Permanent Portfolio Forum
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https://www.gyroscopicinvesting.com/forum/viewtopic.php?t=6365
<boglehead>mdwilson1991 wrote: ↑Wed Mar 25, 2020 9:10 am Is this the scream room?
SMALL CAP VALUE SMALL CAP VALUE ARRRRRRGH @#$@%@#$@#$ WTF
Meaning there is no true risk premium? That it is a direct, straight line relationship between its reward and risk?Libertarian666 wrote: ↑Wed Mar 25, 2020 9:13 am<boglehead>mdwilson1991 wrote: ↑Wed Mar 25, 2020 9:10 am Is this the scream room?
SMALL CAP VALUE SMALL CAP VALUE ARRRRRRGH @#$@%@#$@#$ WTF
If you want to earn the risk premium, you have to take the risk.
</boglehead>
No, meaning that you actually can't "earn" the risk premium.yankees60 wrote: ↑Wed Mar 25, 2020 9:43 amMeaning there is no true risk premium? That it is a direct, straight line relationship between its reward and risk?Libertarian666 wrote: ↑Wed Mar 25, 2020 9:13 am<boglehead>mdwilson1991 wrote: ↑Wed Mar 25, 2020 9:10 am Is this the scream room?
SMALL CAP VALUE SMALL CAP VALUE ARRRRRRGH @#$@%@#$@#$ WTF
If you want to earn the risk premium, you have to take the risk.
</boglehead>
Vinny
Has February 20, 2020 generally been accepted as "The Top"?ochotona wrote: ↑Thu Mar 26, 2020 8:04 am Bogglyhead panic build... forum titles. Everyone has a plan until they get stabbed.
Have we hit bottom? Time to buy?
Selling 100% stocks on a bounce
Why isn't this time different?
Do ppl who rebalance annually do anything different in this type of market?
Why not stand on the sidelines for a little while?
Bought Vanguard Total Stock market 2 weeks ago, now ready to sell, how do I do this?
Get out now or ride it out?
How much you lost/gain since Feb 20,2020 ?
The Black Swan is Here
VTI dividend drop
Dumping small value?
Any Retirees With AA = 100% Equities?
Guys I Rebalanced (Moved Monies Out Of S&P 500)
When to jump back in?
But I thought they were all going to stay the course?ochotona wrote: ↑Thu Mar 26, 2020 8:04 am Bogglyhead panic build... forum titles. Everyone has a plan until they get stabbed.
Have we hit bottom? Time to buy?
Selling 100% stocks on a bounce
Why isn't this time different?
Do ppl who rebalance annually do anything different in this type of market?
Why not stand on the sidelines for a little while?
Bought Vanguard Total Stock market 2 weeks ago, now ready to sell, how do I do this?
Get out now or ride it out?
How much you lost/gain since Feb 20,2020 ?
The Black Swan is Here
VTI dividend drop
Dumping small value?
Any Retirees With AA = 100% Equities?
Guys I Rebalanced (Moved Monies Out Of S&P 500)
When to jump back in?
I would guess that bonds will get killed with inflation, whereas stocks will probably do okay.Cortopassi wrote: ↑Thu Mar 26, 2020 2:14 pm As a lot of people are starting to become aware and seems like between:
--Potential anti-malarial drug help
--Models of spread possibly inconsistent/too negative with what is/may be happening
--Antibody test coming soon
--??
What's the way, if any to play this? There are many things to consider:
--A huge stimulus
--A potential sooner end to everyone getting back to somewhat normal
--A potential resurgence in a few months.
I rebalanced 33% what seems like a year ago but was only a little over a week.
--Overweight stocks and gold, underweight bonds?
--Any good ideas on indications on what might be a right time to tweak?
--Or not. Just looking to time a once in a lifetime "optimal" rebalance.
It's easy to tell other people what to do.Cortopassi wrote: ↑Thu Mar 26, 2020 2:14 pm What's the way, if any to play this? There are many things to consider:
...
--Or not. Just looking to time a once in a lifetime "optimal" rebalance.
This has got to be my favourite 2 posts of all time on this forum.Libertarian666 wrote: ↑Thu Mar 26, 2020 8:44 amBut I thought they were all going to stay the course?ochotona wrote: ↑Thu Mar 26, 2020 8:04 am Bogglyhead panic build... forum titles. Everyone has a plan until they get stabbed.
Have we hit bottom? Time to buy?
Selling 100% stocks on a bounce
Why isn't this time different?
Do ppl who rebalance annually do anything different in this type of market?
