Search found 322 matches
- Mon Dec 02, 2019 3:37 pm
- Forum: Investing - Theory, News & General
- Topic: My trend following strategy and experience
- Replies: 1023
- Views: 82629
Re: My trend following strategy and experience
I finally added the last of the OP article indicators, Corporate Earnings Growth (Total Return EPS). The OP article gives it a 0.8% contribution to strategy return. The indicator triggers when TR EPS annualized growth rate is negative. [...] -B Thanks for this detailed info. Are those contributions...
- Thu Nov 28, 2019 2:55 pm
- Forum: Investing - Theory, News & General
- Topic: Stay away from Stoneridge Funds....
- Replies: 158
- Views: 7922
Re: Stay away from Stoneridge Funds....
Again, it did not seem to me that the OP's main complaint was about the under performance. The bigger issue seems to be the difficulty in exiting. That, IMHO, should have been explained beyond any doubt to an inexperienced client. From the OP: Well, obviously these funds have underperformed, really...
- Thu Nov 28, 2019 12:26 am
- Forum: Investing - Theory, News & General
- Topic: Stay away from Stoneridge Funds....
- Replies: 158
- Views: 7922
Re: Stay away from Stoneridge Funds....
This is going to come across as a vent, and rightfully so. I also want this to come up whenever someone Googles this, to perhaps help prevent people from making the same mistakes I have. The short point is to not, NOT, buy Stoneridge funds. Don't let our advisor talk you into this. And don't believ...
- Tue Nov 26, 2019 12:35 am
- Forum: Investing - Theory, News & General
- Topic: Where do you go to track performance
- Replies: 13
- Views: 832
Re: Where do you go to track performance
Portfolio Perfomance is another nice open-source tool, which can be run an your local machine. You can build your portfolio. Prices can be download via AlphaVantage, Yahoo, imported via csv... Website seems to be in German, unfortunately, but the program can be switched to English. https://www.portf...
- Mon Nov 25, 2019 3:30 pm
- Forum: Investing - Theory, News & General
- Topic: Options, calls , puts
- Replies: 18
- Views: 1147
Re: Options, calls , puts
Pick up a copy of "Options, Futures, and Other Derivatives" by John Hull so you can actually understand derivatives. An older, cheaper used copy will be just fine. Derivatives are not magical or difficult to understand, but they are poorly understood. Thanks for the recommendation. "older, cheap" s...
- Sat Nov 09, 2019 1:40 pm
- Forum: Non-US Investing
- Topic: Stock/bond allocation, replication types, and taxes for (future) Swiss resident
- Replies: 4
- Views: 290
- Sat Nov 09, 2019 12:41 pm
- Forum: Non-US Investing
- Topic: Stock/bond allocation, replication types, and taxes for (future) Swiss resident
- Replies: 4
- Views: 290
Re: Stock/bond allocation, replication types, and taxes for (future) Swiss resident
I'm 39. I have ~$600k in liquid assets (cash + stock + bonds). Moving to Switzerland early next year, with a well paid job, where I expect to save $150k a year while living modestly but comfortably. I'm an EU citizen, currently living in Spain. Saving 150k a year sounds quite nice. I have a great j...
- Tue Oct 22, 2019 2:33 pm
- Forum: Personal Consumer Issues
- Topic: Living life post smart phone
- Replies: 68
- Views: 5823
Re: Living life post smart phone
Apps are not my problem, I’m not even sure I have one that’s beyond the basic ones installed on the phone. Browsing the internet, circling the same old sites, etc. But yes, I could always drop it in a box when I get home and leave it be. Does not matter if it's checking for new posts on this site h...
- Fri Sep 06, 2019 6:37 am
- Forum: Personal Consumer Issues
- Topic: What Book Are You Currently Reading? Part VI
- Replies: 4137
- Views: 1184514
Re: What Book Are You Currently Reading? Part VI
I've just finished "Deep survival - who lives, who dies and why" by Laurence Gonzales. It's not about "technical" survival skills but much more about the mindset which divides survivors from those who don't make it out alive. Very interesting, fast read. And not only relatable to outdoor survival si...
- Fri Aug 16, 2019 3:51 pm
- Forum: Personal Consumer Issues
- Topic: Do you "lock" computers in your home?
- Replies: 77
- Views: 5976
Re: Do you "lock" computers in your home?
I don't know about chrome but it is useless in windows if one gets physical access to the HDD. Unless you encrypt the whole thing. Encrypting a Windows hard disk, unless you spring an extra $100 for Win 10 Pro, is non-trivial. I would not want to discourage people from taking important basic securi...
