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Boris Marjanovic  

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  • Don't Be Fooled By Stock Market Noise [View article]
    Jerbear,

    I agree with you 100%. I would also like to add that Buffett has started underperforming the market over the last 10-15 years. He can't provide the same returns he once could anymore because the amount of capital he is managing has grown too large.
    Apr 21, 2015. 10:41 AM | Likes Like |Link to Comment
  • Don't Be Fooled By Stock Market Noise [View article]
    "Investors don't have to be Buffett or soros. Just invest in them."

    Finding another lucky Buffett or Soros is harder than finding a microscopic needle in a huge haystack. I wish you the best of luck in your search......you will definitely need it!
    Apr 20, 2015. 10:25 AM | 1 Like Like |Link to Comment
  • Don't Be Fooled By Stock Market Noise [View article]
    Junji,

    "When market is going time the indexing herd always roar but theory always turn out indexing investors who knows long term indexing will out perform 85% investment managers but the question is how many indexing investors became wealthy like Buffett shareholders."

    Investing - like casino gambling - is largely a game of luck. Given that there are literally tens of millions of investors in the world, it is a statistical certainty that a very tiny percentage of them will become a Warren Buffett or a George Soros. Likewise, if there were an equal number of coin-flippers, a few would, by pure chance alone, flip heads 20 or more times in a row - it does not prove that they are skilled coin-flippers.
    Apr 19, 2015. 02:42 PM | 1 Like Like |Link to Comment
  • Don't Be Fooled By Stock Market Noise [View article]
    MAYHAWK,

    I don't think he knows that. Literally decades of empirical research has been done on this topic, and the evidence is clear: most investment pros underperform simple index funds over time.
    Apr 17, 2015. 12:34 PM | 2 Likes Like |Link to Comment
  • Don't Be Fooled By Stock Market Noise [View article]
    junji_0214@hotmail.com,

    "The buy and hold game should be over if it is easy just buy and hold why we need investments professionals."

    "The investments community would not hire the pros to sort out so many info may or may not relevant to us."

    The fact that it's easy is what makes it so difficult! People overcomplicate things, believing - as you do - that the more complicated you make investing, the higher your returns will be. Unfortunately, this is simply wrong, and decades of empirical evidence overwhelmingly confirm this.

    Most fund managers (the so-called "pros") underperform simple index funds. Why don't they just buy simple index funds then, you ask? Well, then they wouldn't be able to charge the high fees they charge now. Simply put, the majority of pros aren't that good when it comes to investing...they mostly trade the random noise (and it shows when you look at their terrible track records).
    Apr 16, 2015. 09:21 PM | 4 Likes Like |Link to Comment
  • Don't Be Fooled By Stock Market Noise [View article]
    eastmanair,

    I agree, there is a lot of articles published on SA, but most are nothing more than noise. I mean just look at a stock like Apple (AAPL). On SA alone, there are dozens of articles published about the company every week. The authors are focusing on the most minute details about the company and completely miss the big picture (i.e., the signal). If they were only focusing on the meaningful things, you would get - at the most - a couple of Apple articles per year. This is just one example, but there are countless others.
    Apr 16, 2015. 11:15 AM | 4 Likes Like |Link to Comment
  • This Stock Market Bubble Will Burst Like An Overinflated Balloon [View article]
    Noah,

    I literally said it's impossible to know when it will occur. I simply pointed out that there is a bubble in the market and how to protect your profits when it pops (which is the purpose of this article).
    Apr 7, 2015. 05:14 PM | Likes Like |Link to Comment
  • Is The Long Awaited Correction At Hand? [View article]
    The market is at all-time highs. Valuations are now more absurd than they were in 2007. This bubble will eventually burst....it's inevitable.

    http://bit.ly/1aefKIT
    Apr 6, 2015. 10:06 PM | 1 Like Like |Link to Comment
  • Fear Is Saying Short SPY Now [View article]
    What Doc's Trading meant to say was that he is up 0.900% (as in <1%) in the past 12 months. So it was just a simple "misprint."
    Apr 3, 2015. 09:02 PM | Likes Like |Link to Comment
  • This Is Why You Are Diversifying Wrong [View article]
    Hedgewise,

    Yes, using your stock/bond combination increases your overall Sharpe Ratio....but the Sharpe Ratio uses standard deviation as a proxy for "risk." Without getting too technical, you could have a very high Sharpe Ratio and still end up going bust as a result of some black swan event (this is especially true given your recommendation to use leverage). Simply put, in the real world, true risk cannot be measured. That's why using these kinds of "unhedged" investment strategies is more dangerous than it might appear.

    Personally, I always cap my maximum losses at, say, 10%. This way no random black swan event can hurt me because I know my maximum potential worst-case scenario loss. My risk-reduction strategy might not be as mathematically elegant as yours, but I can guarantee you that it's far more robust and safe in the long run. Remember, no matter how low the volatility (or standard deviation) of your portfolio is, if you don't have the proper hedge in place, there is always a chance that your portfolio could lose 40%, 50%, or more in a single day.
    Apr 3, 2015. 08:34 PM | Likes Like |Link to Comment
  • Stocks close with losses to end the quarter [View news story]
    Up today, down tomorrow....the market is inherently unpredictable and irrational:http://seekingalpha.co...
    Mar 31, 2015. 09:34 PM | 2 Likes Like |Link to Comment
  • On the hour [View news story]
    Up today, down tomorrow....the market is inherently unpredictable and irrational: http://bit.ly/1BJlFvO
    Mar 31, 2015. 04:15 PM | 1 Like Like |Link to Comment
  • This Stock Market Bubble Will Burst Like An Overinflated Balloon [View article]
    BunnyColvin,

    You are correct, buybacks are also one reason why valuations are in bubble territory right now.
    Mar 31, 2015. 02:45 PM | Likes Like |Link to Comment
  • Stocks stake broad gains, helped by China and health care deals [View news story]
    Can you provide a link to that article?
    Mar 30, 2015. 10:30 PM | Likes Like |Link to Comment
  • Stocks stake broad gains, helped by China and health care deals [View news story]
    This stock market bubble keeps growing: http://seekingalpha.co...
    Mar 30, 2015. 08:53 PM | Likes Like |Link to Comment
COMMENTS STATS
862 Comments
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