o*******p
发帖数: 722 | 1 yes:
no: 1
Please update the counter. |
p********t
发帖数: 1219 | 2 me
【在 o*******p 的大作中提到】
: yes:
: no: 1
: Please update the counter.
|
c****o
发帖数: 32446 | |
o*******p
发帖数: 722 | 4 of course.
what I am thinking is that the market can still have a decent rebounce (20%
from low) in midterm if the majority people have cleared most stock and MF
positions by now because they can still hunt for bargains. On the other hand
, if most people are still doing buy & hold in 401k and IRAs, then there is
no chance for big rebounce in near term.
【在 c****o 的大作中提到】
: MF算不算？
|
c***y
发帖数: 42 | 5 我昨天还80%以上，今天一panick，卖了一些，现在80%一下了。 |
o*******p
发帖数: 722 | 6 maybe you cut in the middle of the downhill slope, who knows.
c
【在 c***y 的大作中提到】
: 我昨天还80%以上，今天一panick，卖了一些，现在80%一下了。
|
c****o
发帖数: 32446 | |
D******a
发帖数: 394 | |
o*******p
发帖数: 722 | 9 zan! do you plan to jump back in soon?
【在 D******a 的大作中提到】
: all cash le, hehe
|
s*******d
发帖数: 126 | 10 I am. I have about 15% in bond and rest in stock.
【在 o*******p 的大作中提到】
: yes:
: no: 1
: Please update the counter.
|
|
|
A*V
发帖数: 3528 | 11 BSO一下，我是一年的Money Market了。LD的401K下半年回报1.97% |
s**********n
发帖数: 868 | 12 I stand at around 80% equity, including all accounts.
【在 o*******p 的大作中提到】
: yes:
: no: 1
: Please update the counter.
|
P********e
发帖数: 2610 | 13 55% domestic
23% international
-20% as of today
...
【在 o*******p 的大作中提到】
: yes:
: no: 1
: Please update the counter.
|
h*******y
发帖数: 864 | 14 居然还没有看到all-in的. 我举一下手, all-in every single day and no plan to
rebalance at least for 15 years.
【在 o*******p 的大作中提到】
: yes:
: no: 1
: Please update the counter.
|
K****D
发帖数: 30533 | 15 偶的equity position一直在50%和90%之间徘徊，目前刚刚跌下80%不久。
【在 h*******y 的大作中提到】
: 居然还没有看到all-in的. 我举一下手, all-in every single day and no plan to
: rebalance at least for 15 years.
|
b****e
发帖数: 460 | 16 买股票的钱我也一直是all-in
【在 h*******y 的大作中提到】
: 居然还没有看到all-in的. 我举一下手, all-in every single day and no plan to
: rebalance at least for 15 years.
|
j**c
发帖数: 234 | 17 "all-in" sounds like on a poker table, hehe.
【在 h*******y 的大作中提到】
: 居然还没有看到all-in的. 我举一下手, all-in every single day and no plan to
: rebalance at least for 15 years.
|
r****y
发帖数: 3412 | 18 俺自己的all cash..
LG好像是40%...
【在 D******a 的大作中提到】
: all cash le, hehe
|
b****e
发帖数: 460 | 19 It's just a relative all-in. If your max equity portfolio is 40%, then a 40%
level is considered all-in.
【在 j**c 的大作中提到】
: "all-in" sounds like on a poker table, hehe.
|
c****7
发帖数: 4192 | 20 me
【在 o*******p 的大作中提到】
: yes:
: no: 1
: Please update the counter.
|
|
|
h*******y
发帖数: 864 | 21 No. I am all-in in the absolute sense. At this price level and since 401K is
really for long term, I have 100% equity position in my 401K (since S&P 500
at around 700). I perform asset allocation outside my 401K. Of course, it
isn't performing well so far. But I have more than 30 years to wait for a
bull market. I am happy to buy cheap stocks for 10-20 years if that's what
it takes.
40%
【在 b****e 的大作中提到】
: It's just a relative all-in. If your max equity portfolio is 40%, then a 40%
: level is considered all-in.
|
h*******y
发帖数: 864 | 22 A little bit clarification: I switched to 100% equity for future
contribution last year. When S&P 500 drops to 700 last week, I balanced the
existing portofolio and become 100% addicted to the stock.
I probably won't balance again until S&P 500 rises at least above 1400 (
assume bond returns stay at the same level).
is
500
【在 h*******y 的大作中提到】
: No. I am all-in in the absolute sense. At this price level and since 401K is
: really for long term, I have 100% equity position in my 401K (since S&P 500
: at around 700). I perform asset allocation outside my 401K. Of course, it
: isn't performing well so far. But I have more than 30 years to wait for a
: bull market. I am happy to buy cheap stocks for 10-20 years if that's what
: it takes.
:
: 40%
|
K****D
发帖数: 30533 | 23 So you are not strictly an indexer ah.
the
【在 h*******y 的大作中提到】
: A little bit clarification: I switched to 100% equity for future
: contribution last year. When S&P 500 drops to 700 last week, I balanced the
: existing portofolio and become 100% addicted to the stock.
: I probably won't balance again until S&P 500 rises at least above 1400 (
: assume bond returns stay at the same level).
:
: is
: 500
|
h*******y
发帖数: 864 | 24 Why do I want to confine myself to a specific pattern? I'm primarily an
indexer ah. But I even bought BAC
stock recently as a gamble.
【在 K****D 的大作中提到】
: So you are not strictly an indexer ah.
:
: the
|
K****D
发帖数: 30533 | 25 I had the impression that you were the No.2 die-hard indexer on the board,
right after Ringer. Maybe that's not completely accurate, hehe.
