Current Events > The stock market has been pretty much...up up (Trump does something dumb) dive

(+) Yeah! (+)

What did Trump do today?

https://www.cnbc.com/2018/07/11/asia-market-trade-tariffs-us-futures-stocks-and-currencies-in-focus.html

MAGA
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how much money you got in the stock market?
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iHuman posted...

how much money you got in the stock market?

6 figures
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Squall28 posted...

iHuman posted...

how much money you got in the stock market?

6 figures

What's your asset allocation? How much you got in bonds/international stocks?

clearaflagrantj posted...

Squall28 posted...

iHuman posted...

how much money you got in the stock market?

6 figures

What's your asset allocation? How much you got in bonds/international stocks?

Like 70% index fund. 30% individual stocks. I don't own any bonds because they grow super slow. No international stocks because of lack of interest. I used to be 100% individual stocks and I made a lot off of it, but got too lazy to manage it all.
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Squall28 posted...

I used to be 100% individual stocks

absolutelydisgusting.jpg

I'm like 80% domestic stocks, 10% each of international stocks and domestic bonds. We're young and you're not going to beat index funds so I don't understand why anyone would do anything other than index funds and hodl for 30 years. Three fund lazy portfolio set it and forget it, market timing is for suckers.

pissing off liberals yeah #winning

Are we in Trumps economy or not?
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All I know is my state is being wreckt because soy beans are like 99% of what we produce for export
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clearaflagrantj posted...

We're young and you're not going to beat index funds so I don't understand why anyone would do anything other than index funds and hodl for 30 years.

Some people have BIG BALLS. I rather bet on myself. You won't find a 10 bagger being in index funds all your life.
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clearaflagrantj posted...

I'm like 80% domestic stocks, 10% each of international stocks and domestic bonds. We're young and you're not going to beat index funds so I don't understand why anyone would do anything other than index funds and hodl for 30 years. Three fund lazy portfolio set it and forget it, market timing is for suckers.

I'm more like 60/40 domestic/international with no bonds because I am young
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yikes @ lack of international exposure

Balrog got a good mix
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clearaflagrantj posted...

Squall28 posted...

I used to be 100% individual stocks

absolutelydisgusting.jpg

I'm like 80% domestic stocks, 10% each of international stocks and domestic bonds. We're young and you're not going to beat index funds so I don't understand why anyone would do anything other than index funds and hodl for 30 years. Three fund lazy portfolio set it and forget it, market timing is for suckers.

I made a lot of money off of it so it's all good. Several of my picks more than doubled in value, and I've only picked one stock that ever lost me money (curse you General Mills!)
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Squall28 posted...

iHuman posted...

how much money you got in the stock market?

6 figures

You should open up with this instead of hi
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SK8T3R215 posted...

yikes @ lack of international exposure

Balrog got a good mix

What international companies do you guys like?

Don't you have to deal with more crap when you invest international? It never felt like it was worth the trouble for me, especially since I don't know foreign markets that well.
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Squall28 posted...

SK8T3R215 posted...

yikes @ lack of international exposure

Balrog got a good mix

What international companies do you guys like?

Don't you have to deal with more crap when you invest international? It never felt like it was worth the trouble for me, especially since I don't know foreign markets that well.

You invest in a index fund that track foreign companies. Two or more for a mix of developed and emerging is good.
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SK8T3R215 posted...

Squall28 posted...

SK8T3R215 posted...

yikes @ lack of international exposure

Balrog got a good mix

What international companies do you guys like?

Don't you have to deal with more crap when you invest international? It never felt like it was worth the trouble for me, especially since I don't know foreign markets that well.

You invest in a index fund that track foreign companies. Two or more for a mix of developed and emerging is good.

I looked up the vanguard international stuck fund and emerging markets fund, and just based on the charts, they've been underperforming the SP 500 and I bet there are higher fees.

I'm not feeling it guys.
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Squall28 posted...

SK8T3R215 posted...

Squall28 posted...

SK8T3R215 posted...

yikes @ lack of international exposure

Balrog got a good mix

What international companies do you guys like?

Don't you have to deal with more crap when you invest international? It never felt like it was worth the trouble for me, especially since I don't know foreign markets that well.

You invest in a index fund that track foreign companies. Two or more for a mix of developed and emerging is good.

I looked up the vanguard international stuck fund and emerging markets fund, and just based on the charts, they've been underperforming the SP 500 and I bet there are higher fees.

I'm not feeling it guys.

If you don't care about diversifying and excluding a big piece of the investable equity markets then that's fine.
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Tell me a good fund? The general indexes I've found have been doing pretty terrible these past years, and I would've made much less money if I had invested in them.
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My mix is:

Domestic stock: 55.71%
Foreign stock: 30.60%
Short term: 6.57%
Bonds: 6.50%
Other: .62%

My rate of return last year was 20%

My rate of return this year so far is 3%
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spanky1 posted...

