Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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Part 5: Asset Management

CAPE’s halo falls with a thud

  • by Rodney Smith
  • Posted on January 23, 2022January 23, 2022
  • Part 5: Asset Management

CAPE is ignorant of interest rates

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My thoughts about GMO’s ‘GROWTH BUBBLE’

  • by Rodney Smith
  • Posted on October 17, 2021October 19, 2021
  • Part 5: Asset Management

Using trailing twelve months earnings that are impacted by a recession is a mistake

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My thoughts on asset allocation

  • by Rodney Smith
  • Posted on August 22, 2021August 23, 2021
  • Part 5: Asset Management

They looked at the allocation between stocks, bonds and cash. They found that over 95 percent of the funds’ returns came from their asset allocation.

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Chart distortions that drive me crazy

  • by Rodney Smith
  • Posted on March 7, 2021March 7, 2021
  • Part 5: Asset Management

Going parabolic and other lies

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How much riskier are stocks than bonds?

  • by Rodney Smith
  • Posted on January 31, 2021May 3, 2021
  • Part 5: Asset Management

In such an environment, many investors actually consider investments they are making are low risk when, in fact, they are higher risk.

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What you need to know about bubbles

  • by Rodney Smith
  • Posted on September 13, 2020October 24, 2020
  • Part 5: Asset Management

I am not attuned to this market environment, and I don’t want to spoil a decent record by trying to play a game I don’t understand just so I can go out a hero.

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An unconventional view of cash reserves

  • by Rodney Smith
  • Posted on August 16, 2020August 19, 2020
  • Part 5: Asset Management

The cash in the portfolio may be enough to take advantage of the opportunity. Or it may not be enough. It doesn’t matter. The investor is in the delicious position of comparing the new opportunity with all other holdings in the portfolio.

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Problems with CAPE Part lll

  • by Rodney Smith
  • Posted on May 3, 2020October 24, 2020
  • Part 5: Asset Management

Wrap up on the drawbacks of CAPE. A fair level for price earnings ratios has changed over the years.

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Problems with CAPE – Part ll

  • by Rodney Smith
  • Posted on April 26, 2020December 1, 2020
  • Part 5: Asset Management

Investors are reading CAPE all wrong.

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Problems with CAPE – Part l

  • by Rodney Smith
  • Posted on April 19, 2020January 17, 2021
  • Part 5: Asset Management

A CAPE ratio of 26.91 does not prove the stock market is overpriced. The stock market today may be overpriced or underpriced. CAPE using a historic average as a benchmark just doesn’t tell us one way or another

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