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Re: What a run!
Old 10-06-2006, 10:18 AM   #41
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Re: What a run!

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Originally Posted by Spanky
Rationale: REIT and Small Cap have done very well for the last 3 years. It may be large cap's turn to ourperform.
They've been saying that for at least 2 years. And the same about foreign in general and emerging market in paticular. Plus, it's not enough just to stay the course--you need a sensible allocation to stick to in the first place.
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Re: What a run!
Old 10-06-2006, 03:21 PM   #42
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Re: What a run!

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Originally Posted by wab
Jinx!
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Re: What a run!
Old 10-06-2006, 03:36 PM   #43
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Re: What a run!

Quote:
Originally Posted by astromeria
Quote:
Originally Posted by Spanky
Rationale: REIT and Small Cap have done very well for the last 3 years. It may be large cap's turn to ourperform.
They've been saying that for at least 2 years. And the same about foreign in general and emerging market in paticular. Plus, it's not enough just to stay the course--you need a sensible allocation to stick to in the first place.
That's one of the benefits of asset allocation. You never sell an asset class. You trim when it becomes overvalued. But it can still stay overvalued for years, so you keep trimming (like I have been doing on my REITs for years and years). One day this asset class will get hit. And then I'll buy some more!

I know lots of people who sold all their REIT funds two years ago. I bet they wish they hadn't. Also folks who got out of bonds two years ago. It took almost two years before bonds finally took a big hit. And only 3 months of pain, and then another rally!

It's really hard to time each asset class. It's better to keep a little bit of everything and rebalance at prudent intervals.

Audrey
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Re: What a run!
Old 10-06-2006, 03:52 PM   #44
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Re: What a run!

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But it can still stay overvalued for years
... and other asset classes can stay undervalued for years
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Re: What a run!
Old 10-06-2006, 04:35 PM   #45
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Re: What a run!

Yep, they sure can!

Audrey
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Re: What a run!
Old 10-06-2006, 05:53 PM   #46
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Re: What a run!

Quote:
Originally Posted by d
... and other asset classes can stay undervalued for years
If you are patient and keep buying, you will be rewarded.
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Re: What a run!
Old 10-06-2006, 05:59 PM   #47
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Re: What a run!

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Originally Posted by d
... and other asset classes can stay undervalued for years
I'm curious. Which are those? I would like to read up on them.
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Re: What a run!
Old 10-06-2006, 06:42 PM   #48
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Re: What a run!

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Which are those?
large cap growth; techs
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Re: What a run!
Old 10-06-2006, 09:35 PM   #49
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Re: What a run!

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Originally Posted by d
large cap growth; techs
I would agree with large caps, but techs? I'd like to hear a rationale for techs being under priced.
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Re: What a run!
Old 10-07-2006, 07:51 AM   #50
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Re: What a run!

not underpriced ... or undervalued ... but underwater.
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Re: What a run!
Old 10-09-2006, 10:29 AM   #51
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Re: What a run!

The S&P500 is up 8% YTD (according to something I read today).

This weekend I checked my portfolio, and it is up just over 8% YTD! This is just amazing considering that I only hold about 55% in equities on average. The rest is bonds and cash.

[I use the Quicken ROI calculation which takes into account any additions and withdrawals when it computes ROI over a given time period, so the YTD number is not padded by any money added this year]

OK - I hope I didn't just jinx this.

Audrey

P.S. I did a little calculating, and assuming that my cash/bond funds are up around 4% YTD (which it appears according to my custom Morningstar view of my portfolio), my equity funds must be up around 11.6% YTD, which does seem to jive with the same Morningstar view.
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Re: What a run!
Old 10-09-2006, 12:01 PM   #52
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Re: What a run!

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I hope I didn't just jinx this
time will tell
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Re: What a run!
Old 10-10-2006, 09:32 PM   #53
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Re: What a run!

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Originally Posted by d
time will tell
The market doesn't care about jinxes. It only follows Allah's will.
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