Elysium wrote: ↑Fri Jan 04, 2019 11:15 am
ResearchMed wrote: ↑Thu Jan 03, 2019 4:48 pm
Elysium wrote: ↑Thu Jan 03, 2019 11:51 am
Begs the question, why doesn't the newsletter portfolio get any discussion on this board? It appears that at the very least it merits same attention as all the discussions around slide & dice, factor investing, alternatives, etc etc. It does look like there is an index option that has done as well as the others, and that may merit some discussion as a BH type of portfolio. Thoughts
If you mean the "contents" of the newsletter, it's available by paid subscription, and there would be issues with copying.
And I think most here agree that it isn't right to post the specific recommendations.
Otherwise, why would others who subscribe continue to do so, etc.
I wasn't asking anyone to post copyright material. I think the overall approach merits more attention given the success over time, but I understand why it is difficut to discuss the topic since there is a paid subscription associated with the content.
The "overall approach" is that the newsletter writer has, for quite a few years now, selected a few portfolios (as named by madsinger), and kept them relatively constant over the years. Each portfolio has just a few holdings. There are occasional changes in weighting or even a change in composite fund(s), but for the most part it's a "buy and hold" strategy.
Another benefit is that he also includes suggested alternate funds where his portfolios include a closed fund. There are a few other "other suggestions".
We've found one long term winner in there, quite some time ago.
However, it is not at all an index fund type of strategy.
The only other aspect is the "hot hands fund". He publishes the "new year" version, but points out that, at least historically, the "October" version has done slightly better (not sure if this still holds), but has had more of a down side.
So by naming the funds, one pretty much gives away the goods, and that's not really kosher.
And the newsletter has what was, especially when we were starting out seriously, a lot of commentary that we found helpful.
Still do, on occasion, but to a much lesser degree.
IF one were really curious, one could subscribe for one year, and then continue to hold the portfolio(s) of choice.
But if one does that, wait for one of the frequent SALES. There is no point in paying the much higher "rack rate", given the frequent and substantial discounting.
I happened upon a $49 annual rate, by far the lowest I've seen, and re-subscribed. Won't do that again at the regular, even sale, rates. But for $49, I might do it again.
This signature is a placebo. You are in the control group.