Posts
2024 Year End Review & Dividends – 3rd slowest increase in cash dividends
since 2011
-
Although 2024 started off as a year where investors were anticipating
whether rate cuts would happen (rate cuts eventually happened on 18
September 2024)...
2 hours ago
This comment has been removed by the author.
ReplyDeleteIn order for someone to buy, someone else must sell to him. There must be disagreement to create a transaction. The one thing that both parties agree on is the price. That's what makes a market.
ReplyDeleteIt's the same thing outside the market. Many of us have different opinions on the same issue but all of us think we're right and others are wrong:)
As my guru likes to say, "You don’t trade the markets; you only trade your beliefs about the markets." :)
ReplyDeleteSome will trade/invest on shepherd's beliefs
DeleteSome may be just doing rebalancing & quite neutral i.e. they have confidence that the asset will have a higher price tag in 5 years or 10 years, but they also know that there will be volatility (maybe a lot) between now & then.
ReplyDeleteAnd they are just sticking to pre-defined asset allocation or position sizing that suits their risk appetite (often based on past bear market experience LOL).
Quote : "And they are just sticking to pre-defined asset allocation or position sizing that suits their risk appetite (often based on past bear market experience"
ReplyDeleteThis should be the best approach with our own data points as back testing!