Charles Rotblut, CFA is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/CharlesRAAII.


Discussion

Anthony from AZ posted over 3 years ago:

I always appreciate the depth of your analysis. Gold has, and I believe will continue to do well. Emerging Markets have done what, 18% a year for ten years. Slacked off now but where is the growth going to be in the future?
Bonds? We may have been in a bull market for bonds the last decade or so too, but I think you would have to agre to underweight them today, wouldn't you?


John from FL posted over 3 years ago:

Diversification is of questionable help when all asst classes rise and fall together. The Fed must tighten eventually. This makes long duration bonds a risky olace to be. Work around the edges with REITs, Convertibles solid high dividend equities and low duration bonds. Also consider TIPs. Gold has seen its besr profits but will be a safe haven when inflation kicks in.


Frank from CT posted over 3 years ago:

I wonder about mutual fund costs.

Vanguard has traditionally provided low cost funds, but I don't remember them performing that well.

If one only buys low cost funds does that mean an investor has succeeded by buying the low cost fund -- at the expense of performance?

How about a metric $returned/unit of expense?


Dave from NC posted over 2 years ago:

THE COLLOSAL DEBT OF THE U.S. SPELLS AN ECONOMIC MELTDOWN. cONSIDER THAT FANNIE AND FREDDIE ARE
HANGING OUT THERE. BANKS DO NOT SHOW SECOND MORTGAGES IN DEFAULT. TRILLIONS OF UNFUNDED LIABILITIES IN CREDIT DEFAULT SWAPS AND PENSIONS


Kevin from CA posted over 2 years ago:

On table 2, #12, where did you get information on Fairholme? 2011 was a -14.47 and their 5 year record is 3.27.

Unfortunately I own some.


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