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Thread: Valkyrie's Account Talk

  1. #409

    Default Re: Valkyrie's Account Talk

    100S COB
    "Our Constitution was made only for a Moral and Religious people. It is wholly inadequate to the goverment of any other." John Adams 10/11/1798

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  3. #410

    Default Re: Valkyrie's Account Talk

    last I checked doesn't blackrock manage the TSP funds? they are getting paid millions so why don't they send us TSP members/owners reports instead of just to barrons?

    Rick Rieder, chief investment officer of BlackRock's $2.4 trillion global fixed-income group and co-manager of the BlackRock Strategic Income Opportunities Portfolio (BASIX), knows that investors can no longer trust the traditional approach. As he recently told Barron's...

    If you are holding the same portfolio as two years ago and expect it to do the same, it won't. You have to restructure how you think about asset allocation, especially fixed income.
    Ben Inker, head of asset allocation for prominent money manager GMO, concurs. In the firm's second-quarter letter to its clients last year, Inker noted that...

    All portfolios that include government bonds have both lower expected returns and higher risk than anyone had a right to expect them to have previously.
    So with the old playbook becoming obsolete, what should investors do now?
    Back in October, living legend Howard Marks published a valuable essay called "Coming Into Focus." In it, Marks reasoned that the Federal Reserve's insistence on keeping interest rates near zero for the foreseeable future leaves investors like us with five less-than-ideal options...

    1. Invest as you always have (meaning 40% in bonds) and settle for today's low returns


    1. Reduce risk in the face of today's uncertainty and accept even-lower returns


    1. Go to cash at a near-zero return and wait for a better environment


    1. Increase risk in pursuit of higher returns


    1. Put more into special niches and special investment managers

    For most investors, settling for lower returns or going entirely to cash – when the Fed has made it abundantly clear that near-zero rates will be the norm for years – simply makes no sense. That means the fourth and fifth items on the list are your only real options today.
    "Our Constitution was made only for a Moral and Religious people. It is wholly inadequate to the goverment of any other." John Adams 10/11/1798

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  5. #411

    Join Date
    Sep 2006
    Location
    Upstate NY
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    Default Re: Valkyrie's Account Talk

    Looks like his fund is still at least 30% in cash, cash equivalent, and bonds.

    https://www.blackrock.com/us/individ...tary-en-us.pdf

    Any professional money manager knows the niche part of the portfolio means 5-10%. Back in the day that meant allocate maybe 5-10% to gold or REIT's. People nowadays take that as the green light to dump half their life savings into a recent stock/asset class ETF that has done well.

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  7. #412

    Default Re: Valkyrie's Account Talk

    back to G COB with huge loses, weeks of work gone in a few days.

    Lieden sucks along with his UN comrades.
    "Our Constitution was made only for a Moral and Religious people. It is wholly inadequate to the goverment of any other." John Adams 10/11/1798

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  9. #413

    Default Re: Valkyrie's Account Talk

    back in 50C 50S cob
    "Our Constitution was made only for a Moral and Religious people. It is wholly inadequate to the goverment of any other." John Adams 10/11/1798

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  11. #414

    Default Re: Valkyrie's Account Talk

    The "TSP Talk Poll" should have "I don't care" to check off, so at least i can see the results.
    "Our Constitution was made only for a Moral and Religious people. It is wholly inadequate to the goverment of any other." John Adams 10/11/1798


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  13. #415

    Join Date
    Aug 2011
    Location
    Mississippi
    Posts
    448

    Default Re: Valkyrie's Account Talk

    Quote Originally Posted by Valkyrie View Post
    The "TSP Talk Poll" should have "I don't care" to check off, so at least i can see the results.
    You and me both. I follow zero sports. Sports are the least important thing in my life.
    Scott Harrison
    Senatobia, MS

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  15. #416

    Default Re: Valkyrie's Account Talk

    Quote Originally Posted by rangerray View Post
    You and me both. I follow zero sports. Sports are the least important thing in my life.

    if only people would realize all of the increase costs in their lives due to paying millions upon millions to these prima donnas in salaries.
    yo people where do u think the money comes from to pay them to play a game.
    "Our Constitution was made only for a Moral and Religious people. It is wholly inadequate to the goverment of any other." John Adams 10/11/1798

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  17. #417

    Default Re: Valkyrie's Account Talk

    is a rotation back into the russel and our S fund starting today? tomorrow will tell. still holding 50C and 50S. one move left to set up for may.
    "Our Constitution was made only for a Moral and Religious people. It is wholly inadequate to the goverment of any other." John Adams 10/11/1798

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  19. #418

    Default Re: Valkyrie's Account Talk

    i'm in a wait and see hold for now. out of IFT till next month.

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  21. #419

    Default Re: Valkyrie's Account Talk

    Quote Originally Posted by Valkyrie View Post
    is a rotation back into the russel and our S fund starting today? tomorrow will tell. still holding 50C and 50S. one move left to set up for may.
    Looks like a nice relief rally, but I'm wondering if it's going to flail around in this right shoulder for a few days before we know the next bigger direction.

    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor. Do your own due diligence.

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