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October Meeting Canceled – Join Us November 14 with John Buckingham, plus “AAII San Diego Rewind” - mailchi.mp/aaiisandiego/join-us-saturday-september-12th-at-9-am-pdt-5767760
Join AAII San Diego this Saturday for an indepth discussion with Jeffrey Hirsch, Editor of Stock Trader's Almanac - mailchi.mp/aaiisandiego/join-us-saturday-september-12th-at-9-am-pdt-5766919
AAII San Diego, September 12: The next secular cycle, the inflation regime ahead, technology drivers and more - mailchi.mp/aaiisandiego/join-us-saturday-september-12th-at-9-am-pdt-5766780
The next secular cycle, the inflation regime ahead, technology drivers and more - mailchi.mp/aaiisandiego/join-us-saturday-september-12th-at-9-am-pdt-5766571
Investing in 60% stocks and 40% bonds (or subtracting your age from 100) is a bad idea for many investors.
Opinion | You’re Probably Overinvested in Bonds
www.wsj.com
The usual advice is to hold only 60% of your assets in stock. If you’re wealthy, a 90/10 split is far better.
Burton Malkiel, author of "A Random Walk Down Wall Street", recommends dealing with the possible AI bubble by sticking to low cost diversified index funds.
Opinion | Best Protection Against an AI Bubble? Index Funds
www.wsj.com
You’ll experience losses when a bear market comes, but most active managers will do even worse.
This Saturday: February 14th: "What Market Regime Are We In—and Why It Matters for Your Portfolio" -
February 14th: "What Market Regime Are We In—and Why It Matters for Your Portfolio" -
January 10th: Economic Update & Member Appreciation Luncheon -
For those of you who are not fans of DEI, you should be aware that investment fund managers a few years ago used their proxy voting authority to pressure companies into adopting DEI policies. The writer of this post disagrees with that policy. Fund managers have had a change of heart in the past couple of years. Vanguard's CEO wrote an op-ed for the WSJ admitting that DEI policies impaired investment return. Vanguard changed their pro-DEI policy. The referenced article lists fund managers in the order of wokeness. You can see who is voting in favor of your financial interest and who is stuck on DEI.
Opinion | The Corporate Proxy Flight From ESG
www.wsj.com
Fewer investment funds are dancing to progressive dictates.