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varan

varan
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  • If I Could Buy Just One Stock, It Would Be This One [View article]
    just a way to compare historical returns. MKL is quite similar to BRK-A. AAPL not so much. CL also can be relied on to produce similar long term results as in the past. AAPL little less reliable. Apart from that, no point really.
    Jun 22 02:37 PM | 1 Like Like |Link to Comment
  • If I Could Buy Just One Stock, It Would Be This One [View article]
    The performance of CL has been better than that of BRK-A since 1991, especially in terms of the robustness of the returns.

    If a person starting in 1991 had put in the maximum allowable IRA amount every year in a retirement portfolio, he would have come out ahead if he had put the money in CL ($330K) instead of BRK-A ($294K). By this measure, MKL comes out better than both ($355K).
    Jun 22 02:05 PM | Likes Like |Link to Comment
  • How Much Will I Need To Retire? [View article]
    nonsense. SS is not a welfare program.

    The perceived problem with SS arise when rubes accept the propaganda of those who want to use the SS to fund continued tax cuts for the wealthy. Samuelson is one of the chief spokespersons/propagan... for this group.
    Jun 21 11:45 PM | Likes Like |Link to Comment
  • Tesla Battery Swap Is A No-Go [View article]
    I don't know. I am not sure that refuelling cars was just as convenient at the time of Henry Ford as it is today. I doubt it.
    Jun 21 04:31 PM | Likes Like |Link to Comment
  • Tesla Battery Swap Is A No-Go [View article]
    Is there an archived article that compares the extreme inconvenience of re-filling your gas tank on the one hand with, on the other, the rather mundane task of keep on going on a horse buggy while the horse refuels itself by eating from the sack hung to his neck?

    That will be fun to read.
    Jun 21 04:23 PM | 1 Like Like |Link to Comment
  • A $234 Million Company Worth $0: Short Biozoom [View article]
    Sorry the post got cut off.

    I got a mailer for TQLA. In a different space, but it seems to be in a similar vain. Revenue $16K. Valuation $62M.
    Jun 21 12:56 PM | Likes Like |Link to Comment
  • A $234 Million Company Worth $0: Short Biozoom [View article]
    TQLA
    Jun 21 11:07 AM | Likes Like |Link to Comment
  • 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
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