My first thought is that you need to account for inflation. Even hard assets that do absolutely nothing will reach all-time highs in price almost every year. And that's before you account for things like companies and economies that naturally grow in value and are supposed to regularly set new highs...

Bought some REITs for my vp today. I’ll drip more in each week. Paralysis over O0 It's always good to kick the paralysis one way or another. FWIW, I joined you and bought some SCHH this week. I've been tracking it for so long that I started taking it for granted that it was already part of my portf...

The articles I've found about active vs passive funds are written to make it sound like it's a big deal but are all very vague about an important qualifier. For reference, mutual funds and ETFs combined only own about 29% of the US stock market. So even if passive funds are now more than half of all...

Relatively new to the Forum but I'm gathering that the Tyler below and the Tyler here: https://portfoliocharts.com/about/....are one and the same? Yep. Same guy. ;D Yes. Does portfoliocharts do the 15/35 rebalancing bands? Right now it just does simple annual rebalancing. But one of these days I'll...

I started with Fidelity back when they were the 401k provider for my original employer and eventually opened a brokerage account with them. I have always been very happy with their fund options and service, and have never really felt the need to open an investing account elsewhere. To address any sh...

https://www.theglobeandmail.com/opinion/article-i-dont-want-to-do-my-phd-i-want-a-universal-basic-income/ Apparently not satire. You know you're in trouble when the best example you can think of for an even more rigorous and stressful degree than your own (that hospitalized you from stress) is the ...

So in the past REITs have been an uncorrelated diversifier in backtests? With financialization increasing, should we expect that to continue? They crashed with stocks in 08. Whats the macroeconomic/real world explanation for why they might outperform total stock market. Leverage? Companies leverage...

I really enjoyed Josh Brown's rebuttal. In short, passive investing is nothing new -- it's the historical norm.

"The Real Bubble Has Always Been in Active Management"

https://thereformedbroker.com/2019/08/2 ... anagement/

https://www.portfoliovisualizer.com/ Tyler...pretty big delta between your site and these guys on the Pinwheel. It's because PV has no data for emerging markets prior to 1995 and only runs the numbers from 1995 to present. For reference, the PC data always goes back to 1970 (using replacement asset...

jason wrote: ↑

Mon Aug 26, 2019 9:24 am

Regarding the Portfolio Charts data, do they do the 15/35 rebalancing bands?

Portfolio Charts uses annual rebalancing, so if you're looking at the trading bands P2T is your best option. I'm glad it's working for you again.

Were you riffing of this slighty odd article at Monevator ? https://monevator.com/how-to-protect-your-portfolio-in-a-crisis Not directly, although I do like Monevator quite a bit and read it regularly. I just noticed lots of recession stories all over the place the last few weeks and figured a stud...

My stats show that the Desert Portfolio performed in-line with the PP during those times and that is the Portfolio I have been holding for the last few years. Nice! The Desert Portfolio is very similar in structure to the All-Seasons portfolio, so it does not surprise me at all that it also provide...