Search found 177 matches

by Rowan Oak
Fri Aug 17, 2018 4:33 pm
Forum: Investing - Theory, News & General
Topic: It's not enough to mumble "Stay the Course"... INT'L Investing has been a disaster!
Replies: 636
Views: 38626

Re: It's not enough to mumble "Stay the Course"... INT'L Investing has been a disaster!

9 pages in. I have to ask. Has a single person changed their position having read or participated in this thread? :shock: :oops: :sharebeer More than anything else, reading through my first hardcore "US vs Them" thread convinced me that nobody has a freakin' clue what's going to happen over the nex...
by Rowan Oak
Thu Aug 16, 2018 2:14 pm
Forum: Investing - Theory, News & General
Topic: "Fidelity Zero vs Vanguard: Which index fund is better?"
Replies: 9
Views: 857

"Fidelity Zero vs Vanguard: Which index fund is better?"

When I consider the once-undisputed champion, Vanguard, against Fidelity’s new Zero funds in five areas — fees, index construction, fee offsets, tax efficiency and trust — I found Vanguard still came out on top. By Allan Roth https://www.financial-planning.com/opinion/vanguard-vs-fidelitys-zero-fun...
by Rowan Oak
Thu Aug 09, 2018 4:05 pm
Forum: Personal Finance (Not Investing)
Topic: QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018
Replies: 25
Views: 2647

Re: House I paid 157k in 2007 sold for 55k in 2018 - CPA saying I will owe capital gains tax

I spoke with my CPA. Said he looked at the wrong number on my depreciation schedule. There will be an ordinary loss of over 70,000.

Thanks to everyone who replied!
by Rowan Oak
Thu Aug 09, 2018 3:14 pm
Forum: Personal Finance (Not Investing)
Topic: QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018
Replies: 25
Views: 2647

Re: House I paid 157k in 2007 sold for 55k in 2018 - CPA saying I will owe capital gains tax

niceguy7376 wrote:
Thu Aug 09, 2018 3:08 pm
I am still interested to know which part of US this home is located.
terrible foundation. Other houses in the area have fully recovered.
by Rowan Oak
Thu Aug 09, 2018 2:55 pm
Forum: Personal Finance (Not Investing)
Topic: QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018
Replies: 25
Views: 2647

Re: House I paid 157k in 2007 sold for 55k in 2018 - CPA saying I will owe capital gains tax

Did you make any improvements to the property that would have been capitalized as something other than a building? I would take a look at your Schedule Es since you have owned the property for the amount of depreciation you have actually claimed. No improvements just constant maintenance (new roof,...
by Rowan Oak
Thu Aug 09, 2018 2:51 pm
Forum: Personal Finance (Not Investing)
Topic: QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018
Replies: 25
Views: 2647

Re: House I paid 157k in 2007 sold for 55k in 2018 - CPA saying I will owe capital gains tax

In 2007 I bought a house to use as a rental property for $157,000. It was a rental until early 2018 when I sold the house for $55,000. A loss of over $100,000. Today, in an email, my CPA told me I will likely pay capital gains tax on the sale, because of the depreciation I took over the last 10 yea...
by Rowan Oak
Thu Aug 09, 2018 2:36 pm
Forum: Personal Finance (Not Investing)
Topic: QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018
Replies: 25
Views: 2647

Re: House I paid 157k in 2007 sold for 55k in 2018 - CPA saying I will owe capital gains tax

Braje wrote:
Thu Aug 09, 2018 2:25 pm
How much depreciation have you taken in total? I believe the tax rate is up to 25% on recapture depreciation.
only 10 years so around 57k.
by Rowan Oak
Thu Aug 09, 2018 2:15 pm
Forum: Personal Finance (Not Investing)
Topic: QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018
Replies: 25
Views: 2647

Re: House I paid 157k in 2007 sold for 55k in 2018 - CPA saying I will owe capital gains tax

In 2007 I bought a house to use as a rental property for $157,000. It was a rental until early 2018 when I sold the house for $55,000. A loss of over $100,000. Today, in an email, my CPA told me I will likely pay capital gains tax on the sale, because of the depreciation I took over the last 10 yea...
by Rowan Oak
Thu Aug 09, 2018 2:12 pm
Forum: Personal Finance (Not Investing)
Topic: QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018
Replies: 25
Views: 2647

