need now --- cashflow? how old? you can probably be more aggressive, tho it should be what suits. but what are the details here?
Sorry, perhaps I missed, but have you worked out already how much you need and when and for how long? Are you thinking output stream only and never touching the holdings?
@MM, what correlation basis period do you use, and why? Note that (for example) when you enter PDI and DSENX, daily returns (60 days) correlate 0.35 while annual correlate 0.94.
It all depends on how far the need is. I would jump in both feet (not dca) if my need was distant enough. Also never forget that recovery times are not very long periods, so figure how long you can suffer and wait.
Yes, am also looking hard at DGRW, wondering about it vs CAPE for placement of some burning cash. Although Malkiel now has me thinking about IEMG and ESGE....
Do you recommend using shorter bases or longer? Results all over the place with some odd fairly steady pairings, depending on correlation basis period.
@hank
>> classified as a stock fund and the latter a balanced fund. I’m not sure those labels mean a whole lot. It’s more about your risk appetite.
?? It's about whether the fund holds bonds+cash, innit?
DODGX holds ~1%, OAKBX over a thir…
@Mgconslts
If it matters to you, its manager is, or was, a bigtime global-warming denialist. Fwiw. Why I bailed.
Also, the value-oriented DLEUX will probably prove less volatile.
FOSFX is worth looking into, I think.
please
'the refs' is like 'but her emails'
WaPo lede:
Playing with a cut on his throwing hand that spilled blood on the practice field at midweek? No problem. Facing the fearsome defense of the Jacksonville Jaguars? No problem. Trailing by 10 poi…
and I found this insightful, management of differences above all else:
https://www.vox.com/2018/1/18/16880524/donald-trump-democracy-republicans-trumpocracy
@Carefree, read upward, just a deluded sense of timing smarts, will be back in presently
otoh I need lots cash this year for children, so there is that
I will not say I know what I am doing, really.
Please, please, you of all smart people, knock it off w/ this false equivalence / 'both sides do it' crap! Name one extreme left elected official and his or her extreme-left position(s). Good Lord.
Well, were discussing motives, and I was fleshing out w/ the other, more destructive forms of resentment and newly analyzed consequences thereof, that's all.
but also destruction (expertise, academe, more) and 'restoration':
(PK NYT yesterday):
... an important 2012 book, Enrico Moretti’s “The New Geography of Jobs,” [is] about the growing divergence of regional fortunes within the United States. Until…
No good thoughts (or stupid thoughts) on any of this, but their RE flexibility makes me think they would do as they wished pretty much wrt technology parsing and parent aegis as well.
I did note inclusion of MREITs, which made me wince since I mad…
Of course that was never exactly Lynch's advice, more 'understand what you invest in' ---
https://www.investopedia.com/articles/stocks/06/peterlynch.asp ---
and he did often say things like 'know what you own and know why' etc.
