Beware of market risk: we discuss and point out that market risk is not equal to economic risk and right now, given the high stock valuation, it is actually very risky for stocks. We also point out that does not mean one should withdraw from stock markets.
Switching to tactical asset allocation in an overvalued stock market can be beneficial, as shown by a modified method based on Shiller’s long term stock market valuation metric.
nisiprius wrote: ↑Tue Apr 16, 2024 6:55 pm The publicly traded company is disappearing. In 1996, about 8,000 firms were listed in the U.S. stock market. Since then, the national economy has grown by nearly $20 trillion. The population has increased by 70 million people. And yet, today, the number of American public companies stands […]
GAAP wrote: ↑Fri Apr 19, 2024 1:51 pm StillGoing wrote: ↑Thu Apr 18, 2024 3:35 am I'd agree - even a small amount of flexibility is useful in terms of portfolio survivability. While I have only covered scenarios where the flexibility factor is fixed, it can also change with circumstances. For example, a very early […]
Derpalator wrote: ↑Wed Apr 24, 2024 1:49 am mbouck wrote: ↑Tue Apr 23, 2024 10:47 pm I believe in the value factor; the cash flow value factor that is. 30% COWZ/COWS/VFLO > 30% AVUV/AVDV et al. PE has realized 99% of the available value factor premium by taking public small caps private so chasing it […]
madbrain wrote: ↑Mon Apr 15, 2024 9:59 pm beyou wrote: ↑Mon Apr 15, 2024 6:40 pm more exposed you are. My bank MUST have my bank acct # on their website or I can't do online banking, but why does my electric company need to have my checking acct # on their website ? No […]
popoki wrote: ↑Mon Apr 22, 2024 6:15 pm Would you buy a mutual fund that has a 8-10% management fee (1) and a 10-15% fee (2) to sell? (1) https://homeguide.com/costs/property-management-fees (2) https://www.nerdwallet.com/article/mort ... ll-a-house No. But why would anyone pay those fees for mutual funds? Do you know personally know people that do?