Re: House I paid 157k in 2007 sold for 55k in 2018 - CPA saying I will owe capital gains tax

Based on my rudimentary info and calculations: Assume that your house value (excluding land) in 2007 was 157K. Depreciation is spread across 27.5 years. So on average, yearly depreciation over 10 years would come as (157K/27.5)*10 = 57090. Give or take a bit more depreciation in the beginning and I...
by Rowan Oak
Thu Aug 09, 2018 2:07 pm
Forum: Personal Finance (Not Investing)
Topic: QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018
Replies: 25
Views: 2647

Re: House I paid 157k in 2007 sold for 55k in 2018 - over 100k loss - CPA saying I will owe capital gains tax

Jack FFR1846 wrote:
Thu Aug 09, 2018 1:59 pm
If you took more than $100k in depreciation, that should not be a surprise.
It was my understanding that depreciation is taken over 27.5 years and for 157k over 10yrs that's only around $57,090 if my calculations are correct.
by Rowan Oak
Thu Aug 09, 2018 1:57 pm
Forum: Personal Finance (Not Investing)
Topic: QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018
Replies: 25
Views: 2647

QUESTION ANSWERED - House I paid 157k in 2007 sold for 55k in 2018

In 2007 I bought a house to use as a rental property for $157,000. It was a rental until early 2018 when I sold the house for $55,000. A loss of over $100,000. Today, in an email, my CPA told me I will likely pay capital gains tax on the sale, because of the depreciation I took over the last 10 year...
by Rowan Oak
Thu Aug 09, 2018 10:01 am
Forum: Investing - Theory, News & General
Topic: "The Longest Bull Market of All-Time?"
Replies: 15
Views: 2376

Re: "The Longest Bull Market of All-Time?"

Convincing argument this bull market started in the spring of 2013 not March 2009.

https://youtu.be/ASq1-Tj7KgY
by Rowan Oak
Mon Aug 06, 2018 9:21 pm
Forum: Investing - Theory, News & General
Topic: "The Longest Bull Market of All-Time?"
Replies: 15
Views: 2376

"The Longest Bull Market of All-Time?"

In two weeks we’ll see headlines that we’re in the longest bull market of all-time. Whether you think the bull market starts at the lows or at new highs, remind yourself that we had two resets, because the articles certainly won’t.
The Longest Bull Market of All-Time?

by Michael Batnick
by Rowan Oak
Mon Aug 06, 2018 9:07 pm
Forum: Investing - Theory, News & General
Topic: The stock market is shrinking.
Replies: 68
Views: 7289

Re: The stock market is shrinking.

Ben Carlson: I can't believe the "shrinking US stock market is alarming" myth has to be busted yet again but here we go... The # of US stocks has been cut in half since 1997 but ex-US has doubled from 20k stocks to 40k in that time Per Vanguard, the biggest reason for the dropoff in the number of st...
by Rowan Oak
Mon Aug 06, 2018 7:55 am
Forum: Investing - Theory, News & General
Topic: How do you think about your mortgage in relation to your stock/bond portfolio?
Replies: 32
Views: 2456

Re: How do you think about your mortgage in relation to your stock/bond portfolio?

Allan Roth: Consider Paying Down Your Mortgage Tell Clients: Time to Pay Off the Mortgage So: Why pay off the mortgage? George Parker, professor emeritus at the Stanford Graduate School of Business, points out what I learned in business school more than three decades ago - that one must compare equi...
by Rowan Oak
Sun Aug 05, 2018 1:39 pm
Forum: Local Chapters and Bogleheads Community
Topic: How did you become a Boglehead?
Replies: 53
Views: 3463

Re: How did you become a Boglehead?

Info_Hound:

Your situation when your husband passed is a fear I have for my wife. I've tried to give her the knowledge she needs and a written plan, but I'm concerned she will get bad advice from family and friends. If so, I'm confident she can use her own good sense as you did.
by Rowan Oak
Sun Aug 05, 2018 9:00 am
Forum: Investing - Theory, News & General
Topic: How do you think about your mortgage in relation to your stock/bond portfolio?
Replies: 32
Views: 2456

Re: How do you think about your mortgage in relation to your stock/bond portfolio?

