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giorgiolb

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

    There's a name for people who demand specific examples of portfolio management, and then, after you've you given them, either a) ignore what you've said, b) twist your words, or c) dismiss your examples as improbable.

    Starts with a T as I recall.
    Sep 24 11:36 AM | 5 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    To all,

    Have I given anyone the impression I'm a frequent trader? I remember quite distrinctly saying I trade infrequently. I sell out of a position maybe once a month on average.

    I did however sell PM on Friday for a rather nice 6-bagger profit, not counting dividends.

    PM and MO (and the KFT spinoff) have done well, they've outperformed Buffett over the past fifteen years. I sold PM because it's overvaluated right now (IMO) and wanted to raise some cash for buying opportunities. I'll probably get back into PM at some future date.
    Sep 24 11:26 AM | 4 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    RAS,

    Even Babe Ruth got traded. Everything is available at the right price.
    Sep 24 11:09 AM | 3 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    ALzbeta,

    What Miz isn't telling is that her dogs also get a cut of the profits...
    Sep 24 10:54 AM | 3 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    L1329,

    Have no fear. What goes on in DG, stays in DG.
    Sep 22 10:01 PM | 3 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Rude,

    I've said this before, it's buried among my 1900 comments, but I repeat for the sake of some disbelievers...

    I considered buying BRK fifteen years ago (before I decided to focus on dividends and cash flow) and Warren's age held me back. I figured he'd retire before long. WHo knew he'd still be running the ship at 82?
    Sep 22 09:50 PM | 4 Likes Like |Link to Comment
  • Baby Boomer Demographics: The Shift Ahead [View article]
    jhooper,

    I'm sure MSNBC and NPR could find favorable comparisons between such a dashing, flamboyant skirt-chaser like Law and Ben Bernanke. Let's hope Ben doesn't suffer the same fate when he tries to reverse all the quantitative easing. ...assuming it does in fact end sometime...
    Sep 22 09:04 PM | 1 Like Like |Link to Comment
  • Baby Boomer Demographics: The Shift Ahead [View article]
    jhooper,

    A house of cards surely is a little more complicated. But some do believe the Fed has unlimited ability to print us back to prosperity.
    Sep 22 07:55 PM | 1 Like Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    CP,

    No, I'm not saying all advisors, MPT or otherwise, are unscrupulous. I never used the term unscrupulous, I did say many are pushy and aggressive.

    I've had my share of arguments with several of them who advocate such a strategy however, and found some of the responses by supposed professionals to be less than professional.

    No doctor would venture a diagnosis of terminal cancer without having first examined a patient and seen test results. And yet some RIAs have no problem diagnosing someone's portfolio strategy as being is "wrong" or "dangerous" without knowing anything else about that person, the presumption being that THEIR strategy is the only safe method, and if you're doing something else, you're "doing it wrong"..

    I do agree, some here see DGI as the be all and end all, while many others believe in a more diversified approach. I'm also positive no two of us have exactly the same portfolio contents.

    Trying to put everyone under the same hat is a common tactic, but one that fails the logic test. We're all different. As for seeming to be black or white sometimes, well this IS the dividends & income section of SA, I don't find it surprising that most of us here are fans of that strategy.
    Sep 22 06:54 PM | 7 Likes Like |Link to Comment
  • Baby Boomer Demographics: The Shift Ahead [View article]
    153972,

    Of course you shouldn't take my comments seriously, seriously. Social security is a joke. It unfortunately loses its humor when you realize it's foisted upon the gullible. Its sad when only glib, cynics can see something so obvious.

    Any SERIOUS attempt to correct a pension system would require the system actually invest in tangible assets, the way pension funds have operated for centuries.

    A few have suggested this over the years, but the dominant parties know how to defend their feathered nests.

    There's no need for means testing, lower the retirement age to 50 like Greece.

    Ah, I hear you saying What? Greece is a total mess. True, but only because Greece can't print Euros to fund their lavish lifestyle.

    But we're not Greece, we can print dollars, so no problem.
    Sep 22 06:13 PM | 3 Likes Like |Link to Comment
  • Should Anyone Buy MLPs Yielding 19%? [View article]
    CP,

    I see your point, but we all have differing risk tolerances. I'm personally comfortable taking on more risk than the average joe around here, and Mr Hilger seems to be even a bit further out on the scale than I am.
    Sep 22 05:56 PM | 1 Like Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    DVK,

    I'm kind of enjoying this. Cranky and Extreme are accusing you of practicing MPT (in the closet). But seriously, it's not like you have the choice of surrendering your pension and converting SS into DGI stocks...

    Diversification does predate MPT by several millenia...

    I wonder how many MPT-style RIAs take your other income streams into account when sticking you into a bunch of ETFs? I somehow doubt they'd put you all in stocks because of your fixed income stream...but maybe I'm wrong. Any RIAs out there who'd care to reply?.
    Sep 22 05:35 PM | 6 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    CP<

    Nope, I've never used an advisor. I do however have friends that were indeed burned.

    I don't have any argument against fee-only planners, If I needed a planner, that's the only kind I'd choose.

    The AUM collectors, especially the aggressive types that periodically appear around these parts, are another matter.
    Sep 22 05:25 PM | 4 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    DVK,

    I know how much cash I get now, and I know how much cash I'd get if all my assets were in BRK...

    This isn't a difficult decision to make.
    Sep 22 05:16 PM | 5 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Miz,

    Sorry, no refunds. But you can keep the cap. Hah.
    Sep 22 05:13 PM | 3 Likes Like |Link to Comment
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