Search found 33 matches

by uberational44
Mon Nov 27, 2017 4:40 pm
Forum: Investing - Theory, News & General
Topic: Value Investors vs. S&P 500
Replies: 24
Views: 3019

Re: Value Investors vs. S&P 500

I have long been intrigued by the concept of value investing - buying a dollar for $.50 has always seemed to me to be a logical way to make money over the long term. But I was looking recently at the following "collective" portfolio of the top value managers, compiled from their regulatory filings,...
by uberational44
Thu Aug 17, 2017 2:15 pm
Forum: Investing - Theory, News & General
Topic: news yesterday that Buffett has $100,000,000,000 in cash now
Replies: 65
Views: 9237

Re: Buffett and his $100 Billion in cash [are you increasing your cash holdings]

[moved this post into the existing thread - moderator prudent] Buffett and Munger are reportedly sitting on $100 billion in cash due to a lack of attractive investing opportunities (their prospective). From the best I can gather the total Market cap for Berkshire is around $500 billion. Boglehead c...
by uberational44
Mon Aug 14, 2017 4:59 pm
Forum: Investing - Theory, News & General
Topic: Building A Warchest
Replies: 32
Views: 3370

Re: Building A Warchest

I don't think gold has been extremely negatively correlated with inflation, but I'll let others here check me on this. The basic Boglehead idea is that Stocks in the long run keep up with inflation since companies can raise prices to keep up with it by definition. Gold is ... well, a mess (and agai...
by uberational44
Mon Aug 14, 2017 4:45 pm
Forum: Investing - Theory, News & General
Topic: Building A Warchest
Replies: 32
Views: 3370

Re: Building A Warchest

greg24 wrote:
Mon Aug 14, 2017 4:43 pm
If I may be so bold, let me restate the original post.

"I have decided on an 85/15 AA. How should I invest the 15% fixed income?"
That doesn't sound as good as warchest though!
by uberational44
Mon Aug 14, 2017 4:43 pm
Forum: Investing - Theory, News & General
Topic: Building A Warchest
Replies: 32
Views: 3370

Re: Building A Warchest

That won't keep up with inflation necessarily. In fact, if there's lots of inflation (and the accompanying high interest rates) your warchest would probably go down in nominal AND real terms. (And in real terms, a lot.) I guess you may want TIPS, but that's another can of worms; read the many TIPS ...
by uberational44
Mon Aug 14, 2017 4:42 pm
Forum: Investing - Theory, News & General
Topic: Building A Warchest
Replies: 32
Views: 3370

Re: Building A Warchest

What exactly is the right time? Do you have some sort of metric to use for this or just when you think it feels right? I'm thinking this is a similar strategy to what Warren Buffett does, no? Warren Buffet gets to play a very different game than you do. He buys whole companies, or at least buy enou...
by uberational44
Mon Aug 14, 2017 4:07 pm
Forum: Investing - Theory, News & General
Topic: Building A Warchest
Replies: 32
Views: 3370

Re: Building A Warchest

If 85-90% of your portfolio is in equities, I wouldn't call the remainder a "war chest". I would call the overall portfolio an aggressive allocation suitable for an investor with a 20 year time horizon or more. If I were you, I would let your "interest in markets and value investing" superecede any...
by uberational44
Mon Aug 14, 2017 1:26 pm
Forum: Investing - Theory, News & General
Topic: Building A Warchest
Replies: 32
Views: 3370

Re: Building A Warchest

I am relatively new investor, interested in index investing and value investing... I have been eyeing up a few opportunities outside of indexes and I want to build up a small reserve that will keep with up with inflation and hold its value if a market correction occurs. My hope would be to pick up ...
by uberational44
Mon Aug 14, 2017 12:27 pm
Forum: Investing - Theory, News & General
Topic: Building A Warchest
Replies: 32
Views: 3370

Re: Building A Warchest

To clarify, I wrote total bond fund twice. This is what I was thinking... Gold - 40% Vanguard Total Bond Market Index Fund Investor Shares - 20% Vanguard Prime Money Market Fund (VMMXX) - 20% Vanguard Short-Term Corporate Bond ETF (VCSH) - 20% I plan to buy incrementally Also, this will be 10-15% of...
by uberational44
Mon Aug 14, 2017 11:31 am
Forum: Investing - Theory, News & General
Topic: Building A Warchest
Replies: 32
Views: 3370

Building A Warchest

I am relatively new investor, interested in index investing and value investing... I have been eyeing up a few opportunities outside of indexes and I want to build up a small reserve that will keep with up with inflation and hold its value if a market correction occurs. My hope would be to pick up a...
by uberational44
Fri Aug 11, 2017 4:50 pm
Forum: Investing - Theory, News & General
Topic: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?
Replies: 35
Views: 4261

Re: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?

