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If you are thinking of adding to equites...
Old 06-21-2020, 04:55 PM   #1
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If you are thinking of adding to equites...

This article on "averaging in" to boost an equity position is pretty interesting: https://www.bernstein.com/bernstein/...entwiceshy.pdf

Here is one graphic from the article:


Of course, I have no idea what might be optimal going forward. My guess is that one might want to average in so as to avoid a full helping of extra equity until we get into the fall season to avoid a possible "second wave". So maybe 6 months to 12 months in installments.
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Old 06-21-2020, 06:19 PM   #2
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Sounds reasonable. I am out of the market right now, but will go all in at 2500-2600 regardless of the Pandemic,Riots,Elections,Political scandals,meteors or whatever is the new's of the day knowing full well we are going to 5,000-6.000 before the 13 year Bull market ends and this all comes crashing down!
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Old 06-21-2020, 06:23 PM   #3
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Originally Posted by NYEXPAT View Post
Sounds reasonable. I am out of the market right now, but will go all in at 2500-2600 regardless of the Pandemic,Riots,Elections,Political scandals,meteors or whatever is the new's of the day knowing full well we are going to 5,000-6.000 before the 13 year Bull market ends and this all comes crashing down!
How do you arrive at 2500-2600 ?
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Old 06-21-2020, 09:03 PM   #4
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How do you arrive at 2500-2600 ?
Or up another 60% to 100% from today in the coming 2 to 3 years?
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Old 06-22-2020, 08:33 AM   #5
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Please go post this over at bogleheads.org which always has a thread trashing DCA. LOL!
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Old 06-22-2020, 09:58 AM   #6
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Please go post this over at bogleheads.org which always has a thread trashing DCA. LOL!
That's why I like posting here. More open minds.
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Old 06-22-2020, 10:18 AM   #7
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Sounds reasonable. I am out of the market right now, but will go all in at 2500-2600 regardless of the Pandemic,Riots,Elections,Political scandals,meteors or whatever is the new's of the day knowing full well we are going to 5,000-6.000 before the 13 year Bull market ends and this all comes crashing down!
Sell puts in the meantime? Free money if you're certain of buying.
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Old 06-22-2020, 10:23 AM   #8
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That's why I like posting here. More open minds.
I not only DCA when investing large sums, but also I have paid off my mortgage, have only one credit card, and took SS at age 70.

I'm happy with my choices and if other people don't like my decisions, my attitude is gosh, that's too bad.
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Old 06-22-2020, 10:48 AM   #9
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Sell puts in the meantime? Free money if you're certain of buying.
I need to wait until the current rally off the March low's reaches about 3250 or so.
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Old 06-22-2020, 01:21 PM   #10
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Sounds reasonable. I am out of the market right now, but will go all in at 2500-2600 regardless of the Pandemic,Riots,Elections,Political scandals,meteors or whatever is the new's of the day knowing full well we are going to 5,000-6.000 before the 13 year Bull market ends and this all comes crashing down!
The bull market already ended.
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Old 06-22-2020, 01:23 PM   #11
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Please go post this over at bogleheads.org which always has a thread trashing DCA. LOL!
Why? It shows exactly what it shows: you are better off lump summing most of the time. No one ever says you are better off all of the time. And this chart backs that up.
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