Boghies Account Talk

[TommyIV]

Adding a little risk to the equation. Being an oldster, and wanting to avoid eating the Bargain Alpo, I am holding a rather sizable amount in the G-Fund. After mathing it out I need to have about 40% of my current holdings in the G-Fund to support me and my trophy wife for seven years. So, if I decide to 'peace out' after a particularly nasty or boring day I can draw from cash holdings for seven years and let the market recover. I am arrogant enough to believe that me 'peacing out' will dump 'Merica into the Greater Depression. If the worse doesn't happen, I can just let that 60% churn and grow while I sleep happily.

Fund Allocation:

• G 40% - I'm now an oldster looking at a choice of gold watches. This is enough 'cash' for 7 years.
• F 0% - This fund of bonds still sucks. It just ain't behaving right. All those low return bonds gotta get washed out before I invest in this.
• C 30% - Overweighting for stability. Still seems to offer significant growth
• S 20% - I think small to medium size business will do well. They will be allowed to innovate
• I 10% - It kinda looks like EuroTrash money is moving to 'Merica, but this should start growing

Metrics (from 'Backtest Portfolio Asset Class Allocation'):

• Expected Return (CAGR/IRR): 7.99%
• Expected Risk: 9.37%
• Meaning that 67% of the time the annual return will fall between -1.38% and +17.36%
• Best Year: +24%
• Worst Year: -20%
• Worst Drawdown: -31%

BTW:
I cannot update the AutoTracker. It keeps telling me my session has expired. I think I am being blocked at work. Ugh.
And, the new forum looks great. Great job

Give me the okay and I'll update your AutoTracker for you!

 

[Boghie]

Adding a little risk to the equation. Being an oldster, and wanting to avoid eating the Bargain Alpo, I am holding a rather sizable amount in the G-Fund. After mathing it out I need to have about 40% of my current holdings in the G-Fund to support me and my trophy wife for seven years. So, if I decide to 'peace out' after a particularly nasty or boring day I can draw from cash holdings for seven years and let the market recover. I am arrogant enough to believe that me 'peacing out' will dump 'Merica into the Greater Depression. If the worse doesn't happen, I can just let that 60% churn and grow while I sleep happily.

Fund Allocation:

• G 40% - I'm now an oldster looking at a choice of gold watches. This is enough 'cash' for 7 years.
• F 0% - This fund of bonds still sucks. It just ain't behaving right. All those low return bonds gotta get washed out before I invest in this.
• C 30% - Overweighting for stability. Still seems to offer significant growth
• S 20% - I think small to medium size business will do well. They will be allowed to innovate
• I 10% - It kinda looks like EuroTrash money is moving to 'Merica, but this should start growing

Metrics (from 'Backtest Portfolio Asset Class Allocation'):

• Expected Return (CAGR/IRR): 7.99%
• Expected Risk: 9.37%
• Meaning that 67% of the time the annual return will fall between -1.38% and +17.36%
• Best Year: +24%
• Worst Year: -20%
• Worst Drawdown: -

Give me the okay and I'll update your AutoTracker for you!

That would be great.

I'll see if I can login tonight, but to be accurate my IFT should be logged in for today. I made the transaction just before the forum entry so it should be good to go for COB.

 

[tsptalk]

I'll see if I can login tonight, but to be accurate my IFT should be logged in for today. I made the transaction just before the forum entry so it should be good to go for COB.

I got your private message earlier and the IFT has been entered for COB today. Good luck!

 

[Boghie]

I still get the 'Session Expired' error when attempting to log into AutoTracker. I will try tonight from home. The following IFT will commit COB tonight...

Anyway, after speaking to my Edelman Financial advisor last night I am making the following IFT:

Fund Allocation and Banal Thoughts

• G 25% - This is more than enough for Bucket I (he understood the concept)
• F 10% - Not an important allocation, but it is used for diversification.
• C 35% - Statists prefer big business so I am bumping this
• S 20% - The Trumpster was great for small to medium business. A bit of alpa
• I 10% - The EuroTrash look worse than we do. Is this a permanent allocation. Yowser

Sciencey Stuff:

• Expected Annual Return: 8.42%
• Expected Risk: 10.22%
• Best Year: 24.98%
• Worst Year: -22.12%
• Biggest Dump: -34.275

 

[tsptalk]

I still get the 'Session Expired' error when attempting to log into AutoTracker. I will try tonight from home. The following IFT will commit COB tonight...

I will enter that in for you, but if I had to guess, you may be using a different pswd in the autotracker as the forum and if your browser is auto-filling the pswd in both, then one will not work.

Send me a direct message if you want me to send you a temp AutoTracker pwswd.

 

[Boghie]

I haven't looked at this chap's other videos, but I think this quick discussion on computing your FERS Pension is worth looking at: