lookingforclues’ Activity

Yesterday

NL

Boards Post

lookingforclues replied to the Golf Nuts board. 06:51

Re: Winter rules

I did not know that you could apply it to the rough. You can have lift clean and place, lift clean and drop or lift clean and replace exactly.

In the summer this rule is replaced with 'examine ball to make sure it's yours'.

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 06:39

Re: Small cap premium exploded.

Use quality filters to get rid of the junk and you get your outperformance back.

I wonder how many different filters they tried before they found the ones that worked?

Fri Jan 23

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 18:23

Re: Small cap premium exploded.

Thanks, jfh55, I've had a quick look and will definitely spend some time over there.

One difference that is immediately apparent is the emphasis on index funds rather than individual share portfolios. I guess some of that has to do with the [more]

Thu Jan 22

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 08:57

Re: HYP diversification

I would love for 1 in 10 of HYP shares to become a big winner (in terms of capital gain I assume) Hasn't happened with me and in any case we are concentrating on income are we not?

Why assume in terms of cap gain? Most large and [more]

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:57

Re: Small cap premium exploded.

jfh55

Back in 2013 I posted on Bogleheads

Is it this website you post on...

https://www.bogleheads.org/

I'd be interested in joining the forum but it seems very [more]

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 07:50

Re: HYP diversification

Itsallaguess

Isn't it difficult to take both of those views at the same time ? Isn't the emergence of a super-share that is big enough to hugely influence portfolio gains, by it's very definition, then a problematic weighting (for people [more]

Wed Jan 21

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 10:50

Re: Small cap premium exploded.

Rob

Survivorship bias is what happens when you just measure the returns of the stocks that lasted the distance. Not what happened to the whole cohort at the start. The US study casts doubt on that but I am not sure how Dimson dealt with [more]

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 08:05

Re: Small cap premium exploded.

The most serious charge is that historic data has underestimated the impact of delisting which increases the survivorship bias.

Rob,

Tbh I don't even know what that means?

The data I've relied on when it comes to [more]

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 07:40

Re: HYP diversification

I.e. the crucial factor for me would be just how big the weighting of the holding in the portfolio had become.

For me too but IMO this is something of a strawman argument put forward by those referring to HYP1 (not by yourself I [more]

NL

Boards Post

lookingforclues replied to the Oil & Gas - Companies board. 07:21

Re: OPEC is dead. Discuss.

Since Saudi cannot raise or lower production without hurting themselves (if they raise, the oil price falls further and faster, if they lower they lose market share) and historically they are the OPEC member with the power to move the market (ie [more]

Tue Jan 20

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 16:34

Re: HYP diversification

Portfolio A consists of a single share with a well-researched long history of very good performance, such that you reckon it has a 2-in-3 chance of continuing to be a 'winner' over the next decade and rising to 3.5 times its initial value, but a [more]

NL

Boards Post

lookingforclues replied to the Beerpig's Snug board. 08:10

Re: No show !

Amazing that 1. this is news, and 2. people have managed to get so worked up and righteous about it. Like we all haven't behaved in a similar manner many times during our lives. It's human nature to whinge, get irritated by the behaviour of others, [more]

NL

Boards Post

lookingforclues replied to the Oil & Gas - Markets & Trends board. 07:50

Re: Future of oil and gas.

Hope this puts things into perspective !

Not really because it ignores the fact that we now live in a throwaway society rather than one that makes stuff to last, reuses and repairs. Sure, it's more convenient to keep buying new stuff [more]

NL

Boards Post

lookingforclues replied to the Oil & Gas - Companies board. 07:42

Re: Blood on the streets

Of course I defer to the experts, but the huge negative achievement of the Saudis could just as rapidly be reversed. They have effectively made enemies (only economically at present) of USA and Russia at a cost to themselves of many billions of [more]

Mon Jan 19

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 07:03

Re: HYP diversification

If the main purpose of the HYP is to drive income, perhaps such shares should be sold to increase the portfolio income by reinvesting the capital elsewhere?

Do you mean drive income or obtain a higher immediate income?

lfc

Sun Jan 18

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 07:13

Re: HYP diversification

So, how would you advise someone to invest when their sole aim is to produce an income?

Any way they wish. It is easy and cheap to draw down capital from liquid assets such as shares, cash and bonds. Only for property is drawing [more]

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 07:04

Re: HYP diversification

Then why not just buy a tracker?

Because most trackers do not equal weight which means you dramatically reduce the impact of big winners which are always less likely to come from mega-caps. For example, none of the big winners from [more]

Sat Jan 17

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 18:08

Re: HYP diversification

BSD

There’s no getting away from the fact that my and HYP’s primary objective is reliable income

I don't think there's a conflict here. The arguments I've laid out apply to both income and capital.

It’s not wrong [more]

NL

Boards Post

lookingforclues replied to the Golf Nuts board. 08:38

Re: Handicap moan

people go out to play for enjoyment, not to listen to grievances.

Nah, mindless gossip is just as important on the golf-course as it is in the work-place ;-)

NL

Boards Post

lookingforclues replied to the Beerpig's Snug board. 08:34

Re: Super-rich

Super rich people don;t quit work, only poor people do that.

Is this one of those clever Zen statements like clapping with one hand?

Show More Activity ...

Boards Stats & Trivia

Big gold star, 5000 posts
Board Posts 6697
Recs Received 14077
People who have rec'd these posts 1789
Recs to Posts Ratio (last 30 days) 7.50
Threads Started 394
Threads Started Percentage 5.88 %
Most Frequent Board Property - Markets and Trends
Very First Post Re: costs ! (26/08/2007)
Percentage of Posts Rec'd 60.61 %
Show lookingforclues’ 10 Latest Posts