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Investing - Theory, News & General • Re: [Buy The Dip] (WSJ unlocked)
although I don't think it is a disadvantage to have some money out of the market unless you are committed to a 100% equity allocation. cash at even ZIRP still involves no loss of principal.Having an...
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Investing - Theory, News & General • The Diversification Playbook:...
Part I – tl;dr Takeaways Key finding: During accumulation: assuming no need for withdrawals, select (a) at least two assets, that have (b) high expected returns and (c) high variances, and (d) low...
View ArticleInvesting - Theory, News & General • Re: Let's Talk SPX Box Spreads
For me, besides being a more involved process to enter a box trade, another drawback is that it usually takes a while for the box order to be filled. And sometimes it never fills, even when the order...
View ArticleInvesting - Theory, News & General • Re: The Day The Factors Died
Aren't most of the Avantis funds active?Yes, Avantis calls its ETFs “active ETFs”.They still pick stocks (albeit algorithmically), but do have relatively low ER’s and low portfolio turnover.Are the...
View ArticleInvesting - Theory, News & General • Re: “If you can afford to lose it,...
yes and no. I have an account that I have marked to zero in my mental accounting...very risky investments that I like, but which I can afford to lose and may very well end up losing. it is a very...
View ArticleInvesting - Theory, News & General • Re: Why is Larry Swedroe wrong about...
I’m just trying to keep it clear to any that are unititated that when Swedroe writes about factor investing it’s not just crackpot ideas of one guy. It’s more or less the dominant view of academic...
View ArticleInvesting - Theory, News & General • Re: High tax invest, low tax hoard
Upon further review, this thread will remain locked. See: Non-actionable or Trolling TopicsIf readers can't do anything with the content of a topic other than argue about it, it does not belong here....
View ArticleInvesting - Theory, News & General • Re: Anyone find alternative to...
One thing I liked about PV is that if you entered VOO, for example, the site would inform you that you could get more historical data if you entered VFINX instead.However, I really like the Asset...
View ArticleInvesting - Theory, News & General • Re: Fundrise - Real Estate
I gave Fundrise a decent chance. Dropped $1,000 into it in July of 2018. I just liquidated it. Pretty mediocre results. Was worth just under $1500 after 6 years. It was a small amount and a decent...
View ArticleInvesting - Theory, News & General • Re: Bond Fund To Substitute For...
Update: the experiment has begun. I bought enough PIMIX (Pimco Income Fund) to pay me $500/month (+ or -). A 25% "raise" to my income. If the experiment "fails" (I don't yet know what that might...
View ArticleInvesting - Theory, News & General • Re: Jim Otar Revisited 'Unveiling...
Does Otar's Advanced Retirement Income Planning book cover everything essential for someone 5+ years into retirement? I'd like to find out if I'm in the "red" zone, and what to do about. (I mean, I...
View ArticleInvesting - Theory, News & General • Re: HSA Bank eliminating investment...
Anyone tried to move from HSAbank/Schwab to Lively/Schwab ?I am in the process of it myself:1. Opened account at Lively, was under review for couple hours and set up completed the same day2. Logged in...
View ArticleInvesting - Theory, News & General • Re: New version of PortfolioVisualizer?
I merged camper95's thread into the ongoing discussion.(Thanks to the member who reported the post and provided a link to this thread.)Statistics: Posted by LadyGeek — Tue Aug 13, 2024 6:11 pm
View ArticleInvesting - Theory, News & General • Re: Total Portfolio Allocation and...
Ben - I'm having trouble strategically reconciling my preference for two competing things: (1) g>0 because of a desire for precautionary savings and (2) a desire to spend more on luxuries in early...
View ArticleInvesting - Theory, News & General • Re: The Diversification Playbook:...
If you don’t know how slice-n-dicing affects the volatility, then you can’t make an intelligent decision on whether or not to do so"Market cap weighted" slicing and dicing can only decrease variance...
View ArticleInvesting - Theory, News & General • Re: Now that long TIPS yields have...
I am not a believer in past results being predictive of future returns. I want to emphasize that.But if you are, and you believe that 3.5% real is what you can reasonably expect from equities going...
View ArticleInvesting - Theory, News & General • Re: Why all the IRMAA angst? [IRMAA:...
The wiki has some background info: Income-Related Monthly Adjustment Amount (IRMAA)Then see: MAGI for Medicare premiums (IRMAA tiers)Statistics: Posted by LadyGeek — Wed Aug 14, 2024 7:03 pm
View ArticleInvesting - Theory, News & General • Re: Is a 50% savings rate impossible...
I save more than 50% of my after tax income in addition to 15% pre tax but I am single with no kids and live a somewhat minimalist lifestyle in a rural area. All depends how you want to live and what...
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Investing - Theory, News & General • Re: BOXX ETF now distributing...
[Thread merged into here --admin LadyGeek]I noticed in my brokerage account, BOXX had distributed a dividend. Part of it was classified as a long term dividend, a smaller part a short term...
View ArticleInvesting - Theory, News & General • Matt Levine at Bloomberg-Where Are...
From Matt Levine's Money Stuff/BloombergYou can sign up for free emails of his opinion column. "Where are the Reimanns’ yachts?Let’s say you’re rich. Like really quite rich, billions of dollars, money...
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