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Old 06-06-2020, 06:38 AM   #421
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60/40 still
now +2% YTD, +11.98% 1-Yr period

Attended a Mfg Ext Partnership for member manufacturing organizations. All report the increasing demand, but extreme difficulty in hiring to meet it. This will be what keeps the lid on IMO.
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Old 06-06-2020, 06:44 AM   #422
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Originally Posted by Tiger8693 View Post
Attended a Mfg Ext Partnership for member manufacturing organizations. All report the increasing demand, but extreme difficulty in hiring to meet it. This will be what keeps the lid on IMO.
When we go out for groceries, I can't tell that there is a recession going on, given the traffic. I also tried to hire some landscapers to do some work and they are fully booked until the end of the season...

Phase 3 next week in our state...
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Old 06-06-2020, 06:58 AM   #423
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60/40 AA
Iíve just hit even for YTD

Although Iíd sworn off individual stocks, I couldnít resist picking up some Royal Caribbean stock (RCL) at $26.50 in March. Closed yesterday at $69.44. With those gains, Iím up just a bit YTD
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Old 06-06-2020, 07:10 AM   #424
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Total return YTD according to Morningstar is up from where we started.


Cheers!
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Old 06-06-2020, 07:12 AM   #425
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Just rebalanced again, out of equities into fixed per my IPS, restoring to 50/50. My rebalance limits may be too low, I've had to rebalance three times in a bit over three months, the first two times into equities. Now sitting at 3.3% gain for 2020, using Vanguard and Fidelity index funds for most of it. Don't know where this train is going.
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Old 06-06-2020, 07:26 AM   #426
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Just rebalanced again, out of equities into fixed per my IPS, restoring to 50/50. My rebalance limits may be too low, I've had to rebalance three times in a bit over three months, the first two times into equities. Now sitting at 3.3% gain for 2020, using Vanguard and Fidelity index funds for most of it. Don't know where this train is going.
Many folks use 5% rebalancing bands or even higher. If you are lower than that, perhaps it is too low.
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Old 06-06-2020, 07:49 AM   #427
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Many folks use 5% rebalancing bands or even higher. If you are lower than that, perhaps it is too low.
I think you're right, time to open them up a bit.
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Old 06-06-2020, 08:26 AM   #428
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Still down -5.37% as of yesterdays close. This is mostly due to my large holding of T which I am still down over 12% but I keep it strictly for the dividend payouts.
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Old 06-06-2020, 08:46 AM   #429
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I usually don't check numbers other then month end, but I did since I see some highs for people posting. Lol

-.12% YTD.
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Old 06-06-2020, 10:20 AM   #430
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+2% YTD. AA now at 42/38/20. Did some tax harvesting last month or so and bought some on the way down in March. Very glad to see this weeks gains. But where does it go from here? Just seems like gambling now verses having any correlation to fundamentals.
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Old 06-06-2020, 11:55 AM   #431
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Old 06-06-2020, 12:54 PM   #432
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Old 06-06-2020, 12:55 PM   #433
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2020 Investment Performance Thread
Old 06-06-2020, 01:09 PM   #434
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2020 Investment Performance Thread

+3.6, as of today, 6-6-2020.
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Old 06-10-2020, 12:59 PM   #435
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I haven't checked mine yet, but I know my numbers are much better than last month.

Does this seem surreal to any of you at all though? With the pandemic causing the shutdown of the economy and our unemployment rate being so high, I thought that the market would tank more... Don't get me wrong, I am happy that it's not as bad as I anticipated, but it seems kind of unreal to me...

Maybe because people consider this to be a very short, temporary setback?
Yes, absolutely, it does seem surreal. I guess those who move markets do think this is a short setback that won't have lasting effect. I tend to ....question that.
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Old 06-10-2020, 08:36 PM   #436
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Investors usually look at the PE ratios to determine if the market is over valued or under valued.

All PE ratios as of June 10 indicates an over value market. It is recommended that you stay in cash. This is precisely what Warren Buffet and several other billionaires are doing to increase their cash assets. Ditto for me since I am 70% treasuries bonds.

The second quarter corporate earnings usually comes out in late July or early August which will likely indicates severely depressed earnings due to the full effect of the virus for the April to June time frame.

First quarter earnings were only a partial virus effect of January to March timeframe. When the "E" in PE ratio decreases, the PE ratios increases. Generally when the PE ratios skyrockets or when the market is way over valued, the market may potentially decline.
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Old 06-12-2020, 11:59 AM   #437
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negative 800K before mid March with AA of 60/40 then over-rebalanced to 94/6, now up about 920K from March low and hit all time high. Crazy market but I love it !
Wonder what you think about the crazy market today? also if you changed your AA from 94/6 to more conservative?
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Old 06-17-2020, 09:52 AM   #438
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All PE ratios as of June 10 indicates an over value market. It is recommended that you stay in cash. This is precisely what Warren Buffet and several other billionaires are doing to increase their cash assets.
I think most members in this forum stay the course. Despite overvaluation, equities are still appealing because of low inflation rate and lackluster returns on most fixed-income investments.
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Old 06-17-2020, 06:27 PM   #439
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I think most members in this forum stay the course. Despite overvaluation, equities are still appealing because of low inflation rate and lackluster returns on most fixed-income investments.

I do not disagree with your comment but what do you mean "stay the course"?



If stay the course means not changing your portfolio and waiting out the recession, then I am OK with that since from a long term prospective, that strategy is usually successful.



If stay the course means buying MORE equities in the short term with your cash reserves or with fixed investments due to lackluster returns, then I question that strategy. This is because it is doing the opposite of what Warren Buffet is doing. Buying high PE ratio equities is more risky than staying in cash in my opinion and the opinion of Warren Buffet. If a second crash happens, then you are protected in cash. Cash eliminates a lot of risks in uncertain times during a pandemic.
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Old 06-17-2020, 06:34 PM   #440
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I'm staying, not buying or selling.
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