AFAIC, you have to live somewhere and everywhere costs. It could be rent, it could be a mortgage ... but it has a monthly cost that has to fit in the budget. I do not entangle line items in a budget with a portfolio. What if you've paid off the mortgage on your home? Could the difference in cost be...
by Rowan Oak
Sat Aug 04, 2018 9:53 pm
Forum: Investing - Theory, News & General
Topic: How do you think about your mortgage in relation to your stock/bond portfolio?
Replies: 32
Views: 2456

Re: How do you think about your mortgage in relation to your stock/bond portfolio?

grabiner wrote:
Sat Aug 04, 2018 3:31 pm
I do count my mortgage as a negative bond. I have a target net stock allocation, which is currently 92%. Thus, if my portfolio is 11 times my mortgage, then I will hold 92% stock, 18% bonds, -10% mortgage.
Thank you for this reply. This is what I've been thinking.
by Rowan Oak
Sat Aug 04, 2018 4:58 pm
Forum: Local Chapters and Bogleheads Community
Topic: How did you become a Boglehead?
Replies: 53
Views: 3463

Re: How did you become a Boglehead?

Thank goodness for my husband and his interest in investing. He was the one who set us on the path of investing back in the late '70s when he put money into his employer's stock purchase program. That started a pattern of taking opportunities when they arose to invest. We bought stock in my cousin'...
by Rowan Oak
Sat Aug 04, 2018 3:19 pm
Forum: Investing - Theory, News & General
Topic: How do you think about your mortgage in relation to your stock/bond portfolio?
Replies: 32
Views: 2456

How do you think about your mortgage in relation to your stock/bond portfolio?

I've read enough Allan Roth ("a mortgage is merely the opposite of a bond") to know this, but I'm curious how other Bogleheads think about their mortgage. Example 1: You have $100,000 50/50 stock/bond portfolio while owing $50,000 on your mortgage. No other debt. Are you 50% stock or 100%? Example 2...
by Rowan Oak
Fri Aug 03, 2018 6:05 pm
Forum: Local Chapters and Bogleheads Community
Topic: How did you become a Boglehead?
Replies: 53
Views: 3463

Re: How did you become a Boglehead?

Thank you all for the responses. Really enjoyed reading these. As with many questions on Bogleheads I found that my question wasn't very original. Below are links to posts with the same question: How did you become a Boglehead? From 2016: https://www.bogleheads.org/forum/viewtopic.php?f=9&t=200550 F...
by Rowan Oak
Fri Aug 03, 2018 11:58 am
Forum: Local Chapters and Bogleheads Community
Topic: How did you become a Boglehead?
Replies: 53
Views: 3463

Re: How did you become a Boglehead?

I disagree that one needs to accrue losses and to make mistakes in order to learn.
triceratop:

You're right. Definitely not everyone. I have edited my statement so that it doesn't seem to apply to everyone and to clarify that I am specifically talking about learning to invest. Thanks
by Rowan Oak
Fri Aug 03, 2018 11:22 am
Forum: Local Chapters and Bogleheads Community
Topic: How did you become a Boglehead?
Replies: 53
Views: 3463

How did you become a Boglehead?

Recently I read Rick Ferri's quote: The Education of an Index Investor: flounders in darkness, finds enlightenment, overcomplicates strategy, embraces simplicity. In my early 20s I was picking individual stocks, high fee mutual funds, using complicated strategies, and had a crystal ball with exactin...
by Rowan Oak
Thu Aug 02, 2018 1:37 pm
Forum: Investing - Theory, News & General
Topic: Heading for a top?
Replies: 112
Views: 10167

Re: Heading for a top?

Just realized this is from a few weeks before the Jan 26 "top" so I guess we were headed for a top that has held for around 7 months. Stay the course. More tops ahead...and bottoms.
by Rowan Oak
Thu Aug 02, 2018 1:28 pm
Forum: Investing - Theory, News & General
Topic: Heading for a top?
Replies: 112
Views: 10167

Re: Heading for a top?

