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Dale Roberts

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  • 3 Fundamental Negatives Investors Can't Ignore [View article]
    An investor should ignore all of it, stay invested within your asset allocation, rebalance and reinvest. It is the most prudent way to invest and make money.

    Stay the course. Ignore everything.
    Feb 14 07:39 AM | 5 Likes Like |Link to Comment
  • 5 Reasons I Will Add An ETF To My Asset Allocation In 2013 [View article]
    It gives the same. chart DIA with SPY. They correlate, except for the DIA outperform (recently).

    It is surprising that 20 or 30 companies will cover a large cap sector.
    Feb 14 07:04 AM | 1 Like Like |Link to Comment
  • Are You Missing These Global Opportunities? [View article]
    Great points. And yes, even the EAFE etf - Europe Australasia and the Far East was one of the best performing large cap ETFs. Near 18% return.

    Most would shy away form Europe and Japan. It demonstrates that we are best to stay diversifided and 'not think'.

    Most of us suffer from home bias. Myself included. I have some EAFE on order.
    Feb 14 06:44 AM | Likes Like |Link to Comment
  • The All-Defensive Team: 20 Low-Beta Dividend Stocks For Your Retirement Portfolio (Part 1) [View article]
    Great series of articles. Thanks.
    Feb 14 06:00 AM | Likes Like |Link to Comment
  • How Congress Could Fix Its Budget Woes, Permanently [View article]
    Great discussion, but 'austerity' does and can work. In fact reduced spending is the only way forward. It is the only answer.

    The U.S. could quickly eliminate its deficit as I outlined in this article. It could be eliminated in 4 years... Canada did it with spending cuts, with ease.

    http://seekingalpha.co...
    Feb 14 05:55 AM | 6 Likes Like |Link to Comment
  • 5 Reasons I Will Add An ETF To My Asset Allocation In 2013 [View article]
    I would suggest DIA over SPY. It has outperformed due to the dividends that you so rightly love. 30 companies will get you the diversification you need. That said, many of the companies you own are likely in the DIA. it's loaded with dividend aristcrats and champions. If you want real diversification, add in 10-20% of a broad bond ETF. That could be a real shock absorber for your portfolio during any dips, and provide a steady stream of income as well.

    but if households names (consumer goods) are what you're after, DIA will do the trick.
    Feb 14 05:50 AM | 3 Likes Like |Link to Comment
  • Dangers Of The 'Dumb Money' Joining The 'Great Rotation' Into Stocks [View article]
    There will be nothing wrong with investing today (in the long-term) if an investor sticks with the plan and keeps reinvesting. With consistency one can make money even with the worst start dates.

    I demonstrated that in the article as well. Time and consistency are your best friends.
    Feb 14 05:40 AM | Likes Like |Link to Comment
  • Dangers Of The 'Dumb Money' Joining The 'Great Rotation' Into Stocks [View article]
    I understand the fact that retail investors mostly get it wrong, but there is no way to tell from here if the markets will go up, or down in the short or long-term. It's a 50-50 coin toss. In this article I investigated the market new highs (and next moves) from 1900...

    http://seekingalpha.co...
    Feb 14 05:38 AM | Likes Like |Link to Comment
  • New Highs For The Markets: Here's What History Has To Say [View article]
    yes, you just can't argue with the math and results of PP.
    Feb 10 09:39 PM | Likes Like |Link to Comment
  • Market Timing, Part I: Can It Be Done? [View article]
    On, great article, thanks for that.
    Feb 8 06:14 AM | Likes Like |Link to Comment
  • Market Timing, Part I: Can It Be Done? [View article]
    Market timing is very simple. Stay invested and dollar cost average. Or better yet, invest as much as you can in the year, as early as you can, as the money is working longer.

    The facts are very clear. Most money managers - 80-90% can't beat the market. Same holds true for retail investors. They do a little worse, against the markets.

    It is incredible that so many spend so much time and energy and money trying the beat the market, when they are the market. It is an oxymoron. That said, certainly a few do beat the market, that is the law of averages.
    Feb 8 06:14 AM | 2 Likes Like |Link to Comment
  • A New Permanent Portfolio For The 21st Century [View article]
    It's not nice to fool Mother Nature. Or Harry Browne. Ha.

    The theory of the four categories will hold up with many variations.

    Nice article. Thanks.
    Feb 7 10:49 AM | 3 Likes Like |Link to Comment
  • Higher Yielding Income ETFs Pull Back... Are Stock ETFs Next? [View article]
    No one knows where things will go. In this article I tracked the 15 new high events (OK taking out the previous top) made from 1900 and the rise or decline of equtiy markets. It's a coin toss.

    http://seekingalpha.co...
    Feb 7 07:27 AM | Likes Like |Link to Comment
  • New Highs For The Markets: Here's What History Has To Say [View article]
    that would been a very long and tedioius article. ha. though you are certainly correct. i let the reader fill in some blanks, they seem to be managing. thanks.
    Feb 7 06:09 AM | Likes Like |Link to Comment
  • New Highs For The Markets: Here's What History Has To Say [View article]
    thanks bjones. i think there is the one basic takeaway, no one knows nothing about what is going to happen next.

    but you are right, it will all be about earnings long-term, as the markets are a weighing machine, in the long run. a voting machine in the short-term.
    Feb 7 06:08 AM | Likes Like |Link to Comment
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