My mix is:

Domestic stock: 55.71%
Foreign stock: 30.60%
Short term: 6.57%
Bonds: 6.50%
Other: .62%

My rate of return last year was 20%

My rate of return this year so far is 3%

What was your return in domestic vs foriegn?
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I don't know. :|

Honestly it's managed by Fidelity. I didn't specifically choose it.
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Squall28 posted...

Tell me a good fund? The general indexes I've found have been doing pretty terrible these past years, and I would've made much less money if I had invested in them.

Vanguard FTSE All-World ex-US Index Fund Admiral (VFWAX) would give you exposure to Europe, Asia and Emerging Markets which would reduce your exposure to US.

But the fact you keep bringing up prior returns and short-term timeframes tells me you aren't investing for long-term appreciation and would rather chase funds that have performed well in the past.
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trumps playing goddamn chicken. china isn't going to back down from this.
i only feel bad for the people who rely on an income (mainly the workers) who need to sell to live. won't be able to feed a family now.
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Balrog0 posted...

I'm more like 60/40 domestic/international with no bonds because I am young

internationals have underperformed for years and the generally advised ratio is 75/25 not 60/40 fwiw

i am underweight internationals (15%) and have been for a long time

also VXUS is the way to go for international exposure imo
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My current allocations are:

10% Bonds
25% International stock
75% Domestic stock

Currently up about 11% in the past 12 months.
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SK8T3R215 posted...

Squall28 posted...

Tell me a good fund? The general indexes I've found have been doing pretty terrible these past years, and I would've made much less money if I had invested in them.

Vanguard FTSE All-World ex-US Index Fund Admiral (VFWAX) would give you exposure to Europe, Asia and Emerging Markets which would reduce your exposure to US.

But the fact you keep bringing up prior returns and short-term timeframes tells me you aren't investing for long-term appreciation and would rather chase funds that have performed well in the past.

Data matters man. I'm looking at the max available time frame on Google right now which unfortunately is only 6 years. Your fund returned 35%. Domestic returned 251%. I've been in the market for about that time. You telling me my portfolio is subpar if it outperforms yours by 216%, and I have lower expenses?
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Squall28 posted...

Data matters man. I'm looking at the max available time frame on Google right now which unfortunately is only 6 years. Your fund returned 35%. Domestic returned 251%. I've been in the market for about that time. You telling me my portfolio is subpar if it outperforms yours by 216%, and I have lower expenses?

"past performance is not an indicator of expected future performance."

you should have SOME foreign exposure. 10-15% is plenty.

with a solid quantity of small cap exposure youll still keep up with/beat the S&P500
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Squall28 posted...

SK8T3R215 posted...

Squall28 posted...

Tell me a good fund? The general indexes I've found have been doing pretty terrible these past years, and I would've made much less money if I had invested in them.

Vanguard FTSE All-World ex-US Index Fund Admiral (VFWAX) would give you exposure to Europe, Asia and Emerging Markets which would reduce your exposure to US.

But the fact you keep bringing up prior returns and short-term timeframes tells me you aren't investing for long-term appreciation and would rather chase funds that have performed well in the past.

Data matters man. I'm looking at the max available time frame on Google right now which unfortunately is only 6 years. Your fund returned 35%. Domestic returned 251%. I've been in the market for about that time. You telling me my portfolio is subpar if it outperforms yours by 216%, and I have lower expenses?

Are you investing for 5 years or for 30+ years?

https://static.seekingalpha.com/uploads/2017/5/15/1112099-1494898326136064.png

As this shows the US outperforms at times, the World ex-US outperforms at times. It's naive to assume this will continue and to position your entire portfolio towards that if you're investing long-term.
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Darkman124 posted...

Squall28 posted...

Data matters man. I'm looking at the max available time frame on Google right now which unfortunately is only 6 years. Your fund returned 35%. Domestic returned 251%. I've been in the market for about that time. You telling me my portfolio is subpar if it outperforms yours by 216%, and I have lower expenses?

"past performance is not an indicator of expected future performance."

you should have SOME foreign exposure. 10-15% is plenty.

with a solid quantity of small cap exposure youll still keep up with/beat the S&P500

I would say it's a good predictor although it's not perfect. Most of what we know about anything is based on learnings from the past.

I realize things can change, but I want a better reason than I'm "supposed" to. What reason is there for me to expect for it to surpass domestic?
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https://twitter.com/MrKenShabby/status/1017038592487710720?s=19
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ledbowman posted...

https://twitter.com/MrKenShabby/status/1017038592487710720?s=19

back story on this?

what a dumbass
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SK8T3R215 posted...

Squall28 posted...

