Stock scream room

Discussion of the Stock portion of the Permanent Portfolio

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technovelist
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Re: Stock scream room

Post by technovelist » Wed Sep 02, 2015 11:15 pm

ochotona wrote: This week would be a really good time to lighten up on stocks.

I am currently 30% stocks, 69.5% various kinds of bonds more than 1/2 US Treasuries, 0.5% gold. Ready for the fireworks.
Wow, you really are ready for everything! But why such a high gold allocation? Are you some kind of doomer?  :P
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Re: Stock scream room

Post by dragoncar » Thu Sep 03, 2015 1:18 am

MediumTex wrote:
dualstow wrote:
dragoncar wrote: Yea I would prefer to have been in stocks the past three years up to and including today
Hey, if we're going back in time, I would prefer to have been in Tesla.
I would have just loaded up on Apple in 2008.

...and maybe some Ford at the depths of the crisis.
Lol you guys are really funny but only one of the above scenarios is actually a highly regarded investment strategy.  In fact I was in a BH portfolio and switched to PP so it's not a wild fantasy
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Re: Stock scream room

Post by iwealth » Thu Sep 03, 2015 6:06 am

dragoncar wrote:
Lol you guys are really funny but only one of the above scenarios is actually a highly regarded investment strategy.  In fact I was in a BH portfolio and switched to PP so it's not a wild fantasy
Growth investing isn't a highly regarded imvestment strategy?

According to the experts at CNBC, everyone should be stock picking. I say that mostly tongue-in-cheek, but who decides what is highly regarded and what isn't?
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dualstow
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Re: Stock scream room

Post by dualstow » Thu Sep 03, 2015 12:22 pm

dragoncar wrote: In fact I was in a BH portfolio and switched to PP so it's not a wild fantasy
Me too, but the fantasy part is the specific timing you gave:
Yea I would prefer to have been in stocks the past three years up to and including today
As has been pointed out in another thread this morning or yesterday, stocks took a big plunge before they started coming up. Of course it's hard to compete with a specific range.
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Re: Stock scream room

Post by Fred » Thu Sep 03, 2015 4:08 pm

iwealth wrote: According to the experts at CNBC, everyone should be stock picking. I say that mostly tongue-in-cheek, but who decides what is highly regarded and what isn't?
I see articles on the Fidelity home page like "Is now a good time to invest in ABC" or "should you have these 3 stocks in your portfolio right now" and I have to wonder who the hell they are talking to. Are there really a substantial number of investors out there that do their own stock picking? Personally, I don't know any but maybe I travel in the wrong circles.
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Re: Stock scream room

Post by dragoncar » Mon Sep 14, 2015 5:54 pm

dualstow wrote:
dragoncar wrote: In fact I was in a BH portfolio and switched to PP so it's not a wild fantasy
Me too, but the fantasy part is the specific timing you gave:
Yea I would prefer to have been in stocks the past three years up to and including today
As has been pointed out in another thread this morning or yesterday, stocks took a big plunge before they started coming up. Of course it's hard to compete with a specific range.
If I hadn't switched, I'd be in a BH portfolio for the last three years.  So the specific timing is not fantasy.  I could very well have decided to keep my present allocation, and was pretty much on the fence.
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Re: Stock scream room

Post by dualstow » Mon Sep 14, 2015 7:28 pm

Not to beat this thing to death, but you wrote
Yea I would prefer to have been in stocks the past three years up to and including today
Now if you had said, "I wish I'd never abandoned Bogleheads",
that's different.
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ochotona
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Re: Stock scream room

Post by ochotona » Mon Sep 14, 2015 9:52 pm

BTW, I am out of stocks now.
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Re: Stock scream room

Post by dragoncar » Tue Sep 15, 2015 12:59 am

dualstow wrote: Not to beat this thing to death, but you wrote
Yea I would prefer to have been in stocks the past three years up to and including today
Now if you had said, "I wish I'd never abandoned Bogleheads",
that's different.
Both statements are factually correct.
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Re: Stock scream room

Post by barrett » Mon Sep 28, 2015 2:05 pm

Well, at least the dividend yield on this crappy asset is up lately.
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Re: Stock scream room

Post by ochotona » Sun Nov 01, 2015 8:05 pm

US stocks to the far right... they have been racing ahead for so many years, and non-US have been sucking for a long time. Maybe time for a reversal?

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MachineGhost
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Re: Stock scream room

Post by MachineGhost » Sun Nov 01, 2015 10:53 pm

Its all in the timing.
"All generous minds have a horror of what are commonly called 'Facts'. They are the brute beasts of the intellectual domain." -- Thomas Hobbes

Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet.  I should not be considered as legally permitted to render such advice!
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