rascfw - All Comments

Re: Q&A for rascfw's 30/30/40 KISS-1/4/99 portfolio

randan — Sun, 28 Jun 2009 22:31:34 GMT

Why so little in small cap? You could add the new Vanguard ETF (VSS), all world ex US and maybe Vanguard Small Cap ETF (VB) for domestic exposure. I am personally interested in VSS but not domestic VB (too many open domestic small cap funds are now available).

Dan

Re:Q&A for rascfw's xThe WHOLE Banana portfolio

kerryvan — Thu, 31 Jul 2008 02:46:41 GMT

Is that a real port? or one to test? performance looks good

Hello, kerryvan

rascfw — Thu, 31 Jul 2008 03:41:18 GMT

This is the real deal, our real Whole Banana portfolio.

However, I have to admit that the performance (and accompanying chart) can't help but be skewed in our favor. Why? Cuz I delete all old investments we no longer own.

Now why the heck would I delete our old investments? Doing so takes the history out of our performance stats. Well, I don't care... I care more for what our allocation is right now. For our correct YTD returns, you have to see what I report on HandsOn Tracking. For July, I suspect that it will not be pretty.

Let me explain more thoroughly why I delete old zero-share positions... Although I am not a trader, I believe in take the money and run. IOW, if I make a decent profit on what I consider to be a short- or intermediate-term investment, I'll cash out and take our profits and put them to work somewhere else. I consider 25% profit net of any fees or commissions "decent." If I close out for less, it's because I have lost faith in the investment's viability or momentum. If I hadn't deleted old positions over the years, I would have more than 100 investments showing 0% owned gumming up the works. Until M* fixes this glitch and makes their program "hide" zero-share positions, I will continue to delete any and all investments I sell out in full.

kerryvan, I've noticed that you have several sample portfolios entered here. Which one is your real one? Or if not your real-life portfolio, which one is closest to its investments and/or allocation?

I like this sharing stuff, don't you, kerryvan? I think it'll go over real BIG!

Major kudos to you, M* Darrin!!

Regards,
Susan

Re:Hello, kerryvan

kerryvan — Thu, 31 Jul 2008 03:47:06 GMT

none of them are close to mine... I wasn't sure what they would show,, I'm bashful,,

I put in a few based on groups that I contribute to.. others are ports I gave advise for, not that it was any good... I felt good for trying..

I'm like you I only list my current holdings, I'll post my handson numbers later, I just copied my 1.1.08 holdings and pretend I didn't change much, it is too hard to keep new $ and other things straight, such as big trips, etc.. so I look at end of yr, for the past few yrs...

I'm still at 74% intl.. waiting for the market to get in gear... since I'm 100% in the market, I don't typ have cash to buy.. unless like now I harvest tax losses...

Re:Re:Hello, kerryvan

kerryvan — Fri, 01 Aug 2008 03:14:47 GMT

Hey brat kid,

I'm impressed on the nice kick in your port this yr... It goes to show that some 'good' stocks can add alot.. impressive.. what gave you that large bump up?