- Fri May 10, 2019 3:10 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
- Replies: 3353
- Views: 306980
Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
I'm wondering how this will work for a non-US investor. Living in small Switzerland, my total stock allocation (large-blend + small-value) is *very* international with only 25% going to the US. This strategy would be a huge bet on the US so I'm wondering what others think about that. I pondered on t...
- Fri May 10, 2019 3:01 pm
- Forum: Investing - Theory, News & General
- Topic: Crypto bulls are back. Are you getting in?
- Replies: 278
- Views: 25767
Re: Crypto bulls are back. Are you getting in?
Let's fast forward 20 years. What will be more valuable. A beanie baby, a tulip, or a bitcoin? At least with a beanie baby, you can always find a 2 year old that will love it for a few days/weeks. My wife will likely still plant tulips in 20 years. I'm guessing that bitcoin will likely be worth les...
- Fri May 10, 2019 2:54 pm
- Forum: Investing - Theory, News & General
- Topic: Crypto bulls are back. Are you getting in?
- Replies: 278
- Views: 25767
- Fri May 10, 2019 2:52 pm
- Forum: Investing - Theory, News & General
- Topic: Crypto bulls are back. Are you getting in?
- Replies: 278
- Views: 25767
Re: Crypto bulls are back. Are you getting in?
Never left... so no need to get in.newtothiswhat wrote: ↑Tue Apr 09, 2019 9:16 pmI know this forum discourages investing in crypto and views it as rat poison.
...
So would you personally allocate a tiny portion of your funds to crypto?

- Sun Feb 24, 2019 9:29 am
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
- Replies: 3353
- Views: 306980
Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
Hi What about combining Hedgefundies leveraged strategy with Willthrills trend following? I guess the sell signals could take the edge off the huge drawdowns while still maintaining a better performance than the underlying S&P 500. I've tried to put that in PV ( https://www.portfoliovisualizer.com/t...
- Fri Feb 01, 2019 1:23 pm
- Forum: Personal Finance (Not Investing)
- Topic: Why doesn't a lot of money feel like a lot of money?
- Replies: 205
- Views: 22643
Re: Why doesn't a lot of money feel like a lot of money?
The old saying "Money doesn't buy happiness" is true. Studies show that once you have enough for basic necessities and sustenance - much beyond that doesn't move the happiness needle much. I'd rather cry sitting in my 911 than on the bus. The quote was, “I’d rather be crying in the back of a BMW, t...
- Sat Jan 26, 2019 5:14 pm
- Forum: Personal Finance (Not Investing)
- Topic: Why doesn't a lot of money feel like a lot of money?
- Replies: 205
- Views: 22643
- Sat Jan 19, 2019 3:03 am
- Forum: Investing - Theory, News & General
- Topic: My trend following strategy and experience
- Replies: 1023
- Views: 82629
Re: My trend following strategy and experience
I don't get the logic of trend following. If you were to time the market, wouldn't you want to get out at the peak, when the market is still trending up, instead of when the market has already started going down? Personally, if I were to time the market, I would be more inclined to look at valuatio...
- Sat Jan 12, 2019 2:41 am
- Forum: Investing - Theory, News & General
- Topic: Did you ever "win" big?
- Replies: 133
- Views: 10619
- Sat Jan 12, 2019 1:40 am
- Forum: Investing - Theory, News & General
- Topic: Did you ever "win" big?
- Replies: 133
- Views: 10619
Re: Did you ever "win" big?
Does crypto count, or would that be in the BIG BIG thread? 

- Wed Jan 09, 2019 2:58 am
- Forum: Personal Consumer Issues
- Topic: Recommendations for a 9mm handgun
- Replies: 171
- Views: 14374
Re: Recommendations for a 9mm handgun
I personally don't like the trigger on Glocks and, given the much-heralded Glock "leg syndrome" (shootings) that have happened, am leery of their "safety action system." I would suggest that you consider the following full-size 9mm pistols: Sig Sauer P226, Beretta 92, HK USP, S&W M&P. I personally ...
- Wed Jan 09, 2019 2:48 am
- Forum: Personal Consumer Issues
- Topic: Recommendations for a 9mm handgun
- Replies: 171
- Views: 14374
Re: Recommendations for a 9mm handgun
Home - Glock 17 with light Carry - Glock 19 3) If you decide on a Glock you have to learn how to clear a stove pipe. Stovepipes are the only Glock weakness. If you do not know what a SP is then google it. If you cannot clear a stovepipe get another gun. Shot several 1000 rounds with my Glock 17 Gen...
- Sun Jan 06, 2019 11:47 am
- Forum: Investing - Theory, News & General
- Topic: Who has the highest allocation to international stocks?
