Anti-ESG shareholder proposals rise sharply https://www.investmentnews.com/anti-esg-shareholder-proposals-rise-sharply-238306?NLID=2023_Daily-Pulse-1-column-Alternative-KY&NL_issueDate=2023062&utm_source=2023_Daily-Pulse-1-column-Alternative-KY-2023062&utm_medium=email&utm_campaign=investmentnews&ut...

🚧 moved from I'M OUT! thread // ds 🚧 Yes! O0 Regarding your current tagline? Conflicting information in this thorough article: https://www.bloomberg.com/news/articles/2023-06-02/amazon-talking-with-verizon-dish-t-mobile-to-offer-mobile-with-prime?utm_source=Triggermail&utm_medium=email&utm_campaign=...

Everyone should be familiar with the phrase in the subject line. My question is, for the purposes of financial planning, how do you estimate your future investment returns? Say you’ve identified an asset allocation that has returned an average of 10% nominal over the last 50 years ( std dev 8.8 ). ...

snedgar wrote: ↑

Fri Jun 02, 2023 4:43 pm

You made me smile as you listed off the first three books on my financial shelf: Fail-Safe Investing, Work Less, Live More and Your Money or Your Life.

I bet there are a lot of copies of those books in the homes of members of this board!

I have all three books.

LEXCX holds a sizeable proportion in Union Pacific, and some Berkshire Hathaway stock. Initial equal weight not rebalanced will tend to end up like that, more average weighting in the stock(s) that did well. Rebalancing has a tendency to reduce the concentration risk, whilst still tending to achiev...

Smith1776 wrote: ↑

Wed May 31, 2023 10:03 pm

I just finished giving it a listen.

Over a decade ago, Tex said he nominated Craig as “the most level-headed person on the Internet”.

I think we now need to pass that torch onto Tyler.

I think that I could give a vote to your candidate!

dualstow wrote: ↑

Wed May 31, 2023 7:15 pm

Did you eat

I had 100% confidence you'd get that!

I just picked it semi-randomly. I was going to say New England, but I didn’t mean a Cliff Claven Boston accent or a Fred Gwynne in a Stephen King movie in Maine accent. So I went with one that most people probably aren’t familiar with. When I grew up in Rhode Island there was a heavy Italian presen...

I just listened from beginning to end. What a pleasure to hear. I feel like the interviewer knows your material well and did his homework before the session, i.e. there were no lazy questions. The Shannon’s Demon thing made me think of something I always want to ask: There are a lot of people who s...

Tyler wrote: ↑

Wed May 31, 2023 11:58 am

For anyone interested, the interview is now free for everyone.

https://www.securityanalysis.org/p/tyle ... ng#details

Highly recommended for many reasons that you listen to it at least once!

Drone attacks have hit residential Moscow! https://www.telegraph.co.uk/world-news/2023/05/30/moscow-uav-drones-ukraine-kremlin-putin-civilain-attack/?utm_medium=Social&utm_campaign=Echobox&utm_source=Twitter#Echobox=1685460089-1 Wealthiest neighbourhoods near Putin's Moscow home hit by drones Ukrai...

Mountaineer wrote: ↑

Mon May 29, 2023 8:34 am

image014.jpg

You have that one correct!

And, I thought I HAD left enough food in their food dish last night about midnight. But one of them reminded by claws to my face to wake me up at 3:30 AM that I had not left enough food in their dish!

Cash investors should consider taxation as well as inflation. I-bonds have superior tax treatment compared to TIPS: I-bonds come with 30 years tax deferral, interest compounded semi-annually. TIPS do not. I-bonds create extra tax deferred space. TIPS in tax-advantage accounts take up that space. I-...

dualstow wrote: ↑

Mon May 29, 2023 7:19 am

You can get a sitter. Just hide the jars first.

They'd also have to take on watering the 200+ vegetable garden plants for 45 minutes each morning.

Thanks for posting that conversation, Hal. Very interesting as it deals with reality and not drama. And, to channel my inner Vinny, I may watch it again at some point. Thanks for the homage. However, to do it correctly you have to start listening to it again as soon as you finished listening to it ...

Smith1776 wrote: ↑

Sun May 28, 2023 2:10 pm

One more for good measure (just because it's been a while).


lily.jpg

One content (and well-fed) Lily!

Maddy, Vinny, Mountaineer, et al have a nice holiday weekend It's a music festival weekend for me. Tonight was ended by nearly three hours by "The Machine". A band that does all Pink Floyd extremely well. There will be lots of festivals this summer in Edmonton. I will be taking the girlfriend to go...

dualstow wrote: ↑

Fri May 26, 2023 10:24 am

Maddy, Vinny, Mountaineer, et al
have a nice holiday weekend

It's a music festival weekend for me.

Tonight was ended by nearly three hours by "The Machine". A band that does all Pink Floyd extremely well.

Dieter wrote: ↑

Fri May 26, 2023 12:52 am

I own some of the Vanguard short-term TIPS fund, but, not increasing my allocation

Isn't that a totally different investment from actually holding the TIPS and holding them to maturity?

I thought the "d" in "Covid" stood for "disease". Isn't Covid-19 the disease caused by the SARS-CoV-2 virus? As usual ... you are correct! https://www.goodrx.com/conditions/covid-19/what-does-covid-19-mean-who-named-it#SnippetTab What Does COVID-19 Stand For? COVID-19 is short for “coronavirus dise...

The latest from this web site on the topic:

https://tipswatch.com/2023/05/25/lookin ... a-problem/

Looking to invest in longer-term TIPS? There’s a problem.

Posted on May 25, 2023 by Tipswatch
By David Enna, Tipswatch.com

More on indexing / equal weighting: https://www.etf.com/sections/features/heavy-lift-sp-500s-biggest-stocks-carrying-rest?utm_medium=email&utm_campaign=5252023%20-%20ESG%20in%20Crosshairs%20as%20Proxy%20Voting%20Expands&utm_content=5252023%20-%20ESG%20in%20Crosshairs%20as%20Proxy%20Voting%20Expands+...

The cap weighted index reflect yesterdays best/worst. Buy the index and you weight more into yesterdays winners. Bogle suggested the ultimate being to buy initially in equal weights and hold that forever, let it find its own cap weighting. but that wasn't something that Vanguard could market. John ...

I looked at all the ones that Mountaineer and Dualstow recommended. I also reviewed several that had been profiled in Kiplinger's. Had issues with all of them. But did not want to make this a prolonged exercise or, even worse, not get it done tonight. Finally decided on Dualstow's first recommendati...

My question is, for the purposes of financial planning, how do you estimate your future investment returns? The whole thing just seems like a crapshoot, which I guess it is at some level. Personally, I just take the Baseline Return as detailed here => https://portfoliocharts.com/portfolio/long-term...