Gyroscopic Investing

His rationale: Higher interest rates and high stock valuations imply a narrow equity premium—the additional return investors expect from stocks compared with risk-free government bonds. Investors can achieve a similar rate of return with less risk investing in a variety of fixed-income and stock investments.

Xan wrote: ↑Sun Sep 07, 2025 11:58 am Oh no! Is this a sign of a top?

Some may think this a contrarian strategy considering that the stock market has been hitting record highs. But that could also be a signal the market is nearing a correction, some financial pros say.

stpeter wrote: ↑Sun Sep 07, 2025 8:19 am As if on cue given discussion about our quiet forum, The Wall Street Journal just published an article entitled "Three Alternatives to the Classic 60/40 Portfolio to Consider Now" and the first portfolio featured is the 4x25 PP (the other two are the All-Weather Portfolio and the 30/70 Flip Portfolio). Here are a few quotes:

"Dividing your portfolio equally in four asset categories—stocks, bonds, commodities and cash—is a well-balanced long-term diversification strategy for investors to consider..."

"This investment strategy is designed to perform well across various economic conditions including expansion, recession, inflation and deflation by balancing risk across a range of asset classes. The focus is on resilience and capital preservation as well as total returns..."

Perhaps we'll have more visitors soon.

yankees60 wrote: ↑Mon Sep 08, 2025 6:36 pm I see 2 new members in July. 2 in August. 2 on September 3, 2025. None of them has yet participated.

dualstow wrote: ↑Tue Sep 09, 2025 8:57 am

yankees60 wrote: ↑Mon Sep 08, 2025 6:36 pm I see 2 new members in July. 2 in August. 2 on September 3, 2025. None of them has yet participated.

Probably spammers

dualstow wrote: ↑Tue Sep 09, 2025 12:45 pm Yeah, I get it Vin, thank you.