- Replies: 65
- Views: 7036
Re: Who has the highest allocation to international stocks?
Well, as an investor from Switzerland I do have 86% "international" and 14% Swiss equities.
Of that "international" part are 27% US, 28% Europe + AsiaPacific and 45% Emerging Markets.
Of that "international" part are 27% US, 28% Europe + AsiaPacific and 45% Emerging Markets.
- Wed Jan 02, 2019 1:06 pm
- Forum: Personal Consumer Issues
- Topic: Corvette vs Cayman/Boxster......anyone owned both?
- Replies: 57
- Views: 5055
Re: Corvette vs Cayman/Boxster......anyone owned both?
The boxster is a chick car Why do I repeatedly hear stuff like that? Especially from people (not necessarily you) who never owned or drove one. It's absolutely not true. Great, well balanced mid engine setup. and the 911 is the midlife crisis car for people with more money😁 The 911 is the perfect s...
- Fri Dec 28, 2018 10:32 am
- Forum: Investing - Theory, News & General
- Topic: Will the real contrarians please stand up?
- Replies: 58
- Views: 4324
Re: Will the real contrarians please stand up?
Investing from Switzerland. I'm allocating according to GDP, which seems to be rare on this board. Could you expand on this a little bit? When talking about market cap verse GDP I always point to Switzerland. Small GDP, relatively large market cap thanks to many multinationals headquartering in Swi...
- Fri Dec 28, 2018 5:39 am
- Forum: Investing - Theory, News & General
- Topic: Will the real contrarians please stand up?
- Replies: 58
- Views: 4324
Re: Will the real contrarians please stand up?
I moved 20% of my portfolio into EDV in August when everyone told me that was crazy with interest rates going up. Funny how things change. I moved from FRA (floating rate bonds) into BND (aggregate bond fund) in May. One of my buddies moved 60% if his portfolio into triple leveraged long term bonds...
- Thu Dec 27, 2018 5:43 pm
- Forum: Investing - Theory, News & General
- Topic: Will the real contrarians please stand up?
- Replies: 58
- Views: 4324
Re: Will the real contrarians please stand up?
Investing from Switzerland. I'm allocating according to GDP, which seems to be rare on this board. Could you expand on this a little bit? When talking about market cap verse GDP I always point to Switzerland. Small GDP, relatively large market cap thanks to many multinationals headquartering in Swi...
- Thu Dec 27, 2018 5:28 pm
- Forum: Investing - Theory, News & General
- Topic: Will the real contrarians please stand up?
- Replies: 58
- Views: 4324
Re: Will the real contrarians please stand up?
Is your EM stock exposure greater than your domestic stock exposure? Investing from Switzerland. I'm allocating according to GDP, which seems to be rare on this board. My EM allocation (LargeCap Blend + Small + LargeCap Value) is around 43% at the moment. Bought quite a lot earlier. As things are g...
- Thu Dec 27, 2018 2:25 pm
- Forum: Investing - Theory, News & General
- Topic: Will the real contrarians please stand up?
- Replies: 58
- Views: 4324
Re: Will the real contrarians please stand up?
Is your EM stock exposure greater than your domestic stock exposure? Investing from Switzerland. I'm allocating according to GDP, which seems to be rare on this board. My EM allocation (LargeCap Blend + Small + LargeCap Value) is around 43% at the moment. Bought quite a lot earlier. As things are g...
- Thu Dec 27, 2018 11:55 am
- Forum: Investing - Theory, News & General
- Topic: Will the real contrarians please stand up?
- Replies: 58
- Views: 4324
Re: Will the real contrarians please stand up?
Is your EM stock exposure greater than your domestic stock exposure? Investing from Switzerland. I'm allocating according to GDP, which seems to be rare on this board. My EM allocation (LargeCap Blend + Small + LargeCap Value) is around 43% at the moment. Bought quite a lot earlier. As things are g...
- Thu Dec 27, 2018 2:21 am
- Forum: Investing - Theory, News & General
- Topic: QE, massive crash, Dow 3000?
- Replies: 39
- Views: 6179
Re: QE, massive crash, Dow 3000?
Gregory Manarino, haha! In his YouTube videos I think he's sitting there in his Mom's basement in his shirt and tie...and underwear. :mrgreen: The selfproclaimed "Robin Hood of Wall Street". Bwahaha. (Now he got one view more on his #. :oops: ) Edited to add: Reading the comments on one of those vi...
