#  @MarkMap4 Mark Map
Mark Map posts on X about stocks, inflation, berkshire hathaway, retirement the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::1100436921191358464/interactions)

- [--] Week [-----] -24%
- [--] Month [------] +15%
- [--] Months [-------] +20,304%
- [--] Year [-------] +7.90%
### Mentions: [--] [#](/creator/twitter::1100436921191358464/posts_active)

- [--] Week [--] -31%
- [--] Month [---] +85%
- [--] Months [---] +2,268%
- [--] Year [---] +15%
### Followers: [-----] [#](/creator/twitter::1100436921191358464/followers)

- [--] Week [-----] +1.50%
- [--] Month [-----] +5%
- [--] Months [-----] +22%
- [--] Year [-----] +16%
### CreatorRank: [---------] [#](/creator/twitter::1100436921191358464/influencer_rank)

### Social Influence
**Social category influence**
[finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [financial services](/list/financial-services) #1346 [automotive brands](/list/automotive-brands) [exchanges](/list/exchanges) [technology brands](/list/technology-brands) [countries](/list/countries) [us election](/list/us-election) [celebrities](/list/celebrities)
**Social topic influence**
[stocks](/topic/stocks) #3572, [inflation](/topic/inflation), [berkshire hathaway](/topic/berkshire-hathaway) #71, [retirement](/topic/retirement), [investment](/topic/investment), [accumulation](/topic/accumulation), [qqq](/topic/qqq), [nvda](/topic/nvda), [generated](/topic/generated), [vanguard](/topic/vanguard) #254
**Top accounts mentioned or mentioned by**
[@awealthofcs](/creator/undefined) [@theficouple](/creator/undefined) [@brianferoldi](/creator/undefined) [@mebfaber](/creator/undefined) [@devoteddividend](/creator/undefined) [@dividendology](/creator/undefined) [@investinassets](/creator/undefined) [@guytalksfinance](/creator/undefined) [@thexcapitalist](/creator/undefined) [@moneycruncher](/creator/undefined) [@dividenddollar](/creator/undefined) [@kurtsupecpa](/creator/undefined) [@northmantrader](/creator/undefined) [@dividendtalks](/creator/undefined) [@convertbond](/creator/undefined) [@servowealth](/creator/undefined) [@stealthqe4](/creator/undefined) [@apompliano](/creator/undefined) [@thelonginvest](/creator/undefined) [@valuestockgeek](/creator/undefined)
**Top assets mentioned**
[Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Tesla, Inc. (TSLA)](/topic/tsla) [Bitcoin (BTC)](/topic/$btc) [Apple, Inc. (AAPL)](/topic/aapl) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Stellar (XLM)](/topic/stellar)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@dollarsanddata $3M and an equal weighted portfolio of small & Large "value" stocks (via ETFs) and Berkshire Hathaway. That's how I've been doing it. From that an annual infl. adj income withdrawal of between 3.5-7% can be taken as calculated at year end"
[X Link](https://x.com/MarkMap4/status/1678788018558337024) 2023-07-11T15:27Z [---] followers, [---] engagements
"@StocktonKatie Since [----] there have been plenty of instances of "loss of MACD momentum" over the rolling [--] year returns periods produced by a portfolio of "value" stocks and the NDX/QQQ. However if one "stayed the course" they have been well rewarded. Chart 10"
[X Link](https://x.com/MarkMap4/status/1691887319895388463) 2023-08-16T18:59Z [---] followers, [---] engagements
"@lisaabramowicz1 Since [----] after the advent of negative double-digit years produced by the S&P [---] ( most recent [----] ) forward [--] & [--] year stock returns especially "value" stocks were substantial Table [--] - these over a variety of tech & interest rate environments"
[X Link](https://x.com/MarkMap4/status/1693726683386581280) 2023-08-21T20:48Z [---] followers, [--] engagements
"@AlmanacTrader 1/ Not worried about September. Since [----] after the advent of negative double-digit years produced by the S&P [---] ( most recent [----] ) forward [--] & [--] year stock returns especially "value" stocks were substantial Table 1"
[X Link](https://x.com/MarkMap4/status/1696659744537059625) 2023-08-29T23:03Z [---] followers, [--] engagements
"@awealthofcs 1/ That 1970s - [----] inflation driven rate "hump" was an anomaly and created a one time cap appreciation benefit in addition to coupon yield to bonds contribution within the 60/40 portfolio return "
[X Link](https://x.com/MarkMap4/status/1698064804018295273) 2023-09-02T20:06Z [---] followers, [--] engagements
"@awealthofcs 2/ a realistic scenario may be that rates normalize back to a "range" such that existed in the pre [----] inflation decades ( [----] - [----] yields [--] - 3% ). Yes bond yields have had an uptick recently and if rates come down there may (again) be a cap appreciation benefit"
[X Link](https://x.com/MarkMap4/status/1698069409120817337) 2023-09-02T20:24Z [---] followers, [--] engagements
"@MnkeDaniel 3/ This portfolio doesn't require any esoteric stock selection is well diversified won't "retire" and compared to the 1.1% expense ratio for LMVFX can have an expense ratio of under .1% using Vanguard or Dimensional value ETFs"
[X Link](https://x.com/MarkMap4/status/1699498630397472908) 2023-09-06T19:03Z [---] followers, [--] engagements
"@DecadeInvestor 1/ Or because we never know what the future holds or what type of expenses or emergencies that we'll undertake shoot for the "maximal" terminal portfolio growth using time tested equity asset returns factors"
[X Link](https://x.com/MarkMap4/status/1701711791229948385) 2023-09-12T21:38Z [---] followers, [---] engagements
"@BobEUnlimited 1/ Frustrating dynamic indeed. And (nominal) bond coupon payments have actually declined over the last [--] years down to low 2%. Yields of popular Vanguard Total Bond index ETF (click on annual returns tab)"
[X Link](https://x.com/MarkMap4/status/1702754591346139295) 2023-09-15T18:41Z [---] followers, [--] engagements
"@DecadeInvestor 8/ And here again as with accumulation stage the investor need not pay attention to the movements of the equity market yet at the end of the year merely calculate the rate of income ( adj. for inflation )needed for the upcoming year's expenses"
[X Link](https://x.com/MarkMap4/status/1705653361738150391) 2023-09-23T18:40Z [---] followers, [--] engagements
"@Convertbond 1/ Depends on what you invested in. Since [----] a portfolio of small & large value + Berkshire Hathaway has produced an annual inflation adj. withdrawal of 5% in 97% of the years (360) of a rolling [--] year historical test (item "d""
[X Link](https://x.com/MarkMap4/status/1708205805756182734) 2023-09-30T19:42Z [---] followers, [---] engagements
"@Convertbond 4/ Can a retiree having 60% or more of their portfolio allocation "glide path" in a fund paying 2% really expect to survive on that This seems to be a bigger "risk" than that of a "temporary" intra-year equity market decline"
[X Link](https://x.com/MarkMap4/status/1708210534032851112) 2023-09-30T20:01Z [---] followers, [---] engagements
"@TaviCosta 1/ For an income stage investor a better solution is a portfolio of small & large value + Berkshire Hathaway. Since [----] it has produced an annual inflation adj. withdrawal of 5% in 97% of the years (360) of a rolling [--] year historical test (item "d""
[X Link](https://x.com/MarkMap4/status/1708213770512929114) 2023-09-30T20:14Z [---] followers, [--] engagements
"@jaykaeppel @sentimentrader Since [----] yield curve "inversion" has been a "concern" for stocks when : a) the price of the S&P has been below it's [--] period monthly basis moving average on "June 30" and b) when that June [--] fell within a 1st 3rd or 4th Presidential term year Table 9"
[X Link](https://x.com/MarkMap4/status/1708215509601353864) 2023-09-30T20:21Z [---] followers, [--] engagements
"@BobEUnlimited 2/ promises to Social Security and Medicare and to backstop future emergencies think military aid to Ukraine and weather or terrorism disaster relief etc. ) I steer away from allocations of bonds and substitute Berkshire Hathaway for retirement income stream purposes"
[X Link](https://x.com/MarkMap4/status/1709208623514316808) 2023-10-03T14:07Z [---] followers, [--] engagements
"@fundstrat 2/ A portfolio of small & large value + Berkshire Hathaway answers that question - it being able to do so over 97% years covering a [---] year matrix within rolling [--] year periods since [----] ( item "d" )"
[X Link](https://x.com/MarkMap4/status/1709311462634876944) 2023-10-03T20:56Z [---] followers, [---] engagements
"@GRDecter Looks scary. However over history the average interest rate has been around [--] - 3%. The inflationary interest rate "mountain" of [----] - [----] was an aberation. Over history inflation has been a temporary phenomenon with wars typically being a driver"
[X Link](https://x.com/MarkMap4/status/1709934781184819232) 2023-10-05T14:13Z [---] followers, [---] engagements
"@michaelsantoli 3/ This has already been occurring over the last few years within the Vanguard Total Bond Index fund ( a fund implemented within "60/40" portfolios) as yields have been shrinking and "principal" has stopped growing ( cap appreciation contribution gone )"
[X Link](https://x.com/MarkMap4/status/1710046011325125063) 2023-10-05T21:35Z [---] followers, [--] engagements
"@StockMKTNewz 1/ Along [--] years of the investment continuum it's reassuring to have "the largest" stocks in a portfolio if one is in :"
[X Link](https://x.com/MarkMap4/status/1710645958755909746) 2023-10-07T13:19Z [---] followers, [--] engagements
"@awealthofcs We'll only know in hindsight and then again maybe we'll never know. However for reasonable forward thinking asset allocation some important takeaways are :"
[X Link](https://x.com/MarkMap4/status/1710648931229835306) 2023-10-07T13:31Z [---] followers, [--] engagements
"@biancoresearch S&P futures down [---]. However the average S&P rolling [--] year total return period from [----] - [----] = +466% Chart 10"
[X Link](https://x.com/MarkMap4/status/1711220435218837934) 2023-10-09T03:21Z [---] followers, [---] engagements
"@AdamMancini4 S&P futures up [--]. And the average S&P rolling [--] year period total return from [----] - [----] = +466% Chart 10"
[X Link](https://x.com/MarkMap4/status/1711529611627295228) 2023-10-09T23:50Z [---] followers, [--] engagements
"@GRDecter 2/ has sustained a consistent annual inflation adj. income withdrawal of 5% - this while Treasury ladder yields have roller coastered from 3% to below 1% and back to 4+%"
[X Link](https://x.com/MarkMap4/status/1711761889892683968) 2023-10-10T15:13Z [---] followers, [---] engagements
"@BobEUnlimited @jonfortt @MorganLBrennan @CNBCOvertime For an income stage investor having exposure to "value" stocks and Berkshire Hathaway has been a decent hedge against geopolitical uncertainty. An retiree wants a portfolio that generates consistent cash flow adjusted for inflation"
[X Link](https://x.com/MarkMap4/status/1711785984843809188) 2023-10-10T16:49Z [---] followers, [--] engagements
"@WinfieldSmart Paul no matter how bad it seems I'll have to stick with my stodgy "value" stock and Berkshire Hathaway portfolio - one that has generated an inflation adj. annual 5% income rate accompanied by terminal growth over rolling [--] year periods since 1986"
[X Link](https://x.com/MarkMap4/status/1711936914805432762) 2023-10-11T02:49Z [---] followers, [---] engagements
"@SamanthaLaDuc 1/ As long as my portfolio of small & large value stocks and Berkshire Hathaway continues to deliver an annual inflation adj. 5% income rate accompanied by portfolio growth"
[X Link](https://x.com/MarkMap4/status/1712256645261398305) 2023-10-11T23:59Z [---] followers, [---] engagements
"@WallStreetSilv This is why for an investor seeking income from Treasury securities within a 60/40 portfolio it may be smart to replace them with Berkshire Hathaway. Until the Gov't gets it's fiscal act together do we trust Treasuries as reliable"
[X Link](https://x.com/MarkMap4/status/1712259909574906205) 2023-10-12T00:12Z [---] followers, [--] engagements
"@MichaelAArouet Same with investing in a global / emerging markets index. There are many risks: Currency rule of law continuity of government dictatorship economy based solely on commodities etc"
[X Link](https://x.com/MarkMap4/status/1712454691911815552) 2023-10-12T13:06Z [---] followers, [--] engagements
"@GRomePow Stan I think I'll just stick with the annual infl. adj. 5% income that has been generated by a portfolio of "value" stocks/ETFs and Berkshire Hathaway - this having been sustained over many decades; through recessions geopolitical events etc"
[X Link](https://x.com/MarkMap4/status/1712459712938361172) 2023-10-12T13:26Z [---] followers, [--] engagements
"@JackFarley96 @LukeGromen @VincentDeluard 1/ Although many times overlooked by the financial planning industry that COLA adjustment is crucial in the calculation of future retirement income streams :"
[X Link](https://x.com/MarkMap4/status/1712475513686741213) 2023-10-12T14:29Z [---] followers, [---] engagements
"@kgreifeld 3/ So if Treasuries returns aren't going to suffice for producing a decent retirement income stream as they once did [--] / [--] years ago what would make a decent replacement Berkshire Hathaway"
[X Link](https://x.com/MarkMap4/status/1712591796575129772) 2023-10-12T22:11Z [---] followers, [----] engagements
"@fundstrat 1/ The equity market is due for a year that produces a positive return accompanied by intra-year volatility / price drawdown that is less than -5% ( measured monthly basis ). The last was [----]. 40% of all positive years since [----] fit this profile"
[X Link](https://x.com/MarkMap4/status/1712932178206806375) 2023-10-13T20:43Z [---] followers, [--] engagements
"@AdamMancini4 1/ The equity market is due for a year that produces a positive return accompanied by intra-year volatility / price drawdown that is less than -5% ( measured monthly basis ). The last was [----]. 40% of all positive years since [----] fit this profile"
[X Link](https://x.com/MarkMap4/status/1712948574580031972) 2023-10-13T21:48Z [---] followers, [--] engagements
"@CyclesFan 1/ The equity market is due for a year that produces a positive return accompanied by intra-year volatility / price drawdown that is less than -5% ( measured monthly basis ). The last was [----]. 40% of all positive years since [----] fit this profile"
[X Link](https://x.com/MarkMap4/status/1713175433964032446) 2023-10-14T12:50Z [---] followers, [---] engagements
"@SethCL 1/ Odds even suggest that the equity market is due for a low vol year that produces a positive return accompanied by intra-year price drawdown that is less than -5% ( measured monthly basis ). The last was [----]. 40% of all positive years since [----] fit this profile"
[X Link](https://x.com/MarkMap4/status/1713279441559060622) 2023-10-14T19:43Z [---] followers, [--] engagements
"@RudyHavenstein 2/ For retirees relying on these div payments from the "60" of their 60/40 glide path portfolios the "40" has some heavy lifting to do in order to keep their standard of living"
[X Link](https://x.com/MarkMap4/status/1713698846545772920) 2023-10-15T23:30Z [---] followers, [---] engagements
"@RudyHavenstein 3/ Since long term interest rates have averaged n a range of 2-3% the cap appreciation contribution towards total return one that was set in force by the interest rate "mountain" of 1970-2018 one shouldn't expect bonds to produce the generous returns of [----] - 2018"
[X Link](https://x.com/MarkMap4/status/1713709468591202642) 2023-10-16T00:12Z [---] followers, [---] engagements
"@Convertbond The SPX is ok but I'll stick with a portfolio of small & large value stock ETFs and Berkshire Hathaway - one that has sustained an annual infl. adj. income withdrawal of 3.5-7% accompanied by terminal growth over [--] rolling [--] year periods since 1986"