Why not stand on the sidelines for a little while?
Bought Vanguard Total Stock market 2 weeks ago, now ready to sell, how do I do this?
Get out now or ride it out?
How much you lost/gain since Feb 20,2020 ?
The Black Swan is Here
VTI dividend drop
Dumping small value?
Any Retirees With AA = 100% Equities?
Guys I Rebalanced (Moved Monies Out Of S&P 500)
When to jump back in?
Apparently as long as you have an “asset allocation,” you get to keep your Boglehead card — even if you time the market by dynamically shifting your asset allocation around.
The main difference is that the most arrogant Bogleheads are usually of retirement age.Smith1776 wrote: ↑Sat Mar 28, 2020 9:11 pmThis has got to be my favourite 2 posts of all time on this forum.Libertarian666 wrote: ↑Thu Mar 26, 2020 8:44 amBut I thought they were all going to stay the course?ochotona wrote: ↑Thu Mar 26, 2020 8:04 am Bogglyhead panic build... forum titles. Everyone has a plan until they get stabbed.
Have we hit bottom? Time to buy?
Selling 100% stocks on a bounce
Why isn't this time different?
Do ppl who rebalance annually do anything different in this type of market?
Why not stand on the sidelines for a little while?
Bought Vanguard Total Stock market 2 weeks ago, now ready to sell, how do I do this?
Get out now or ride it out?
How much you lost/gain since Feb 20,2020 ?
The Black Swan is Here
VTI dividend drop
Dumping small value?
Any Retirees With AA = 100% Equities?
Guys I Rebalanced (Moved Monies Out Of S&P 500)
When to jump back in?
And what are we doing on this forum compared to the Bogleheads? Having fun talking about cute cats, dogs, and spitballing about conspiracy theories. Our quality of life is just so much better. What kind of dollar value do you put on that?
The Bogleheads forum is like your arrogant teenage son who thinks he knows everything about how the world works, only to have to come running to his parents when he's caught smoking a joint at school.
lmao my favourite one is "Guys I Rebalanced (Moved Monies Out Of S&P 500)." How TF does that constitute rebalancing? That's the opposite of rebalancing. It's capitulation.
We have a little bit of that, too.ochotona wrote: ↑Thu Mar 26, 2020 8:04 am Bogglyhead panic build... forum titles. Everyone has a plan until they get stabbed.
Have we hit bottom? Time to buy?
Selling 100% stocks on a bounce
Why isn't this time different?
Do ppl who rebalance annually do anything different in this type of market?
Why not stand on the sidelines for a little while?
Bought Vanguard Total Stock market 2 weeks ago, now ready to sell, how do I do this?
Get out now or ride it out?
How much you lost/gain since Feb 20,2020 ?
The Black Swan is Here
VTI dividend drop
Dumping small value?
Any Retirees With AA = 100% Equities?
Guys I Rebalanced (Moved Monies Out Of S&P 500)
When to jump back in?
I have not subscribed to BH.dualstow wrote: ↑Sun Mar 29, 2020 9:54 amWe have a little bit of that, too.ochotona wrote: ↑Thu Mar 26, 2020 8:04 am Bogglyhead panic build... forum titles. Everyone has a plan until they get stabbed.
Have we hit bottom? Time to buy?
Selling 100% stocks on a bounce
Why isn't this time different?
Do ppl who rebalance annually do anything different in this type of market?
Why not stand on the sidelines for a little while?
Bought Vanguard Total Stock market 2 weeks ago, now ready to sell, how do I do this?
Get out now or ride it out?
How much you lost/gain since Feb 20,2020 ?
The Black Swan is Here
VTI dividend drop
Dumping small value?
Any Retirees With AA = 100% Equities?
Guys I Rebalanced (Moved Monies Out Of S&P 500)
When to jump back in?
Lots of people on this forum do the same thing. I'm one of them in the sense that I shifted from the PP to a GB thinking that "prosperity" is likely to dominate, so overweighting stocks would be better in the long run.
I saw some 100% stocks investors on Bogleheads say they were salivating at all of the bargains.sophie wrote: ↑Sun Mar 29, 2020 4:26 pmLots of people on this forum do the same thing. I'm one of them in the sense that I shifted from the PP to a GB thinking that "prosperity" is likely to dominate, so overweighting stocks would be better in the long run.
However, we are on average much happier and less tempted to market-time than your average 100% stocks investor...geez, those guys must be REALLY crying into their soup. Can't say they weren't warned though.