- Wed Dec 26, 2018 5:22 pm
- Forum: Investing - Theory, News & General
- Topic: Who's buying today? where's all the "dry powder" folks at? :)
- Replies: 255
- Views: 25584
Re: Who's buying today? where's all the "dry powder" folks at? :)
Will buy in the beginning of January. Can't wait..
- Tue Dec 18, 2018 3:27 pm
- Forum: Investing - Theory, News & General
- Topic: U.S. stocks in free fall
- Replies: 12414
- Views: 2143989
Re: U.S. stocks in free fall
willthrill81 wrote: ↑Tue Dec 18, 2018 2:42 pm"Out of curiosity."hilink73 wrote: ↑Tue Dec 18, 2018 2:20 pmWhy tho?willthrill81 wrote: ↑Tue Dec 18, 2018 12:13 pmOut of curiosity, I wonder how many investors completely moved out of stocks yesterday.

- Tue Dec 18, 2018 2:25 pm
- Forum: Investing - Theory, News & General
- Topic: Larry Swedroe: Diversify Globally
- Replies: 47
- Views: 5212
- Tue Dec 18, 2018 2:20 pm
- Forum: Investing - Theory, News & General
- Topic: U.S. stocks in free fall
- Replies: 12414
- Views: 2143989
Re: U.S. stocks in free fall
Why tho?willthrill81 wrote: ↑Tue Dec 18, 2018 12:13 pmOut of curiosity, I wonder how many investors completely moved out of stocks yesterday.
- Mon Dec 17, 2018 4:43 pm
- Forum: Investing - Theory, News & General
- Topic: Larry Swedroe: Diversify Globally
- Replies: 47
- Views: 5212
Re: Larry Swedroe: Diversify Globally
Larry is putting out a "buy" on International Emerging Markets and particularly on International Emerging Markets Value. Pretty much pounding the table on this one. I'm about 42% EM (of 37% target alloc) at the moment. And 27% Intl (of 38% target alloc.) Looks like I'll need some more. Hold my beer...
- Mon Dec 17, 2018 3:34 pm
- Forum: Investing - Theory, News & General
- Topic: Larry Swedroe: Diversify Globally
- Replies: 47
- Views: 5212
Re: Larry Swedroe: Diversify Globally
Larry is putting out a "buy" on International Emerging Markets and particularly on International Emerging Markets Value. Pretty much pounding the table on this one. I'm about 42% EM (of 37% target alloc) at the moment. And 27% Intl (of 38% target alloc.) Looks like I'll need some more. Hold my beer.
- Mon Dec 17, 2018 3:28 pm
- Forum: Investing - Theory, News & General
- Topic: Larry Swedroe: Diversify Globally
- Replies: 47
- Views: 5212
Re: Larry Swedroe: Diversify Globally
The EM label is all great. But the fact is DFA EM Value fund and other EM funds are dominated by China. Fully 1/3rd of DFEVX is China + Taiwan. Rest 40% in South Korea, India, and Brazil. Remaining countries are too small allocations and unlikely to make major impacts to returns. EM is trading low ...
- Fri Dec 07, 2018 12:17 am
- Forum: Investing - Theory, News & General
- Topic: Anybody Miss the Crypto Rage on BH Forums
- Replies: 96
- Views: 7636
Re: Anybody Miss the Crypto Rage on BH Forums
By the way, at the time of this writing BTC is trading for $3737 a coin. Remember it was around $20,000 this time last year. How many of your "investments" have lost 80+% in a single year? Individual stocks, maybe. And I care for -80% a year when I'm up a few 100% ? Just asking for a friend. The U....
- Thu Dec 06, 2018 1:34 pm
- Forum: Investing - Theory, News & General
- Topic: Anybody Miss the Crypto Rage on BH Forums
- Replies: 96
- Views: 7636
Re: Anybody Miss the Crypto Rage on BH Forums
And I care for -80% a year when I'm up a few 100%?arcticpineapplecorp. wrote: ↑Wed Dec 05, 2018 4:46 pm
By the way, at the time of this writing BTC is trading for $3737 a coin. Remember it was around $20,000 this time last year. How many of your "investments" have lost 80+% in a single year? Individual stocks, maybe.
Just asking for a friend.
- Thu Dec 06, 2018 1:33 pm
- Forum: Investing - Theory, News & General
- Topic: Anybody Miss the Crypto Rage on BH Forums
- Replies: 96
- Views: 7636
Re: Anybody Miss the Crypto Rage on BH Forums
Beanie Babies Active management Magic the Gathering cards Yu-Gi-Oh! cards Circle of Gold You do realize the blockchain technology and some "coins" do have use cases? And I do not mean Bitcoin. Comparison to MtG or Beanie Babies (what ever this is) says nothing. Maybe not understanding what this is ...