Toons wrote:
Sat Jan 13, 2018 9:26 am
I have no control over it,
Why Fret.(Nothing to Fret About)
Corrections,Bear Markets are healthy .
That is when wealth is created (ifyou are steady buying)
You just don't know it at the time.
Invest.
Reinvest


:happy
+1
by Rowan Oak
Wed Aug 01, 2018 7:54 pm
Forum: Investing - Theory, News & General
Topic: Warren Buffett on buying & holding index funds
Replies: 11
Views: 2711

Re: Warren Buffett on buying & holding index funds

knpstr wrote:
Wed Aug 01, 2018 7:40 pm
Buffett and Munger both are investing heroes of mine. I really respect what they say, I believe they are very genuine when giving advice.
Agreed. Much like Jack Bogle.
by Rowan Oak
Wed Aug 01, 2018 7:51 pm
Forum: Investing - Theory, News & General
Topic: Warren Buffett on buying & holding index funds
Replies: 11
Views: 2711

Re: Warren Buffett on buying & holding index funds

Thank You Rowan Oak... (I looked around but could not find it). The first 20 minutes of this video is perhaps Warren Buffett best advice ever...Everyone should watch the first 20 minutes of this video. Thanks again Rowan OaK. sj snarlyjack: I hadn't seen this yet so thank you for posting this today...
by Rowan Oak
Wed Aug 01, 2018 6:25 pm
Forum: Investing - Theory, News & General
Topic: Warren Buffett on buying & holding index funds
Replies: 11
Views: 2711

Re: Warren Buffett on buying & holding index funds

Imho, this is one of Warren Buffett best short video's... Watch this video... https://www.bing.com/videos/search?q=warren+buffett+2018+shareholder+meeting+1942+newspaper&&view=detail&mid=68BAAD82C68EF59B08DC68BAAD82C68EF59B08DC&&FORM=VRDGAR This is great, but the video link you shared cuts off befo...
by Rowan Oak
Mon Jul 30, 2018 2:40 pm
Forum: Investing - Theory, News & General
Topic: J. Clements: 5 Enduring Predictions that Refuse to Materialize
Replies: 12
Views: 2089

Re: J. Clements: 5 Enduring Predictions that Refuse to Materialize

While I'm a fan of Clement's financial writings and books, this recent blog post supports the "Bogle" axiom that "nobody knows nothin'." And so, we structure our portfolio accordingly, to weather storms where it rains "black swans". j Agreed. Also, in Clement's more recent financial writings/interv...
by Rowan Oak
Sun Jul 22, 2018 9:16 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle's answer to the question: Let’s hear your quick advice for a primer on personal finances.
Replies: 4
Views: 1255

Jack Bogle's answer to the question: Let’s hear your quick advice for a primer on personal finances.

From an interview he did with Freakonomics Radio August 2, 2017 by Stephen J. Dubner This is a podcast so you can listen to his interview here: http://freakonomics.com/podcast/everything-always-wanted-know-money-afraid-ask/ DUBNER: Let’s hear your quick advice for a primer on personal finances. Asid...
by Rowan Oak
Fri Jul 20, 2018 6:07 pm
Forum: Investing - Help with Personal Investments
Topic: How do you handle the urge to DO something?
Replies: 102
Views: 7205

Re: How do you handle the urge to DO something?

This thread reminds me of this question at the 2018 Berkshire Hathaway Shareholder Meeting https://buffett.cnbc.com/video/2018/05/05/warren-buffett-is-very-good-at-doing-nothing.html For those who don't want to watch until the end of the 3 minute video when Munger delivers his zinger, the gist of i...
by Rowan Oak
Fri Jul 20, 2018 6:04 pm
Forum: Investing - Help with Personal Investments
Topic: How do you handle the urge to DO something?
Replies: 102
Views: 7205

Re: How do you handle the urge to DO something?

Howard Donnelly wrote:
Thu Jul 19, 2018 7:13 pm
Read one of Jack Bogle's books. Doing that always calms my mind.
+1.

