Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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asset allocation

Investing in a permacrisis

  • by Rodney Smith
  • Posted on December 27, 2022December 27, 2022
  • Part 1: The Field of Play

The prophets of doom have overlooked the all-important factor

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Will the inflation fight torpedo the stock market?

  • by Rodney Smith
  • Posted on September 11, 2022September 11, 2022
  • Part 5: Asset Management

The conquest of inflation was a landmark accomplishment with enduring benefits, but it came with heavy costs. After a brief recession in 1980 and a short rebound, the economy slumped deeply in 1981 and 1982

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Disagreeing with Jeremy Grantham’s bubble call

  • by Rodney Smith
  • Posted on September 4, 2022September 5, 2022
  • Part 5: Asset Management

Among other factors, indicators of extremes of euphoria seem much more important than price

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The Equity Risk Premium and what to use it for

  • by Rodney Smith
  • Posted on August 21, 2022August 21, 2022
  • Part 7: Building and Managing a Portfolio

On this basis it could be argued that, at that time, since expected returns were well below historic norms, prices were too high.

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Decisions, decisions and the current down market

  • by Rodney Smith
  • Posted on May 22, 2022May 22, 2022
  • Part 4: Principles of Operation

The intelligent investor should be interested in the possibilities of profiting from these pendulum swings. There are two possible ways by which he may try to do this: the way of timing and the way of pricing.

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My take on Wall Street forecasts for 2022

  • by Rodney Smith
  • Posted on December 12, 2021December 12, 2021
  • Part 7: Building and Managing a Portfolio

My firm judged me qualified to write their daily market letter, based on the fact that I had one month’s experience in Wall Street

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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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What to make of declining bond yields

  • by Rodney Smith
  • Posted on July 11, 2021August 21, 2021
  • Part 7: Building and Managing a Portfolio

The investor does not have to be an expert in macro-economic theory.

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Expected future returns

  • by Rodney Smith
  • Posted on January 10, 2021January 10, 2021
  • Part 4: Principles of Operation

Today’s investor cannot tell what percentage gain in earnings, dividends and prices he may expect in the next ten years

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