Search found 363 matches
- Sun May 09, 2004 2:38 pm
- Forum: FIRE Board
- Topic: Stock Price Behavior Conundrum
- Replies: 13
- Views: 20737
I like John Mauldin's quote that the benchmark in this environment is is a mmkt fund. My colleagues, barely chastened victims of the late 90s gogo nonsense think I'm nuts for saying that. They rode the NT express from $1 a share (if you believe all their purchase point claims - I don't) to $8.60. It...
- Sun May 09, 2004 3:31 am
- Forum: FIRE Board
- Topic: Stock Price Behavior Conundrum
- Replies: 13
- Views: 20737
I admit to being somewhat puzzled by REIT returns. In light of their 'clear' (90%+ agreed they were) overvaluation (say 20%) relative to NAV, their bond like rents (they move upward but slowly), the recent sell-off makes some sense. And some market irrationality coming to its senses. (Still kick mys...
- Fri May 07, 2004 5:58 pm
- Forum: FIRE Board
- Topic: Stock Price Behavior Conundrum
- Replies: 13
- Views: 20737
bensolar - it is indeed a strange world. only explanation I have is that high dividend payers like reits and bonds have to be adjusted down to make up for the rising interest rates. So if, say, to attract reit investors, reits have to offer 4% real, and inflation looks like it will run 6%, then pric...
- Thu Apr 08, 2004 11:28 pm
- Forum: FIRE Board
- Topic: Portfolio advice sought
- Replies: 13
- Views: 20410
Great stuff guys! I'll try to address these as I have time. Kramer: What you should do depends a lot on your tax situation, so here goes a little advice not knowing the specifics of that: One of our weirdisms is an unnaturally low tax rate due to FEIE. We are relatively nonchalant re: taxes as we ge...
- Thu Apr 08, 2004 4:28 am
- Forum: FIRE Board
- Topic: Portfolio advice sought
- Replies: 13
- Views: 20410
talk to me ben: gold, commodities, energy - 24%? (8% each) Any coal? have you considered VAW (vanguard materials etf)? .28% er. all the biggies. how much timber? we have a small allocation but are also considering buying some fairly rural land a la 1HF (located somewhere in the MI woods). any TIPS? ...
- Thu Apr 08, 2004 2:23 am
- Forum: FIRE Board
- Topic: Portfolio advice sought
- Replies: 13
- Views: 20410
Thanks for the responses fellas. Good thread on VGPMX. There's gold in them thar luscious mounds o' spongecake (bpp's venerable twinkie hoard). I am also looking at the Vanguard Basic Materials etf. i can't swallow hard enuf to buy the ishares stuff at .6%. Rather buy the top ten and just be done wi...
- Wed Apr 07, 2004 7:17 pm
- Forum: FIRE Board
- Topic: Portfolio advice sought
- Replies: 13
- Views: 20410
Portfolio advice sought
We recently sold one of our properties. Had to reallocate A LOT of money (for us, at least). I, of course, moved a substantial amount to REITs, which promptly got creamed. 7%+ divvies eases the pain a bit (VGSIX and some other middle of the road funds). I kept in mind the 'you show me yours' thread,...
- Sun Jan 11, 2004 8:43 pm
- Forum: SWR Research Group
- Topic: HDBR versus SWR
- Replies: 9
- Views: 11585
- Sun Jan 04, 2004 1:21 am
- Forum: FIRE Board
- Topic: Home Appreciation Rates
- Replies: 13
- Views: 21727
- Sat Jan 03, 2004 1:54 pm
- Forum: FIRE Board
- Topic: Home Appreciation Rates
- Replies: 13
- Views: 21727
FMO linked to this at another board: http://www.washingtonpost.com/wp-dyn/articles/A49857-2004Jan2.html The logic detailed there (with one exception - we still believe the economy has a lot more stops and starts left in it) is why we continued to hold thru the interest rate bottom of 2002 (and near ...
- Mon Dec 15, 2003 4:18 pm
- Forum: Town Center
- Topic: LOL - the delusional rant continues!
- Replies: 11
- Views: 17806
- Sun Nov 30, 2003 5:41 pm
- Forum: FIRE Board
- Topic: FI or RE
- Replies: 12
- Views: 19545
Interesting thread. But I think FI must over-ride everything else ... even if one does not RE, for me, achieving FI certainly made a difference to my approach to employment and for some years now I've enjoyed work because I've kept on working more or less on my own terms - almost like a well paid ho...
- Wed Nov 26, 2003 2:19 pm
- Forum: Town Center
- Topic: What happened?
- Replies: 22
- Views: 32743
- Tue Nov 25, 2003 10:20 pm
- Forum: Town Center
- Topic: What happened?
- Replies: 22
- Views: 32743
I had in mind you, wanderer, hocus, and more. snoop - For some reason, hocus was not content to stay on the 'Research' board (set up for him and anyone who chose to discuss their topics ad nauseum). I thought that was mighty generous of es. Many folks with no background with hocus found his approac...
- Tue Nov 25, 2003 9:54 pm
- Forum: Town Center
- Topic: So there was this post on another board...
- Replies: 24
- Views: 37032
Well said, petey. I was a (the?) person who solicited hocus posting here. He wore out his welcome even with me. I wasn't for banning, but I'm not clear how our community is poorer for his absence given his recent posting practices. What was I getting from his presence recently? If I sat down and att...
- Tue Nov 25, 2003 12:03 pm
- Forum: Town Center
- Topic: LOL - the delusional rant continues!
- Replies: 11
- Views: 17806
Hocus seems to need to be the center of attention, the 'guru', 'misunderstood', 'insightful'. I thought he was insightful on some of the older stuff. I found his 'earth shaking' insights on SWRs particularly uninformative. C'est la vie. It would be interesting to see what sorts of 'facts' JWR1945 wa...
- Wed Nov 12, 2003 2:24 am
- Forum: FIRE Board
- Topic: Hocus not allowed to post here?
- Replies: 16
- Views: 22431
- Tue Nov 11, 2003 3:42 am
- Forum: FIRE Board
- Topic: Hocus not allowed to post here?
- Replies: 16
- Views: 22431
Sort of interesting that hocus himself brought this up
It's happened before.
http://www.nofeeboards.com/boards/viewt ... 6523#p6523
It's happened before.
http://www.nofeeboards.com/boards/viewt ... 6523#p6523
- Mon Nov 10, 2003 9:34 am
- Forum: Town Center
- Topic: LOL! - hocus...er...SamCooke1961 posts on TMF
- Replies: 11
- Views: 17757
- Fri Nov 07, 2003 4:32 pm
- Forum: Town Center
- Topic: LOL! - hocus...er...SamCooke1961 posts on TMF
- Replies: 11
- Views: 17757