Anytime I start thinking about doing something I reread or at least skim through Jack Bogle's Little Book of Common Sense Investing. Doing this has prevented me from "doing something" more than once.
by Rowan Oak
Fri Jul 20, 2018 8:40 am
Forum: Investing - Theory, News & General
Topic: The joys of investing
Replies: 23
Views: 2906

Re: The joys of investing

tennisplyr wrote:
Wed Jul 18, 2018 6:10 pm
I like the challenge of using my smarts, temperament and what I've learned to make my finances work for us in retirement.
+1
by Rowan Oak
Thu Jul 19, 2018 1:47 pm
Forum: Investing - Theory, News & General
Topic: yield curve inversion
Replies: 48
Views: 4733

Re: yield curve inversion

Lately, however, it seems that market participants are contemplating the opposite possibility--slowing economic growth and perhaps even a recession. The yield curve is currently flat, meaning that long-term bonds are yielding no more than shorter-term ones. The fact that investors aren't demanding ...
by Rowan Oak
Thu Jul 19, 2018 11:43 am
Forum: Investing - Theory, News & General
Topic: 6 Portfolio To-Do's for Retirees at Midyear - Christine Benz
Replies: 0
Views: 530

6 Portfolio To-Do's for Retirees at Midyear - Christine Benz

6 Portfolio To-Do's for Retirees at Midyear Christine Benz 16 Jul 2018 Managing a portfolio in the years leading up to retirement doesn't require a lot of magic. If you save enough of your salary and invest those savings in even a semi-sane investment mix, you'll have a good shot at amassing enough ...
by Rowan Oak
Thu Jul 19, 2018 11:29 am
Forum: Investing - Theory, News & General
Topic: Can Hindsight Bias Be Inherited? - Christine Benz
Replies: 3
Views: 379

Can Hindsight Bias Be Inherited? - Christine Benz

Can Hindsight Bias Be Inherited? Christine Benz 19 Jul 2018 Could some of these "family money lessons"--beliefs we hold true we because we learned them from financially healthy people we trust--be massively influenced by what behavioral researchers call hindsight bias? Investors' own hindsight bias ...
by Rowan Oak
Tue Jul 17, 2018 6:52 pm
Forum: Investing - Theory, News & General
Topic: Taylor's New Book: The Bogleheads' Guide to The Three-Fund Portfolio
Replies: 206
Views: 33694

Re: NY Times reviews Taylor's Guide to the Three Fund Portfolio

Taylor's book does exactly what it sets out to do--introduce new investors to an investing strategy that they can follow. The strategy is backed up with strong evidence. The book is clear, easy to read and comprehend. :thumbsup Paul I agree. If I could go back in time 20 years and give myself two b...
by Rowan Oak
Sat Jul 14, 2018 5:39 pm
Forum: Investing - Theory, News & General
Topic: COMING SOON: BOGLEHEADS PODCASTS
Replies: 359
Views: 15196

Re: COMING SOON: BOGLEHEADS PODCASTS

"Bogleheads on Investing" Great choice. Love the similarity to Jack Bogle's book titles. Perfect really.
by Rowan Oak
Fri Jul 13, 2018 7:34 pm
Forum: Investing - Theory, News & General
Topic: COMING SOON: BOGLEHEADS PODCASTS
Replies: 359
Views: 15196

Re: COMING SOON: BOGLEHEADS PODCASTS

The emphasis will follow this site: Investing - theory and general Personal Finance (not investing) No consumer issues unless they happen to come up in conversation. How about "Investing and Personal Finance the Boglehead Way"? Or "The Boglehead Way of Investing and Personal Finance"? I know you'll...
by Rowan Oak
Fri Jul 13, 2018 12:29 pm
Forum: Investing - Theory, News & General
Topic: Six stocks make up 98% of S&P 500 gains in 2018
Replies: 76
Views: 10633

Re: Six stocks make up 98% of S&P 500 gains in 2018

Concentration in the Stock Market Posted July 12, 2018 by Ben Carlson http://awealthofcommonsense.com/2018/07/concentration-in-the-stock-market/ Data from Hendrik Bessembinder showed that from 1926 to 2015: Less than half of all monthly stock returns in the U.S. are larger than the one-month Treasur...
by Rowan Oak
Fri Jul 13, 2018 12:12 pm
Forum: Investing - Theory, News & General
Topic: Reflections on my 25 years at Morningstar Inc - Christine Benz
Replies: 4
Views: 1782