[X Link](https://x.com/MarkMap4/status/1714401196784697819) 2023-10-17T22:01Z [---] followers, [---] engagements
"@WalterDeemer Amidst all of this "noise" an income stage investor merely needs to know if their portfolio can deliver a reliable income adjusted for inflation hopefully accompanied by terminal growth. A portfolio of value stock ETFs and Berkshire Hathaway may suffice"
[X Link](https://x.com/MarkMap4/status/1715007639669678124) 2023-10-19T14:10Z [---] followers, [--] engagements
"@hussmanjp Since [----] a portfolio of small & large "value" stocks has sustained an annual inflation adjusted income withdrawal rate of between 3.5-7.0% accompanied by terminal portfolio growth over rolling [--] (& [--] yr) periods. this over many levels of valuation"
[X Link](https://x.com/MarkMap4/status/1715011509741363375) 2023-10-19T14:26Z [---] followers, [---] engagements
"@Peter_Atwater And no one has brought attention to the greater than 50% drop of yld/income ( over the last [--] years ) produced by a popular Total Bond Market Index fund. Have retirees really been surviving on this yield"
[X Link](https://x.com/MarkMap4/status/1715161702348488885) 2023-10-20T00:23Z [---] followers, [--] engagements
"@BobEUnlimited 2/ a decent predictor of forward [--] month double digit declines has been the relationship of the S&P500 price ( monthly closing basis ) to its moving average on June 30ths of a year"
[X Link](https://x.com/MarkMap4/status/1715832199243612566) 2023-10-21T20:47Z [---] followers, [---] engagements
"@BobEUnlimited 3/ Since [----] positive forward market returns have correlated to periods when the SP [---] price has resided "above" it's moving average value on June 30th of the given year ( Chart [--] )"
[X Link](https://x.com/MarkMap4/status/1715832262086832607) 2023-10-21T20:47Z [---] followers, [---] engagements
"@BobEUnlimited 4/ Conversely since [----] negative forward market returns have correlated to periods when the SP [---] price has resided below it's moving average value on June 30th ( Chart [--] )"
[X Link](https://x.com/MarkMap4/status/1715832312137413082) 2023-10-21T20:47Z [---] followers, [---] engagements
"@BobEUnlimited 6/ adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in item #5 ( Table [--] )"
[X Link](https://x.com/MarkMap4/status/1715834101050065350) 2023-10-21T20:55Z [---] followers, [---] engagements
"@biancoresearch 1/ For an income stage investor over a [--] year history a portfolio of small & large value stocks and Berkshire Hathaway has not cared about intra-year market behavior in it's ability to generate an income stream ( sale of shares )"
[X Link](https://x.com/MarkMap4/status/1715932853215596586) 2023-10-22T03:27Z [---] followers, [----] engagements
"@biancoresearch 2/ It has produced an annual inflation adjusted income withdrawal of between 3.5-7% accompanied by nominal terminal portfolio growth over [--] rolling [--] year periods. Chart 3"
[X Link](https://x.com/MarkMap4/status/1715933620710396017) 2023-10-22T03:30Z [---] followers, [----] engagements
"@biancoresearch 3/ And with the uncertainty of how the Govt is going to finance the Federal debt ( lower rates/ylds are obviously a primary benefit for this purpose but aren't great for retirement income ) Berkshire H can make an intelligent replacement for a Treasury securities allocation"
[X Link](https://x.com/MarkMap4/status/1715934742661550428) 2023-10-22T03:34Z [---] followers, [----] engagements
"@Ritholtz With the exception of the interest rate "mountain" period of 1970-2010 the [---] year average range for rates has been approx [--] - 3%. No doubt that that range will be revisited again and with rates presently in the high 4% that's not "that" much higher than the average range"
[X Link](https://x.com/MarkMap4/status/1716813420891095436) 2023-10-24T13:46Z [---] followers, [--] engagements
"@cullenroche And with the average interest rate range over the last [---] years being 2-3% (with the interest rate mountain of 1970-2010 being an anomaly) rates at [---] - 5% aren't THAT much higher than the average range. Sub 1% rates in [----] was a long way to rise"
[X Link](https://x.com/MarkMap4/status/1716918305100026080) 2023-10-24T20:43Z [---] followers, [--] engagements
"@GRDecter 1/ Since [----] after the advent of negative double-digit years produced by the S&P [---] ( most recent [----] ) forward [--] & [--] year stock returns especially "value" stocks were substantial Table 1"
[X Link](https://x.com/MarkMap4/status/1718067200303452638) 2023-10-28T00:48Z [---] followers, [---] engagements
"@adamkhootrader 3/ However there have been corrections in starting years ( -24% in [----] -12% in [----] -18% in [----] ) on the way to those positive forward [--] & [--] year returns. So this current correction isn't surprising in the context of this event study"
[X Link](https://x.com/MarkMap4/status/1718628129101500567) 2023-10-29T13:57Z [---] followers, [----] engagements
"@RitholtzWealth @awealthofcs 5/ Literature suggests that the average retiree has around a couple/few hundred thousand $ in these 40/60 arrangements within 401K accounts. It's hard to imagine that someone could survive on a couple/few thousand $ annually coming from those type of dividend/yield payouts"
[X Link](https://x.com/MarkMap4/status/1722765414084538391) 2023-11-09T23:57Z [---] followers, [--] engagements
"@dollarsanddata Since [----] the S&P index has produced positive years 79% of the time. It has produced double digit positive years 59% of the time ( vs. negative double digit years 13% of the time ). Those odds seem overwhelmingly against successful short selling"
[X Link](https://x.com/MarkMap4/status/1725890121197592955) 2023-11-18T14:54Z [---] followers, [--] engagements
"@LizYoungStrat 1/ The pullback may have already happened : Since [----] August - Oct weakness in a year when the 1st half has produced a positive return has set the stage for substantial positive forward [--] month S&P returns "
[X Link](https://x.com/MarkMap4/status/1726626269931188321) 2023-11-20T15:39Z [---] followers, [---] engagements
"@SethCL 2/ No real need to use a gazillion technical indicators to accumulate decent wealth in the equity market. Just proper asset selection and long holding and compounding periods does the trick"
[X Link](https://x.com/MarkMap4/status/1728430117049774394) 2023-11-25T15:07Z [---] followers, [---] engagements
"@MebFaber 2/ And it really wasn't until mid/late 90s when Vanguard rolled outa more "passive" and low cost "Total Intl Stock Index" fund"
[X Link](https://x.com/MarkMap4/status/1729590022599229795) 2023-11-28T19:56Z [---] followers, [---] engagements
"@TimmerFidelity 1/ Most data series don't offer meaningful correlations to positive above average forward equity market returns. Two though have been decent"
[X Link](https://x.com/MarkMap4/status/1730364625709834543) 2023-11-30T23:14Z [---] followers, [---] engagements
"@jaykaeppel Makes sense. Investors get rattled by occasional market declines of substance ( double-digit % declines specifically Table [--] ) - mean reversions which typically mark the lowest points of market risk. Then they are slow to shake off their skepticism"
[X Link](https://x.com/MarkMap4/status/1731007506300752348) 2023-12-02T17:48Z [---] followers, [--] engagements
"@awealthofcs 1/ Over [--] years a housing bubble financial crisis one of the most aggressive Fed easing cycles in history a pandemic two wars [--] year high inflation one of the most aggressive Fed hiking cycles in history "
[X Link](https://x.com/MarkMap4/status/1731773605942325336) 2023-12-04T20:32Z [---] followers, [---] engagements
"@CoreyBCantor I like the sound of the new Dodge Ram Charger. The promised build-out of charging stations in the Boulder / Denver area has yet to be realized and I've been content with my plug in Chevy Volt hybrid. No range anxiety "
[X Link](https://x.com/MarkMap4/status/1733274274230575194) 2023-12-08T23:56Z [---] followers, [---] engagements
"@BullandBaird 3/ The 60/40 isn't dead however the "40" part has been/will most likely produce a fraction of the returns that it had over that period. The "60" part (equities) will have to do the heavy lifting or even more if it becomes "40" or "30" in the glide-path calculation"
[X Link](https://x.com/MarkMap4/status/1735041087209672963) 2023-12-13T20:56Z [---] followers, [---] engagements
"@ValueStockGeek 6/ At present the yield curve is in inversion and has been for some time. However on June [--] [----] the S&P price/ MA relationship was positive. With [----] being a "4th" Presidential term cycle year what will the price/MA relationship indicate on June [--] 2024"
[X Link](https://x.com/MarkMap4/status/1735665668270202907) 2023-12-15T14:18Z [---] followers, [--] engagements
"@RubinJMiller 2/ If you're in the income stage and want control over the rate and amount of income rather than being beholden to the fate of a company's dividend payout the use value stocks and Berkshire Hathaway"
[X Link](https://x.com/MarkMap4/status/1737147334868222266) 2023-12-19T16:26Z [---] followers, [--] engagements
"@GunjanJS Don't forget the passage of the Secure Act in [----]. This has provided workers easier paths towards and higher contributions into retirement accounts ie. more money automatically going into stocks on a regular basis thus providing constant "support" under the market"
[X Link](https://x.com/MarkMap4/status/1738274515677798708) 2023-12-22T19:05Z [---] followers, [--] engagements
"@rationalwalk 1/ During the "income stage" an investor's goal isn't necessarily to maximize terminal wealth/beat the S&P500"
[X Link](https://x.com/MarkMap4/status/1738346818742702407) 2023-12-22T23:52Z [---] followers, [---] engagements
"@biancoresearch Once the yield curve normalizes (short rates falling below the [--] yr) coupon yields will be back into the average [---] year "pre 1970-2018 rate anomaly" period range of 2.5-3.5% - a range that will be less than sufficient for retirees' income needs"
[X Link](https://x.com/MarkMap4/status/1740180387375272309) 2023-12-28T01:18Z [---] followers, [---] engagements
"@MarkMcGrathCFP 1/ In terms of DIY equity portfolio investing one can use a portfolio of "value" stocks (low cost ETFs) and the QQQ as a starting "benchmark of highest risk comparable excess returns" "
[X Link](https://x.com/MarkMap4/status/1741127297778757957) 2023-12-30T16:01Z [---] followers, [--] engagements
"@awealthofcs 3/ Amidst of all of this a more important consideration may be the "optimal" portfolio asset selection - one that can maximize the terminal wealth growth into the "income" stage"
[X Link](https://x.com/MarkMap4/status/1741496443213377817) 2023-12-31T16:28Z [---] followers, [---] engagements
"@awealthofcs 5/ For an intrepid DIY 401k investor producing "highest" expected returns can make up for the deficit of retirement contribution $ as result of middle aged lifecycle "spending events" and "lesser" returns produced by industry sponsored portfolios"
[X Link](https://x.com/MarkMap4/status/1741496786517155960) 2023-12-31T16:29Z [---] followers, [---] engagements
"@NorthmanTrader Chart [--] shows the [--] year rolling total returns of the S&P500 versus a portfolio of "value" stocks and the Nasdaq100/QQQ . Average triple digit gains no matter what the Fed "said or did""
[X Link](https://x.com/MarkMap4/status/1752809673701412977) 2024-01-31T21:42Z [---] followers, [---] engagements
"@SullyCNBC Since [----] a portfolio of small & large value stocks (ETFs) and the Nasdaq 100/QQQ has produced excess returns above benchmark over [--] rolling [--] year periods. Chart [--] . Avg upper triple digit total returns. That seems about as reliable as one can get"
[X Link](https://x.com/MarkMap4/status/1753116254758678718) 2024-02-01T18:01Z [---] followers, [--] engagements
"@elerianm @federalreserve Since [----] a portfolio of "value" stocks and the Nasdaq100/QQQ has handily beaten the S&P500 in [--] rolling [--] year periods this in spite of short term effects ( jobs created inflation deflation Fed rate cuts/rate increases etc. ) Chart 10"
[X Link](https://x.com/MarkMap4/status/1753433800586010657) 2024-02-02T15:02Z [---] followers, [---] engagements
"@benjaminwfelix 3/ will reduce the terminal portfolio balance available for legacy or charitable purposes if an annual inflation adj. "4%" income withdrawal is taken (as per Bengen rule) but the portfolio likely not "running out of money""
[X Link](https://x.com/MarkMap4/status/1754917452197028228) 2024-02-06T17:18Z [---] followers, [---] engagements
"@PeterMallouk 3/ with same worst drawdowns as the S&P and even the broadest diversified portfolio (Exhibits 2-5 Appendix B). REITs had a couple [--] year periods of outperformance ( Exhibit [--] ) but "Foreign" stocks which looked promising 2000-09 didn't hold up over [--] yr periods (Exhibit 6)"
[X Link](https://x.com/MarkMap4/status/1756388328457351640) 2024-02-10T18:43Z [---] followers, [---] engagements
"@DiabolicalSpuds 3/ In the meantime the Employee Retirement Income Security Act (ERISA) passed in [----] had made it both more difficult and more expensive to run a traditional pension program-a particular problem for smaller employers"
[X Link](https://x.com/MarkMap4/status/1756492942536016044) 2024-02-11T01:38Z [---] followers, [--] engagements
"@jsblokland @KobeissiLetter 1/ It is likely that average Treasury yields have fallen back into the pre "interest rate mountain" (IRM) period range of between 2.5-3.5% (IRM period = 1970-mid 2010s) Chart 1"
[X Link](https://x.com/MarkMap4/status/1756800790738444578) 2024-02-11T22:02Z [---] followers, [--] engagements
"@jsblokland @KobeissiLetter 2/ Whether the interest rate decline starting [----] is correlated to Federal debt growth or not (Chart 3) retirees relying on Treasury coupon payments of 2% or less (as a function of the "60" of a "40/60" portfolio glide path allocation) may have to adjust"
[X Link](https://x.com/MarkMap4/status/1756803403563381206) 2024-02-11T22:12Z [---] followers, [--] engagements
"@CliffordAsness @JeremyDSchwartz @choffstein Low expense small & large value ETFs and the QQQ have done well for me. Now I'm systematically replacing the QQQ with Berkshire Hathaway for a reliable income stream. Might as well use the "best" ( although I don't know if you would consider it a stock)"
[X Link](https://x.com/MarkMap4/status/1757541995151814776) 2024-02-13T23:07Z [---] followers, [---] engagements
"@DevotedDividend 5/ However starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
[X Link](https://x.com/MarkMap4/status/1760406016435404846) 2024-02-21T20:47Z [---] followers, [--] engagements
"@DevotedDividend 7/ A dividend growth ETF may be a decent addition to the three asset class portfolio however the Vanguard value ETF already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD respectively"
[X Link](https://x.com/MarkMap4/status/1760406404064543069) 2024-02-21T20:49Z [---] followers, [--] engagements
"@bespokeinvest 5/ However starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
[X Link](https://x.com/MarkMap4/status/1761406829915934796) 2024-02-24T15:04Z [---] followers, [--] engagements
"@bespokeinvest 7/ A dividend growth ETF may be a decent addition to the three asset class portfolio however the Vanguard value ETF already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD respectively"
[X Link](https://x.com/MarkMap4/status/1761407217650012643) 2024-02-24T15:06Z [---] followers, [--] engagements
