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giorgiolb

giorgiolb
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  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    ttomterrific,

    You are indeed late to the party, but better late than never.

    How has your portfolio performed over the past few years?

    And does PMPT tolerate your individual stock picking?

    Most MPT-style advocates around here think individual stocks are dangerous, and this leads to much of the conflict betwen investing styles: . Most of us believe in diversification, but most of us are also stock pickers.
    Sep 26 12:26 PM | 2 Likes Like |Link to Comment
  • My Mad Method: At What Price Should I Buy? [View article]
    Richjoy,

    I sell covered calls as well. I try to sell at the tops of trading ranges, or when stocks in general get a tad overvalued.
    Sep 26 11:03 AM | Likes Like |Link to Comment
  • Don't Be Afraid To Put MLPs In Your IRA [View article]
    Nice pitch for life insurance...
    Sep 26 10:58 AM | 1 Like Like |Link to Comment
  • My Mad Method: At What Price Should I Buy? [View article]
    Richjoy

    Excellent method. I'm also a value guy and use most/all of those same tactics.

    Do you sell PUTs? They're also very useful in getting you at or hopefully below your target price.
    Sep 26 10:36 AM | 1 Like Like |Link to Comment
  • Good News, For Now [View article]
    TJ was certainly a man ahead of his time.
    Sep 26 10:27 AM | 5 Likes Like |Link to Comment
  • Confessions Of A 'DGI Lite' Investor - Part 2: Creating The DGI Lite Portfolio [View article]
    JD,

    Sorry about your happy dog. Where in western AZ? Yuma? Lake Havasu?
    Sep 25 11:36 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: Can Oil Continue Its Bull Run? [View article]
    MoreBob,

    hah, thanks for impromptu psych eval. If I ever need a manager, I'll look you up.
    Sep 25 11:30 PM | 1 Like Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    RLP,

    Despite the uncertainties in Washington, I plan to hold steady with dividend stocks and options.

    There's a time when I'll start taking another serious look at bonds, and maybe set up a ladder, but that time's not here yet. The Fed's going to do everything in its power to keep interest rates down for a few more years.
    Sep 25 11:05 PM | 1 Like Like |Link to Comment
  • Confessions Of A 'DGI Lite' Investor - Part 2: Creating The DGI Lite Portfolio [View article]
    JD,

    You had the perfect excuse, the dog ate your computer.
    Sep 25 10:56 PM | 3 Likes Like |Link to Comment
  • My Mad Method: What Next To Buy, And Why? - September, 2012, Finale [View article]
    ssgg,

    "what do you do if a stock goes down?"

    Totally depends on WHY it went down.
    Sep 25 10:54 PM | 1 Like Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    RLJ,

    Thanks, Such a yield would be inadequate for my income needs. I would have been forced to sell assets to generate income during the downturn, and that's what I want to avoid doing.

    As for TIPs, The short end ones have a negative effective yield. An RIA who used to troll here recommended them all the time. So much for fiduciary responsibility.

    But did you see this article today by the Incredible Inflation Trader today? He's discussing TIPs versus I-bonds...

    http://bit.ly/SQrYHi
    Sep 25 10:45 PM | 2 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    RLJ,,

    Thanks!! . It's refreshing to see someone finally respond.

    Several tout MPT around here, but flee like hyenas when you ask them about real-world returns. I was beginning to think MPT existed only in books and business school...

    Any idea of your yield as a percentage of assets, year-by-year? Cash flow is my primary metric of interest.
    Sep 25 10:11 PM | 1 Like Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    DVK,

    I might add, this IS the dividend and income section of SA. There's also an ETF & portfolio strategy section for those interested in ETFs and portfolio strategy.


    @All,

    One last try. Still waiting for some MPT experts to provide real total return data for a typical MPT portfolio in 2007, 2008, and 2009. MPT is great, right? It beats DGI, right? Providing the data shouldn't be a problem, right?

    And now, time for a cerveza.
    Sep 25 09:28 PM | 3 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    West End,

    Don't be ashamed. Trolledo isn't even as rich as Buffett's secretary....
    Sep 25 09:19 PM | 1 Like Like |Link to Comment
  • Baby Boomer Demographics: The Shift Ahead [View article]
    153972,

    I long for the days when a social safety net meant exactly that, and not a tool for populist politicians to garner votes and power.

    But, nice try at sticking me with that black and white label, while you're so damned nuanced in your thinking. There's a logical fallacy named for that sort of argument. ANd while you're reading up on fallacies, check out the fallacy where where you state that I said the poor don't pay taxes or are freeloaders. I've said NO such thing.. Again, close but no cigar.

    Great, you don't want to be on an investment rollercoaster, you'd rather own NOTHING because it gasp might go down in value when you're about to retire. Stocks are dangerous, right? Just ask your congressperson if they own any stocks for retirement, I'm betting 99 percent say yes. Most people have a 40-year working horizon, there's plenty of time to ride financial ups and downs and amass something more than the current empty lock box.

    But if your idea of retirement is government promises, good luck.

    SS is a compact? DO you have that in writing anywhere?

    I'm not advocating "gutting" social security, I'm advocating taking it out of the hands of congress and making it a real pension plan, like every other pension plan in the world.

    BTW, your excellent SS plan is running in the red for several years now. That must be very comforting for you.
    Sep 25 09:09 PM | 2 Likes Like |Link to Comment
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