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varan

varan
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  • Misguided Interest In Dividend Paying Stocks [View article]
    The most naive implementation of Larry Swedroe's portfolio (30% IJS, 70% VUSTX) beats the 'real dividend growth portfolio' of a DGI master during the period 6/1/2008 - to-date (total return 57% vs. 51%). I am sure that it does so with much lower volatility.

    I wonder if a DGI master cannot beat such a simple portfolio, what returns do the followers get?
    Dec 18, 2013. 12:20 AM | Likes Like |Link to Comment
  • Are Dividend Growth Investors Doing It All Wrong? [View article]
    Aren't you glad that you did not emulate him by buying KO 15 years ago?
    Dec 17, 2013. 08:36 PM | Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    How can you replicate having a business plan and buying a stock with a 'story' by your factors Larry?
    Dec 17, 2013. 03:49 PM | Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    For a moment I thought he was talking about the self-congratulatory love-fest in one of the DG articles with every result specified to the seventh decimal place by a master DGI.
    Dec 17, 2013. 03:05 PM | Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    Still happening.

    Denial will not stop it.

    Even DG investing will have minimal effect on Global Warming.
    Dec 17, 2013. 11:32 AM | 1 Like Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    Who knew that DG investing comes with climate change denial?

    That explains everything.
    Dec 17, 2013. 10:15 AM | 3 Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    The rudeness is only in your imagination.

    All he is doing is emphasizing that all research suggests that your preconceived notions do not stand up to close scrutiny. That is not rudeness. If it disturbs you so, perhaps you should examine why such is the case and look for the causes other than imagining summaries of research that you do not like to be personal insults. Perhaps you do not like applying the scientific method to investing per se, and detest scientists in general.
    Dec 17, 2013. 09:59 AM | 6 Likes Like |Link to Comment
  • Best Ideas For 2014: Short IPO (And/Or Its Components) [View article]
    That money belongs to GS.
    Dec 16, 2013. 09:26 PM | 1 Like Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    Since you brought up the 'masters' perhaps you can fill us in on what value is added by diligently following a "master's" portfolio such as this http://bit.ly/nFyUqz when one could have obtained about 10% higher total return over a five-plus year period (since 2008/6/1) just by buying and holding SDY (SDY return 2008/6/1 to date 63%, and the master's portfolio total return 51%). Why is the extra work required for implementing the strategy worth it for someone who is in the accumulation phase?
    Dec 16, 2013. 08:59 PM | Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    Does that conform to your standard of proving something? I understand that you are a physicist.
    Dec 16, 2013. 08:33 PM | 2 Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    Larry

    Welcome to the DGI group on SA!

    I have a longstanding $100 prize for anyone who can convince the DG investors that it may be possible to get higher income in retirement if you do not just focus on the DG stocks during the accumulation phase.

    From the reaction that you have gotten thus far, it appears that my $100 bill is safe.

    Do not tread on them.
    Dec 16, 2013. 02:59 PM | 8 Likes Like |Link to Comment
  • The Best Market Correction Insurance [View article]
    They have predicting that for over a year. So it has to happen. Every component of your portfolio will collapse. Only DG stocks will come out unscathed.
    Dec 16, 2013. 11:59 AM | 1 Like Like |Link to Comment
  • The Best Market Correction Insurance [View article]
    Interesting that the simple equally weighted VIG, VTI, TLT, AGG does just as well (53% total return) as a real dividend growth portfolio ( 51% at http://bit.ly/nFyUqz ) since June 1, 2008. I think that since AGG and TLT are about to collapse, the DGI will be better for the future, and the last five and a half years have just been a fluke, more lucrative for bondholders.
    Dec 16, 2013. 11:17 AM | Likes Like |Link to Comment
  • A low drawdown strategy for sector rotation for Fidelity Select Funds [View instapost]
    Thanks.

    I should be able to do it in a few days.
    Dec 15, 2013. 10:02 PM | Likes Like |Link to Comment
  • Dividend Growth Investors Are Perhaps Doing It All Right [View article]

    "Every study that I know of has shown that over the long term the DGI style DOES give the best total return. Why would you avoid the style that gives the best return and also has relatively low volatility?"

    really? which one? link?

    Buffet was definitely not a DG investor. Value sure, but not DG. That his value style led to owning some DG stocks is beside the point.
    Dec 15, 2013. 03:35 PM | 1 Like Like |Link to Comment
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