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by David Van Knapp via Seeking Alpha
http://seekingalpha.com/article/2247103-my-dividend-growth-portfolios-6th-birthday-report?ifp=0
I don't know if you are aware of this gentleman and/or his contributions in this form of investing but you may fin…
You make good points and I am slowly transitioning to individual stocks for the same reason. With a similar idea, I had posed a question on this forum about how to mine good low-turnover funds/ETFs for stock ideas. The challenge is how to deal wi…
If you are interested in protecting the downside, take a look at ICMAX which fared very well in the 2008 downturn and has beaten many of the cited funds over its lifetime. It is a very different fund though, which can go to cash (about 70% now, as …
Geez - What's with all the hype lately? You'd think we're a bunch of novices here.
-- "Warning Signs Are Flashing"
-- The World's "Overbought"
-- "Stealing Market Share"
-- "Back to Earth"
-- "still buyin?"
-- "Are You Nervous Yet?"
-- "Tw…
Not buying India. Good news is mostly priced in and I am very familiar with the country. I am quite confident that Modi will be good for the country, but the expectations that there will be some overnight transformation are unrealistic. My Vietna…
Your choice of MOAT is interesting. It is pretty focused (20 holdings) with a relatively high turnover for an ETF (45%). The index performance (backdated?) looks good.
David, There is no need to apologize or be accountable to artificially imposed timelines by any of us heere. Many of us have regular day jobs and have other family commitments. Your dedication to providing regular monthly commentaries is truly…
I have actually thought of a pretty simple strategy and wondering if anyone uses something similar. Barclays has allocation ETFs which have different portions allocated to different global sectors. The range is from the conservative AOK, moderate …
I have used a momentum based strategy for a long time now and have increased the portion of my portfolio invested in this strategy progressively from about 10% to about 40% now.
Turned out to be really good event.
The firm currently has 240 employees. Every analyst and fund manager is homegrown. Starting off as an intern while an undergraduate. They hire just 1-2 folks per year full time. Usually staying forever...
Anothe…
Not smart enough here to pull this off consistently, but I used to do this several years back on a small portion of the portfolio. My view is that you need to identify the trend at the next higher time-scale vs. your trading scale (e.g., if you wan…
Why is Wintergreen better than ARTGX?
Lower expense, better return, lower drawdown in 2008, arguably stronger
overall fund house
http://quote.morningstar.com/fund/chart.aspx?t=WGRNX®ion=usa&culture=en-US
Add ARTGX to the chart and com…
Not convinced about the uptrend on the technicals yet. I use simple trendlines and if you draw one along the peaks on a weekly chart, the downtrend is not broken yet. There have been some head-fakes several times when the 40 weeks seems to be brok…
In the comments section, someone suggested a short-term tax. A tax of >50% on the gains made in less than a minute and also a substantial transaction tax for any round-trips done within seconds may work.
I own ICMAX and over the life of this fund, I think the returns are pretty close with much lower volatility for ICMAX. Of course, the fund lags in a high-flying market.
I have done some momentum trading of my own over several years. One cautionary note is not to use volatile, narrow classes like gold miners. Institutional investors/big money can move in and out of these relatively quickly. You can get whip-sawed…
I see from a search that @kaspa is the only one that has mentioned owning EZU, the etf that tracks this index as momentum trade.
Any one considered this index rather than the broader Europe funds as part of their core or satellite allocation?
Look…
Over the last several weeks, I have been slowly selling FAIRX and buying PYSAX (load waived at Schwab), individual dividend paying stocks (TGT, BLK), a little DFE as momentum play. Momentum portfolio continues to hold QQQ, XLV, IWO.
Don't like Windows 8. I have heard some who have used Ubuntu. My computer literary is middle of the road. Has anyone here transitioned over (completely or
partially through multiple options for booting) to Ubuntu and add his/her thoughts?
Thanks guys. I am a bit surprised as I thought I would have had more "don't let the door hit you on the way out" responses. No sense in anymore histrionics on my part so won't make any finaI drama laden post like I have seen some make in the past…