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Old 01-08-2016, 11:33 PM   #41
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I saw one pundit today suggesting you repeat that, i.e., sell tech again and buying material and resource. Have you thought about it?
Back in the early 2000s, China's modernization and buildup, and even the housing bubble in the US and elsewhere in the world, caused a shortage of copper, steel, aluminum, metallurgical coal, etc..., nearly every natural resource. There were high prices of potash, nitrogen fertilizer, oil, even Portland cement. There was a shortage of ships to haul raw material.

Now we are awash in materials because new mines have been opened, and new plants built to the point of overproducing everything. I don't know when demand will grow to use up the supply that the world now has.
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Old 01-09-2016, 07:49 AM   #42
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What about all that tainted Chinese sheetrock? Building materials, including timber, were really tight even through 2010.
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Old 01-09-2016, 09:08 AM   #43
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What about bad Chinese sheetrock? Take them out of circulation, and we still have plenty of sheetrock because less construction is needed with the existing supply of housing.

And copper was up to $4/lb in 2012 to match the previous price in 2008 before the Great Recession, but it is now down to $2/lb. They keep finding new mines.

People are greedy or maybe just hungry. Whenever something goes up in price, they flock there and overproduce, driving the price down. That happens also in high tech. Huge TVs, computers, even smart phones are so cheap I could not believe the prices. How can anyone make any money?
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Old 01-09-2016, 09:20 AM   #44
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Badly. International MFs and ETFs are down -6% to -8%.
So much for that hope. Just like last time....nothing goes up. At least gold is up 6% or so.
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Old 01-09-2016, 09:26 AM   #45
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Down 2.14%, still sitting on some cash, but expecting lower levels before any nibbling takes place.
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Old 01-09-2016, 11:27 AM   #46
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According to Quicken down 2.62% YTD. Annualized it's down 66.11%. Now that number gets my attention!
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Old 01-09-2016, 12:26 PM   #47
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- 4.6% from the market peak in 2015. Our portfolio was 56% equity now down to 54% according to the VG analyzer. - 2.65% YTD. We have about 3 years worth of cash.
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Old 01-10-2016, 09:27 AM   #48
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Down 0.58 % as of eob 1/8/2016. Portfolio is 80% Stable Value, 15% Stock Index Funds, 5% Bond Funds. BTW my PCRIX commodities investment has been getting hammered for a few years now.
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Old 01-10-2016, 12:16 PM   #49
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In the spirit of establishing what I hope will be the lowest benchmark, according to Quicken my 2016 YTD annualized return is -48.3%...
You win! Don't spend it all in one place.


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Old 01-10-2016, 02:29 PM   #50
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-Got out of vanguard index completely when DOW was @ 16,666 last year and made a measly 3.5% for the year. So far, it's at +.08% and just went into index with 10% Friday. If DOW goes down another 10%, I'm going in with additional 10%. If DOW goes down 30% to 40% from its peak, I'm diving in head first. Someone said, "be fearful when others are greedy, and be greedy when others are fearful."
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Old 01-10-2016, 02:38 PM   #51
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I'll update my workbook at the end of the month,.... or not.
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Old 01-29-2016, 10:23 PM   #52
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Whew! I am glad January is finally over. I am down 3% for MTD & YTD. Only my bond funds did well. Everything is down from 2% to 10%. I did ok on day trading but not enough to make a dent to the -3% stat. Goodbye January, bring on Feb.
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Old 01-29-2016, 10:51 PM   #53
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Similar here... down 2.85% for January (excluding withdrawal for living expenses). Bonds did well and stocks were a disaster.
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Old 01-29-2016, 11:33 PM   #54
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Down 1.77% for the month per Quicken. I guess the results show the value of having a healthy dose of bonds as part of the mix.
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Old 01-29-2016, 11:46 PM   #55
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Me, myself, I've invested in just one word... plastics. So I'm golden.

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Old 01-30-2016, 09:54 AM   #56
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-2.72% for month of Jan. 60-30-5-5.
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Old 01-30-2016, 10:02 AM   #57
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Presently, I am 0.01% down for the year, thanks (for nothing) to Total Stock Index dragging me down. But come start of trading Monday morning I will be solidly in the black thanks to a huge dividend dump being deposited into my account.


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Old 01-30-2016, 10:16 AM   #58
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+0.7% for the month of January
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Old 01-30-2016, 10:20 AM   #59
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Stock/Fixed (55/45) at end of Jan 2016: -3.1%.

Haven't yet set up 2016 analysis column, so that includes new contributions.
I don't include operating cash in that number.
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Old 01-30-2016, 10:24 AM   #60
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Just did end of the month tracking and down -0.44%
40/60 portfolio.
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