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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (74722)	12/30/2023 1:40:17 PM
From: E_K_S	Read Replies (1) \| Respond to of 78476

Paul Sr and many others on this board, bring in many new ideas, I buy stub positions and follow those companies. I do have perhaps 30% of assets held in mutual funds over at Vanguard where I get good exposure to $SPX, Dividend Appreciation Fund, their Real Estate Fund and even a small holding in their Commodity Fund. It's not about beating the $SPX but rather having a well diversified holding in many sectors (top 10 holdings include inflation hedges in CVX, BHP & miners as well as excellent div payers) so as to avoid (or even capitalize) on an eventual 'Black Swan' event where 'real' hard assets matter.

To: Elroy who wrote (74722)	12/30/2023 3:00:24 PM
From: Paul Senior	1 Recommendation Recommended By petal Read Replies (1) \| Respond to of 78476

Just as Harshu Vyas might make 50% on his small portfolio, I could maybe, possibly, do better than the S&P500 with my 200 stock portfolio. HaHa Well, I've done it in the past for several years. How? By position sizing. When you have really relatively large (compared to tracking/small) positions in stuff like AAPL and GOOG, and COST, Bruwin's LRCX and MCO, etc., it "has" been doable. Can I, will I, be able to match or exceed that S&P bogey again? Doubtful. Times seem different now for me, given my age (old) and portfolio. Buffett keeps resonating: Why risk money you might need to get money you don't need? Last couple years, I'm below the S&P. 1. Took large position size in unproven companies that crashed. 2. Placed more emphasis on dividend paying stocks. 3. Moved from fully-invested to large cash holding.