"@The_AI_Investor 2/ over market cycles - with these companies (such as CSCO SUN in the internet bubble period) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1761770410113225056) 2024-02-25T15:09Z [---] followers, [---] engagements
"@SethCL 3/ The QQQ has driven much of the "alpha" on the "upside" while the "value" stocks have provided a benefit of negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1761772008889630822) 2024-02-25T15:15Z [---] followers, [--] engagements
"@TaviCosta 4/ (the portfolio) having produced excess risk adj. returns above S&P benchmark in [--] rolling [--] yr periods since [----] Chart [--] Therefore you don't have to be "lucky" or have to be chasing after the "stock of the moment" (NVDA TSLA AAPL etc. )"
[X Link](https://x.com/MarkMap4/status/1762254659354235104) 2024-02-26T23:13Z [---] followers, [--] engagements
"@FishtownCap 1/ BRK has made a terrific addition to an "income stage" portfolio ( combined with "value" stock ETFs ) - one that has sustained an annual inflation adj. "5%" income withdrawal accompanied by terminal growth over [--] rolling [--] yr periods since 1986"
[X Link](https://x.com/MarkMap4/status/1762259938028421323) 2024-02-26T23:34Z [---] followers, [---] engagements
"@McClellanOsc 1/ The construction of a simple tactical risk management algorithm - one that has identified rare periods of defense ( high stock market risk ) - entails three variables: a) the monthly basis "price" of the SP500 compared to it's moving average ( [--] period )"
[X Link](https://x.com/MarkMap4/status/1762495387418681643) 2024-02-27T15:10Z [---] followers, [---] engagements
"@hussmanjp 2/ For an "accumulation stage" investor wanting "highest" portfolio growth since [----] a portfolio of small & large value stocks (ETFs) and the Nasdaq 100/QQQ has produced excess returns above benchmark over [--] rolling [--] year periods. Chart 10"
[X Link](https://x.com/MarkMap4/status/1762583529534173290) 2024-02-27T21:00Z [---] followers, [---] engagements
"@awealthofcs "Japan stocks making alltime highs" Berkshire Hathaway does it again by buying some Japanese general trading companies in [----]. Just another well timed addition to the mighty cash flows driving my retirement income"
[X Link](https://x.com/MarkMap4/status/1762955905023279277) 2024-02-28T21:40Z [---] followers, [--] engagements
"@SavingsCaptain 2/ with the "capitalization weighting effect" having the top growth companies holding high % portfolio weightings driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1765491259022405980) 2024-03-06T21:34Z [---] followers, [--] engagements
"@RuffinFinance Market (S&P index) worst [--] year total returns periods: 1929-1948 + 67% 1965-1984 + 404% 1999-2018 + 203% Extending to [--] years : 1929-1958 +695% 1965-1994 +1924% 1999-2024 (through Feb) +505%"
[X Link](https://x.com/MarkMap4/status/1765766442341802254) 2024-03-07T15:48Z [---] followers, [---] engagements
"@jslats99 @dividendology @GuyTalksFinance @DividendDudeYT 1/ For an "accumulation stage" investor wanting "highest" portfolio growth since [----] a portfolio of small & large value stocks (ETFs) and the Nasdaq 100/QQQ has produced excess returns above benchmark over [--] rolling [--] year periods. Chart 10"
[X Link](https://x.com/MarkMap4/status/1765847713386483996) 2024-03-07T21:11Z [---] followers, [--] engagements
"@jslats99 @dividendology @GuyTalksFinance @DividendDudeYT 5/ However starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
[X Link](https://x.com/MarkMap4/status/1765848081147261369) 2024-03-07T21:12Z [---] followers, [--] engagements
"@jslats99 @dividendology @GuyTalksFinance @DividendDudeYT 7/ Would a dividend growth ETF be a decent addition to the three asset class portfolio One gets dividend stock exposure within the Vanguard value ETF as it already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD funds respectively"
[X Link](https://x.com/MarkMap4/status/1765849078103970191) 2024-03-07T21:16Z [---] followers, [--] engagements
"@michaelsantoli @CNBCPro 2/ of position over market cycles - with these companies (such as CSCO SUN in the internet bubble period) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1766616387546411009) 2024-03-10T00:05Z [---] followers, [---] engagements
"@mistressdivy 5/ However starting from [----] around [----] Dividend growth started outperforming value . Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
[X Link](https://x.com/MarkMap4/status/1769832468276707626) 2024-03-18T21:05Z [---] followers, [--] engagements
"@mistressdivy 7/ A dividend growth ETF may be a decent addition to the three asset class portfolio however the Vanguard Value ETF (Large cap value proxy) already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD respectively"
[X Link](https://x.com/MarkMap4/status/1769833010604470303) 2024-03-18T21:07Z [---] followers, [--] engagements
"@dividendology 9/ Further the aggregate cap appreciation / dividend reinvestment produced by the all of the stocks within the "funds" delivers the income stream described above rather than a focus and reliance on specific individual sector or individual companies dividend payout policy"
[X Link](https://x.com/MarkMap4/status/1769857924304613377) 2024-03-18T22:46Z [---] followers, [--] engagements
"@DevotedDividend 5/ However starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
[X Link](https://x.com/MarkMap4/status/1769859503590088704) 2024-03-18T22:52Z [---] followers, [--] engagements
"@DevotedDividend 7/ A dividend growth ETF may be a decent addition to the three asset class portfolio however the Vanguard Value ETF already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD respectively"
[X Link](https://x.com/MarkMap4/status/1769859710742655296) 2024-03-18T22:53Z [---] followers, [--] engagements
"@JeffWeniger 5/ Yet starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
[X Link](https://x.com/MarkMap4/status/1770215281299783947) 2024-03-19T22:26Z [---] followers, [--] engagements
"@jasongoepfert 1/ The only reasons to sell are for portfolio rebalancing emergency cash income in retirement. Therefore it is important to stay invested for 20+ year periods"
[X Link](https://x.com/MarkMap4/status/1770546596528152805) 2024-03-20T20:22Z [---] followers, [--] engagements
"@StealthQE4 Over the investing lifecycle the market narrative constantly changes. In a few years it will probably be deflation. Just stay the course by holding a diversified portfolio for 20+ years and ignore the narrative"
[X Link](https://x.com/MarkMap4/status/1770829400788930817) 2024-03-21T15:06Z [---] followers, [--] engagements
"@DevotedDividend 8/ Further the aggregate cap appreciation / dividend reinvestment produced by the all of the stocks within the "funds" delivers the income stream described above rather than a focus and reliance on specific individual sector or individual companies dividend payout policy"
[X Link](https://x.com/MarkMap4/status/1770917414621847634) 2024-03-21T20:56Z [---] followers, [--] engagements
"@GuyTalksFinance Combination of 7% mortgage rates high housing prices and realtor commissions being cut should be great for people wanting to make a living as realtors"
[X Link](https://x.com/MarkMap4/status/1771301633126768891) 2024-03-22T22:23Z [---] followers, [--] engagements
"@JonErlichman 2/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN GOOG TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1771353265944363329) 2024-03-23T01:48Z [---] followers, [---] engagements
"@lindsaystamp3 1/ For income I like to use Berkshire Hathaway as a replacement for cash or "bonds" as when combined with "value" stocks in a portfolio a steady annual inflation adj. income withdrawal of 5-7% has been sustained over rolling [--] year periods since 1986"
[X Link](https://x.com/MarkMap4/status/1771634065118023851) 2024-03-23T20:24Z [---] followers, [--] engagements
"@EconomPic 1/ A portfolio of "value" stocks and Berkshire Hathaway has sustained an annual inflation adj. withdrawal of between 3.5-7% (using a simple conditions based strategy) accompanied by terminal growth over [--] rolling [--] year periods since [----] https://tinyurl.com/3z5vnfyr https://tinyurl.com/3z5vnfyr"
[X Link](https://x.com/MarkMap4/status/1773146899354194193) 2024-03-28T00:35Z [---] followers, [---] engagements
"@SteveWagsInvest 3/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1774175568361062770) 2024-03-30T20:43Z [---] followers, [---] engagements
"@RuffinFinance 1/I don't know about Bitcoin but my return assumptions for my portfolio of "value" stocks and Berkshire Hathaway are that the portfolio can sustain an inflation adj. "5%" income withdrawal accompanied by higher ending value"
[X Link](https://x.com/MarkMap4/status/1774184034425253989) 2024-03-30T21:16Z [---] followers, [--] engagements
"@Convertbond 2/ This Treasury issuance may be a result the "forces" that will keep interest rates down in the low single digits for years to come. How is a retiree supposed to live off of low single digit bond coupon payments https://tinyurl.com/yc3v4jky https://tinyurl.com/yc3v4jky"
[X Link](https://x.com/MarkMap4/status/1774418945363030091) 2024-03-31T12:50Z [---] followers, [--] engagements
"@chriswmayer @TheIdeaFarm 4/ (the portfolio) having produced excess risk adj. returns above S&P benchmark in [--] rolling [--] yr periods since [----] Chart [--] Therefore it doesn't matter what drawdowns any single stock has endured portfolio diversification takes care of it. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1774422124075143612) 2024-03-31T13:02Z [---] followers, [---] engagements
"@rusholmecapital 1/ Sounds like a pitch from Investors Business Daily. Unfortunately the math works out such that if you have are managing a "haystack" of say [---] individual stocks the couple [--] baggers are going to be offset by the mediocre performers"
[X Link](https://x.com/MarkMap4/status/1774431213186424986) 2024-03-31T13:39Z [---] followers, [---] engagements
"@rusholmecapital 2/ "slippage" ( behavioral effects of trading loss aversion etc. ) taxes etc. - this being spelled out by research conducted by H. Bessembinder ("Do Stocks Outperform Treasury Bills")"
[X Link](https://x.com/MarkMap4/status/1774431787889893690) 2024-03-31T13:41Z [---] followers, [---] engagements
"@Fire5280 2/ Conditions [--] [--] & [--] specify rules as to when an annual inflation adj "7%" income withdrawal can be taken. This would equate to "$70000 in the example. This is probably the best that one can do and a portfolio that has some data a performance record to back it up"
[X Link](https://x.com/MarkMap4/status/1775682484165829023) 2024-04-04T00:31Z [---] followers, [--] engagements
"@SethCL 5/ adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in Table #5 ( ) https://tinyurl.com/53b7hacn https://tinyurl.com/53b7hacn"
[X Link](https://x.com/MarkMap4/status/1775878926113370198) 2024-04-04T13:31Z [---] followers, [--] engagements
"@dividendology 3/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1777480474165760377) 2024-04-08T23:35Z [---] followers, [---] engagements
"@MebFaber 2/ Using a portfolio of "value" stock (ETFs) and Berkshire Hathaway and a conditions based income withdrawal strategy an annual inflation adj. income withdrawal of "5%" was sustained in [--] rolling [--] year periods since 1986"
[X Link](https://x.com/MarkMap4/status/1777739328116199872) 2024-04-09T16:44Z [---] followers, [--] engagements
"@MMMTwealth Since [----] for long term "accumulation stage" investors the best risk to reward portfolio has been small & large value stocks (via ETFs) and the QQQ (Nasdaq100 index) producing excess returns above S&P benchmark over [--] rolling [--] yr periods. Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1777741999291904050) 2024-04-09T16:54Z [---] followers, [----] engagements
"@bespokeinvest 1/ Individual stock charts have no relevance to either a portfolio of small & large "value" stocks and the QQQ and long term investing success. However NVDA has been in the portfolio of the QQQ since 2005"
[X Link](https://x.com/MarkMap4/status/1777796280800170328) 2024-04-09T20:30Z [---] followers, [---] engagements
"@bespokeinvest 2/ That's been the great thing about owning the QQQ (and "value" stock ETFs). Over it's 38+ year history the "capitalization weighting effect" embedded within the NDX has the "top" growth companies holding high % portfolio weightings for a number years and moving "in and out""
[X Link](https://x.com/MarkMap4/status/1777796389470425599) 2024-04-09T20:31Z [---] followers, [---] engagements
"@bespokeinvest 3/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1777796535721553995) 2024-04-09T20:31Z [---] followers, [---] engagements
"@BarbellFi They can invest $3.75M in a portfolio of Berkshire Hathaway and "value" stock (ETFs) and pull an annual inflation adj "5%" income withdrawal ($187K) with higher "ending" balance most likely if that helps https://tinyurl.com/3z5vnfyr https://tinyurl.com/3z5vnfyr"
[X Link](https://x.com/MarkMap4/status/1778094818679312669) 2024-04-10T16:16Z [---] followers, [--] engagements
"@GRDecter Since [----] a portfolio of small & large "value" stocks and the NDX/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - these no matter what the CPI interest rates gold the Fed etc. did or JP Morgan said. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1778895248334139839) 2024-04-12T21:17Z [---] followers, [---] engagements
"@RuffinFinance 1/ However it IS nice to have some rigorous empirical research available based on defining features such as simple portfolios that have produced highest risk adjusted alpha or ones that have produced consistent inflation adj. income"
[X Link](https://x.com/MarkMap4/status/1779199321042305382) 2024-04-13T17:25Z [---] followers, [--] engagements
"@BrianFeroldi 3/ moving "in and out" of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside""
[X Link](https://x.com/MarkMap4/status/1779209752997712179) 2024-04-13T18:07Z [---] followers, [---] engagements
"@BrianFeroldi 5/ (the portfolio) having produced excess risk adj. returns above S&P benchmark in [--] rolling [--] yr periods since [----] Chart [--] - making it one of the great accumulation stage portfolios of the modern era https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1779210214815772702) 2024-04-13T18:09Z [---] followers, [--] engagements
"@MichaelAArouet Since [----] a portfolio of small & large "value" stocks and the NDX/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - these no matter what buying or selling corporate officers where conducting. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1779492951372059086) 2024-04-14T12:52Z [---] followers, [---] engagements
"@ValueStockGeek 2/ Using a portfolio of the Nasdaq100/QQQ (as large growth proxy) and "value" stocks (ETFs) over it's 38+ year history the "capitalization weighting effect" embedded within the NDX has the "top" growth companies holding high % portfolio weightings for a number years"
[X Link](https://x.com/MarkMap4/status/1779517130532110342) 2024-04-14T14:28Z [---] followers, [---] engagements
"@JonahLupton 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1779617495390822844) 2024-04-14T21:07Z [---] followers, [---] engagements
"@FinanceLancelot 5/ adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in Table #5 ( ) https://tinyurl.com/53b7hacn https://tinyurl.com/53b7hacn"
[X Link](https://x.com/MarkMap4/status/1779650197124964416) 2024-04-14T23:17Z [---] followers, [---] engagements
