Search found 14 matches

by gquogue
Thu May 09, 2019 4:42 pm
Forum: Investing - Theory, News & General
Topic: Must value factor investors believe growth stocks will underperform in the long run?
Replies: 28
Views: 1531

Re: Must value factor investors believe growth stocks will underperform in the long run?

To the extent you define growth as the “opposite” of value, as the OP does, there is definitely a risk premium for growth: the premium just happens to have been negative historically. Ok, but why? The "theory" is that risks are rewarded with a risk premium, that is, higher expected returns. Do peop...
by gquogue
Thu May 09, 2019 11:07 am
Forum: Investing - Theory, News & General
Topic: Must value factor investors believe growth stocks will underperform in the long run?
Replies: 28
Views: 1531

Re: Must value factor investors believe growth stocks will underperform in the long run?

Do some people subscribe to the belief that a Total Stock Market index over-weights the largest, growth stocks, and so should be 'balanced' by a value index? There are definitely people who believe the market overweights the largest cap weight stocks and who prefer "fundamental" weighting or some s...
by gquogue
Thu May 09, 2019 7:05 am
Forum: Investing - Theory, News & General
Topic: Must value factor investors believe growth stocks will underperform in the long run?
Replies: 28
Views: 1531

Re: Must value factor investors believe growth stocks will underperform in the long run?

Great to hear from you Taylor (and everyone who responded), thank you as this site has saved me a considerable amount of money (more so in the future), as well as family and friends who I have been able to help because of it. What Donice said hits the nail on the head as far as the biggest thing I h...
by gquogue
Wed May 08, 2019 8:15 pm
Forum: Investing - Theory, News & General
Topic: Must value factor investors believe growth stocks will underperform in the long run?
Replies: 28
Views: 1531

Re: Must value factor investors believe growth stocks will underperform in the long run?

I did mean this in the context of the equity portion of a portfolio. Small growth stocks always seem to be the easy target to justify this (as you pointed out JoMoney). Is large growth not as easy a target?
by gquogue
Wed May 08, 2019 7:22 pm
Forum: Investing - Theory, News & General
Topic: Must value factor investors believe growth stocks will underperform in the long run?
Replies: 28
Views: 1531

Must value factor investors believe growth stocks will underperform in the long run?

Let's assume value stocks are the lower 30% of stocks per traditional value measurements, the middle 40% of stocks are neither value nor growth, and the top 30% are considered growth stocks by the same measurements. Must value factor investors inherently believe that growth stocks will particularly ...
by gquogue
Tue May 01, 2018 8:06 pm
Forum: Personal Consumer Issues
Topic: Mechanical Breakdown Insurance
Replies: 8
Views: 2405

Re: Mechanical Breakdown Insurance

As a licensed property and casualty insurance broker, I felt compelled to chime in on this. I am about to purchase my first new car and when setting up the coverage with Geico, they advised that "mechanical breakdown" was included in the quote, since it was a new car. It adds $2.50 per month. It cov...
by gquogue
Sat Apr 07, 2018 7:52 pm
Forum: Investing - Theory, News & General
Topic: Value premium harvestable?
Replies: 39
Views: 3104

Re: Value premium harvestable?

Is it possible that a potentially significant variable to consider when looking at the history of the vanguard value index the fact that I believe they take the lowest 50% TSM book to market value, as opposed to a more aggressive (and more common from what I thought) definition of value to only incl...
by gquogue
Mon Nov 13, 2017 8:32 pm
Forum: Investing - Theory, News & General
Topic: Larry Swedroe: Active Won’t Save Your Retirement
Replies: 3
Views: 1011

Re: Larry Swedroe: Active Won’t Save Your Retirement

This article continues to hit home on probably the biggest remaining thing I think about as far as potential ongoing portfolio adjustments to make over time (aka, valuation based decision making). Given that nearly everyone agrees that higher valuations leading to lower expected returns, the idea th...
by gquogue
Sat Oct 14, 2017 7:06 am
Forum: Investing - Theory, News & General
Topic: What's your asset allocation and why?
Replies: 178
Views: 25830

Re: What's your asset allocation and why?

Just overhauled everything within the last month and BH was a big help. Age 37/38 88% Equity/8% Bond/4% Gold Most all equity is indexed etf's 10% US TSM 10% US LCV 10% US SC 10% US SCV 4% US REIT 24% Intl SC (80/20 Developed&Emerging) 8% Intl LCV Developed 8% Intl LCV Emerging 4% Intl REIT 8% US TBM...
by gquogue
Sun Oct 08, 2017 5:59 pm
Forum: Personal Investments
Topic: Update on AQR fund access
Replies: 5
Views: 1281

Re: Update on AQR fund access

As one reference I just logged in to my brokerage link account and I am not able to buy qspix
by gquogue
Thu Oct 05, 2017 3:14 am
Forum: Personal Investments
Topic: TLTD - Int'l Developed Small/Value Tilt Fund
Replies: 9
Views: 1011

Re: TLTD - Int'l Developed Small/Value Tilt Fund

The thing that was really interesting to me was was running the PV backtested factor loadings on these funds. I ran them back to 2008 and I am also assuming I used the system right. Fndc actually showed a slightly negative Value factor. On its small factor, I really just paid attention to average ma...
by gquogue
Wed Oct 04, 2017 4:35 pm
Forum: Personal Investments
Topic: TLTD - Int'l Developed Small/Value Tilt Fund
Replies: 9
Views: 1011

Re: TLTD - Int'l Developed Small/Value Tilt Fund

Delayed response but thanks for the responses. Pretty remarkable that just a couple of responses here made me think this over and realize these TLT funds are really not what Im looking for. That's what makes these forums pretty fantastic. After much deliberation, for my international SC exposure I w...
by gquogue
Wed Sep 27, 2017 9:04 pm
Forum: Personal Investments
Topic: TLTD - Int'l Developed Small/Value Tilt Fund
Replies: 9
Views: 1011

TLTD - Int'l Developed Small/Value Tilt Fund

Hi All, Just started reading the various posts on this forum a few weeks ago....it's awesome! I am rebuilding my 401k AA (hopefully for a real long time) and have the good fortune of being able to invest 50% of the holdings via Fidelity BrokerageLink. For the Int'l Developed part of the portfolio, I...