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larocag

larocag
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  • The Cyclical Dimension Of The Safe Asset Problem [View article]
    If it is doing it's job, the government can and should fix every problem?
    Feb 4 12:28 PM | Likes Like |Link to Comment
  • The Case Against Long-Term Treasuries [View article]
    I read that aliens are lending Ben the money.
    Feb 3 11:36 AM | Likes Like |Link to Comment
  • The Case Against Long-Term Treasuries [View article]
    You had me at 2%.
    Feb 2 11:05 PM | Likes Like |Link to Comment
  • Turning $100,000 Into Half A Million In 2012 [View article]
    Just put it all on 29--works every time.
    Feb 2 05:59 PM | 4 Likes Like |Link to Comment
  • 2011 Portfolio: A Disappointing Year In Review [View article]
    I like the idea of keeping the big money in index ETFs and actively managing a smaller amount and a quarter seems like a good fraction. If you have enough money that you can plausibly live off of the income generated, then I think that you can use a much less risky allocation. For retirement, I would consider any tech company to be a risky investment--they need to keep coming up with new ideas and there is considerable risk that someone else will come up with the better ideas.

    I think there is less risk in spending a reasonable portion of your principle than in trying to get very high yields from your portfolio.
    Feb 1 05:08 PM | Likes Like |Link to Comment
  • 2011 Portfolio: A Disappointing Year In Review [View article]
    And I thought I was aggressive.
    Feb 1 12:18 AM | Likes Like |Link to Comment
  • Longtime solar bear Axiom Capital takes another swipe at the sector - downgrading a host of solar names on heightened concerns (I, II, III) over the impact of German's cutback. Feeling the pain: YGE, TSL, FSLR, STP, and PWER - all taken down to Sell. [View news story]
    Another set of downgrades a day late. Luckily I saw the crash in the solars and dumped PWER before it sank too.
    Jan 20 01:11 PM | 1 Like Like |Link to Comment
  • Thursday ETF Roundup: IYT Jumps As Confidence Improves, UNG Continues Plunge [View article]
    The TAN tank is probably also worthy of Thursday's ETF Roundup.
    Jan 19 07:14 PM | Likes Like |Link to Comment
  • Are Dividend Stocks A Substitute For Bonds? [View article]
    "lacrocag: You bring up several times that you believe D-G investors do not believe in or like diversity. Not sure where that came from."

    Because every article says buy DG stocks and focuses on building an income stream that you can live off of that will grow with time. Somehow the growth part will allow you to retire with less money than otherwise.

    So it looks like none of you DG defenders are actually DG investors. You all have bonds already and actually agree at least with the primary thesis in the article (DG stocks are not the same as bonds). You are not here fighting ideas but here more to give thumbs up to your side. You guys show each other a lot of love.
    Jan 14 01:09 PM | Likes Like |Link to Comment
  • Are Dividend Stocks A Substitute For Bonds? [View article]
    I am not picking on the DG crowd. I am picking on an idea, If you went away and someone else had the idea I would pick on them. If you changed your mind and got another idea. I would not be picking on you. I have a problem with the idea. I told you exactly what that problem is.

    You may hate any group of people for what ever reason you choose. I don't care to judge any group but I do judge ideas. I have said before that I am sure all of you DG folks are fine people. I would probably like each of you if I met you. I treat this site as a place to write about ideas and comment on ideas. I think the DG portfolio construction strategy is a bad idea.

    One bad idea... one fine group of people. Maybe a little defensive but OK otherwise.
    Jan 14 12:57 AM | Likes Like |Link to Comment
  • Are Dividend Stocks A Substitute For Bonds? [View article]
    It is cool to know what you are invested in but I am more interested in the dividend growth idea. I am pretty sure we all identify with their goals. If you guys were just talking about picking some dividend stocks for your portfolio no one would be saying a thing about the DG crowd. You guys also have your theory that a portfolio can be constructed from dividend growth stocks and that portfolio is superior to ones constructed using mainstream methods. That is what I think is a wing and a prayer. And that is why you are here in an article comparing stocks to bonds defending your group.
    Jan 13 09:05 PM | Likes Like |Link to Comment
  • Are Dividend Stocks A Substitute For Bonds? [View article]
    You are so friggin touchy. When I say anti-intellectual bias, I mean it in the intellectual way. That is that much of generally accepted academic theory and mainstream ideas-like portfolio diversification are summarily dismissed by the DG crowd. As far as self criticisms, could you for example tell me the answer to two simple portfolio questions
    If I need $40k per year income
    1) how much money do I need to retire using div growth strategy
    2) should all of my money be in dividend growth stocks (all of it?)
    Jan 13 06:18 PM | Likes Like |Link to Comment
  • Are Dividend Stocks A Substitute For Bonds? [View article]
    Of course I don't have to use D-G. I do want to maximize my chances of success. As an engineer, I am inclined to accept the opinions of more educated people over less educated. I know education doesn't mean everything but it means a real lot. The anti-intellectual bent of the DG folks and the lack of self-criticism are big red flags to me that the whole thing is probably just a bunch of hand waving. Then there are the YOC miracles.

    My company hired a third-part consultant firm. They had no interest in the results. Most of the mainstream strategies just use simple ETFs that my brokerage for instance does not charge for trades. I can't see how they would have had a conflict of interest.
    Jan 13 05:43 PM | 1 Like Like |Link to Comment
  • Are Dividend Stocks A Substitute For Bonds? [View article]
    Like I said. Go to any mainstream source of portfolio construction advice and you will be told "diversify".
    Jan 13 04:59 PM | Likes Like |Link to Comment
  • Are Dividend Stocks A Substitute For Bonds? [View article]
    For the situation to be symmetric, you will need to wait until the Total Return people start calling themselves imbeciles.

    If we think of this as a battle of ideas, I think the battle-lines are more along the dividend growth versus diversification philosophies.
    Jan 13 04:45 PM | 3 Likes Like |Link to Comment
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