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varan

varan
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  • Dividend Growth Investing: Why I Don't Own Index Funds [View article]
    Pretty good portfolio. But the historical performance alone is probably not your main rationale, as quite a few mutual funds (see e.g. FLPSX) have performed better than your portfolio (and SP500) during the last 3,5,10, and 20 year periods.
    Apr 1 10:46 AM | Likes Like |Link to Comment
  • Balanced Strategy: Value Funds [View instapost]
    For these portfolios, the benchmark would be the 60/40 SPY/TLT which has returned 4.1% YTD.

    Thanks.
    Apr 1 09:59 AM | Likes Like |Link to Comment
  • Balanced Strategy: Value Funds [View instapost]
    4/1/2014

    1. We will also follow the Vanguard ETF basket VTV, VOE, VBR with TLT and EDV.

    Q1/2014 performance (The percentages following the tickers are the weights allocated to the fund.)

    ishares: IVE 33.1% IJS 26.9% IJJ 10.9% TLT 10.9%
    Q1 2014 Return 4.1%

    Fidelity: FDVLX 27.9% FSCRXX 24.6% FLPSX 37.6% TLT 9.9%
    Q1 Return 3.46%

    Guggenheim: RPV 31.6% RFV 30.2% RZV 26.5% TLT 11.7%
    Q1 Return 3.88%

    Vanguard Mutual Funds VAASVX 32.4% VWNDX 30.2% VSMAX 26.4% TLT 11% Return 4.17%

    Vanguard ETFs VTV 32% VOE 29.7% VBR 27.7% TLT 10.6% Return 4.74%

    All these returns have been better than the returns of the major indexes.

    Q2 Weights starting the close of Market on 2014/4/1:

    ishares: IJS 6.8% IJJ 37.4% TLT 33.2% EDV 22.6%

    Fidelity: FDVLX 39.1% FLPSX 8.8% TLT 30.9% EDV 21.2%

    Guggenheim: RPV 41.1% RFV 5.9% TLT 31.7% EDV 21.3%

    Vanguard Mutual Funds VWNDX 39.6% VSMAX 5.6% TLT 32.4% EDV 22.4%

    Vanguard ETFs VOE 39.6% VBR 6.4% TLT 32.0% EDV 22.0%

    Without pretending that this method has a crystal ball, it is worth noting that over 50% allocated to TLT/EDV suggests that the portfolios are well positioned for a downturn in case the doomsayers are correct.
    Apr 1 02:08 AM | Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    You were doing good till the last sentence. Many regard themselves as financial geniuses by virtue of having published whatever on SA.

    However, there are a lot of really thoughtful articles and good information here.
    Mar 31 05:47 PM | 1 Like Like |Link to Comment
  • Dividend Portfolio Approaching $20K Annual Income [View article]
    Nice performance. According to Yahoo Finance none of these stocks has risen more than 17.8% during the quarter. Your purchases must really have been at rock bottom. Great.
    Mar 31 05:43 PM | 1 Like Like |Link to Comment
  • Passive Vs. Active Investing: Darts, Monkeys And Pros [View article]
    Some active investors will beat the market in any given year. Some won't. The point is that it is highly unlikely that the same active investors will beat the market every year, year after year.

    That seems to be a very simple proposition. Even the performance of BRK-A shows such to be the case. If you have beaten the market every year congratulations.
    Mar 31 03:30 AM | Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Re. someone's suggestions above: in my view any further classification of articles - other than PRO and not - would detract from the value of SA. Of course it would be nice to have someone decide for me as to which articles are worth more than the others, but more likely than not this is going to lead to abuse via miss-classification, no matter how supposedly unbiased the classifier. With all due respect to the person who made the suggestion, as I like his articles, this is probably misguided and predicated on the desire to do the work for the readers that all of them are perfectly capable of doing for themselves. In my view, any publication that does not give at least this much credit to the reader is not worth the attention of an adult.

    I would accept this type of stratification only if SA becomes an academic type of a peer reviewed platform with the qualifications of the editors that justifies their positions prominently displayed and verified. I do not think that either the readers or the authors will like that.
    Mar 30 02:14 PM | Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Great platform and excellent execution. Amateurs (and now we know that even the professionals of all kind) could not ask for anything more.

    Whatever negative opinions about SA I may have are insignificant and utterly minor and are not worth mentioning, especially since it lets me vent out the negative opinions about some articles, which of course are distinct from SA itself.

    There will always be some authors and commentators who will abuse the system, and even some groups of readers have shown a tendency to censor the opposing points of view and to isolate themselves from such views, but nothing can be perfect.
    Mar 30 11:56 AM | 3 Likes Like |Link to Comment
  • Modern Portfolio Theory 2.0 - The Most Diversified Portfolio [View article]
    Some simple ETF or mutual funds portfolios using risk parity do quite well, substantially better than the WSC fund.

    http://bit.ly/Pbn1yB
    Mar 30 10:30 AM | Likes Like |Link to Comment
  • A low drawdown strategy for sector rotation for Fidelity Select Funds [View instapost]
    I agree. What a fall.
    Mar 29 12:40 AM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    For income you work. For capital appreciation you invest. When you stop working you withdraw.
    Mar 28 05:42 PM | Likes Like |Link to Comment
  • Part V: Hedged Convexity Capture Continues To Be The World's Best-Performing ETF Strategy [View article]
    For the monthly version of the strategy using simulated ETFS, the drawdown is 55% in 2008-2009. Apart from that the drawdowns are no more than 10%, and the CAGR is 30% during 2001-2014.
    Mar 26 07:49 PM | 1 Like Like |Link to Comment
  • Part V: Hedged Convexity Capture Continues To Be The World's Best-Performing ETF Strategy [View article]
    Works well even with monthly rebalancing.

    Have you looked at using monthly puts?

    Thanks.
    Mar 26 03:14 PM | 1 Like Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    At the beginning of every year, just buy the 10 top champions either on the basis of the previous year's yield (total dividend in the previous year divided by the closing prince on 12/31 of the previous year), or on the basis of the dividend growth rate during the prior five years and you will do very well.
    Mar 26 02:39 AM | 2 Likes Like |Link to Comment
  • Don't Let Income Strategy Bias Intimidate You [View article]
    Good and balanced article.

    Thanks.

    One thing that I would like to see discussed more in articles like yours glares out from the last part of your post. Clearly, from your article, it is apparent that one has to be not only vigilant in monitoring such portfolios, but also has to be ultra proficient in the skill of selecting the proper time at which to buy the stocks (or get rid of them) even in the companies like JNJ. I think that is a source of considerable risk, even for the typical reader of SA, as none of the criteria usually bandied about in SA articles come with a long term statistical evidence as to their effectiveness. I think that it is not enough to invoke the name of Buffett or Graham or Dodd.
    Mar 25 04:05 PM | 6 Likes Like |Link to Comment
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