varan's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/709762/comments http://seekingalpha.com/article/1441281/comments?source=feed#comment-18996081 18996081
There are some people that believe that if someone predicted the market would go up and it did that they were "right." These same people believe that if someone predicted the market would go down and it didn't that the
person was "wrong."

OK, so as I had thought, he claims to be unfalsifiable.

Which means that his ruminations are immune from any rational analysis.

Perfect.]]> Sun, 19 May 2013 11:00:02 -0400
There are some people that believe that if someone predicted the market would go up and it did that they were "right." These same people believe that if someone predicted the market would go down and it didn't that the
person was "wrong."

OK, so as I had thought, he claims to be unfalsifiable.

Which means that his ruminations are immune from any rational analysis.

Perfect.]]> http://seekingalpha.com/article/1441281/comments?source=feed#comment-18983151 18983151
First you forecast a market bust, and when proved absolutely wrong by the subsequent rise in the market, you say that boom is not real, and the market is ultimately going to listen to your commands and come down. Of course your forecast was correct, but was proven wrong only by the artificially induced external forces. If only the market was allowed to behave as you wanted it to behave.

Really awesome capability for prognostication. A sight to behold and admire.]]> Sat, 18 May 2013 12:33:47 -0400
First you forecast a market bust, and when proved absolutely wrong by the subsequent rise in the market, you say that boom is not real, and the market is ultimately going to listen to your commands and come down. Of course your forecast was correct, but was proven wrong only by the artificially induced external forces. If only the market was allowed to behave as you wanted it to behave.

Really awesome capability for prognostication. A sight to behold and admire.]]> http://seekingalpha.com/article/1437021/comments?source=feed#comment-18859081 18859081
http://yhoo.it/10GNAe6;range=my;compare=;ind...]]> Wed, 15 May 2013 14:04:56 -0400
http://yhoo.it/10GNAe6;range=my;compare=;ind...]]> http://seekingalpha.com/article/1429071/comments?source=feed#comment-18772181 18772181 Mon, 13 May 2013 14:07:08 -0400 http://seekingalpha.com/article/1423551/comments?source=feed#comment-18685501 18685501 Fri, 10 May 2013 14:49:37 -0400 http://seekingalpha.com/instablog/709762-varan/253547-a-low-turnover-high-performance-strategy-for-trading-etfs?source=feed#comment-18676861 18676861
I have not considered shorting.]]> Fri, 10 May 2013 11:50:40 -0400
I have not considered shorting.]]> http://seekingalpha.com/article/1418081/comments?source=feed#comment-18628771 18628771
http://bit.ly/15sRS0A

that contains many stocks that do not qualify as DG stocks, suffered only 21% annual loss in 2008.]]> Thu, 09 May 2013 12:07:36 -0400
http://bit.ly/15sRS0A

that contains many stocks that do not qualify as DG stocks, suffered only 21% annual loss in 2008.]]> http://seekingalpha.com/article/1413961/comments?source=feed#comment-18625551 18625551
If you look at the historical values of the corresponding index, it also had a maximum draw down of about 34% during 2008 (for SPHB it was a whopping 65%). If you are willing to accept such draw downs, you might as well contribute to grandpa Warren's charities by buying BRK-A/B and reap higher returns. If you want minimal draw downs, some very simple re-balancing/allocation strategies without SPLV are available, and they do not sacrifice returns either.]]> Thu, 09 May 2013 11:16:49 -0400
If you look at the historical values of the corresponding index, it also had a maximum draw down of about 34% during 2008 (for SPHB it was a whopping 65%). If you are willing to accept such draw downs, you might as well contribute to grandpa Warren's charities by buying BRK-A/B and reap higher returns. If you want minimal draw downs, some very simple re-balancing/allocation strategies without SPLV are available, and they do not sacrifice returns either.]]> http://seekingalpha.com/article/1413961/comments?source=feed#comment-18600231 18600231 Wed, 08 May 2013 18:41:35 -0400 http://seekingalpha.com/article/1406441/comments?source=feed#comment-18599971 18599971 Wed, 08 May 2013 18:33:03 -0400 http://seekingalpha.com/article/1406441/comments?source=feed#comment-18586431 18586431
ARMH 2.64%
INTC 1.38%

Numbers. We want numbers.

(I sold my ARMH at 42, and still have 100s of INTC).]]> Wed, 08 May 2013 13:34:31 -0400
ARMH 2.64%
INTC 1.38%

Numbers. We want numbers.

