What happens when everyone is invested in the same stuff? When you look at the S&P 500 and compare it to, say, target maturity funds or a total stock market index, there’s a ton of overlap. Just when investors think they’re diversifying, a simple look under the hood shows most engines running on the same […]
Investing
Time to Get Your Lazy Money Working
When you look at my charts from yesterday, now is a good time to get your fixed-income house in order. After a certain point in an investor’s life, there’s a time to recognize that, “Self, I might not want to work forever. How am I going to make ends meet?” Believe Your Survival Guy when […]
Three of My Favorite Charts
Your Survival Guy studies these charts daily: Action Line: Keep your eye on what’s happening, and let’s talk. Originally posted on Your Survival Guy.
What if Today’s Opinions Are Wrong?
I would be surprised if the average investor understands how major securities indices are composed. Take the S&P 500, for example. It’s a market cap weighted index. What’s a market cap, and how is it calculated? It’s surprising to me how little attention this gets. Market capitalization is the value of all the shares of […]
Dow 38,000 and Beyond
Let’s not get too excited about Dow 38,000. Your Survival Guy remembers when we hit Dow 10,000 in 1999. As you can see, we crossed that bridge again and again. What’s always amazing to me is how short the average investor’s memory is (you’re not average, dear reader). Look how long it took for Dow […]
Citigroup to Layoff 20,000, Schwab Stock Down 24%
When Citigroup lays off 20,000 employees, as it announced last week it will do by 2026, then Your Survival Guy concludes: not all is right with the financial world. When Charles Schwab’s stock, the largest publicly traded U.S. brokerage, declines by 17% as it did last year and was down seven percent through Friday of […]
How’s Vanguard GNMA with YTM of 4.6%?
If you hold Vanguard GNMA like I do, then you will be pleased to know, regardless of its price being down, that as of 12/31/23, its yield to maturity was 4.6%. Sure, it’s been a rough ride for its price from the aftershock of historic interest rate hikes. But as you all know, Your Survival […]
What Do You Know About Vanguard’s Wellesley Income Fund?
I was recently asked some questions about Vanguard’s Wellesley Income Fund by a business associate. Below is a short summary of the questions and my answers. The first question was, “Who manages Wellesley Income Fund?” The answer is Wellington Management Company, which I have had dealings with from my earliest days in the industry at […]
RAGE Gauge February: When to Buy or Sell?
Your Survival Guy’s February RAGE Gauge is in, and it’s not terrible. Finally, we have some yields we can sink our teeth into, and dividend-paying stocks are getting more respect. That’s good. Plus, it’s an election year, and the Fed, a political beast, is aiming to please. But there’s plenty of reasons for concern, too. […]
Your Survival Guy’s Mt. Rushmore of Investing Legends
For The American Conservative Magazine: If you were in shop class back in high school (remember that?) and you were instructed to build your own Mount Rushmore out of wood, I would have one piece of advice: leave room for expansion. Because when I think of my visit to the site back in the mid-80s […]
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