Seeking Alpha

giorgiolb

giorgiolb
Send Message
View as an RSS Feed
View giorgiolb's Comments BY TICKER:
Latest  |  Highest rated
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Westend,

    Ignore what Trolledo says, he's offered nothing to show of any real investments, just strawmen' examples in books and goofy hypotheticals designed to scare individual investors.

    Here's MY story,
    I completely retired in 2006 (from my last part-time job), my last full-time job was in 1998 I think. Anyway, I was fully invested in stocks and fully retired all through the great recession, and made it through just fine.

    My income stream is now four times what it was in 2006, before the bottom fell out of the markets. There were a lot of opportunities to pick up quality stuff at rock-bottom prices (if you had the money and the fortitude to buy when the hedge funds and mutual funds were dumping to meet redemption requests and margin calls).

    My overall portfolio value fell during all of this like most other assets (it has the beta of the S&P 500) so it pretty much mirrored that, and yet, guess what? My dividend income chugged right along until my portfolio recovered. The only people who lost money were those who panicked and sold. Most of them never got back in stocks, they're sitting in cash and bonds.. Those are the people Trolledo should be aiming for. They're risk-averse, naive, and would be ripe for his line of BS.
    Sep 21 10:17 PM | 8 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    West End,

    I find Trolledo VERY funny, but not in a good way....

    He's not here for discussion, but disruption. Pay him no mind, I'll be happy to keep working him over.
    Sep 21 09:56 PM | 7 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Trolledo, still here? DOn;'t you have some homework to do? Check your broker's statement and tell us what you own.

    Buh bye now.
    Sep 21 09:55 PM | 4 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Trolledo (your new name)

    I'm sure DVK is thrilled with your string of babbling comments for me. He'll be able to drink all weekend on the pagecounts alone.

    I'll try to cover your requests as best as possible, but frankly you're acting a bit desperate for my attentions. It's embarrassing.

    No, actually I enjoy having my very own fanboi. You're my first, but I'm sure you've heard that one before. You're very practiced at this.

    Okay, first, the reason you didn't find any buy or sell recommendations in my comments is because I don't GIVE buy or sell recommendations, I'll leave that to you financial professionals. Capisce?

    Second, Buffett really hasn't done all that well the past decade. This isn't earth-shaking news. A small, nimble portfolio can beat a large stodgy one. If you'd ever bought individual stocks, you'd know what I'm saying.

    Third, your stock-picking challenge above was cute. I'm not sure what your reason behind it is however, maybe you can enlighten us.

    Oh, and finally, name one DFA fund you own. Just one, you can do it. I've given you several stocks I own, but you refuse to give just one.

    I hate to say this, but your refusal is making you really look bad in everyone's eyes. People are starting to think you're just a troll, and I don't know how long I can keep defending you.

    Ciao, I await your multitude of cogent, entertaining responses.
    Sep 21 09:50 PM | 7 Likes Like |Link to Comment
  • The Common Man Portfolio And Total Return [View article]
    Dave,

    I like the theory that THE Independent Investor is really two guys. One guy writes the articles, and some illiterate does the commenting.
    Sep 21 09:14 PM | 5 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    DVK,

    Trolledo is also speaking to a different audience than the one around here.

    I think his real audience is over on boglehead.com, but those guys while similar in thought, are also strongly against AUM-collector expense ratios.

    I find it odd that there's no real individual MPT-style investor presence on SA, but then again, passive investing isn't known for it's Alpha. Most of the activity over in the ETF/portfolio section seems to be mostly among RIA types.

    . But I'm happy to engage him for the sake of your pageviews.
    Sep 21 04:59 PM | 4 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    RAS,

    Trolledo (I still say he's Lawrence W) ignores any comments that won't help him push forward his agenda.

    How would someone who doesn't buy individual stocks know how stocks react after distributions? His arguments are designed for the saps that fall for his sales pitch.
    Sep 21 04:46 PM | 4 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Toledo,

    If that's your idea of stock-picking, I understand why you think it's harrrrrd.

    I've owned a passel of stocks in my time, but I've never owned ANY of your biased picks, with the lone exception of PFE which I still happen to own.

    But, hey, I've just given you another example of a stock I own, now it's your turn to give a specific example. C'mon, don't be shy. Tell us what DFA funds you own.
    Sep 21 04:32 PM | 3 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Toledo,

    True dat. A check of my comments is informative.

    A check of your comments however gives no such information.
    Sep 21 04:25 PM | 4 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    DVK,

    Aye, aye, sir. Stock prices fluctuate daily for a multitude of reasons, macro, micro, and a bunch of other reasons too numerous to mention.

    When even an entertainer like Cramer can make your stock tank or soar, there has to be a better way to sort through the haze.

    Keeping my eye on the ball of cash flow gives me a stable target amidst all the meaningless daily turmoil (let's call it a random walk for Toledo's benefit).

    And before anyone pipes up that I don't also care about stock prices or portfolio value, nothing could be further from the truth. I monitor all my holdings daily, and my total portfolio value's displayed on my screen at all times.
    Sep 21 03:49 PM | 4 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Conair,

    I doubt Toledo will be giving you any individual stock picks. He doesn't believe in it.
    Sep 21 03:26 PM | 2 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    jhd,

    My annual expense ratio is around 0.3 percent.of my portfolio, and the bulk of that number comes from selling/exercising options.
    Sep 21 03:24 PM | 2 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Extreme,

    Well, you know that depends on a number of factors. I personally like to sidestep falling knives.

    But I see your point, after the carnage, someone with cash on hand can always make a killing on individual issues.

    I was mainly referring to bond funds in the previous comment. I wouldn't want any part of them, and that's where most investors have their bond exposure.
    Sep 21 03:03 PM | 3 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Toledo,

    "Or pick your own stocks...and think your results can come close to his."

    Warren's had a rough couple of years. I'm doing better, and thanks for asking,.
    Sep 21 02:49 PM | 6 Likes Like |Link to Comment
  • Baby Boomer Demographics: The Shift Ahead [View article]
    And if they change the minimum SS retirement age to 105, it will last even longer.
    Sep 21 01:58 PM | Likes Like |Link to Comment
COMMENTS STATS
4,757 Comments
10,561 Likes