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varan

varan
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  • A Review of Bernstein's No Brainer and Smart Money Portfolios [View article]
    Add TLT to the Bernstein portfolio, and use the tactical strategy described here ( http://seekingalpha.co... ), and you improve the performance with only quarterly updates:

    YTD 5.4%
    1 Year: 17.4%
    3 Years: 13.8%
    5 Years: 10.36%
    Jun 13 01:06 PM | Likes Like |Link to Comment
  • Do Performance Comparisons To S&P 500 Matter To Dividend Growth Investors? [View article]
    you can do it (find the M* funds that beat your returns) for any assets/strategies. your question is quite unclear.
    Jun 13 12:14 PM | Likes Like |Link to Comment
  • Dividend Growth Investing And DRIPs Work Under All Conditions [View article]
    Look for it, and you will find it.
    Jun 13 11:12 AM | Likes Like |Link to Comment
  • Dividend Growth Investing And DRIPs Work Under All Conditions [View article]
    That you want to maximize the returns with minimal risk goes without saying. That is generally the goal of most people who invest in the stock market.

    If your goal is different, all glory to you. Go for it.
    Jun 13 10:17 AM | Likes Like |Link to Comment
  • Dividend Growth Investing And DRIPs Work Under All Conditions [View article]
    Wonderful.

    Whatever you want to get you will get it in the end.
    Jun 13 09:10 AM | Likes Like |Link to Comment
  • S&P 500 (SPY) futures slip 0.3% and Nasdaq 100 (QQQ) -0.3% as global markets continue to sell off. Europe's down less than 1%, but the real damage was in Asia, with the Nikkei off 6.4%, Shangahi down 2.8%, and the Hang Seng -2.2%. U.S. Treasury yields helpfully back up a bit, the 10-year off 5 bps to 2.18%. TLT +0.9% premarket. [View news story]
    You think so?
    Jun 13 08:54 AM | Likes Like |Link to Comment
  • Dividend Growth Investing And DRIPs Work Under All Conditions [View article]
    Not making as much money as is possible by methods that do not focus on dividend growth as the primary criterion?

    But as one comment above suggests, you guys don't seem to be interested in maximizing profits (actually you do not seem to believe that the profits are real). Like a good Buddhist you want to just have 'enough'. That's why I mentioned that in my world religion and investing do not mix.
    Jun 12 05:18 PM | Likes Like |Link to Comment
  • Do Performance Comparisons To S&P 500 Matter To Dividend Growth Investors? [View article]
    You have done quite well. Congratulations.

    I evaluate strategies on the basis of the performance of the alternatives that are readily available without any effort. A simple way to do so is to go to Monrningstar Fund Selector page and find the number of Five Star funds with average risk or less that beat all of the YTD, One Year, Three Year, Five Year and Ten Year (using all of these eliminates one trick wonders) annualized returns of what you are trying to evaluate. If the number of such funds is large, the strategy is not worth the effort. Ideally you want no more than a handful of funds to beat your returns. Sometimes even the funds that beat your returns may not be as good as your strategy because, for instance, their drawdowns may be much larger.
    Jun 12 02:06 PM | Likes Like |Link to Comment
  • Dividend Growth Investing And DRIPs Work Under All Conditions [View article]
    As I said, if you want to mix up religion with investing, good for you. I would rather discuss religion somewhere else. I would not look for peace of mind via investing.

    I have also seen some strategies of investing based on astrology.
    Jun 12 12:58 PM | Likes Like |Link to Comment
  • Dividend Growth Investing And DRIPs Work Under All Conditions [View article]
    Good for you, if you are willing to pay the opportunity costs of being wedded to a specific ideology of investing - that is in case you are able to discern what those costs are, and are not blinded by shiny objects.
    Jun 12 12:28 PM | Likes Like |Link to Comment
  • Dividend Growth Investing And DRIPs Work Under All Conditions [View article]
    Yes, that's a huge problem, since DG stocks just have a linear or exponential growth with no fluctuations whatsoever.
    Jun 12 11:54 AM | 1 Like Like |Link to Comment
  • Dividend Growth Investing And DRIPs Work Under All Conditions [View article]
    If you monitor them there is no problem. Just as you monitor DG stocks. Even my SPY (in 2006/1/18 thru 2008/1/9, 2009/7/13 thru 2011/8/9, 2012/1/11 to-date, TLT otherwise) position has more than doubled (156% total return) since 2006. You just need to know when to get in and get out. Since June 2008, my SPY position has done (much) better then the portfolio of the top guru of the DG investors on SA.

    I did just fine. thank you.
    Jun 12 11:33 AM | Likes Like |Link to Comment
  • Bill Gross's Dreadful Analysis Of The U.S. Economy's 'Wounded Heart' [View article]
    predictions based on and couched in argumentum verbosium cannot be proved wrong by any trajectory of subsequent events.

    This is a good niche that Mr. Kostohryz has created for himself on SA.
    Jun 11 08:08 PM | 1 Like Like |Link to Comment
  • Bill Gross's Dreadful Analysis Of The U.S. Economy's 'Wounded Heart' [View article]
    Look up the fallacy of Hasty Generalization, though there should be a special, more formal name for the fallacy that your statement illustrates.
    Jun 11 07:48 PM | Likes Like |Link to Comment
  • Dividend Growth Investing And DRIPs Work Under All Conditions [View article]
    I just buy growth stocks and monitor them, and sell them when they are not growing. Somehow in every scenario I can conceive of, my portfolio continues to grow.
    Jun 11 07:00 PM | Likes Like |Link to Comment
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