- Sun Dec 02, 2018 1:52 pm
- Forum: Investing - Theory, News & General
- Topic: First Crypto ETF Index Fund launched!!! $HODL
- Replies: 73
- Views: 7093
Re: First Crypto ETF Index Fund launched!!! $HODL
Nearly *EVERY* sales pitch that the crypto-coin shillers have made has been met with a complete and crushing defeat: Which coin do you mean exactly?? If you speak about Bitcoin, maybe. Other coins, not necessarily true... But, yeah, I've thrown in some hints about other technology but this thread i...
- Sun Dec 02, 2018 11:01 am
- Forum: Investing - Theory, News & General
- Topic: First Crypto ETF Index Fund launched!!! $HODL
- Replies: 73
- Views: 7093
Re: First Crypto ETF Index Fund launched!!! $HODL
Nearly *EVERY* sales pitch that the crypto-coin shillers have made has been met with a complete and crushing defeat: Which coin do you mean exactly?? If you speak about Bitcoin, maybe. Other coins, not necessarily true... But, yeah, I've thrown in some hints about other technology but this thread i...
- Sat Dec 01, 2018 4:30 am
- Forum: Investing - Theory, News & General
- Topic: First Crypto ETF Index Fund launched!!! $HODL
- Replies: 73
- Views: 7093
Re: First Crypto ETF Index Fund launched!!! $HODL
But as long as there's more than one kind of cryptocurrency, and as long as anyone can successfully launch new ones, how, exactly, is there any limit on the total amount of cryptocurrency? It probably depends on which currency people trust or where the mining/staking power is: currency A or currenc...
- Fri Nov 30, 2018 5:24 pm
- Forum: Investing - Theory, News & General
- Topic: First Crypto ETF Index Fund launched!!! $HODL
- Replies: 73
- Views: 7093
Re: First Crypto ETF Index Fund launched!!! $HODL
But as long as there's more than one kind of cryptocurrency, and as long as anyone can successfully launch new ones, how, exactly, is there any limit on the total amount of cryptocurrency? It probably depends on which currency people trust or where the mining/staking power is: currency A or currenc...
- Fri Nov 23, 2018 2:10 am
- Forum: Investing - Theory, News & General
- Topic: Small Value: 15 years of underperforming
- Replies: 143
- Views: 13377
Re: Small Value: 15 years of underperforming
We should define that as a law.columbia wrote: ↑Thu Nov 22, 2018 7:35 pmWhenever the VG SCV is accused of not being small and value enough, IJS is mentioned.Socrates28 wrote: ↑Thu Nov 22, 2018 7:12 pmVanguard small cap value index is much more midcap than small cap value

- Sun Nov 04, 2018 3:49 am
- Forum: Investing - Theory, News & General
- Topic: Larry Swedroe: Why International Diversification Works
- Replies: 119
- Views: 10545
Re: Larry Swedroe: Why International Diversification Works
I've brought up the question of why ex-US would be viewed as a monolith but it didn't gain much traction. But I wonder what a "better" approach would be if one chooses to deviate from global market cap. Do you splice and dice with Europe, Pacific, Emerging? What's another alternative? I think a lot...
- Mon Oct 29, 2018 2:37 am
- Forum: Investing - Theory, News & General
- Topic: Larry Swedroe: Why International Diversification Works
- Replies: 119
- Views: 10545
Re: Larry Swedroe: Why International Diversification Works
Well... It's always interesting to see this very US centric view: we have the US and we have everything else. Unfortunately, "everything else" is not equal. Investing in Europe is different from investing in Japan or AsiaPacific or Emerging markets. With seeing the world as "international", you do ...
- Sun Oct 28, 2018 3:54 pm
- Forum: Investing - Theory, News & General
- Topic: Larry Swedroe: Why International Diversification Works
- Replies: 119
- Views: 10545
Re: Larry Swedroe: Why International Diversification Works
Well... It's always interesting to see this very US centric view: we have the US and we have everything else. Unfortunately, "everything else" is not equal. Investing in Europe is different from investing in Japan or AsiaPacific or Emerging markets. With seeing the world as "international", you do ...
- Sun Oct 28, 2018 2:57 am
- Forum: Investing - Theory, News & General
- Topic: Larry Swedroe: Why International Diversification Works
- Replies: 119
- Views: 10545
Re: Larry Swedroe: Why International Diversification Works
- Back in the 1990s when Japan made up 50% or more of the world index, was it a good idea to invest heavily in International? Probably not. So, you know that Japan is not a part of Europe, right? And only a small part of "International"... Apologies but I have no idea what your comment is supposed ...