(I sold my ARMH at 42, and still have 100s of INTC).]]> http://seekingalpha.com/article/1406701/comments?source=feed#comment-18558371 18558371 Tue, 07 May 2013 19:52:35 -0400 http://seekingalpha.com/article/1406701/comments?source=feed#comment-18507461 18507461 Mon, 06 May 2013 16:42:43 -0400 http://seekingalpha.com/article/1406441/comments?source=feed#comment-18504671 18504671 Mon, 06 May 2013 15:40:45 -0400 http://seekingalpha.com/article/1400401/comments?source=feed#comment-18449081 18449081
I think that as soon as you buy the idea that it requires a lot of work, you start trading and agonizing over which hack's list to follow (and there are a lot of hacks who show you fancy graphs and numbers and tell you that all theory except theirs is wrong, only to end up barely beating the market, if that, and if they don't beat the market they tell you that your objective should be something other than beating the market) and which stock to trade, and consequently create a lot of activity that is uncalled for, and most of the time it does not end well.]]> Sat, 04 May 2013 18:47:49 -0400
I think that as soon as you buy the idea that it requires a lot of work, you start trading and agonizing over which hack's list to follow (and there are a lot of hacks who show you fancy graphs and numbers and tell you that all theory except theirs is wrong, only to end up barely beating the market, if that, and if they don't beat the market they tell you that your objective should be something other than beating the market) and which stock to trade, and consequently create a lot of activity that is uncalled for, and most of the time it does not end well.]]> http://seekingalpha.com/article/1388841/comments?source=feed#comment-18321141 18321141 Wed, 01 May 2013 13:17:38 -0400 http://seekingalpha.com/instablog/709762-varan/1811221-a-portfolio-of-mutual-funds?source=feed#comment-18315321 18315321
thanks.]]> Wed, 01 May 2013 11:32:30 -0400
thanks.]]> http://seekingalpha.com/article/1369301/comments?source=feed#comment-18279381 18279381
If you can, simulate the growth of $5K deposited every year+dividend re-invested in two portfolios - one containing the darling of DG crowd, MCD, and the other BRK-A.]]> Tue, 30 Apr 2013 14:15:10 -0400
If you can, simulate the growth of $5K deposited every year+dividend re-invested in two portfolios - one containing the darling of DG crowd, MCD, and the other BRK-A.]]> http://seekingalpha.com/article/1369301/comments?source=feed#comment-18247581 18247581
But if the money come from dividends it you get electrolytes as a bonus.

Just the price appreciation is only price appreciation.]]> Mon, 29 Apr 2013 19:43:57 -0400
But if the money come from dividends it you get electrolytes as a bonus.

Just the price appreciation is only price appreciation.]]> http://seekingalpha.com/article/1375481/comments?source=feed#comment-18179851 18179851
Whatever makes the most money. Even mutual funds can yield good returns if you do it right.]]> Sat, 27 Apr 2013 20:38:40 -0400
Whatever makes the most money. Even mutual funds can yield good returns if you do it right.]]> http://seekingalpha.com/article/1369301/comments?source=feed#comment-18179141 18179141 Sat, 27 Apr 2013 19:53:58 -0400 http://seekingalpha.com/article/1369301/comments?source=feed#comment-18171481 18171481
You don't understand. The performance of every DGI portfolio is better than the average performance of DGI portfolios.]]> Sat, 27 Apr 2013 12:16:34 -0400
You don't understand. The performance of every DGI portfolio is better than the average performance of DGI portfolios.]]> http://seekingalpha.com/article/1369301/comments?source=feed#comment-18112101 18112101 Thu, 25 Apr 2013 22:04:38 -0400 http://seekingalpha.com/article/1369301/comments?source=feed#comment-18105231 18105231 What are you talking about? Too much DGI koolaid?

Start with $1M in BRK-A. Withdraw $50K at the beginning of the year every year by selling some stock from 2003 thru 2013. You would have $1.15M today.

If you started with 40000 withdrawal, you could have increased your withdrawal by 3% every year and would have $1.22M today.

What was the problem?]]> Thu, 25 Apr 2013 18:46:48 -0400 What are you talking about? Too much DGI koolaid?

Start with $1M in BRK-A. Withdraw $50K at the beginning of the year every year by selling some stock from 2003 thru 2013. You would have $1.15M today.

If you started with 40000 withdrawal, you could have increased your withdrawal by 3% every year and would have $1.22M today.

What was the problem?]]> http://seekingalpha.com/article/1369301/comments?source=feed#comment-18091001 18091001
But for the sake of diversification, an equally weighted portfolio of IEP, MKL and BRK.B.]]> Thu, 25 Apr 2013 14:08:37 -0400
But for the sake of diversification, an equally weighted portfolio of IEP, MKL and BRK.B.]]> http://seekingalpha.com/article/1362311/comments?source=feed#comment-18048091 18048091
http://bit.ly/StyTpo

Of course for every set of triples of initial yield, dividend growth rate and the price growth rate, you can compute an effective growth rate. If you use that, there is indeed no 'different set of rules'.]]> Wed, 24 Apr 2013 16:36:18 -0400
http://bit.ly/StyTpo

Of course for every set of triples of initial yield, dividend growth rate and the price growth rate, you can compute an effective growth rate. If you use that, there is indeed no 'different set of rules'.]]> http://seekingalpha.com/article/1362311/comments?source=feed#comment-18032381 18032381
I would like to have that stock too.]]> Wed, 24 Apr 2013 11:21:25 -0400
I would like to have that stock too.]]> http://seekingalpha.com/article/1362311/comments?source=feed#comment-18000551 18000551 Tue, 23 Apr 2013 17:29:06 -0400 http://seekingalpha.com/article/1362311/comments?source=feed#comment-17997361 17997361 Tue, 23 Apr 2013 16:48:08 -0400 http://seekingalpha.com/article/1362311/comments?source=feed#comment-17993451 17993451
So the problem is not as daunting as it seems in the first cut.

The trick is to stick to the plan and forget about all the noise from various articles on SA and other financial media.]]> Tue, 23 Apr 2013 15:37:08 -0400
So the problem is not as daunting as it seems in the first cut.

The trick is to stick to the plan and forget about all the noise from various articles on SA and other financial media.]]>