"@CNBCClosingBell @Downtown 1/ Along with "value" stocks I like having Berkshire Hathaway rather than interest bearing securities in my portfolio. An annual inflation adj "5%" income withdrawal has been sustained over [--] rolling [--] year periods since [----] - this while bond yields have fallen"
[X Link](https://x.com/MarkMap4/status/1780722511916732755) 2024-04-17T22:18Z [---] followers, [---] engagements
"@DecadeInvestor Over an average [--] year period since [----] $500 a month invested in a simple portfolio of small & large "value" stocks (ETFs) and the Nasdaq100/QQQ would have grown to over $2M ( vs over $1.1M for the S&P500 index fund ) Chart [--] http://tinyurl.com/5h9fvw3n http://tinyurl.com/5h9fvw3n"
[X Link](https://x.com/MarkMap4/status/1782039955004375069) 2024-04-21T13:33Z [---] followers, [--] engagements
"@iamtomnash 3/ of position over market cycles - companies such as AMGN CSCO SUN AAPL AMZN TSLA NVDA etc"
[X Link](https://x.com/MarkMap4/status/1782051168731943335) 2024-04-21T14:18Z [---] followers, [--] engagements
"@lindsaystamp3 1/ The 1% makes sense. Another similar move may be to investment in a portfolio that maximizes your wealth over the accumulation stage years. This is like an insurance policy against behaviors and expenditures that occur over our life cycle"
[X Link](https://x.com/MarkMap4/status/1782108206480695447) 2024-04-21T18:04Z [---] followers, [--] engagements
"@BigBullCap Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - those produced no matter what reactions that stocks had to their earnings reports https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1783270219080761742) 2024-04-24T23:02Z [---] followers, [---] engagements
"@BarbellFi Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - these produced no matter what inflation or interest rates did. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1783478297352921397) 2024-04-25T12:48Z [---] followers, [--] engagements
"@StealthQE4 3/ And investing in "value" stocks has been even better ( 50/50 small and large cap value portfolio ) : 1920-1939 no data 1920-1949 no data 1929-1948. +115% 1929-1958 +1198% 1965-1984. +1263% 1965-1994 +5430% 1999-2018 +325% 1999-Feb [----] +660%"
[X Link](https://x.com/MarkMap4/status/1784595572785385592) 2024-04-28T14:48Z [---] followers, [--] engagements
"@FinanceLancelot Crypto = GFTC ( Greater Fool Theory Coin ) ๐บ"
[X Link](https://x.com/MarkMap4/status/1785356722644942917) 2024-04-30T17:13Z [---] followers, [--] engagements
"@PathwayToFI And if you have a lot accumulated within a traditional (say half a million+ $) in retirement and perpetually growing because of equity market exposure if you live to be 90+ years old the taxable events on RMDs become substantial. Going through this with my Mother's RMDs"
[X Link](https://x.com/MarkMap4/status/1786533934215373174) 2024-05-03T23:10Z [---] followers, [--] engagements
"@QCompounding 1/ Have never felt the need to attend an event although I use BRK.B as an income source. When combined with "value" stocks (ETFs) and a conditions based income withdrawal strategy the portfolio has sustained an annual inflation adj. income withdrawal of "5-7%" over"
[X Link](https://x.com/MarkMap4/status/1786869726464901148) 2024-05-04T21:25Z [---] followers, [---] engagements
"@awealthofcs 3/ When you get to the income / retirement years the financial planning industry suggests a high portfolio allocation of bonds again for the "volatility reduction". However there are alternative investments to bonds that have provided commensurate volatility reduction while"
[X Link](https://x.com/MarkMap4/status/1787577578917687652) 2024-05-06T20:18Z [---] followers, [--] engagements
"@mistressdivy 2/ Chart [--] . Then if you want to add "lesser" assets such as dividend growth (SCHD) REITs bonds global stocks etc. then that is an option - yet it is highly unlikely that they will add any "alpha" and just make the portfolio more cumbersome. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1788270518052986933) 2024-05-08T18:11Z [---] followers, [--] engagements
"@FreedomFinLB 1/ The problem with high dividend yield products is that they don't have appreciable track record"
[X Link](https://x.com/MarkMap4/status/1789671572921274528) 2024-05-12T14:58Z [---] followers, [--] engagements
"@Schuldensuehner 4/ And investing in "value" stocks has been even better ( 50/50 small and large cap value portfolio ) : 1920-1939 no data 1920-1949 no data 1929-1948. +115% 1929-1958 +1198% 1965-1984. +1263% 1965-1994 +5430% 1999-2018 +325% 1999-Feb [----] +660%"
[X Link](https://x.com/MarkMap4/status/1790081468376449438) 2024-05-13T18:07Z [---] followers, [--] engagements
"@PathwayToFI 4/ and can ultimately take a toll on longevity and "cost more" healthwise. So be very careful about managing wealth accumulation and spending events - some events of which cannot necessarily be avoided"
[X Link](https://x.com/MarkMap4/status/1790108175225487485) 2024-05-13T19:53Z [---] followers, [--] engagements
"@biancoresearch 5/ Holding this value stock and QQQ portfolio for a long enough time length (20+ years) has allowed for this cap weighting effect to work to it's fullest extent - making this one of the great "objectively stock selected" ETF portfolios of the modern era"
[X Link](https://x.com/MarkMap4/status/1794016261900321227) 2024-05-24T14:43Z [---] followers, [---] engagements
"@MichaelAArouet 1/ This is why it's important to invest in both "value" stocks AND growth stocks. During these "concentration" periods "value" stocks have tended to lag the performance of "growth" ( typically represented by the top "10%" ) and market participants shy away from value"
[X Link](https://x.com/MarkMap4/status/1794713610100564448) 2024-05-26T12:54Z [---] followers, [---] engagements
"@amktparticipant 6/ we can see that the addition of the QQQ helped add alpha throughout that 2019-2023 period. And in consideration of dividend growth for inclusion into the three asset portfolio for the accumulation stage it would add complication to the management of the portfolio -"
[X Link](https://x.com/MarkMap4/status/1795927537773670795) 2024-05-29T21:17Z [---] followers, [--] engagements
"@SethCL 6/ As the yield curve has been negative and it is the 4th year of the Presidential term cycle if the S&P [---] price resides below the moving average on June 30th (doubtful) then that will indicate a defensive signal / trend change"
[X Link](https://x.com/MarkMap4/status/1798530586744668661) 2024-06-06T01:41Z [---] followers, [--] engagements
"@awealthofcs 2/ [--] rolling [--] year periods since [----] . Value stocks and BRK have exhibited the same "safety" characteristics as Treasuries ladders ( over the 2000-02 and [----] equity market declines ) - ie they have provided a negative covariance. https://tinyurl.com/3z5vnfyr https://tinyurl.com/3z5vnfyr"
[X Link](https://x.com/MarkMap4/status/1798802344127475895) 2024-06-06T19:41Z [---] followers, [--] engagements
"@JJsFinclub 1/ Yes. And for the average investor the most efficient risk adjusted and streamlined way to own those (and possible future Mag [--] / Super Investor stocks) has been through a portfolio of the Nasdaq 100/QQQ and small & large "value" stock ETFs"
[X Link](https://x.com/MarkMap4/status/1799094844964667816) 2024-06-07T15:03Z [---] followers, [--] engagements
"@MnkeDaniel 1/ We can't assume to replicate the success of these investing personalities' portfolios. Yet you might be able to be a stock market genius by simply owning the QQQ and small & large value funds -"
[X Link](https://x.com/MarkMap4/status/1799098882225586616) 2024-06-07T15:19Z [---] followers, [---] engagements
"@StealthQE4 2/ Conversely over the last [--] years a portfolio of Berkshire Hathaway and "value" stock ETFs provided an annual inflation adjusted 5.0% income accompanied by portfolio growth - https://www.portfoliovisualizer.com/backtest-portfolios=y&sl=7CRcJuO7wgIuOumfTXlG5A https://www.portfoliovisualizer.com/backtest-portfolios=y&sl=7CRcJuO7wgIuOumfTXlG5A"
[X Link](https://x.com/MarkMap4/status/1800663896052900288) 2024-06-11T22:58Z [---] followers, [--] engagements
"@JSpitTrades 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1800716591463805035) 2024-06-12T02:27Z [---] followers, [----] engagements
"@JJsFinclub 1/ Along with long term compounding in the accumulation stage not having asset classes within a portfolio that have a long track record of producing highest returns per unit of downside risk versus conventional financial industry offerings can also cost a lot of money"
[X Link](https://x.com/MarkMap4/status/1801333143938465942) 2024-06-13T19:17Z [---] followers, [--] engagements
"@michaelsantoli Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - these produced no matter what the VIX did. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1801379015703544266) 2024-06-13T22:20Z [---] followers, [--] engagements
"@Optiongirl 6/ [----] is a "4th" Presidential year. As the yield curve has been negative for the past [--] months if the S&P [---] price resides below the moving average on June 30th (doubtful) then that will indicate a defensive signal / trend change"
[X Link](https://x.com/MarkMap4/status/1801962800924811379) 2024-06-15T12:59Z [---] followers, [---] engagements
"@TheTrueFIREGuy 2/ This means that if one wants to reach that 15% cohort one has to max out their returns produced on their equity portfolios ( if this is their vehicle of choice ) in accumulation years and then produce the most durable and high level of income in retirement"
[X Link](https://x.com/MarkMap4/status/1803185606198952297) 2024-06-18T21:58Z [---] followers, [--] engagements
"@KoyfinCharts 2/ A different way of approaching it is that you could have owned a "slice" of INTC when IT was a star stock in the 90s or many other star stocks over the historical continuum of just owing the QQQ / Nasdaq [---] index"
[X Link](https://x.com/MarkMap4/status/1803836295917244479) 2024-06-20T17:04Z [---] followers, [---] engagements
"@KoyfinCharts 5/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1803836612083589590) 2024-06-20T17:05Z [---] followers, [---] engagements
"@TheMattCochrane 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1803991194742964496) 2024-06-21T03:19Z [---] followers, [---] engagements
"@BarbellFi 2/ For example using a portfolio of "value" stock (ETFs) and Berkshire Hathaway and a conditions based income withdrawal strategy an annual inflation adj. income withdrawal of between "4 - 7%" was sustained over [--] rolling [--] year periods since [----] https://tinyurl.com/2th9m4r6 https://tinyurl.com/2th9m4r6"
[X Link](https://x.com/MarkMap4/status/1804153037348352105) 2024-06-21T14:02Z [---] followers, [--] engagements
"@DividendTalks 3/ This choice of portfolio assets early on in the accumulation stage provides food for thought in weighing if a saver lands within the "15%" cohort or the "85%" - this considering all of the "spending events" and pitfalls that occur over the average citizen's life cycle"
[X Link](https://x.com/MarkMap4/status/1804282072803995992) 2024-06-21T22:35Z [---] followers, [--] engagements
"@BrianFeroldi 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1804580169564217403) 2024-06-22T18:20Z [---] followers, [---] engagements
"@QCompounding @Vivek_Investor 1/ For the income stage investor Berkshire Hathaway ( Warren Buffet ) has made a great addition to an income generating portfolio consisting of "value" stock funds / ETFs"
[X Link](https://x.com/MarkMap4/status/1804912482630156531) 2024-06-23T16:20Z [---] followers, [---] engagements
"@QCompounding @Vivek_Investor 4/ The addition of Berkshire Hathaway to the portfolio adds further portfolio diversification and the unique and ever expanding cash flows thrown off by its conglomerate operations and "moat" investments specific to BRK"
[X Link](https://x.com/MarkMap4/status/1804912969517556222) 2024-06-23T16:22Z [---] followers, [---] engagements
"@awealthofcs 5/ Adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in Table #5 ( ) https://tinyurl.com/53b7hacn https://tinyurl.com/53b7hacn"
[X Link](https://x.com/MarkMap4/status/1805317246832853179) 2024-06-24T19:09Z [---] followers, [--] engagements
"@awealthofcs 6/ โ
[----] is a "4th" Presidential year. โ
the yield curve inversion is applicable โ with [--] trading days left in June it appears that the S&P [---] price will reside "above" it's moving average on June 30th = a decent chance of pos forward returns as per Chart 1"
[X Link](https://x.com/MarkMap4/status/1805319089478312423) 2024-06-24T19:16Z [---] followers, [---] engagements
"@KoyfinCharts 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has beaten the S&P500 benchmark over [--] rolling [--] periods Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1805319519478378682) 2024-06-24T19:18Z [---] followers, [--] engagements
"@KoyfinCharts 3/ while the "value" stocks have provided both a contribution to portfolio return and a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1805320717078041000) 2024-06-24T19:22Z [---] followers, [--] engagements
"@GunjanJS 2/ Occasionally over that [--] year continuum the "hot leader" stocks of the QQQ have taken a break - the "capitalization weighting effect" of the QQQ having contributed much of the portfolio "alpha""
[X Link](https://x.com/MarkMap4/status/1805364385918984214) 2024-06-24T22:16Z [---] followers, [--] engagements
"@GunjanJS 3/ Then the small & large value stocks may "bring up the rear" many times into the 2nd half of the year"
[X Link](https://x.com/MarkMap4/status/1805364514072019129) 2024-06-24T22:16Z [---] followers, [--] engagements
"@lisaabramowicz1 @bespokeinvest 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ ( domestic U.S. ) has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1805364913419723251) 2024-06-24T22:18Z [---] followers, [--] engagements
"@lisaabramowicz1 @bespokeinvest 2/ However many over the past [--] - [--] yrs have been skeptical of the US superiority and strongly recommended global market exposure. But investing in global left you flat footed possibly delaying your retirement start date due to insufficient capital accumulation for income"
[X Link](https://x.com/MarkMap4/status/1805366033789735117) 2024-06-24T22:22Z [---] followers, [--] engagements
"@JesseCohenInv 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1805366722456592864) 2024-06-24T22:25Z [---] followers, [---] engagements
"@JesseCohenInv 2/ Occasionally over that [--] year continuum the "hot leader" stocks of the QQQ have taken a break - the "capitalization weighting effect" of the QQQ having contributed much of the portfolio "alpha""
[X Link](https://x.com/MarkMap4/status/1805366816060878908) 2024-06-24T22:26Z [---] followers, [--] engagements
"@JesseCohenInv 3/ Then the small & large value stocks may "bring up the rear" many times into the 2nd half of the year"
[X Link](https://x.com/MarkMap4/status/1805366873703563772) 2024-06-24T22:26Z [---] followers, [--] engagements
"@Schuldensuehner 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1805367290671583535) 2024-06-24T22:27Z [---] followers, [---] engagements
"@Schuldensuehner 2/ Occasionally over that [--] year continuum the "hot leader" stocks of the QQQ have taken a break - the "capitalization weighting effect" of the QQQ having contributed much of the portfolio "alpha""
[X Link](https://x.com/MarkMap4/status/1805367347659583631) 2024-06-24T22:28Z [---] followers, [---] engagements
"@Schuldensuehner 3/ Then the small & large value stocks may "bring up the rear" many times into the 2nd half of the year"
[X Link](https://x.com/MarkMap4/status/1805367423077408926) 2024-06-24T22:28Z [---] followers, [---] engagements
