Actually, nothing beats good head.Quote:
Originally Posted by Ireallyliketoski
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Actually, nothing beats good head.Quote:
Originally Posted by Ireallyliketoski
hmmmm....I've managed to beat the S&P 7 out of the last 8 years. Never had more than 20% of my portfolio in the index during that time. No insider info either. That being said, investing an an S&P index fund is a no brainer, very low maintenance way to do reasonably well and beat most of the pros.Quote:
Originally Posted by board
Good analysis of current market conditions. Very recent performance figures have indicated value oriented small & mid cap stocks + international stocks are starting to lag. Considering they've led the market the last 5 years it's about time for a rotation to both large caps and growth stocks. Historically the S&P has led the market 3 years of every decade, since it's lagged thus far odds are pretty good it'll start leading the market in the coming years (~4 years left in the decade, therefore ~75% of the S&P leading the market). As always, past performance is no guarantee of future returns.Quote:
Originally Posted by irul&ublo
As always don't abandon any one sector of the market, just time to think about overweighting large cap growth stocks (we're also at the juncture of our current economic expansion where large caps typically start to outperform). The best way to ensure long term performance is to develop an appropriate allocation plan for you goals and than make sure you rebalance to that allocation on at least an annual basis (I prefer semi-annual, however that is a personal preference which adds a small amount of work to managing your portfolio).
value hedge funds :the_finge
"Lifecycle Funds"Quote:
Originally Posted by tele mark
The market is changing and it is starting to behave in ways that former tried and true economic models aren't predicting hence the Fed's difficulty in controlling interest rates. Greenspan and many economists are befuddled to say the least. "What is neutral" " We will know it when we get there" translates to this worked in the past so we'll just keep trying until it works again. Slightly uncharted waters my friends...how long do Asian banks keep financing our spending spree????
well, china is probably done and they were the largest buyer of US debt, so.....unless the spending slows, we're screwed.Quote:
Originally Posted by board
Quote:
Originally Posted by Telephil
Yes but can they really cut off their nose to spite their face ? If they reduce US investment who will buy their enough of their exports to maintain their current growth rate ? A reduction of our ability to consume slows their economy and so far they seem desperately afraid of this. Not to mention it would continue a dollar slide which would reduce the net worth of our debt that they hold. We are in a unique situation in that we have been able to finance our spending with our own currency. Tele I'm not saying you are wrong but if China slows their treasury purchases both countries will experience an uncomfortable readjustment and I just wonder if they are really ready for that yet? It is interesting to note the personal US savings rate currently stands at 0.0%. Foreign capital is CRUCIAL !
Wow, listen to all the Warren Buffet's out there ... NOT. He has 2 rules: Rule #1 Preserve capital, Rule #2 When in doubt, see Rule #1 ...
Here's and idea for all of us supposed market experts, ready:
Earnings Quality (ooooh aaaahhh) I could give a shit about growth vs value vs my ass style box crappe. Buy a good manager that knows how to ID growth and value (DCF analysis best).
Earnings drive the market ... always has, always will ... if you follow the herd you're late, contrarian approach works well, when the market takes note - SELL!
Profits are collectively slowing (hence the hunt for growth), earnings visibility harder to come by ... value is value (intrinsic, ROIC, FCFs, management QUAN+QUAL), no matter what I hear out there. China is our biggest geo-economic competitor ...
Is that my compliance officer headed this wayyyyyyy .. .. .. . pokd djh;dshf jddddddd help ............. jfj
;)
I like the Vice Fund (NASDAQ: VICEX)
Invests in liquor, tobacco, gambling, etc. and has performed pretty well. :shrug:
Is it modeled after the Miami Vice Fund? CRKET ...
Had someone looking for an "Islamic Fund" the other day ... weirdness
Why ? oil hit 66 a barrelQuote:
Originally Posted by HyRUPz
Well, there's aggro-islamic growth (high volatility) or moderate islamic balanced (GARP) ;)
If I don't start seeing some disclaimers and cautionary statements around hear I'll be using your Series 7 to wipe my ass [/compliance officer]
HA! :D ....
Please consider the charges, risks, expenses and investment objectives carefully before investing or recommending to clients for investment. For a prospectus containing this and other information, please call TGR or download the file from tetongravity.com. Read it carefully before you or your clients invest or send money. Teton Gravity Capital Group Inc. has a 30% ownership stake in the investment advisory business of Powder, Blower, Sickter and Company, LLC.
Data presented reflects past performance, which is no guarantee of future results. Investment results and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Due to market volatility, current performance may be higher or lower than the performance shown.
FOR INSTITUTIONAL INVESTOR USE ONLY – NOT FOR PUBLIC VIEWING OR DISTRIBUTION
There you go ... :fm: ;)
Quote:
Originally Posted by HyRUPz
hedge with TUBB?
I used to get people calling from Detroit looking for Muslim friendly funds that invest in companies that don't charge over prime when they lend. I thought you couldn't invest in companies that charged interest at all. I guess I was dealing with diet muslims.
oh, Hy. How much capital is Buffy preserving with his savvy dollar bet? guess it'll take a while to burn through 37 billion in cash. :wink:
CRKT + TUBB ... and a COKE diversity component to add Alpha ...
Never thought of it - Jack Muslims, like Jack Mormors, like Jack Catholix like myself - can't we just all get along?
Buffett has a lot cash on the books ... he should be buying real estate in Africa, I hear it's selling way below its value (discount) Who's game for Congo futures ... ? :yourock: