Respected investment professional interviews will be presented in this thread. First off, Chris Davis. I think he is a value guy. Davis funds. If I recall the fund expense ratio was high for me. But his words of wisdom are free.
Ok. Stupid mobile. I copied it. But would not paste link. You will have to wait till tomorrow, #DearReader](http://www.paklinks.com/gs/usertag.php?do=list&action=hash&hash=DearReader) come back tomorrow at standard time
Re: Respected investment professionals interview
Chris Davis: The Key to Long-Term Investing | Watch the video - Yahoo Finance
Ok #DearReader](http://www.paklinks.com/gs/usertag.php?do=list&action=hash&hash=DearReader) here is the link.
Re: Respected investment professionals interview
30 sec ad. I just read transcript.
Asset allocation is key
Advocates rebalancing.
Don’t go to high yield bonds. They have stock like behavior
The 1st two points u have heard here multiple times. Keep it simple.
#Rebalance](http://www.paklinks.com/gs/usertag.php?do=list&action=hash&hash=Rebalance)
Re: Respected investment professionals interview
The Error-Proof Portfolio: What’s the Role of Bonds in Retirement Portfolios?
Talks abt importance of bonds in ur portfolio.
There was one point I don’t quite get. Stocks can drop as much as 45 pct while bonds max drop only 3 pct
Did they just pull it out of…
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The Error-Proof Portfolio: 6 Rebalancing Mistakes to Avoid
We have talked about rebalancing. A very nice article. I gently disagree with one statement - rebalancing reduces risk and not maximize return. I think it can increase return also long term if done in a disciplined manner.
The main value of this article is how to avoid common mistakes while rebalancing.
#Rebalance](http://www.paklinks.com/gs/usertag.php?do=list&action=hash&hash=Rebalance)
Re: Respected investment professionals interview
What Buffett said 30 years ago holds true today. Enough said.
Re: Respected investment professionals interview
New Research on Retirement : WealthTrack
Jonathan Clemens and Jason Zweig - 2 of the best.
Transcript available. Or click on click here to watch episode
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ROBERT ARNOTT: A BETTER MOUSETRAP? - WealthTrack : WealthTrack
Rumors r flying around about a March related to freedom. For the members who r taking a breather in their hotel rooms, this interview would be a nice respite.
Interview date Feb 13 2014.
A better alternative to mkt cap weighted indexing don’t u think
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Note that this approach favors long term investors as opposed to day traders. There was a thread opened on day trading earlier today from our offshore location.
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There’s More to Expected Return Than Risk
Nice article. Risk is not volatility. Main takeway. Lot of mumbo jumbo about popular assets vs investment re urn potential vs ugly assets. Talks abt a journal article by some big shots.
Keep it simple. No need for buzz words. Analyse statements. Don’t overpay. Asset allocation. Rebalance.
Fancy degrees and fancy words.
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Re: Respected investment professionals interview
^ a very good interview of a Value Investor. Nothing I can add. Opinions feedback welcome, #DearReader](http://www.paklinks.com/gs/usertag.php?do=list&action=hash&hash=DearReader)
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Bogle: Market Turbulence Just a Lot of ‘Sound and Fury’
John Bogle. Must listen for everyone. Opinions shoukd be PMd. This thread don’t have no use for non experts. kakaballi PD one ur mom warned about queer sid the mod in waiting et al please note
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^ didn't mean to hurt your feelings, fellows
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JPMorgan Says Sell U.S. Stocks, Buy Europe on Valuation - Bloomberg
A rare contrarian call by jp morgan. To sell us and buy europe. Five years from now, based on current prices, Europe should have returned more than us.