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Post by yogibearbull on May 22, 2022 12:36:46 GMT
It is hard to time oil, gold, EMs. It is often tough to hold them, and when they move, it is often too late to jump in. So, that part of my small exposure, I just leave alone but I take some profits when they bubble up unexpectedly - like gold a couple of years ago, and oil now (who would have thought? oil was dying, going kaput, extinct, etc, but then Putin acted up; now even the ESG crowd is trying to find reasons to get into oil). I am aware that uncleharley and others may be much better timers or may have different approaches . But for me, having multi-asset exposure doesn't mean to never do anything, and looking at B&H of these things for 10-15-30 years is useless.
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Post by uncleharley on May 22, 2022 12:41:54 GMT
"looking at B&H of these things for 10-15-30 years is useless."
That conclusion is priceless for an investor.
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Post by FD1000 on May 22, 2022 13:01:11 GMT
This is why I like to own a max of 5 funds and play momo with wider range funds/ETFs. The default is easy VOO/VTI/SPY. In the past SCHD worked also well as a higher-div/value option. In 01/2022 I posted that value is better, that means VTV, later higher-div show even better performance, HDV has been pretty good. Fred mentioned CDC which has a much better 3 years performance. HDV largest sectors are HC, energy, Consumer Defensive CDC largest sectors are Utilities, Financial Services, Consumer Defensive You can use 30-50% of your portfolio and do the above 3 times annually. ===== Another idea might be PQTIX, see ( post).
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Post by chang on May 25, 2022 16:04:29 GMT
RY might not be the best performer among the banks, but they're all solid--- the Big Five. (Or Big 6, if you want to include Nat. Bnk. of Canada, but you'd have to get that one on TSX.) FYI alvin, RBC (ticker RY) is the 8th holding of VZICX (VG Intl Core Fund), and the only Canadian bank I see in the portfolio. That's the opinion of Wellington Management. I'm not saying that means anything, but there are less reliable sources for stock tips than Wellington..... I am hoping that FICDX's manager has done his homework. investor.vanguard.com/mutual-funds/profile/portfolio/VZICX/portfolio-holdings
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