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Yep thanks. Trying to anyway.

Hi, I think FireCalc is great but always wondered - since some of my PF positions don't fall under their general categories - how can I get an accurate reading. For example, EM bond/debt funds or bond funds shorter than 5-year duration. Also a curiosity, whenever i've tried the "Investigate"...

haha, true that! The operative word of course is..."could." I wouldn't bank on 8% though. And, Jamie has been known to drop some pretty dire predictions that didn't go according to his plans.

A frustrated balanced portfolio holder asks, as bond fund disappointment is renewed today. I wonder what the realistic time frame is...as far as when bonds will stop moving in tandem with equities. NAV losses carried from last year have not recovered in any meaningful sense.

I'm gradually transitioning some $ that's been sitting in ST bond funds into equity funds, in my roughly 50/50 AA PF. I've endured the NAV losses in them over the last few years (did not exit bond funds 1-2 years ago..just have "hung" in there with them) but am feeling there's some growth...

50/50 here at semi-retired age 65. THESE are the days when that sucks. And there've been a LOT of them for my "balanced' AA anyway - in the last couple of years... where bond funds - predominantly Short term no less ...move in TANDEM with equities. Down. I've called it my going nowhere...

+2.18% YTD. About 5/50 AA.

+1

??????????????? Best reply yet!

This is the best perspective of course. Bonds had their worst downturn in market history. NAV $ shouldnt be the focus, For me they do comprise most of the FI portion of a roughly 50/50 AA for the most part and i don’t do market timing. Any wholesale change from bonds in general would mean a...

+10000%??????????

Wise perspectives here. Thanks. Bottom line is the long-game... Agreed. Those daily fluctuations are insignificant... but the financial media hype and noise is often hard to ignore...that and the kneejerk market reactions that are often fairly politically driven IMO. The fact that most of the...

It's always frustrating...Days like this. I have an occasional FA and literally JUST got done with a consult where the recommendation was to basically change very little from my existing AA which is essentially 50/50. Well the main thing was adding big to Small Cap. On the FI side, that 50%...

Anyone at any age, let alone those in a retirement forum- who isn't 100% opposed to SS funds being TOUCHED /raided to fund ANYthing except that which they were intended for, boggles my mind. This shouldn't be a partisan issue but damned if it hasn't become one. Here's the simple truth...

Exactly

;)

Ramsay just strikes me as an arrogant grifting ass -He’s peddling a whole empire of FA services at a magnaninous premium and i wouldnt want anyone with this level of self interest and bias - with attitude - a seemingly inflexible and smug one - touching my $.

WHY? Yet again I'm confounded by this market.

Frustration Nice to see the CPI and lower inflation figures but confounding to me is the fact that despite that news interest rates resumed their RISE today, particularly notable in TIPS funds as well as corporate bond and ST treasuries. Someone help me wrap my head around this seemingly...

When someone is making 1% off of other people's money, and you multiply that exponentially in his case - to reflect his empire of 'financial advisors' which yields him phenomenal guaranteed income annually, (because he makes money whether his 'faithful' clients do or not) how can he relate...

Exactly :laugh: Ignore him. He's a self-serving opportunistic grifter IMO.

Massively overinflated ego and smug sanctimonious a- hole clearly…

Charlatan Anybody who guarantees 12% a year is a liar. Yeah if you are raking in a fortune in income and can afford to be 100% in equities forever, and he doesnt disclose that he also has this wealth machine that’s part of “his” equation…guess you can be arrogant enough to proclaim this …I sure...

Good thought! Thanks.

;)