Re: Reflections on my 25 years at Morningstar Inc - Christine Benz

Great advice from Christine Benz after 25 years of experience: On becoming a minimalist, fighting the financial complexity complex, and talking about the hard stuff. Reflections on my 25 years at Morningstar Inc http://www.morningstar.com/articles/867396/lessons-from-the-past-25-years.html Rowan Oa...
by Rowan Oak
Fri Jul 13, 2018 11:45 am
Forum: Investing - Theory, News & General
Topic: COMING SOON: BOGLEHEADS PODCASTS
Replies: 359
Views: 15196

Re: COMING SOON: BOGLEHEADS PODCASTS

Simply "Bogleheads Investing Podcast"

Or

"Staying The Course - Bogleheads Investing Podcast"
by Rowan Oak
Thu Jul 12, 2018 11:17 pm
Forum: Investing - Theory, News & General
Topic: COMING SOON: BOGLEHEADS PODCASTS
Replies: 359
Views: 15196

Re: COMING SOON: BOGLEHEADS PODCASTS

Rick Ferri wrote:
Thu Jul 12, 2018 9:54 pm
Can I get some comments on these simple ideas:

- The Bogleheads Show

- The Bogleheads Podcast

- Boglehead Talk
I think "The Bogleheads Podcast" is good. Simple. Or maybe "The Course - Bogleheads Podcast"
by Rowan Oak
Tue Jul 10, 2018 6:40 pm
Forum: Investing - Help with Personal Investments
Topic: First Post Investing Help
Replies: 5
Views: 258

Re: First Post Investing Help

Welcome. 1. Avoid annuities for now. Learn more about SPIA's for the future. 2. Avoid an advisor for now. Learn more. 3. Highly suggest you post a formatted portfolio review for comprehensive financial suggestions specific to you. Here's the format: Asking Portfolio Questions https://www.bogleheads...
by Rowan Oak
Mon Jul 09, 2018 6:46 pm
Forum: Investing - Help with Personal Investments
Topic: Any Dry Powder Strategies?
Replies: 103
Views: 6140

Re: Any Dry Powder Strategies?

Yeah, money in equities is not "dry powder". Of course it isn't. The dry powder is the 40% bonds in the Balance Index Fund. Depends on "how dry". There are degrees of "dry powder" from dry to really dry. The fixed portion of Balanced Income Fund is "dry". CD's or CD ladder is "drier". Treasuries ar...
by Rowan Oak
Mon Jul 09, 2018 6:29 pm
Forum: Investing - Help with Personal Investments
Topic: Any Dry Powder Strategies?
Replies: 103
Views: 6140

Re: Any Dry Powder Strategies?

What a cornball term. I've only ever heard it on prepper and silver stackers forums. My strategy for my cash is to leave it in cash. Well Jack Bogle is older so maybe he can be a little corny at times. Bogle: So, why would you have bonds of any type? I think nearly all investors will keep their beh...
by Rowan Oak
Thu Jun 28, 2018 8:27 pm
Forum: Investing - Theory, News & General
Topic: Are we just way over complicating this?
Replies: 113
Views: 7356

Re: Are we just way over complicating this?

The more posts I read, including my own, them more convinced I am that either we are inventing scenarios to worry about or just discussing things for sport. In fact, it seems to me the wisest person in the kingdom might be someone who just opens a Vanguard account with one fund the Balanced Index f...
by Rowan Oak
Tue Jun 19, 2018 12:26 pm
Forum: Investing - Help with Personal Investments
Topic: Strategy for a prolonged bear market
Replies: 65
Views: 5813

Re: Strategy for a prolonged bear market

Liability Matching Portfolio able to withstand most any market fluctuation no matter how deep or how long. Built in Exit strategy. j Could you give details or refer me to a post where you have? Thank you! Research past threads and archives and books. Bernstein Liability Matching Portfolio Kitces Bo...
by Rowan Oak
Tue Jun 19, 2018 12:18 pm
Forum: Investing - Help with Personal Investments
Topic: Strategy for a prolonged bear market
Replies: 65
Views: 5813

Re: Strategy for a prolonged bear market

Sandtrap wrote:
Mon Jun 11, 2018 8:47 am
Liability Matching Portfolio able to withstand most any market fluctuation no matter how deep or how long.
Built in Exit strategy.
j
Could you give details or refer me to a post where you have? Thank you!