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.
which is why the way many portfolios are structured they are heavy the large caps , and lighter mid caps and lighter still on small caps or even no small caps .
we hold almost no small caps in the models i have as the head winds looked to difficult for them .
few really benefit from AI and most rely on borrowed money. many don’t have pricing power either to compensate for higher wages today.
so while i am always invested , the actual holdings are weighted to kind of fit the big picture .
like nudging a big ship to keep it on course.
so best results do require some input unlike just buying large , mid and small cap indexes thru every underlying economic outcome we have .
one doesn’t even have to guess right all the time with the weightings . you just need to be right more then wrong
I'm getting lost in the platitudes and metaphors. Are you asserting that a prescient analyst could have discerned, years ago, that economic conditions overwhelmingly favor large-caps? Are you asserting now, that the stock market fad of the moment (AI) offers strong and compelling reason to favor large-caps? Or are you asserting that a more humble and more stable approach all along, would have been to disavow factor-weighting and instead to just buy into a total market index?
The Dow’s all-time high at market close stands at 36,799.65 points, reached on Jan. 4, 2022. The index’s highest price, period, was on Jan. 5, 2022: During that trading day, the Dow reached 36,952.65 points.
When do you think we will surpass this number?
Personally, I figure I’ve been purchasing at a discount for a while now. But I’m getting a bit fussy with the political scenario we are about to experience in the next year. War in Israel and Palestine, the Russian-Ukrainian war, the US Presidential election in ‘24.
Fun times.
Many people think it's time to buy since it's almost the end of the year. I asked my husband if he's contributed his $6500 this year yet. He said no, it's too high now. That's what he said last month too
I'm getting lost in the platitudes and metaphors. Are you asserting that a prescient analyst could have discerned, years ago, that economic conditions overwhelmingly favor large-caps? Are you asserting now, that the stock market fad of the moment (AI) offers strong and compelling reason to favor large-caps? Or are you asserting that a more humble and more stable approach all along, would have been to disavow factor-weighting and instead to just buy into a total market index?
i am saying the last year with rates climbing it didn’t favor holding small caps since they are usually the most vulnerable to rates and wages increasing
i am saying the last year with rates climbing it didn’t favor holding small caps since they are usually the most vulnerable to rates and wages increasing
Are you advocating for an annual reassessment of one's portfolio-allocations, based on the economic data available at that time?
Are you advocating for an annual reassessment of one's portfolio-allocations, based on the economic data available at that time?
Portfolio allocations may stay the same.
What you may do is rebalance between the funds. Sell some of the winners & add to the losers.
In the next year maybe the winners & losers change.
May depend on the company, Walgreens may need to change some items in their business model. If they don't could follow Sears or JC Penney. Maybe a Bed Bath & Beyond can continue since their purchase by Overstock.
Market usually looks 6 months ahead. Maybe 2024 will be a better year than 2023.
The market keeps going higher and higher,those portfolio managers would have to hold on to their positions for the 2023 annual report to shareholders,they have to hold on to them until Jan1 ,2024,
Could be the reason why market does not fall,as there are few sellers?
But what could prevent them from selling come Jan 2nd,2024?if the market has surged over 23% so far?
can the market still go up another 20% in first qtr 2024?
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.
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.
