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Jonathan Liss

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  • Arne Alsin Positions For 2013: A Stock Picker's Market, Par Excellence [View article]
    Also, like poker sometimes you make a wise bet (where the odds are stacked in your favor) and you lose anyway. It's just part of the game.
    Jan 2 11:33 AM | Likes Like |Link to Comment
  • 5 Best U.S. ETFs For 2013 [View article]
    You can't safely hold leveraged ETFs for more than short periods (as they make clear in the prospectuses, the intended holding period is 1 day) due to the probability to decay to returns that results from compounding. They are for short-term bets and short-term portfolio insurance/hedging and nothing more.
    Jan 2 04:12 AM | 1 Like Like |Link to Comment
  • Positioning for 2013: Guide To The Series [View article]
    Thanks Cliff!

    We had Dave Van Knapp on DGI, Larry Swedroe on Fixed Income (within a broader portfolio) and Financial Lexicon on the bond market. Sounds like we'll have to include you as part of this series next year as I'm sure you have a thing or 2 to say about the topics you suggest here.

    Have a terrific new year!
    Jonathan
    Dec 31 04:46 AM | 3 Likes Like |Link to Comment
  • Dave Van Knapp Positions For 2013: Tuning Out Market 'Noise' With Dividend Growth Investing [View article]
    With all due respect giorgiolb,

    Larry Swedroe manages $4.5B directly, is responsible for strategy on another $14.5B, has authored 12 books on finance, been profiled in the NY Times, and has beaten benchmarks on a properly risk-adjusted basis for 20 years. He's widely respected in finance circles. Why should he care what you think? You are not a well-known entity, have no proven track record, don't manage anyone's money other than your own, and don't even bother putting your real name out there for people to see. He puts himself on the line daily with his decisions front and center. So does Dave Van Knapp and all of our other writers. They are the opposite of anonymous, putting themselves and their investment choices on the line daily in the public sphere. You should be more willing to live and let live.

    I am not personally partial to any approach on the site (I think each investor needs a strategy that helps them meet their financial goals in a way that lets them sleep at night) but it 'rubs me the wrong way' when anonymous commenters troll others articles just to harass them and don't listen to their replies in good faith, or just agree to disagree and move on.

    In the same way people like Dave and the rest of our excellent DG community ignored Larry W after awhile and rightfully so (he was rude and didn't listen to others replies), I don't see how you can expect authors like Swedroe to do anything different with your frequently aggressive and snarky comments when what you have is a genuine intellectual disagreement - nothing more.

    Best and much success in the new year!
    Jonathan Liss
    Dec 30 07:59 AM | 6 Likes Like |Link to Comment
  • Dave Van Knapp Positions For 2013: Tuning Out Market 'Noise' With Dividend Growth Investing [View article]
    I think this a valid point. No type of investment strategy is right for everyone. If someone hasn't amassed enough principal to live off the interest plus SS in retirement, they will likely have no choice but to dip into principal. If you need principal on a regular basis, it makes sense to diversify into other asset classes to ensure you have enough for your daily living expenses.
    Dec 28 02:57 AM | 4 Likes Like |Link to Comment
  • Eric Parnell Positions For 2013: Gold's An Essential Diversifier In Any Portfolio [View article]
    LOL. Good luck getting her to give it up so you can sell it in a pinch... ;-)
    Dec 28 02:51 AM | 1 Like Like |Link to Comment
  • Eric Parnell Positions For 2013: Gold's An Essential Diversifier In Any Portfolio [View article]
    Great point. However there is at least some evidence to suggest gold and silver will perform well in deflationary environments. See here for example: http://bit.ly/nKBKru

    Others should feel free to weigh in - I'd be curious for more insight as to how gold may perform in a deflationary environment.
    Dec 27 07:13 AM | 3 Likes Like |Link to Comment
  • Modern Portfolio Theory 2.0 - The Most Diversified Portfolio [View article]
    If you can be disciplined with ETFs, they're more tax efficient, both as vehicles (vs. mutual funds) and allow the individual to tax loss harvest as they see fit. The key is discipline but I don't see how you can knock a vehicle that has brought passive indexing to the masses without mentioning the many upsides (and I do agree the ability to trade throughout the day at the press of a button is a big downside for many investors)
    Dec 27 06:14 AM | 1 Like Like |Link to Comment
  • Looking Back On 2012 Cleantech Investing Predictions [View article]
    Very interesting. Thanks for sharing that JSE
    Dec 26 04:50 PM | 1 Like Like |Link to Comment
  • Eric Parnell Positions For 2013: Gold's An Essential Diversifier In Any Portfolio [View article]
    Eric, something we didn't touch on in the piece is the ETFS physical gold products, AGOL and SGOL as well as GLTR. In your mind are these 'safer' plays for physical delivery enthusiasts, or is there not a major difference between these, GLD and IAU in your reading?

    Best and thanks again for a great interview!
    Jonathan
    Dec 26 03:29 PM | 1 Like Like |Link to Comment
  • Eric Parnell Positions For 2013: Gold's An Essential Diversifier In Any Portfolio [View article]
    GLD has thus far tracked the spot price of gold almost perfectly. While I can't guarantee it will in the future, it seems like this product has gotten a bad rap to date despite doing exactly what it promises to do for upwards of 8 years now and with more than $71B in assets.
    Dec 26 03:09 PM | 2 Likes Like |Link to Comment
  • Looking Back On 2012 Cleantech Investing Predictions [View article]
    While RG3 has been good, they still need a win sunday to make the playoffs.
    Dec 25 04:56 AM | Likes Like |Link to Comment
  • Roger Nusbaum Positions For 2013: Think Long Term, Invest Globally [View article]
    Exactly, if you want big predictions and prognostications, you can sleep at night knowing with certainty what will happen in the future... until you wake up one morning and the predictions were dead wrong. The purpose of portfolio construction is to diversify away risk and smooth out the ride - b/c short of certain knowledge what will happen which none of us has, to need to plan for all possible eventualities.
    Dec 21 03:41 AM | 6 Likes Like |Link to Comment
  • The Worst Performing IPOs Of 2012 [View article]
    HMST has been removed thanks to your comments - keep up the great work guys!
    Dec 8 01:59 PM | 1 Like Like |Link to Comment
  • Smart Portfolio Construction: What Is Gold's Role? [View article]
    You can only redeem the Sprott gold and silver trust once a month (http://bit.ly/TGDrOX - see item #4) so while they do hold enough of the metals, there could be a problematic panic/rush type situation involving those too. Just sayin...
    Dec 6 02:04 AM | Likes Like |Link to Comment
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