SK8T3R215 posted...

Squall28 posted...

Tell me a good fund? The general indexes I've found have been doing pretty terrible these past years, and I would've made much less money if I had invested in them.

Vanguard FTSE All-World ex-US Index Fund Admiral (VFWAX) would give you exposure to Europe, Asia and Emerging Markets which would reduce your exposure to US.

But the fact you keep bringing up prior returns and short-term timeframes tells me you aren't investing for long-term appreciation and would rather chase funds that have performed well in the past.

Data matters man. I'm looking at the max available time frame on Google right now which unfortunately is only 6 years. Your fund returned 35%. Domestic returned 251%. I've been in the market for about that time. You telling me my portfolio is subpar if it outperforms yours by 216%, and I have lower expenses?

Are you investing for 5 years or for 30+ years?

https://static.seekingalpha.com/uploads/2017/5/15/1112099-1494898326136064.png

As this shows the US outperforms at times, the World ex-US outperforms at times. It's naive to assume this will continue and to position your entire portfolio towards that if you're investing long-term.

How do you read that chart? I only see one line but it's a comparison chart. Is it the difference?
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Squall28 posted...

What reason is there for me to expect for it to surpass domestic?

inclusion of markets with faster per annum growth rate than the US that will eventually be major market constituents
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So youre telling me the US stock market is maintaining near all time highs despite this trade war but the Asian markets are getting hammered? Hmm but libs told me the US would get destroyed with a trade war with China, why is there still such confidence in the US markets?
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Kazi1212 posted...

So youre telling me the US stock market is maintaining near all time highs despite this trade war but the Asian markets are getting hammered? Hmm but libs told me the US would get destroyed with a trade war with China, why is there still such confidence in the US markets?

US investors assume trump is bullshitting
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Darkman124 posted...

Kazi1212 posted...

So youre telling me the US stock market is maintaining near all time highs despite this trade war but the Asian markets are getting hammered? Hmm but libs told me the US would get destroyed with a trade war with China, why is there still such confidence in the US markets?

US investors assume trump is bullshitting

Source?
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Kazi1212 posted...

Darkman124 posted...

Kazi1212 posted...

So youre telling me the US stock market is maintaining near all time highs despite this trade war but the Asian markets are getting hammered? Hmm but libs told me the US would get destroyed with a trade war with China, why is there still such confidence in the US markets?

US investors assume trump is bullshitting

Source?

Common sense, for one

Kazi1212 posted...

Source?

https://www.politico.eu/article/ignoring-donald-trump-world-learns-its-lesson/

Wall Street, corporate America and the diplomatic world are settling on a strategy to deal with President Donald Trumps rapidly shifting statements on critical issues like trade deals and Russia sanctions: Just ignore him.

In ordinary times, a declaration like the one Trump made about TPP would have sent stocks soaring, thrilled exporters and sent corporate strategists scrambling to assess the impact.

But none of that really happened.

Financial markets and Americas trading partners largely ignored the comments as a throwaway line, and the market wisdom proved to be correct when Trump tweeted that he did not like the deal for the U.S, deflating the TPP trial balloon before it left the ground.

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Squall28 posted...

SK8T3R215 posted...

Squall28 posted...

SK8T3R215 posted...

Squall28 posted...

Tell me a good fund? The general indexes I've found have been doing pretty terrible these past years, and I would've made much less money if I had invested in them.

Vanguard FTSE All-World ex-US Index Fund Admiral (VFWAX) would give you exposure to Europe, Asia and Emerging Markets which would reduce your exposure to US.

But the fact you keep bringing up prior returns and short-term timeframes tells me you aren't investing for long-term appreciation and would rather chase funds that have performed well in the past.

Data matters man. I'm looking at the max available time frame on Google right now which unfortunately is only 6 years. Your fund returned 35%. Domestic returned 251%. I've been in the market for about that time. You telling me my portfolio is subpar if it outperforms yours by 216%, and I have lower expenses?

Are you investing for 5 years or for 30+ years?

https://static.seekingalpha.com/uploads/2017/5/15/1112099-1494898326136064.png

As this shows the US outperforms at times, the World ex-US outperforms at times. It's naive to assume this will continue and to position your entire portfolio towards that if you're investing long-term.

How do you read that chart? I only see one line but it's a comparison chart. Is it the difference?

Comparison of the 3 year returns of the S&P vs the MSCI World ex-US. Basically above 0 is the S&P is outperforming (ex. 20% return S&P vs 5% MSCI World = at 15% on the chart) and below 0 the MSCI is outperforming.
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BWLurker posted...

Kazi1212 posted...

Darkman124 posted...

Kazi1212 posted...

So youre telling me the US stock market is maintaining near all time highs despite this trade war but the Asian markets are getting hammered? Hmm but libs told me the US would get destroyed with a trade war with China, why is there still such confidence in the US markets?