I want to 'be greedy when other are fearful', but I want to hear other people on this... All I can say is, all fears are not the same. The Tech Crash of 2000 was mostly a stock market phenomenon for many investors (unless one was employed in tech or related fields), and was widely recognized at the...
by uberational44
Fri Aug 11, 2017 4:24 pm
Forum: Investing - Theory, News & General
Topic: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?
Replies: 35
Views: 4261

Re: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?

I completely agree on changing at later stages of a bear market! Personally don't think I would be able to live with myself as a devoted Buffet follower, selling like crazy during a crash - would be all talk no action I think the capacity to think logically really helps. I used to be a nervous flye...
by uberational44
Fri Aug 11, 2017 1:14 pm
Forum: Investing - Theory, News & General
Topic: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?
Replies: 35
Views: 4261

Re: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?

My plan has evolved, but I'd say I have stuck with it for at least the last 25 years. I stuck with it through the 2000's . I was about $100K down new year's eve 2008/9 and was able to joke about it. It went down even further through March 20009. I am actually pretty conservative financially, but I ...
by uberational44
Fri Aug 11, 2017 12:47 pm
Forum: Investing - Theory, News & General
Topic: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?
Replies: 35
Views: 4261

Re: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?

I completely agree on changing at later stages of a bear market! Personally don't think I would be able to live with myself as a devoted Buffet follower, selling like crazy during a crash - would be all talk no action I think the capacity to think logically really helps. I used to be a nervous flyer...
by uberational44
Fri Aug 11, 2017 11:52 am
Forum: Investing - Theory, News & General
Topic: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?
Replies: 35
Views: 4261

Re: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?

RadAudit wrote:Well, I did revise my plan to a more conservative slant during two bear markets. Found out my risk tolerance wasn't as high as I thought.

Does that count?
Yes it does. I'm wary of that as well - underestimating risk tolerance..

I suppose you don't know until you know...
by uberational44
Fri Aug 11, 2017 11:37 am
Forum: Investing - Theory, News & General
Topic: Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?
Replies: 35
Views: 4261

Anyone Out There Who Has Failed To Stick To Their Long Term Investing Plan?

I am just curious about this...

I have a plan to stick through things thick and thin, but I haven't lived through a bear yet

I want to 'be greedy when other are fearful', but I want to hear other people on this...
by uberational44
Thu Aug 10, 2017 7:01 am
Forum: Investing - Theory, News & General
Topic: Investing In Water
Replies: 29
Views: 2907

Re: Investing In Water

In the US, of all socialist hells, most water companies are publicly owned, usually by municipalities? In Britain, with its distinguished tradition of social democracy (National Health Service etc.), English & Welsh water companies are privately owned, usually by offshore infrastructure companies o...
by uberational44
Thu Aug 10, 2017 5:40 am
Forum: Investing - Theory, News & General
Topic: Investing In Water
Replies: 29
Views: 2907

Re: Investing In Water

@Value Thinker - that book looks like a great shout - might pick it up! RE Hedge funds, here is something I dug about the land grab although the source is fairly questionable: http://www.motherjones.com/environment/2014/01/summit-water-hedge-fund-mckenzie-funk-windfall-excerpt/ The chinese are doing...
by uberational44
Thu Aug 10, 2017 2:59 am
Forum: Investing - Theory, News & General
Topic: Investing In Water
Replies: 29
Views: 2907

Re: Investing In Water

It's a great suggestion, but I am very skeptical of impact investing. There are countless statistics out there saying that millennials want to make a difference through their investments - my friends have told me they have 'ethical investments' in their portfolios. The question is... who labels them...
by uberational44
Thu Aug 10, 2017 2:32 am
Forum: Investing - Theory, News & General
Topic: Investing In Water
Replies: 29
Views: 2907

Re: Investing In Water

No, it's not revolutionary! Water is a very long-term play though. The likelihood of farmland getting increasingly valuable is high, but only in the very long-term... The extent of the long-term makes me wonder whether it has been priced accordingly. Also, I think exposure in index funds is one way ...
by uberational44
Thu Aug 10, 2017 2:10 am
Forum: Investing - Theory, News & General
Topic: Investing In Water
Replies: 29
Views: 2907

