Welcome to City-Data.com Forum!
U.S. CitiesCity-Data Forum Index
Go Back   City-Data Forum > General Forums > Economics > Investing
 [Register]
Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
View detailed profile (Advanced) or search
site with Google Custom Search

Search Forums  (Advanced)
Reply Start New Thread
 
Old 06-07-2017, 03:35 PM
 
10,075 posts, read 7,538,920 times
Reputation: 15501

Advertisements

Quote:
Originally Posted by mathjak107 View Post
the results speak for themselves. the returns are after expenses
had to google contra fund but it seems like they are large growth tilt, wouldnt a large growth index like vanguard's mgk be similar? returns are about same for less fees.

wondering since the other comparisons from above compare unlike indexes to contrafund
Reply With Quote Quick reply to this message

 
Old 06-07-2017, 03:41 PM
 
106,646 posts, read 108,790,719 times
Reputation: 80122
contra only has a beta of .90 which is less than even the s&p 500 .

but again it isn't about one fund it is about the entire portfolio working together .
Reply With Quote Quick reply to this message
 
Old 06-07-2017, 03:45 PM
 
Location: Victory Mansions, Airstrip One
6,750 posts, read 5,052,538 times
Reputation: 9189
Quote:
Originally Posted by mathjak107 View Post
burton and charlie ellis are founders of the robo company rebalance ira . they are a super low cost mgmt company that uses index funds and caters to small investors . you get a lot of talent for little money .

I remember reading some of Malkiel's comments near the height of the dot-com market. While he did admit things were pretty crazy, his best advice was to branch out by using Total Market instead of just S&P 500. Really? Like that's going to make any big difference?

Larry Swedroe gave a much better synopsys of the situation, and had much better practical suggestions. Even Bogle gave a pretty cogent speech in the spring of 2000 (April, IIRC) that pointed out relative valuations in the market. His speech is probably still available on the Vanguard website for anyone that cares to read it.
Reply With Quote Quick reply to this message
 
Old 06-07-2017, 03:49 PM
 
106,646 posts, read 108,790,719 times
Reputation: 80122
larry swedroe turns me off . he has totally different views and portfolio's faster than i change stocks .
Reply With Quote Quick reply to this message
 
Old 06-07-2017, 03:55 PM
 
Location: Victory Mansions, Airstrip One
6,750 posts, read 5,052,538 times
Reputation: 9189
Quote:
Originally Posted by mathjak107 View Post
larry swedroe turns me off . he has totally different views and portfolio's faster than i change stocks .
Different from you or the consensus?

He used to participate on a forum I frequented. Unlike a lot of the participants, he actually did read the comments in the threads, think about them, and then respond in an intelligent fashion. Yes he's opinionated, but not brainwashed.
Reply With Quote Quick reply to this message
 
Old 06-07-2017, 03:59 PM
 
106,646 posts, read 108,790,719 times
Reputation: 80122
He is just to wishy washy for my taste . now the latest larry portfolio he is pushing is 70% intermediate term bonds , 15% small cap value , 15% emerging market




https://portfoliocharts.com/portfolio/larry-portfolio/
Reply With Quote Quick reply to this message
 
Old 06-07-2017, 04:07 PM
 
Location: Victory Mansions, Airstrip One
6,750 posts, read 5,052,538 times
Reputation: 9189
Quote:
Originally Posted by mathjak107 View Post
He is just to wishy washy for my taste . now the latest larry portfolio he is pushing is 70% intermediate term bonds , 15% small cap value , 15% emerging market


https://portfoliocharts.com/portfolio/larry-portfolio/

Ok that's a little weird. He has always like SV and hated long bonds.


Reminds me... I still need to look at SV.
Reply With Quote Quick reply to this message
 
Old 06-07-2017, 04:08 PM
 
106,646 posts, read 108,790,719 times
Reputation: 80122
my point exactly , to wishy washy .... lol after last years big small cap value run up , this year it is not the place to be . SLYV is down 1% ytd .

small cap growth is a better choice right now ,
Reply With Quote Quick reply to this message
 
Old 06-07-2017, 04:15 PM
 
Location: Victory Mansions, Airstrip One
6,750 posts, read 5,052,538 times
Reputation: 9189
Quote:
Originally Posted by mathjak107 View Post
my point exactly , to wishy washy .... lol after last years big small cap value run up , this year it is not the place to be . SLYV is down 1% ytd .

small cap growth is a better choice right now ,

?????


Just last week you had recommended looking into SV. Now SG?
Reply With Quote Quick reply to this message
 
Old 06-07-2017, 04:20 PM
 
106,646 posts, read 108,790,719 times
Reputation: 80122
last week ? not that i remember . i did say most of the time small cap value is the place to be and it has historically added a full 2% to average returns . most of the time small cap growth hurts a total market fund .


but they have had a great run up and took a breather this year . i have not owned slyv in a while .

this is why portfolio's need to be dynamic . this year small cap growth is the exception and doing better . that is what i own now . that could and likely will change at some point but no one knows when . value is down this year . flexibility is key .

sure , you can sit and wait for it to flip back to value again , or take the chance the trend in growth which is up will continue .

Last edited by mathjak107; 06-07-2017 at 04:28 PM..
Reply With Quote Quick reply to this message
Please register to post and access all features of our very popular forum. It is free and quick. Over $68,000 in prizes has already been given out to active posters on our forum. Additional giveaways are planned.

Detailed information about all U.S. cities, counties, and zip codes on our site: City-data.com.


Reply
Please update this thread with any new information or opinions. This open thread is still read by thousands of people, so we encourage all additional points of view.

Quick Reply
Message:


Over $104,000 in prizes was already given out to active posters on our forum and additional giveaways are planned!

Go Back   City-Data Forum > General Forums > Economics > Investing

All times are GMT -6. The time now is 06:59 AM.

© 2005-2024, Advameg, Inc. · Please obey Forum Rules · Terms of Use and Privacy Policy · Bug Bounty

City-Data.com - Contact Us - Archive 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37 - Top