US investors assume trump is bullshitting

Source?

Common sense, for one

If its so common sensical that the US markets would have been fine after all this media drama the past couple of weeks, then libs would have just said this trade war is meaningless and wont affect the US because of what Darkman said. So either those libs who thought otherwise have no common sense themselves or a claim such as that requires evidence to be verified because its not so common sense.
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Darkman124 posted...

Kazi1212 posted...

Source?

https://www.politico.eu/article/ignoring-donald-trump-world-learns-its-lesson/

Wall Street, corporate America and the diplomatic world are settling on a strategy to deal with President Donald Trumps rapidly shifting statements on critical issues like trade deals and Russia sanctions: Just ignore him.

In ordinary times, a declaration like the one Trump made about TPP would have sent stocks soaring, thrilled exporters and sent corporate strategists scrambling to assess the impact.

But none of that really happened.

Financial markets and Americas trading partners largely ignored the comments as a throwaway line, and the market wisdom proved to be correct when Trump tweeted that he did not like the deal for the U.S, deflating the TPP trial balloon before it left the ground.

I see. Did you expect something like this Darkman, was it a common sense move?
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Kazi1212 posted...

Did you expect something like this Darkman, was it a common sense move?

That Trump's boasting would be largely ignored?

BWLurker posted...

Kazi1212 posted...

Did you expect something like this Darkman, was it a common sense move?

That Trump's boasting would be largely ignored?

Yea, I mean, its clear a lot of liberals didnt think that based on what they were saying how the trade war would hurt the US markets.
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Kazi1212 posted...

BWLurker posted...

Kazi1212 posted...

Did you expect something like this Darkman, was it a common sense move?

That Trump's boasting would be largely ignored?

Yea, I mean, its clear a lot of liberals didnt think that based on what they were saying how the trade war would hurt the US markets.

You realize that the actual effects haven't hit us yet, right? The markets seem to be betting that Trump will cave before too much damage is actually done.

Kazi1212 posted...

Yea, I mean, its clear a lot of liberals didnt think that based on what they were saying how the trade war would hurt the US markets.

ill be honest

no, it was not obvious to me

i held off on investing during his presidency until collins indicated she was going to vote in favor, that was late nov/very early dec. by then i had learned, and it was clear.

that was when i threw most of my portfolio long. i left some off the table until jan, then put that on.

through everything that has happened since i have generally put new money to work anytime there was a market shock related to a statement made by him/someone quitting his admin, because i've always taken it as an action to fade.

markets are going up, trump reliably says things that are false, and in general i assume the opposite is true whenever he speaks.

had i trusted markets would consistently rise throughout his presidency and ignore his asinine bullshit, I'd probably have an extra hundred thousand dollars in my portfolio. that was my personal idiot tax.
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BWLurker posted...

Kazi1212 posted...

BWLurker posted...

Kazi1212 posted...

Did you expect something like this Darkman, was it a common sense move?

That Trump's boasting would be largely ignored?

Yea, I mean, its clear a lot of liberals didnt think that based on what they were saying how the trade war would hurt the US markets.

You realize that the actual effects haven't hit us yet, right? The markets seem to be betting that Trump will cave before too much damage is actually done.

Just so Im hearing you right, youre saying it was common sensical the markets would ignore Trump? I mean, the way people were talking about it was as if the damages of trade war would reflect in the US markets even in the short term. The longer term damages would be more substantive, but you would at least see a noticeable downward price movement in the short term in the exchanges, I dont think that was too unreasonable an outlook personally.
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Darkman124 posted...

internationals have underperformed for years and the generally advised ratio is 75/25 not 60/40 fwiw

i am underweight internationals (15%) and have been for a long time

also VXUS is the way to go for international exposure imo

yeah I realize I am over exposed to foreign markets. I was closer to 25 but I made the decision earlier this year to switch for various reasons
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Kazi1212 posted...

BWLurker posted...

Kazi1212 posted...

BWLurker posted...

Kazi1212 posted...

Did you expect something like this Darkman, was it a common sense move?

That Trump's boasting would be largely ignored?

Yea, I mean, its clear a lot of liberals didnt think that based on what they were saying how the trade war would hurt the US markets.

You realize that the actual effects haven't hit us yet, right? The markets seem to be betting that Trump will cave before too much damage is actually done.

Just so Im hearing you right, youre saying it was common sensical the markets would ignore Trump? I mean, the way people were talking about it was as if the damages of trade war would reflect in the US markets even in the short term. The longer term damages would be more substantive, but you would at least see a noticeable downward price movement in the short term in the exchanges, I dont think that was too unreasonable an outlook personally.

Trump is famous for talking out his ass. The market takes that into account.