"@EddyElfenbein 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - an unbeatable combo https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
[X Link](https://x.com/MarkMap4/status/1805367955418464475) 2024-06-24T22:30Z [---] followers, [--] engagements
"@EddyElfenbein 2/ Occasionally over that [--] year continuum the "hot leader" stocks of the QQQ have taken a break - the "capitalization weighting effect" of the QQQ having contributed much of the portfolio "alpha""
[X Link](https://x.com/MarkMap4/status/1805368030353850629) 2024-06-24T22:30Z [---] followers, [--] engagements
"@EddyElfenbein 3/ Then the small & large value stocks may "bring up the rear" many times into the 2nd half of the year"
[X Link](https://x.com/MarkMap4/status/1805368131889590485) 2024-06-24T22:31Z [---] followers, [--] engagements
"@PeterMallouk 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1805656094380814621) 2024-06-25T17:35Z [---] followers, [---] engagements
"@PeterMallouk 5/ Holding this value stock and QQQ portfolio for a long enough time length (20+ years) has allowed for this cap weighting effect to work to it's fullest extent - making this one of the great "objectively & "mechanically" stock selected" ETF portfolios of the modern era"
[X Link](https://x.com/MarkMap4/status/1805656238249689436) 2024-06-25T17:36Z [---] followers, [---] engagements
"@GinaMartinAdams Since [----] even if an investor had a lump sum invested over the "worst" [--] year market periods the terminal value was still positive. And a) investing in "value" stocks and b) waiting an extra [--] years really made a difference https://tinyurl.com/yv4yf8rz https://tinyurl.com/yv4yf8rz"
[X Link](https://x.com/MarkMap4/status/1806360436465455577) 2024-06-27T16:14Z [---] followers, [--] engagements
"@i3_invest 5/ adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in Table #5 ( ) https://tinyurl.com/53b7hacn https://tinyurl.com/53b7hacn"
[X Link](https://x.com/MarkMap4/status/1808283560245141733) 2024-07-02T23:36Z [---] followers, [---] engagements
"@i3_invest 6/ โ2024 is a "4th" Presidential year. โthe yield curve has been negative โthe S&P [---] price resided above the moving average [--] days ago on June 30th - odds now favor positive forward [--] month returns being produced as per Chart 1"
[X Link](https://x.com/MarkMap4/status/1808285451347693883) 2024-07-02T23:43Z [---] followers, [---] engagements
"@iancassel 2/ However going a step further the use of the QQQ ( a [---] stock cap weighted index ETF versus the [---] stocks of the S&P ) can add further alpha"
[X Link](https://x.com/MarkMap4/status/1808563994052956232) 2024-07-03T18:10Z [---] followers, [---] engagements
"@iancassel 4/ Over it's 38+ year history the cap weighting effect of the Nasdaq100/QQQ has stocks whose businesses have already "turned up" and who are "accelerating" (as witnessed by FAANG Mag [--] etc.) already in the portfolio - no waiting 1-3 years for something to happen -"
[X Link](https://x.com/MarkMap4/status/1808565873436729709) 2024-07-03T18:18Z [---] followers, [---] engagements
"@iancassel 5/ these stocks driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1808565960733045017) 2024-07-03T18:18Z [---] followers, [---] engagements
"@amitisinvesting 1/ You'll never figure out the short/medium term price behavior of stocks. But if something is in the portfolio of the QQQ then the "capitalization weighting effect" of the index will sort it out"
[X Link](https://x.com/MarkMap4/status/1808615528300220812) 2024-07-03T21:35Z [---] followers, [--] engagements
"@amitisinvesting 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
[X Link](https://x.com/MarkMap4/status/1808615993016479805) 2024-07-03T21:37Z [---] followers, [--] engagements
"@BrianFeroldi 1/ A typical accumulation stage holding period is 30+ years. And the best way to increase returns has been to use asset classes that have a long track record of producing highest returns per unit of downside risk versus benchmarks"
[X Link](https://x.com/MarkMap4/status/1810042295015944406) 2024-07-07T20:04Z [---] followers, [--] engagements
"@theficouple 3/ If an investor can somehow get those asset classes into their portfolios over their accumulation years then they may have the best odds of getting into that "15%" cohort / $1.46 million"
[X Link](https://x.com/MarkMap4/status/1810285460381430115) 2024-07-08T12:11Z [---] followers, [--] engagements
"@MMMTwealth 1/ Stock picking is pre 2000s investing mentality. In the accumulation stage it's best just to capitalize on the superior traits provided by modern ETF vehicles "
[X Link](https://x.com/MarkMap4/status/1810301886827782582) 2024-07-08T13:16Z [---] followers, [---] engagements
"@Diyetfinvesting 1/ I just know that a portfolio of small & large cap value stocks/ETFs and the QQQ can be used as a benchmark for highest expected returns per unit of downside risk. And can be used as a starting point for consideration within accumulation stage investment portfolios"
[X Link](https://x.com/MarkMap4/status/1811801715051466913) 2024-07-12T16:36Z [---] followers, [--] engagements
"@RuffinFinance 1/ Depends what you're trying to achieve and if you're in the accumulation or income stage of the investment lifecycle"
[X Link](https://x.com/MarkMap4/status/1811803161620856869) 2024-07-12T16:41Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MarkMap4 Mark MapMark Map posts on X about stocks, inflation, berkshire hathaway, retirement the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance stocks cryptocurrencies financial services #1346 automotive brands exchanges technology brands countries us election celebrities
Social topic influence stocks #3572, inflation, berkshire hathaway #71, retirement, investment, accumulation, qqq, nvda, generated, vanguard #254
Top accounts mentioned or mentioned by @awealthofcs @theficouple @brianferoldi @mebfaber @devoteddividend @dividendology @investinassets @guytalksfinance @thexcapitalist @moneycruncher @dividenddollar @kurtsupecpa @northmantrader @dividendtalks @convertbond @servowealth @stealthqe4 @apompliano @thelonginvest @valuestockgeek
Top assets mentioned Berkshire Hathaway Inc. (BRK.A) Tesla, Inc. (TSLA) Bitcoin (BTC) Apple, Inc. (AAPL) Alpha Technology Group Limited (ATGL) Stellar (XLM)
Top posts by engagements in the last [--] hours
"@dollarsanddata $3M and an equal weighted portfolio of small & Large "value" stocks (via ETFs) and Berkshire Hathaway. That's how I've been doing it. From that an annual infl. adj income withdrawal of between 3.5-7% can be taken as calculated at year end"
X Link 2023-07-11T15:27Z [---] followers, [---] engagements
"@StocktonKatie Since [----] there have been plenty of instances of "loss of MACD momentum" over the rolling [--] year returns periods produced by a portfolio of "value" stocks and the NDX/QQQ. However if one "stayed the course" they have been well rewarded. Chart 10"
X Link 2023-08-16T18:59Z [---] followers, [---] engagements
"@lisaabramowicz1 Since [----] after the advent of negative double-digit years produced by the S&P [---] ( most recent [----] ) forward [--] & [--] year stock returns especially "value" stocks were substantial Table [--] - these over a variety of tech & interest rate environments"
X Link 2023-08-21T20:48Z [---] followers, [--] engagements
"@AlmanacTrader 1/ Not worried about September. Since [----] after the advent of negative double-digit years produced by the S&P [---] ( most recent [----] ) forward [--] & [--] year stock returns especially "value" stocks were substantial Table 1"
X Link 2023-08-29T23:03Z [---] followers, [--] engagements
"@awealthofcs 1/ That 1970s - [----] inflation driven rate "hump" was an anomaly and created a one time cap appreciation benefit in addition to coupon yield to bonds contribution within the 60/40 portfolio return "
X Link 2023-09-02T20:06Z [---] followers, [--] engagements
"@awealthofcs 2/ a realistic scenario may be that rates normalize back to a "range" such that existed in the pre [----] inflation decades ( [----] - [----] yields [--] - 3% ). Yes bond yields have had an uptick recently and if rates come down there may (again) be a cap appreciation benefit"
X Link 2023-09-02T20:24Z [---] followers, [--] engagements
"@MnkeDaniel 3/ This portfolio doesn't require any esoteric stock selection is well diversified won't "retire" and compared to the 1.1% expense ratio for LMVFX can have an expense ratio of under .1% using Vanguard or Dimensional value ETFs"
X Link 2023-09-06T19:03Z [---] followers, [--] engagements
"@DecadeInvestor 1/ Or because we never know what the future holds or what type of expenses or emergencies that we'll undertake shoot for the "maximal" terminal portfolio growth using time tested equity asset returns factors"
X Link 2023-09-12T21:38Z [---] followers, [---] engagements
"@BobEUnlimited 1/ Frustrating dynamic indeed. And (nominal) bond coupon payments have actually declined over the last [--] years down to low 2%. Yields of popular Vanguard Total Bond index ETF (click on annual returns tab)"
X Link 2023-09-15T18:41Z [---] followers, [--] engagements
"@DecadeInvestor 8/ And here again as with accumulation stage the investor need not pay attention to the movements of the equity market yet at the end of the year merely calculate the rate of income ( adj. for inflation )needed for the upcoming year's expenses"
X Link 2023-09-23T18:40Z [---] followers, [--] engagements
"@Convertbond 1/ Depends on what you invested in. Since [----] a portfolio of small & large value + Berkshire Hathaway has produced an annual inflation adj. withdrawal of 5% in 97% of the years (360) of a rolling [--] year historical test (item "d""
X Link 2023-09-30T19:42Z [---] followers, [---] engagements
"@Convertbond 4/ Can a retiree having 60% or more of their portfolio allocation "glide path" in a fund paying 2% really expect to survive on that This seems to be a bigger "risk" than that of a "temporary" intra-year equity market decline"
X Link 2023-09-30T20:01Z [---] followers, [---] engagements
"@TaviCosta 1/ For an income stage investor a better solution is a portfolio of small & large value + Berkshire Hathaway. Since [----] it has produced an annual inflation adj. withdrawal of 5% in 97% of the years (360) of a rolling [--] year historical test (item "d""
X Link 2023-09-30T20:14Z [---] followers, [--] engagements
"@jaykaeppel @sentimentrader Since [----] yield curve "inversion" has been a "concern" for stocks when : a) the price of the S&P has been below it's [--] period monthly basis moving average on "June 30" and b) when that June [--] fell within a 1st 3rd or 4th Presidential term year Table 9"
X Link 2023-09-30T20:21Z [---] followers, [--] engagements
"@BobEUnlimited 2/ promises to Social Security and Medicare and to backstop future emergencies think military aid to Ukraine and weather or terrorism disaster relief etc. ) I steer away from allocations of bonds and substitute Berkshire Hathaway for retirement income stream purposes"
X Link 2023-10-03T14:07Z [---] followers, [--] engagements
"@fundstrat 2/ A portfolio of small & large value + Berkshire Hathaway answers that question - it being able to do so over 97% years covering a [---] year matrix within rolling [--] year periods since [----] ( item "d" )"
X Link 2023-10-03T20:56Z [---] followers, [---] engagements
"@GRDecter Looks scary. However over history the average interest rate has been around [--] - 3%. The inflationary interest rate "mountain" of [----] - [----] was an aberation. Over history inflation has been a temporary phenomenon with wars typically being a driver"
X Link 2023-10-05T14:13Z [---] followers, [---] engagements
"@michaelsantoli 3/ This has already been occurring over the last few years within the Vanguard Total Bond Index fund ( a fund implemented within "60/40" portfolios) as yields have been shrinking and "principal" has stopped growing ( cap appreciation contribution gone )"
X Link 2023-10-05T21:35Z [---] followers, [--] engagements
"@StockMKTNewz 1/ Along [--] years of the investment continuum it's reassuring to have "the largest" stocks in a portfolio if one is in :"
X Link 2023-10-07T13:19Z [---] followers, [--] engagements
"@awealthofcs We'll only know in hindsight and then again maybe we'll never know. However for reasonable forward thinking asset allocation some important takeaways are :"
X Link 2023-10-07T13:31Z [---] followers, [--] engagements
"@biancoresearch S&P futures down [---]. However the average S&P rolling [--] year total return period from [----] - [----] = +466% Chart 10"
X Link 2023-10-09T03:21Z [---] followers, [---] engagements
"@AdamMancini4 S&P futures up [--]. And the average S&P rolling [--] year period total return from [----] - [----] = +466% Chart 10"
X Link 2023-10-09T23:50Z [---] followers, [--] engagements
"@GRDecter 2/ has sustained a consistent annual inflation adj. income withdrawal of 5% - this while Treasury ladder yields have roller coastered from 3% to below 1% and back to 4+%"
X Link 2023-10-10T15:13Z [---] followers, [---] engagements
"@BobEUnlimited @jonfortt @MorganLBrennan @CNBCOvertime For an income stage investor having exposure to "value" stocks and Berkshire Hathaway has been a decent hedge against geopolitical uncertainty. An retiree wants a portfolio that generates consistent cash flow adjusted for inflation"
X Link 2023-10-10T16:49Z [---] followers, [--] engagements
"@WinfieldSmart Paul no matter how bad it seems I'll have to stick with my stodgy "value" stock and Berkshire Hathaway portfolio - one that has generated an inflation adj. annual 5% income rate accompanied by terminal growth over rolling [--] year periods since 1986"
X Link 2023-10-11T02:49Z [---] followers, [---] engagements
"@SamanthaLaDuc 1/ As long as my portfolio of small & large value stocks and Berkshire Hathaway continues to deliver an annual inflation adj. 5% income rate accompanied by portfolio growth"
X Link 2023-10-11T23:59Z [---] followers, [---] engagements
"@WallStreetSilv This is why for an investor seeking income from Treasury securities within a 60/40 portfolio it may be smart to replace them with Berkshire Hathaway. Until the Gov't gets it's fiscal act together do we trust Treasuries as reliable"
X Link 2023-10-12T00:12Z [---] followers, [--] engagements
"@MichaelAArouet Same with investing in a global / emerging markets index. There are many risks: Currency rule of law continuity of government dictatorship economy based solely on commodities etc"
X Link 2023-10-12T13:06Z [---] followers, [--] engagements
"@GRomePow Stan I think I'll just stick with the annual infl. adj. 5% income that has been generated by a portfolio of "value" stocks/ETFs and Berkshire Hathaway - this having been sustained over many decades; through recessions geopolitical events etc"
X Link 2023-10-12T13:26Z [---] followers, [--] engagements
"@JackFarley96 @LukeGromen @VincentDeluard 1/ Although many times overlooked by the financial planning industry that COLA adjustment is crucial in the calculation of future retirement income streams :"
X Link 2023-10-12T14:29Z [---] followers, [---] engagements
"@kgreifeld 3/ So if Treasuries returns aren't going to suffice for producing a decent retirement income stream as they once did [--] / [--] years ago what would make a decent replacement Berkshire Hathaway"
X Link 2023-10-12T22:11Z [---] followers, [----] engagements
"@fundstrat 1/ The equity market is due for a year that produces a positive return accompanied by intra-year volatility / price drawdown that is less than -5% ( measured monthly basis ). The last was [----]. 40% of all positive years since [----] fit this profile"