Investing In Water

I have looked at the numbers and the logic behind a defensive investment in water is pretty interesting... -It's one of the world's most valuable commodities -It's becoming increasingly scarce (by 2025, 1.6 Billion people will live in water scarce parts of the world) -In America, water infrastructur...
by uberational44
Sat Jul 29, 2017 5:54 pm
Forum: Investing - Help with Personal Investments
Topic: Value Investing
Replies: 20
Views: 1451

Re: Value Investing

When I read about Buffet, Graham, and Swedroe talking about value, is this more domestic small cap value, or is there any international involved... For Buffet and Graham it is domestic, but I think that is a age thing, a bias that they grew up with. When they were doing their thing it was hard to d...
by uberational44
Sat Jul 29, 2017 3:00 pm
Forum: Investing - Help with Personal Investments
Topic: Value Investing
Replies: 20
Views: 1451

Re: Value Investing

Cheers for that and thanks for the welcome!
by uberational44
Sat Jul 29, 2017 2:50 pm
Forum: Investing - Help with Personal Investments
Topic: Value Investing
Replies: 20
Views: 1451

Re: Value Investing

I can see the sense of indexing, but every now and then I read about investors like Michael Burry (the big short) and it gives me an itch...

I think his record was 600% from 2000s onwards when S&P returned 5%!
by uberational44
Sat Jul 29, 2017 2:43 pm
Forum: Investing - Help with Personal Investments
Topic: Value Investing
Replies: 20
Views: 1451

Value Investing

Obviously this forum is geared toward indexs, but are there any value investors out there?

People whose portfolio is completely value orientated, or people who have dedicated a small part of their portfolio to value?
by uberational44
Sun Jul 23, 2017 4:34 pm
Forum: Investing - Help with Personal Investments
Topic: VC ETFs
Replies: 5
Views: 582

Re: VC ETFs

Thanks guys - really interesting! Will take a look at that report by the way...

New to the community and already blown away by the level of support

Coming from reddit, which is a different ball game really
by uberational44
Thu Jul 20, 2017 12:31 pm
Forum: Investing - Help with Personal Investments
Topic: Has Anyone Invested Cash In TBill ETFs
Replies: 8
Views: 708

Re: Has Anyone Invested Cash In TBill ETFs

I agree, because yield so small, you really need to watch transaction costs - way too much work for me

If I could get something that I could invest in and hold, that would be ideal...
by uberational44
Thu Jul 20, 2017 12:13 pm
Forum: Investing - Help with Personal Investments
Topic: Has Anyone Invested Cash In TBill ETFs
Replies: 8
Views: 708

Re: Has Anyone Invested Cash In TBill ETFs

No, I'm in based in a European city.| Found one also looks good: https://ie.spdrs.com/en/professional/etf/spdr-barclays-10-year-us-treasury-bond-ucits-etf-SPPX-GY The issue I'm having is finding something that is cheap, safe, has an okay yield and is liquid. Obviously, I'm not going to get 10/10 on ...
by uberational44
Thu Jul 20, 2017 9:50 am
Forum: Investing - Help with Personal Investments
Topic: Has Anyone Invested Cash In TBill ETFs
Replies: 8
Views: 708

Re: Has Anyone Invested Cash In TBill ETFs

It's not a fear of bonds, its just the hassle of having to re-invest them...

If I'm minding transaction fees, its actually easier to hold something for as long as possible
by uberational44
Thu Jul 20, 2017 7:04 am
Forum: Investing - Help with Personal Investments
Topic: Has Anyone Invested Cash In TBill ETFs
Replies: 8
Views: 708

Has Anyone Invested Cash In TBill ETFs

I am very interested in the idea of holding cash in short term treasury bills, but I can't be bothered to organise buy and re-buy Tbills after they expire... I have found an iShares ETF which tracks different treasury bills (1yr, 5yr, 10yr). Unless I am mistake, you can hold on to it forever. Has an...
by uberational44
Thu Jul 20, 2017 6:50 am
Forum: Investing - Help with Personal Investments
Topic: VC ETFs
Replies: 5
Views: 582

Re: VC ETFs

The word indexing is definitely losing its core meaning!
by uberational44
Thu Jul 20, 2017 4:47 am
Forum: Investing - Help with Personal Investments
Topic: VC ETFs
Replies: 5
Views: 582

VC ETFs

has anyone had any success with ETFs or index funds which track the performance of venture capital?
by uberational44
Thu Jul 20, 2017 4:29 am
Forum: Investing - Help with Personal Investments
Topic: Where to put 65k cash
Replies: 64
Views: 5764

Re: Where to put 65k cash

I found recently if your looking for an extremely safe cash haven...

https://www.ishares.com/us/products/239 ... y-bond-etf

Its a t-bills etf which invests in a wide range of treasury bills