【在 h*******y 的大作中提到】
: Why do I want to confine myself to a specific pattern? I'm primarily an
: indexer ah. But I even bought BAC
: stock recently as a gamble.
|
b****e
发帖数: 460 | 26 My 40% means, for example, if 60% of my total equity goes into house,
roughly my all-in is 40%.
is
500
【在 h*******y 的大作中提到】
: No. I am all-in in the absolute sense. At this price level and since 401K is
: really for long term, I have 100% equity position in my 401K (since S&P 500
: at around 700). I perform asset allocation outside my 401K. Of course, it
: isn't performing well so far. But I have more than 30 years to wait for a
: bull market. I am happy to buy cheap stocks for 10-20 years if that's what
: it takes.
:
: 40%
|
b******n
发帖数: 356 | 27 上周五all stock，昨天all bonds。 |
j**c
发帖数: 234 | 28 I rebalanced my 401k from 70% to 85% equity last week. I don't know much
about investment. But 100% seems too risky. why buy at S&P500 700? the
support seems at 460s.
is
500
【在 h*******y 的大作中提到】
: No. I am all-in in the absolute sense. At this price level and since 401K is
: really for long term, I have 100% equity position in my 401K (since S&P 500
: at around 700). I perform asset allocation outside my 401K. Of course, it
: isn't performing well so far. But I have more than 30 years to wait for a
: bull market. I am happy to buy cheap stocks for 10-20 years if that's what
: it takes.
:
: 40%
|
h*******y
发帖数: 864 | 29 I think it is just overall I have very strong confidence on American
business to fix itself. I have not yet found an alternative investment
method that will protect us against inflation that will surely come back one
day.
With S&P 500 at 700, its dividend yield is better than long-term treasury
yield or any other stable investment return. Sure, the dividend might drop
but even if it drops to the level 10-15 years ago (which is what happened at
the bottom of the Great Depression), it still yields
【在 j**c 的大作中提到】
: I rebalanced my 401k from 70% to 85% equity last week. I don't know much
: about investment. But 100% seems too risky. why buy at S&P500 700? the
: support seems at 460s.
:
: is
: 500
|
h*******y
发帖数: 864 | 30 I think you can still categorize me as a die-hard indexer...because I have
the majority of my holding in index funds which I plan to hold for a very
very long time. But still, an indexer wouldn't hold the index indefinitely,
otherwise, what's the purpose? So I will look for entry/exit point for sure.
So even I started my 401K several years ago, I kept a portion out of equity
at the beginning but now at this price I'm fully invested. I will seriously
consider the exist strategy perhaps 15-20 year
【在 K****D 的大作中提到】
: I had the impression that you were the No.2 die-hard indexer on the board,
: right after Ringer. Maybe that's not completely accurate, hehe.
|
|
|
K****D
发帖数: 30533 | 31 'As the dwarf Gimli said in the Lord of the Ring: "Certainty of
death, small chances of success... well, what are we waiting for?" '
I always had confusion on this. Does Gimli mean
1) if we stay here, certainty of death;
or
2) If we go there, certainty of death?
one
at
your
I
【在 h*******y 的大作中提到】
: I think it is just overall I have very strong confidence on American
: business to fix itself. I have not yet found an alternative investment
: method that will protect us against inflation that will surely come back one
: day.
: With S&P 500 at 700, its dividend yield is better than long-term treasury
: yield or any other stable investment return. Sure, the dividend might drop
: but even if it drops to the level 10-15 years ago (which is what happened at
: the bottom of the Great Depression), it still yields
|
a******g
发帖数: 1538 | 32 你不是一直all cash to beat SP500吗？ 还是我记错了？
【在 K****D 的大作中提到】
: 偶的equity position一直在50%和90%之间徘徊，目前刚刚跌下80%不久。
|
K****D
发帖数: 30533 | 33 是记错了。偶的性格不适合all cash（坐不住型）。
【在 a******g 的大作中提到】
: 你不是一直all cash to beat SP500吗？ 还是我记错了？
|
C***r
发帖数: 844 | 34 same here.
is
500
【在 h*******y 的大作中提到】
: No. I am all-in in the absolute sense. At this price level and since 401K is
: really for long term, I have 100% equity position in my 401K (since S&P 500
: at around 700). I perform asset allocation outside my 401K. Of course, it
: isn't performing well so far. But I have more than 30 years to wait for a
: bull market. I am happy to buy cheap stocks for 10-20 years if that's what
: it takes.
:
: 40%
|
h*******y
发帖数: 864 | 35 再统计一下,最新的数据是什么?
我最近从100%降低了一点,不过还在80%以上.
【在 o*******p 的大作中提到】
: yes:
: no: 1
: Please update the counter.
|
X****r
发帖数: 3557 | 36 >80% here
【在 h*******y 的大作中提到】
: 再统计一下,最新的数据是什么?
: 我最近从100%降低了一点,不过还在80%以上.
|
a**n
发帖数: 2431 | 37 I am 100%
I even used up my last 300USD to buy a penny trash stock
This is an artificial bull market that has surprised most ppl and may
surpris
e all ppl
【在 h*******y 的大作中提到】
: 再统计一下,最新的数据是什么?
: 我最近从100%降低了一点,不过还在80%以上.
|
b*****e
发帖数: 1125 | |
r****e
发帖数: 867 | 39 呵呵, 有时候看看老帖子很有意思. 我还清楚的记得heartinny的这几段文章呢 |
d*****z
发帖数: 114 | 40 heartinny very li hai on timing.
【在 h*******y 的大作中提到】
: 再统计一下,最新的数据是什么?
: 我最近从100%降低了一点,不过还在80%以上.
|
|
|
n**q
发帖数: 1147 | |