X Link 2023-10-13T20:43Z [---] followers, [--] engagements
"@AdamMancini4 1/ The equity market is due for a year that produces a positive return accompanied by intra-year volatility / price drawdown that is less than -5% ( measured monthly basis ). The last was [----]. 40% of all positive years since [----] fit this profile"
X Link 2023-10-13T21:48Z [---] followers, [--] engagements
"@CyclesFan 1/ The equity market is due for a year that produces a positive return accompanied by intra-year volatility / price drawdown that is less than -5% ( measured monthly basis ). The last was [----]. 40% of all positive years since [----] fit this profile"
X Link 2023-10-14T12:50Z [---] followers, [---] engagements
"@SethCL 1/ Odds even suggest that the equity market is due for a low vol year that produces a positive return accompanied by intra-year price drawdown that is less than -5% ( measured monthly basis ). The last was [----]. 40% of all positive years since [----] fit this profile"
X Link 2023-10-14T19:43Z [---] followers, [--] engagements
"@RudyHavenstein 2/ For retirees relying on these div payments from the "60" of their 60/40 glide path portfolios the "40" has some heavy lifting to do in order to keep their standard of living"
X Link 2023-10-15T23:30Z [---] followers, [---] engagements
"@RudyHavenstein 3/ Since long term interest rates have averaged n a range of 2-3% the cap appreciation contribution towards total return one that was set in force by the interest rate "mountain" of 1970-2018 one shouldn't expect bonds to produce the generous returns of [----] - 2018"
X Link 2023-10-16T00:12Z [---] followers, [---] engagements
"@Convertbond The SPX is ok but I'll stick with a portfolio of small & large value stock ETFs and Berkshire Hathaway - one that has sustained an annual infl. adj. income withdrawal of 3.5-7% accompanied by terminal growth over [--] rolling [--] year periods since 1986"
X Link 2023-10-17T22:01Z [---] followers, [---] engagements
"@WalterDeemer Amidst all of this "noise" an income stage investor merely needs to know if their portfolio can deliver a reliable income adjusted for inflation hopefully accompanied by terminal growth. A portfolio of value stock ETFs and Berkshire Hathaway may suffice"
X Link 2023-10-19T14:10Z [---] followers, [--] engagements
"@hussmanjp Since [----] a portfolio of small & large "value" stocks has sustained an annual inflation adjusted income withdrawal rate of between 3.5-7.0% accompanied by terminal portfolio growth over rolling [--] (& [--] yr) periods. this over many levels of valuation"
X Link 2023-10-19T14:26Z [---] followers, [---] engagements
"@Peter_Atwater And no one has brought attention to the greater than 50% drop of yld/income ( over the last [--] years ) produced by a popular Total Bond Market Index fund. Have retirees really been surviving on this yield"
X Link 2023-10-20T00:23Z [---] followers, [--] engagements
"@BobEUnlimited 2/ a decent predictor of forward [--] month double digit declines has been the relationship of the S&P500 price ( monthly closing basis ) to its moving average on June 30ths of a year"
X Link 2023-10-21T20:47Z [---] followers, [---] engagements
"@BobEUnlimited 3/ Since [----] positive forward market returns have correlated to periods when the SP [---] price has resided "above" it's moving average value on June 30th of the given year ( Chart [--] )"
X Link 2023-10-21T20:47Z [---] followers, [---] engagements
"@BobEUnlimited 4/ Conversely since [----] negative forward market returns have correlated to periods when the SP [---] price has resided below it's moving average value on June 30th ( Chart [--] )"
X Link 2023-10-21T20:47Z [---] followers, [---] engagements
"@BobEUnlimited 6/ adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in item #5 ( Table [--] )"
X Link 2023-10-21T20:55Z [---] followers, [---] engagements
"@biancoresearch 1/ For an income stage investor over a [--] year history a portfolio of small & large value stocks and Berkshire Hathaway has not cared about intra-year market behavior in it's ability to generate an income stream ( sale of shares )"
X Link 2023-10-22T03:27Z [---] followers, [----] engagements
"@biancoresearch 2/ It has produced an annual inflation adjusted income withdrawal of between 3.5-7% accompanied by nominal terminal portfolio growth over [--] rolling [--] year periods. Chart 3"
X Link 2023-10-22T03:30Z [---] followers, [----] engagements
"@biancoresearch 3/ And with the uncertainty of how the Govt is going to finance the Federal debt ( lower rates/ylds are obviously a primary benefit for this purpose but aren't great for retirement income ) Berkshire H can make an intelligent replacement for a Treasury securities allocation"
X Link 2023-10-22T03:34Z [---] followers, [----] engagements
"@Ritholtz With the exception of the interest rate "mountain" period of 1970-2010 the [---] year average range for rates has been approx [--] - 3%. No doubt that that range will be revisited again and with rates presently in the high 4% that's not "that" much higher than the average range"
X Link 2023-10-24T13:46Z [---] followers, [--] engagements
"@cullenroche And with the average interest rate range over the last [---] years being 2-3% (with the interest rate mountain of 1970-2010 being an anomaly) rates at [---] - 5% aren't THAT much higher than the average range. Sub 1% rates in [----] was a long way to rise"
X Link 2023-10-24T20:43Z [---] followers, [--] engagements
"@GRDecter 1/ Since [----] after the advent of negative double-digit years produced by the S&P [---] ( most recent [----] ) forward [--] & [--] year stock returns especially "value" stocks were substantial Table 1"
X Link 2023-10-28T00:48Z [---] followers, [---] engagements
"@adamkhootrader 3/ However there have been corrections in starting years ( -24% in [----] -12% in [----] -18% in [----] ) on the way to those positive forward [--] & [--] year returns. So this current correction isn't surprising in the context of this event study"
X Link 2023-10-29T13:57Z [---] followers, [----] engagements
"@RitholtzWealth @awealthofcs 5/ Literature suggests that the average retiree has around a couple/few hundred thousand $ in these 40/60 arrangements within 401K accounts. It's hard to imagine that someone could survive on a couple/few thousand $ annually coming from those type of dividend/yield payouts"
X Link 2023-11-09T23:57Z [---] followers, [--] engagements
"@dollarsanddata Since [----] the S&P index has produced positive years 79% of the time. It has produced double digit positive years 59% of the time ( vs. negative double digit years 13% of the time ). Those odds seem overwhelmingly against successful short selling"
X Link 2023-11-18T14:54Z [---] followers, [--] engagements
"@LizYoungStrat 1/ The pullback may have already happened : Since [----] August - Oct weakness in a year when the 1st half has produced a positive return has set the stage for substantial positive forward [--] month S&P returns "
X Link 2023-11-20T15:39Z [---] followers, [---] engagements
"@SethCL 2/ No real need to use a gazillion technical indicators to accumulate decent wealth in the equity market. Just proper asset selection and long holding and compounding periods does the trick"
X Link 2023-11-25T15:07Z [---] followers, [---] engagements
"@MebFaber 2/ And it really wasn't until mid/late 90s when Vanguard rolled outa more "passive" and low cost "Total Intl Stock Index" fund"
X Link 2023-11-28T19:56Z [---] followers, [---] engagements
"@TimmerFidelity 1/ Most data series don't offer meaningful correlations to positive above average forward equity market returns. Two though have been decent"
X Link 2023-11-30T23:14Z [---] followers, [---] engagements
"@jaykaeppel Makes sense. Investors get rattled by occasional market declines of substance ( double-digit % declines specifically Table [--] ) - mean reversions which typically mark the lowest points of market risk. Then they are slow to shake off their skepticism"
X Link 2023-12-02T17:48Z [---] followers, [--] engagements
"@awealthofcs 1/ Over [--] years a housing bubble financial crisis one of the most aggressive Fed easing cycles in history a pandemic two wars [--] year high inflation one of the most aggressive Fed hiking cycles in history "
X Link 2023-12-04T20:32Z [---] followers, [---] engagements
"@CoreyBCantor I like the sound of the new Dodge Ram Charger. The promised build-out of charging stations in the Boulder / Denver area has yet to be realized and I've been content with my plug in Chevy Volt hybrid. No range anxiety "
X Link 2023-12-08T23:56Z [---] followers, [---] engagements
"@BullandBaird 3/ The 60/40 isn't dead however the "40" part has been/will most likely produce a fraction of the returns that it had over that period. The "60" part (equities) will have to do the heavy lifting or even more if it becomes "40" or "30" in the glide-path calculation"
X Link 2023-12-13T20:56Z [---] followers, [---] engagements
"@ValueStockGeek 6/ At present the yield curve is in inversion and has been for some time. However on June [--] [----] the S&P price/ MA relationship was positive. With [----] being a "4th" Presidential term cycle year what will the price/MA relationship indicate on June [--] 2024"
X Link 2023-12-15T14:18Z [---] followers, [--] engagements
"@RubinJMiller 2/ If you're in the income stage and want control over the rate and amount of income rather than being beholden to the fate of a company's dividend payout the use value stocks and Berkshire Hathaway"
X Link 2023-12-19T16:26Z [---] followers, [--] engagements
"@GunjanJS Don't forget the passage of the Secure Act in [----]. This has provided workers easier paths towards and higher contributions into retirement accounts ie. more money automatically going into stocks on a regular basis thus providing constant "support" under the market"
X Link 2023-12-22T19:05Z [---] followers, [--] engagements
"@rationalwalk 1/ During the "income stage" an investor's goal isn't necessarily to maximize terminal wealth/beat the S&P500"
X Link 2023-12-22T23:52Z [---] followers, [---] engagements
"@biancoresearch Once the yield curve normalizes (short rates falling below the [--] yr) coupon yields will be back into the average [---] year "pre 1970-2018 rate anomaly" period range of 2.5-3.5% - a range that will be less than sufficient for retirees' income needs"
X Link 2023-12-28T01:18Z [---] followers, [---] engagements
"@MarkMcGrathCFP 1/ In terms of DIY equity portfolio investing one can use a portfolio of "value" stocks (low cost ETFs) and the QQQ as a starting "benchmark of highest risk comparable excess returns" "
X Link 2023-12-30T16:01Z [---] followers, [--] engagements
"@awealthofcs 3/ Amidst of all of this a more important consideration may be the "optimal" portfolio asset selection - one that can maximize the terminal wealth growth into the "income" stage"
X Link 2023-12-31T16:28Z [---] followers, [---] engagements
"@awealthofcs 5/ For an intrepid DIY 401k investor producing "highest" expected returns can make up for the deficit of retirement contribution $ as result of middle aged lifecycle "spending events" and "lesser" returns produced by industry sponsored portfolios"
X Link 2023-12-31T16:29Z [---] followers, [---] engagements
"@NorthmanTrader Chart [--] shows the [--] year rolling total returns of the S&P500 versus a portfolio of "value" stocks and the Nasdaq100/QQQ . Average triple digit gains no matter what the Fed "said or did""
X Link 2024-01-31T21:42Z [---] followers, [---] engagements
"@SullyCNBC Since [----] a portfolio of small & large value stocks (ETFs) and the Nasdaq 100/QQQ has produced excess returns above benchmark over [--] rolling [--] year periods. Chart [--] . Avg upper triple digit total returns. That seems about as reliable as one can get"
X Link 2024-02-01T18:01Z [---] followers, [--] engagements
"@elerianm @federalreserve Since [----] a portfolio of "value" stocks and the Nasdaq100/QQQ has handily beaten the S&P500 in [--] rolling [--] year periods this in spite of short term effects ( jobs created inflation deflation Fed rate cuts/rate increases etc. ) Chart 10"
X Link 2024-02-02T15:02Z [---] followers, [---] engagements
"@benjaminwfelix 3/ will reduce the terminal portfolio balance available for legacy or charitable purposes if an annual inflation adj. "4%" income withdrawal is taken (as per Bengen rule) but the portfolio likely not "running out of money""
X Link 2024-02-06T17:18Z [---] followers, [---] engagements
"@PeterMallouk 3/ with same worst drawdowns as the S&P and even the broadest diversified portfolio (Exhibits 2-5 Appendix B). REITs had a couple [--] year periods of outperformance ( Exhibit [--] ) but "Foreign" stocks which looked promising 2000-09 didn't hold up over [--] yr periods (Exhibit 6)"
X Link 2024-02-10T18:43Z [---] followers, [---] engagements
"@DiabolicalSpuds 3/ In the meantime the Employee Retirement Income Security Act (ERISA) passed in [----] had made it both more difficult and more expensive to run a traditional pension program-a particular problem for smaller employers"
X Link 2024-02-11T01:38Z [---] followers, [--] engagements
"@jsblokland @KobeissiLetter 1/ It is likely that average Treasury yields have fallen back into the pre "interest rate mountain" (IRM) period range of between 2.5-3.5% (IRM period = 1970-mid 2010s) Chart 1"
X Link 2024-02-11T22:02Z [---] followers, [--] engagements
"@jsblokland @KobeissiLetter 2/ Whether the interest rate decline starting [----] is correlated to Federal debt growth or not (Chart 3) retirees relying on Treasury coupon payments of 2% or less (as a function of the "60" of a "40/60" portfolio glide path allocation) may have to adjust"
X Link 2024-02-11T22:12Z [---] followers, [--] engagements
"@CliffordAsness @JeremyDSchwartz @choffstein Low expense small & large value ETFs and the QQQ have done well for me. Now I'm systematically replacing the QQQ with Berkshire Hathaway for a reliable income stream. Might as well use the "best" ( although I don't know if you would consider it a stock)"
X Link 2024-02-13T23:07Z [---] followers, [---] engagements
"@DevotedDividend 5/ However starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
X Link 2024-02-21T20:47Z [---] followers, [--] engagements
"@DevotedDividend 7/ A dividend growth ETF may be a decent addition to the three asset class portfolio however the Vanguard value ETF already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD respectively"
X Link 2024-02-21T20:49Z [---] followers, [--] engagements
"@bespokeinvest 5/ However starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
X Link 2024-02-24T15:04Z [---] followers, [--] engagements
"@bespokeinvest 7/ A dividend growth ETF may be a decent addition to the three asset class portfolio however the Vanguard value ETF already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD respectively"
X Link 2024-02-24T15:06Z [---] followers, [--] engagements
"@The_AI_Investor 2/ over market cycles - with these companies (such as CSCO SUN in the internet bubble period) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-02-25T15:09Z [---] followers, [---] engagements
"@SethCL 3/ The QQQ has driven much of the "alpha" on the "upside" while the "value" stocks have provided a benefit of negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-02-25T15:15Z [---] followers, [--] engagements
"@TaviCosta 4/ (the portfolio) having produced excess risk adj. returns above S&P benchmark in [--] rolling [--] yr periods since [----] Chart [--] Therefore you don't have to be "lucky" or have to be chasing after the "stock of the moment" (NVDA TSLA AAPL etc. )"
