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larocag

larocag
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  • My Young Investor Portfolio: Focusing On Dividend And Earnings Growth For Years To Come [View article]
    Fell free to call me on it if I turn out to be wrong.
    Mar 8 10:48 PM | Likes Like |Link to Comment
  • My Young Investor Portfolio: Focusing On Dividend And Earnings Growth For Years To Come [View article]
    Usually you guys just do a bunch of "hooray for my side" in a DGI article but I can't say I know what's going on behind the scenes.
    Mar 8 02:13 PM | Likes Like |Link to Comment
  • My Young Investor Portfolio: Focusing On Dividend And Earnings Growth For Years To Come [View article]
    I can almost promise you that IWM or MDY (small or medium cap stocks) will kick your dividend futzing portfolio's butt over a young man's lifetime.
    Mar 7 09:34 PM | 4 Likes Like |Link to Comment
  • The Illusion Of 'Investing' [View article]
    I don't think you argued for the illusion of investing , maybe the illusion of using past performance to predict the future, at least for a couple of ways of using past performance to predict the future. In order to argue that investing was an illusion, you would have to argue that all investments are likely to have negative return. End of world growth and all.
    Mar 5 08:04 PM | Likes Like |Link to Comment
  • The $1 Million Perpetual Income Portfolio [View article]
    I don't get the connection between the 4% rule and "needing a financial advisor". The 4% rule is a rule of thumb to know when you have enough money to retire. It doesn't tell you how to invest the money. The funniest thing is that most people that are complaining about the 4% rule build portfolios that yield about 4% and then declare that they are going to live off of the dividend stream.
    Mar 5 01:24 PM | 3 Likes Like |Link to Comment
  • Absurd Bubble Talk [View article]
    The commentors seem to prefer the absurd bubble narrative. It is kind of boring saying that everything is normal.
    Feb 28 04:57 PM | 1 Like Like |Link to Comment
  • Why Dividends Actually Might Be Relevant [View article]
    You just don't understand human beings if you think you are going to change someone's mind about dividends.
    Feb 27 02:59 PM | 1 Like Like |Link to Comment
  • Waiting On Cash, Debunking The Sacred Cow Of Investing [View article]
    Investing always works better when you know the future. Every investor should know the future. It is really pretty simple.
    Feb 27 02:34 PM | 2 Likes Like |Link to Comment
  • Why You Should Consider Guns, Germs And Steel For Your Portfolio [View article]
    Godel, Escher, Bach is probably the only book that I found more interesting in my entire life. Thankfully you didn't take the title too seriously and suggest gun companies (or steel) as a good investment. Guns had their CB radio moment and the population will soon find they own a CB radio and the craze is over.
    Feb 27 02:18 PM | Likes Like |Link to Comment
  • Reversion To The Mean Phenomenon: Part I [View article]
    I don't understand your knee-jerk "that is incorrect" to an obviously correct statement. Your follow-up statement basically confirms what the guy said.
    Feb 19 02:54 PM | 6 Likes Like |Link to Comment
  • 10 Million People Left Out Of Employment Statistics? [View article]
    Haven't seen much of you gloom and doom types around much lately. Guess you guys have been complaining elsewhere.

    I have been making a lot of money in bull market. I sure ain't crying for Mitt, I remember W.
    Feb 18 10:05 PM | 1 Like Like |Link to Comment
  • A Prime-Aged Look At The Employment-To-Population Ratio [View article]
    Clearly a little too high-brow (counting bins and dividing involved) for local tastes.
    Feb 11 12:46 AM | Likes Like |Link to Comment
  • How To Retire At 30! [View article]
    You have to use some criteria to decide if you have enough money to retire. If you can't deal with uncertainty then work all of your life. I do understand how to deal with uncertainty. The 4% rule is a pretty damn good criteria for a 30 year retirement. I have run the simulations for much longer retirements and you actually don't need all that much more money. Those people probably don't have enough but will have lots of time to make some money on the side, as long as they start doing it before they get too old.
    Feb 9 04:55 AM | 3 Likes Like |Link to Comment
  • How To Retire At 30! [View article]
    The 4% rule is for a 30 year retirement. If you retire at 30 you are looking at a 60+ year retirement, so you are starting a 60 year retirement with 30 years of money.
    Jan 29 11:29 PM | 2 Likes Like |Link to Comment
  • How I Can Explain 96% Of Your Portfolio's Returns, Part 2 [View article]
    Of course beta throws away a bunch of information. You are setting a pretty low bar if you only want to beat a portfolio strategy based on beta. Beta does not even capture the total return information in a asset's returns, just the correlation of the squiggliness to S&P.

    It would make more sense to compare F&F to MPT, which uses more of the historical information available to allocate the portfolio. On the other hand, that article would be a lot harder to write and F&F might not fare so well.
    Jan 28 04:05 PM | 1 Like Like |Link to Comment
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