Originally Posted by haha
I agree! Who is the loser who linked to this asinine article?
Assuming you are not talking about my link to something truly novel in the world, c'mon Ha have a thick skin. You know that when heretics like you and I mention something besides either strict asset allocation or bugphuck idiotic yield chasing we are inciting the Inquisition to get a wiggle on. However, I think your approach is interesting because as I understand it you started of very young with an undersized portfolio (compared to what the studies suggest is necessary) and close to 40 years later you are still going strong. Perhaps you were lucky (I am never willing to discount luck, good or bad, in anything I do), but even in that case your story is worth telling.
I know you tend to be a dirty bottom fisher and that you like situations where there is a no-brainer opportunity. What I don't really know is what you do when there are no good opportunities and how you make the decision to get out and preserve capital. Any pearls you would care to cast before the swine would be valued by some of us. And ignore the Dominicans as they heat up the brands and start chanting at you.