X Link 2024-02-26T23:13Z [---] followers, [--] engagements
"@FishtownCap 1/ BRK has made a terrific addition to an "income stage" portfolio ( combined with "value" stock ETFs ) - one that has sustained an annual inflation adj. "5%" income withdrawal accompanied by terminal growth over [--] rolling [--] yr periods since 1986"
X Link 2024-02-26T23:34Z [---] followers, [---] engagements
"@McClellanOsc 1/ The construction of a simple tactical risk management algorithm - one that has identified rare periods of defense ( high stock market risk ) - entails three variables: a) the monthly basis "price" of the SP500 compared to it's moving average ( [--] period )"
X Link 2024-02-27T15:10Z [---] followers, [---] engagements
"@hussmanjp 2/ For an "accumulation stage" investor wanting "highest" portfolio growth since [----] a portfolio of small & large value stocks (ETFs) and the Nasdaq 100/QQQ has produced excess returns above benchmark over [--] rolling [--] year periods. Chart 10"
X Link 2024-02-27T21:00Z [---] followers, [---] engagements
"@awealthofcs "Japan stocks making alltime highs" Berkshire Hathaway does it again by buying some Japanese general trading companies in [----]. Just another well timed addition to the mighty cash flows driving my retirement income"
X Link 2024-02-28T21:40Z [---] followers, [--] engagements
"@SavingsCaptain 2/ with the "capitalization weighting effect" having the top growth companies holding high % portfolio weightings driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-03-06T21:34Z [---] followers, [--] engagements
"@RuffinFinance Market (S&P index) worst [--] year total returns periods: 1929-1948 + 67% 1965-1984 + 404% 1999-2018 + 203% Extending to [--] years : 1929-1958 +695% 1965-1994 +1924% 1999-2024 (through Feb) +505%"
X Link 2024-03-07T15:48Z [---] followers, [---] engagements
"@jslats99 @dividendology @GuyTalksFinance @DividendDudeYT 1/ For an "accumulation stage" investor wanting "highest" portfolio growth since [----] a portfolio of small & large value stocks (ETFs) and the Nasdaq 100/QQQ has produced excess returns above benchmark over [--] rolling [--] year periods. Chart 10"
X Link 2024-03-07T21:11Z [---] followers, [--] engagements
"@jslats99 @dividendology @GuyTalksFinance @DividendDudeYT 5/ However starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
X Link 2024-03-07T21:12Z [---] followers, [--] engagements
"@jslats99 @dividendology @GuyTalksFinance @DividendDudeYT 7/ Would a dividend growth ETF be a decent addition to the three asset class portfolio One gets dividend stock exposure within the Vanguard value ETF as it already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD funds respectively"
X Link 2024-03-07T21:16Z [---] followers, [--] engagements
"@michaelsantoli @CNBCPro 2/ of position over market cycles - with these companies (such as CSCO SUN in the internet bubble period) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-03-10T00:05Z [---] followers, [---] engagements
"@mistressdivy 5/ However starting from [----] around [----] Dividend growth started outperforming value . Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
X Link 2024-03-18T21:05Z [---] followers, [--] engagements
"@mistressdivy 7/ A dividend growth ETF may be a decent addition to the three asset class portfolio however the Vanguard Value ETF (Large cap value proxy) already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD respectively"
X Link 2024-03-18T21:07Z [---] followers, [--] engagements
"@dividendology 9/ Further the aggregate cap appreciation / dividend reinvestment produced by the all of the stocks within the "funds" delivers the income stream described above rather than a focus and reliance on specific individual sector or individual companies dividend payout policy"
X Link 2024-03-18T22:46Z [---] followers, [--] engagements
"@DevotedDividend 5/ However starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
X Link 2024-03-18T22:52Z [---] followers, [--] engagements
"@DevotedDividend 7/ A dividend growth ETF may be a decent addition to the three asset class portfolio however the Vanguard Value ETF already holds 30%+ and 40%+ of the same holdings as the Vanguard Div Growth and SCHD respectively"
X Link 2024-03-18T22:53Z [---] followers, [--] engagements
"@JeffWeniger 5/ Yet starting from [----] around [----] Dividend growth started outperforming value Comparing the "three asset portfolio" performance to Dividend growth starting [----] (and adding S&P500 as reference)"
X Link 2024-03-19T22:26Z [---] followers, [--] engagements
"@jasongoepfert 1/ The only reasons to sell are for portfolio rebalancing emergency cash income in retirement. Therefore it is important to stay invested for 20+ year periods"
X Link 2024-03-20T20:22Z [---] followers, [--] engagements
"@StealthQE4 Over the investing lifecycle the market narrative constantly changes. In a few years it will probably be deflation. Just stay the course by holding a diversified portfolio for 20+ years and ignore the narrative"
X Link 2024-03-21T15:06Z [---] followers, [--] engagements
"@DevotedDividend 8/ Further the aggregate cap appreciation / dividend reinvestment produced by the all of the stocks within the "funds" delivers the income stream described above rather than a focus and reliance on specific individual sector or individual companies dividend payout policy"
X Link 2024-03-21T20:56Z [---] followers, [--] engagements
"@GuyTalksFinance Combination of 7% mortgage rates high housing prices and realtor commissions being cut should be great for people wanting to make a living as realtors"
X Link 2024-03-22T22:23Z [---] followers, [--] engagements
"@JonErlichman 2/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN GOOG TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-03-23T01:48Z [---] followers, [---] engagements
"@lindsaystamp3 1/ For income I like to use Berkshire Hathaway as a replacement for cash or "bonds" as when combined with "value" stocks in a portfolio a steady annual inflation adj. income withdrawal of 5-7% has been sustained over rolling [--] year periods since 1986"
X Link 2024-03-23T20:24Z [---] followers, [--] engagements
"@EconomPic 1/ A portfolio of "value" stocks and Berkshire Hathaway has sustained an annual inflation adj. withdrawal of between 3.5-7% (using a simple conditions based strategy) accompanied by terminal growth over [--] rolling [--] year periods since [----] https://tinyurl.com/3z5vnfyr https://tinyurl.com/3z5vnfyr"
X Link 2024-03-28T00:35Z [---] followers, [---] engagements
"@SteveWagsInvest 3/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-03-30T20:43Z [---] followers, [---] engagements
"@RuffinFinance 1/I don't know about Bitcoin but my return assumptions for my portfolio of "value" stocks and Berkshire Hathaway are that the portfolio can sustain an inflation adj. "5%" income withdrawal accompanied by higher ending value"
X Link 2024-03-30T21:16Z [---] followers, [--] engagements
"@Convertbond 2/ This Treasury issuance may be a result the "forces" that will keep interest rates down in the low single digits for years to come. How is a retiree supposed to live off of low single digit bond coupon payments https://tinyurl.com/yc3v4jky https://tinyurl.com/yc3v4jky"
X Link 2024-03-31T12:50Z [---] followers, [--] engagements
"@chriswmayer @TheIdeaFarm 4/ (the portfolio) having produced excess risk adj. returns above S&P benchmark in [--] rolling [--] yr periods since [----] Chart [--] Therefore it doesn't matter what drawdowns any single stock has endured portfolio diversification takes care of it. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-03-31T13:02Z [---] followers, [---] engagements
"@rusholmecapital 1/ Sounds like a pitch from Investors Business Daily. Unfortunately the math works out such that if you have are managing a "haystack" of say [---] individual stocks the couple [--] baggers are going to be offset by the mediocre performers"
X Link 2024-03-31T13:39Z [---] followers, [---] engagements
"@rusholmecapital 2/ "slippage" ( behavioral effects of trading loss aversion etc. ) taxes etc. - this being spelled out by research conducted by H. Bessembinder ("Do Stocks Outperform Treasury Bills")"
X Link 2024-03-31T13:41Z [---] followers, [---] engagements
"@Fire5280 2/ Conditions [--] [--] & [--] specify rules as to when an annual inflation adj "7%" income withdrawal can be taken. This would equate to "$70000 in the example. This is probably the best that one can do and a portfolio that has some data a performance record to back it up"
X Link 2024-04-04T00:31Z [---] followers, [--] engagements
"@SethCL 5/ adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in Table #5 ( ) https://tinyurl.com/53b7hacn https://tinyurl.com/53b7hacn"
X Link 2024-04-04T13:31Z [---] followers, [--] engagements
"@dividendology 3/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-04-08T23:35Z [---] followers, [---] engagements
"@MebFaber 2/ Using a portfolio of "value" stock (ETFs) and Berkshire Hathaway and a conditions based income withdrawal strategy an annual inflation adj. income withdrawal of "5%" was sustained in [--] rolling [--] year periods since 1986"
X Link 2024-04-09T16:44Z [---] followers, [--] engagements
"@MMMTwealth Since [----] for long term "accumulation stage" investors the best risk to reward portfolio has been small & large value stocks (via ETFs) and the QQQ (Nasdaq100 index) producing excess returns above S&P benchmark over [--] rolling [--] yr periods. Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-04-09T16:54Z [---] followers, [----] engagements
"@bespokeinvest 1/ Individual stock charts have no relevance to either a portfolio of small & large "value" stocks and the QQQ and long term investing success. However NVDA has been in the portfolio of the QQQ since 2005"
X Link 2024-04-09T20:30Z [---] followers, [---] engagements
"@bespokeinvest 2/ That's been the great thing about owning the QQQ (and "value" stock ETFs). Over it's 38+ year history the "capitalization weighting effect" embedded within the NDX has the "top" growth companies holding high % portfolio weightings for a number years and moving "in and out""
X Link 2024-04-09T20:31Z [---] followers, [---] engagements
"@bespokeinvest 3/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-04-09T20:31Z [---] followers, [---] engagements
"@BarbellFi They can invest $3.75M in a portfolio of Berkshire Hathaway and "value" stock (ETFs) and pull an annual inflation adj "5%" income withdrawal ($187K) with higher "ending" balance most likely if that helps https://tinyurl.com/3z5vnfyr https://tinyurl.com/3z5vnfyr"
X Link 2024-04-10T16:16Z [---] followers, [--] engagements
"@GRDecter Since [----] a portfolio of small & large "value" stocks and the NDX/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - these no matter what the CPI interest rates gold the Fed etc. did or JP Morgan said. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-04-12T21:17Z [---] followers, [---] engagements
"@RuffinFinance 1/ However it IS nice to have some rigorous empirical research available based on defining features such as simple portfolios that have produced highest risk adjusted alpha or ones that have produced consistent inflation adj. income"
X Link 2024-04-13T17:25Z [---] followers, [--] engagements
"@BrianFeroldi 3/ moving "in and out" of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside""
X Link 2024-04-13T18:07Z [---] followers, [---] engagements
"@BrianFeroldi 5/ (the portfolio) having produced excess risk adj. returns above S&P benchmark in [--] rolling [--] yr periods since [----] Chart [--] - making it one of the great accumulation stage portfolios of the modern era https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-04-13T18:09Z [---] followers, [--] engagements
"@MichaelAArouet Since [----] a portfolio of small & large "value" stocks and the NDX/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - these no matter what buying or selling corporate officers where conducting. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-04-14T12:52Z [---] followers, [---] engagements
"@ValueStockGeek 2/ Using a portfolio of the Nasdaq100/QQQ (as large growth proxy) and "value" stocks (ETFs) over it's 38+ year history the "capitalization weighting effect" embedded within the NDX has the "top" growth companies holding high % portfolio weightings for a number years"
X Link 2024-04-14T14:28Z [---] followers, [---] engagements
"@JonahLupton 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-04-14T21:07Z [---] followers, [---] engagements
"@FinanceLancelot 5/ adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in Table #5 ( ) https://tinyurl.com/53b7hacn https://tinyurl.com/53b7hacn"
X Link 2024-04-14T23:17Z [---] followers, [---] engagements
"@CNBCClosingBell @Downtown 1/ Along with "value" stocks I like having Berkshire Hathaway rather than interest bearing securities in my portfolio. An annual inflation adj "5%" income withdrawal has been sustained over [--] rolling [--] year periods since [----] - this while bond yields have fallen"
X Link 2024-04-17T22:18Z [---] followers, [---] engagements
"@DecadeInvestor Over an average [--] year period since [----] $500 a month invested in a simple portfolio of small & large "value" stocks (ETFs) and the Nasdaq100/QQQ would have grown to over $2M ( vs over $1.1M for the S&P500 index fund ) Chart [--] http://tinyurl.com/5h9fvw3n http://tinyurl.com/5h9fvw3n"
X Link 2024-04-21T13:33Z [---] followers, [--] engagements
"@iamtomnash 3/ of position over market cycles - companies such as AMGN CSCO SUN AAPL AMZN TSLA NVDA etc"
X Link 2024-04-21T14:18Z [---] followers, [--] engagements
"@lindsaystamp3 1/ The 1% makes sense. Another similar move may be to investment in a portfolio that maximizes your wealth over the accumulation stage years. This is like an insurance policy against behaviors and expenditures that occur over our life cycle"
X Link 2024-04-21T18:04Z [---] followers, [--] engagements
"@BigBullCap Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - those produced no matter what reactions that stocks had to their earnings reports https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-04-24T23:02Z [---] followers, [---] engagements
"@BarbellFi Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - these produced no matter what inflation or interest rates did. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-04-25T12:48Z [---] followers, [--] engagements
"@StealthQE4 3/ And investing in "value" stocks has been even better ( 50/50 small and large cap value portfolio ) : 1920-1939 no data 1920-1949 no data 1929-1948. +115% 1929-1958 +1198% 1965-1984. +1263% 1965-1994 +5430% 1999-2018 +325% 1999-Feb [----] +660%"
X Link 2024-04-28T14:48Z [---] followers, [--] engagements
"@FinanceLancelot Crypto = GFTC ( Greater Fool Theory Coin ) ๐บ"
X Link 2024-04-30T17:13Z [---] followers, [--] engagements
"@PathwayToFI And if you have a lot accumulated within a traditional (say half a million+ $) in retirement and perpetually growing because of equity market exposure if you live to be 90+ years old the taxable events on RMDs become substantial. Going through this with my Mother's RMDs"
X Link 2024-05-03T23:10Z [---] followers, [--] engagements
"@QCompounding 1/ Have never felt the need to attend an event although I use BRK.B as an income source. When combined with "value" stocks (ETFs) and a conditions based income withdrawal strategy the portfolio has sustained an annual inflation adj. income withdrawal of "5-7%" over"
X Link 2024-05-04T21:25Z [---] followers, [---] engagements
"@awealthofcs 3/ When you get to the income / retirement years the financial planning industry suggests a high portfolio allocation of bonds again for the "volatility reduction". However there are alternative investments to bonds that have provided commensurate volatility reduction while"
X Link 2024-05-06T20:18Z [---] followers, [--] engagements
"@mistressdivy 2/ Chart [--] . Then if you want to add "lesser" assets such as dividend growth (SCHD) REITs bonds global stocks etc. then that is an option - yet it is highly unlikely that they will add any "alpha" and just make the portfolio more cumbersome. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-05-08T18:11Z [---] followers, [--] engagements
"@FreedomFinLB 1/ The problem with high dividend yield products is that they don't have appreciable track record"
X Link 2024-05-12T14:58Z [---] followers, [--] engagements
"@Schuldensuehner 4/ And investing in "value" stocks has been even better ( 50/50 small and large cap value portfolio ) : 1920-1939 no data 1920-1949 no data 1929-1948. +115% 1929-1958 +1198% 1965-1984. +1263% 1965-1994 +5430% 1999-2018 +325% 1999-Feb [----] +660%"
X Link 2024-05-13T18:07Z [---] followers, [--] engagements
"@PathwayToFI 4/ and can ultimately take a toll on longevity and "cost more" healthwise. So be very careful about managing wealth accumulation and spending events - some events of which cannot necessarily be avoided"
X Link 2024-05-13T19:53Z [---] followers, [--] engagements
"@biancoresearch 5/ Holding this value stock and QQQ portfolio for a long enough time length (20+ years) has allowed for this cap weighting effect to work to it's fullest extent - making this one of the great "objectively stock selected" ETF portfolios of the modern era"
X Link 2024-05-24T14:43Z [---] followers, [---] engagements
"@MichaelAArouet 1/ This is why it's important to invest in both "value" stocks AND growth stocks. During these "concentration" periods "value" stocks have tended to lag the performance of "growth" ( typically represented by the top "10%" ) and market participants shy away from value"
X Link 2024-05-26T12:54Z [---] followers, [---] engagements
"@amktparticipant 6/ we can see that the addition of the QQQ helped add alpha throughout that 2019-2023 period. And in consideration of dividend growth for inclusion into the three asset portfolio for the accumulation stage it would add complication to the management of the portfolio -"
X Link 2024-05-29T21:17Z [---] followers, [--] engagements
"@SethCL 6/ As the yield curve has been negative and it is the 4th year of the Presidential term cycle if the S&P [---] price resides below the moving average on June 30th (doubtful) then that will indicate a defensive signal / trend change"
X Link 2024-06-06T01:41Z [---] followers, [--] engagements
"@awealthofcs 2/ [--] rolling [--] year periods since [----] . Value stocks and BRK have exhibited the same "safety" characteristics as Treasuries ladders ( over the 2000-02 and [----] equity market declines ) - ie they have provided a negative covariance. https://tinyurl.com/3z5vnfyr https://tinyurl.com/3z5vnfyr"
X Link 2024-06-06T19:41Z [---] followers, [--] engagements
"@JJsFinclub 1/ Yes. And for the average investor the most efficient risk adjusted and streamlined way to own those (and possible future Mag [--] / Super Investor stocks) has been through a portfolio of the Nasdaq 100/QQQ and small & large "value" stock ETFs"
X Link 2024-06-07T15:03Z [---] followers, [--] engagements
"@MnkeDaniel 1/ We can't assume to replicate the success of these investing personalities' portfolios. Yet you might be able to be a stock market genius by simply owning the QQQ and small & large value funds -"
X Link 2024-06-07T15:19Z [---] followers, [---] engagements
"@StealthQE4 2/ Conversely over the last [--] years a portfolio of Berkshire Hathaway and "value" stock ETFs provided an annual inflation adjusted 5.0% income accompanied by portfolio growth - https://www.portfoliovisualizer.com/backtest-portfolios=y&sl=7CRcJuO7wgIuOumfTXlG5A https://www.portfoliovisualizer.com/backtest-portfolios=y&sl=7CRcJuO7wgIuOumfTXlG5A"
X Link 2024-06-11T22:58Z [---] followers, [--] engagements
"@JSpitTrades 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-06-12T02:27Z [---] followers, [----] engagements
"@JJsFinclub 1/ Along with long term compounding in the accumulation stage not having asset classes within a portfolio that have a long track record of producing highest returns per unit of downside risk versus conventional financial industry offerings can also cost a lot of money"
X Link 2024-06-13T19:17Z [---] followers, [--] engagements
"@michaelsantoli Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - these produced no matter what the VIX did. https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-06-13T22:20Z [---] followers, [--] engagements
"@Optiongirl 6/ [----] is a "4th" Presidential year. As the yield curve has been negative for the past [--] months if the S&P [---] price resides below the moving average on June 30th (doubtful) then that will indicate a defensive signal / trend change"
X Link 2024-06-15T12:59Z [---] followers, [---] engagements
"@TheTrueFIREGuy 2/ This means that if one wants to reach that 15% cohort one has to max out their returns produced on their equity portfolios ( if this is their vehicle of choice ) in accumulation years and then produce the most durable and high level of income in retirement"
X Link 2024-06-18T21:58Z [---] followers, [--] engagements
"@KoyfinCharts 2/ A different way of approaching it is that you could have owned a "slice" of INTC when IT was a star stock in the 90s or many other star stocks over the historical continuum of just owing the QQQ / Nasdaq [---] index"
X Link 2024-06-20T17:04Z [---] followers, [---] engagements
"@KoyfinCharts 5/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-06-20T17:05Z [---] followers, [---] engagements
"@TheMattCochrane 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-06-21T03:19Z [---] followers, [---] engagements
"@BarbellFi 2/ For example using a portfolio of "value" stock (ETFs) and Berkshire Hathaway and a conditions based income withdrawal strategy an annual inflation adj. income withdrawal of between "4 - 7%" was sustained over [--] rolling [--] year periods since [----] https://tinyurl.com/2th9m4r6 https://tinyurl.com/2th9m4r6"
X Link 2024-06-21T14:02Z [---] followers, [--] engagements
"@DividendTalks 3/ This choice of portfolio assets early on in the accumulation stage provides food for thought in weighing if a saver lands within the "15%" cohort or the "85%" - this considering all of the "spending events" and pitfalls that occur over the average citizen's life cycle"
X Link 2024-06-21T22:35Z [---] followers, [--] engagements
"@BrianFeroldi 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-06-22T18:20Z [---] followers, [---] engagements
"@QCompounding @Vivek_Investor 1/ For the income stage investor Berkshire Hathaway ( Warren Buffet ) has made a great addition to an income generating portfolio consisting of "value" stock funds / ETFs"
X Link 2024-06-23T16:20Z [---] followers, [---] engagements
"@QCompounding @Vivek_Investor 4/ The addition of Berkshire Hathaway to the portfolio adds further portfolio diversification and the unique and ever expanding cash flows thrown off by its conglomerate operations and "moat" investments specific to BRK"
X Link 2024-06-23T16:22Z [---] followers, [---] engagements
"@awealthofcs 5/ Adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in Table #5 ( ) https://tinyurl.com/53b7hacn https://tinyurl.com/53b7hacn"
X Link 2024-06-24T19:09Z [---] followers, [--] engagements
"@awealthofcs 6/ โ
[----] is a "4th" Presidential year. โ
the yield curve inversion is applicable โ with [--] trading days left in June it appears that the S&P [---] price will reside "above" it's moving average on June 30th = a decent chance of pos forward returns as per Chart 1"
X Link 2024-06-24T19:16Z [---] followers, [---] engagements
"@KoyfinCharts 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has beaten the S&P500 benchmark over [--] rolling [--] periods Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-06-24T19:18Z [---] followers, [--] engagements
"@KoyfinCharts 3/ while the "value" stocks have provided both a contribution to portfolio return and a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-06-24T19:22Z [---] followers, [--] engagements
"@GunjanJS 2/ Occasionally over that [--] year continuum the "hot leader" stocks of the QQQ have taken a break - the "capitalization weighting effect" of the QQQ having contributed much of the portfolio "alpha""
X Link 2024-06-24T22:16Z [---] followers, [--] engagements
"@GunjanJS 3/ Then the small & large value stocks may "bring up the rear" many times into the 2nd half of the year"
X Link 2024-06-24T22:16Z [---] followers, [--] engagements
"@lisaabramowicz1 @bespokeinvest 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ ( domestic U.S. ) has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-06-24T22:18Z [---] followers, [--] engagements
"@lisaabramowicz1 @bespokeinvest 2/ However many over the past [--] - [--] yrs have been skeptical of the US superiority and strongly recommended global market exposure. But investing in global left you flat footed possibly delaying your retirement start date due to insufficient capital accumulation for income"
X Link 2024-06-24T22:22Z [---] followers, [--] engagements
"@JesseCohenInv 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-06-24T22:25Z [---] followers, [---] engagements
"@JesseCohenInv 2/ Occasionally over that [--] year continuum the "hot leader" stocks of the QQQ have taken a break - the "capitalization weighting effect" of the QQQ having contributed much of the portfolio "alpha""
X Link 2024-06-24T22:26Z [---] followers, [--] engagements
"@JesseCohenInv 3/ Then the small & large value stocks may "bring up the rear" many times into the 2nd half of the year"
X Link 2024-06-24T22:26Z [---] followers, [--] engagements
"@Schuldensuehner 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-06-24T22:27Z [---] followers, [---] engagements
"@Schuldensuehner 2/ Occasionally over that [--] year continuum the "hot leader" stocks of the QQQ have taken a break - the "capitalization weighting effect" of the QQQ having contributed much of the portfolio "alpha""
X Link 2024-06-24T22:28Z [---] followers, [---] engagements
"@Schuldensuehner 3/ Then the small & large value stocks may "bring up the rear" many times into the 2nd half of the year"
X Link 2024-06-24T22:28Z [---] followers, [---] engagements
"@EddyElfenbein 1/ Since [----] a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced excess returns above S&P500 benchmark over [--] rolling [--] periods Chart [--] - an unbeatable combo https://tinyurl.com/2wn5cvm6 https://tinyurl.com/2wn5cvm6"
X Link 2024-06-24T22:30Z [---] followers, [--] engagements
"@EddyElfenbein 2/ Occasionally over that [--] year continuum the "hot leader" stocks of the QQQ have taken a break - the "capitalization weighting effect" of the QQQ having contributed much of the portfolio "alpha""
X Link 2024-06-24T22:30Z [---] followers, [--] engagements
"@EddyElfenbein 3/ Then the small & large value stocks may "bring up the rear" many times into the 2nd half of the year"
X Link 2024-06-24T22:31Z [---] followers, [--] engagements
"@PeterMallouk 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-06-25T17:35Z [---] followers, [---] engagements
"@PeterMallouk 5/ Holding this value stock and QQQ portfolio for a long enough time length (20+ years) has allowed for this cap weighting effect to work to it's fullest extent - making this one of the great "objectively & "mechanically" stock selected" ETF portfolios of the modern era"
X Link 2024-06-25T17:36Z [---] followers, [---] engagements
"@GinaMartinAdams Since [----] even if an investor had a lump sum invested over the "worst" [--] year market periods the terminal value was still positive. And a) investing in "value" stocks and b) waiting an extra [--] years really made a difference https://tinyurl.com/yv4yf8rz https://tinyurl.com/yv4yf8rz"
X Link 2024-06-27T16:14Z [---] followers, [--] engagements
"@i3_invest 5/ adding an "inverted yield curve" filter ( [--] mo. T bill yield "above" the [--] year note yield ) has correlated with varying lead times to the largest double digit July-June declines produced in Table #5 ( ) https://tinyurl.com/53b7hacn https://tinyurl.com/53b7hacn"
X Link 2024-07-02T23:36Z [---] followers, [---] engagements
"@i3_invest 6/ โ2024 is a "4th" Presidential year. โthe yield curve has been negative โthe S&P [---] price resided above the moving average [--] days ago on June 30th - odds now favor positive forward [--] month returns being produced as per Chart 1"
X Link 2024-07-02T23:43Z [---] followers, [---] engagements
"@iancassel 2/ However going a step further the use of the QQQ ( a [---] stock cap weighted index ETF versus the [---] stocks of the S&P ) can add further alpha"
X Link 2024-07-03T18:10Z [---] followers, [---] engagements
"@iancassel 4/ Over it's 38+ year history the cap weighting effect of the Nasdaq100/QQQ has stocks whose businesses have already "turned up" and who are "accelerating" (as witnessed by FAANG Mag [--] etc.) already in the portfolio - no waiting 1-3 years for something to happen -"
X Link 2024-07-03T18:18Z [---] followers, [---] engagements
"@iancassel 5/ these stocks driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-07-03T18:18Z [---] followers, [---] engagements
"@amitisinvesting 1/ You'll never figure out the short/medium term price behavior of stocks. But if something is in the portfolio of the QQQ then the "capitalization weighting effect" of the index will sort it out"
X Link 2024-07-03T21:35Z [---] followers, [--] engagements
"@amitisinvesting 4/ of position over market cycles - with these companies (AMGN CSCO SUN AAPL AMZN TSLA NVDA etc.) driving much of the "alpha" on the "upside" while the "value" stocks have provided a negative covariance during the "downside" (such as during 2000-02 & 2022)"
X Link 2024-07-03T21:37Z [---] followers, [--] engagements
"@BrianFeroldi 1/ A typical accumulation stage holding period is 30+ years. And the best way to increase returns has been to use asset classes that have a long track record of producing highest returns per unit of downside risk versus benchmarks"
X Link 2024-07-07T20:04Z [---] followers, [--] engagements
"@theficouple 3/ If an investor can somehow get those asset classes into their portfolios over their accumulation years then they may have the best odds of getting into that "15%" cohort / $1.46 million"
X Link 2024-07-08T12:11Z [---] followers, [--] engagements
"@MMMTwealth 1/ Stock picking is pre 2000s investing mentality. In the accumulation stage it's best just to capitalize on the superior traits provided by modern ETF vehicles "
X Link 2024-07-08T13:16Z [---] followers, [---] engagements
"@Diyetfinvesting 1/ I just know that a portfolio of small & large cap value stocks/ETFs and the QQQ can be used as a benchmark for highest expected returns per unit of downside risk. And can be used as a starting point for consideration within accumulation stage investment portfolios"
X Link 2024-07-12T16:36Z [---] followers, [--] engagements
"@RuffinFinance 1/ Depends what you're trying to achieve and if you're in the accumulation or income stage of the investment lifecycle"
X Link 2024-07-12T16:41Z [---] followers, [---] engagements
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