Comments on: The Odd Man Out http://alephblog.com/2008/06/04/the-odd-man-out/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Fri, 25 May 2012 21:31:47 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Andrewhttp://alephblog.com/2008/06/04/the-odd-man-out/comment-page-1/#comment-17718 Andrew Thu, 05 Jun 2008 11:59:44 +0000 http://alephblog.com/?p=728#comment-17718 I am not sure if the latest post was in response to my question, but what I am asking goes beyond levering up to increase your equity exposure. What I want to know is if the stock market ever gets so expensive that you say it doesn't make sense to be invested in equities at these levels. I am not sure if the latest post was in response to my question, but what I am asking goes beyond levering up to increase your equity exposure. What I want to know is if the stock market ever gets so expensive that you say it doesn’t make sense to be invested in equities at these levels.

]]> By: Andrewhttp://alephblog.com/2008/06/04/the-odd-man-out/comment-page-1/#comment-17715 Andrew Thu, 05 Jun 2008 02:50:24 +0000 http://alephblog.com/?p=728#comment-17715 I have a very gerneral question for David. My apologies if this has already been adressed. My queston is whether and under what circumstances you put a significant amount of your portfolio in cash or cash equivalents? If not, I assume it is because you agree with conventional wisdom that it doesn't pay to time the market and that in general stock markets appreciate over time. I have always had trouble with this concept, and would appreciate directions to any posts examining this contention. Thanks in advance. I have a very gerneral question for David. My apologies if this has already been adressed. My queston is whether and under what circumstances you put a significant amount of your portfolio in cash or cash equivalents? If not, I assume it is because you agree with conventional wisdom that it doesn’t pay to time the market and that in general stock markets appreciate over time. I have always had trouble with this concept, and would appreciate directions to any posts examining this contention. Thanks in advance.

]]> By: Kathyhttp://alephblog.com/2008/06/04/the-odd-man-out/comment-page-1/#comment-17714 Kathy Wed, 04 Jun 2008 19:42:56 +0000 http://alephblog.com/?p=728#comment-17714 Oh man, I wish I cared about this stuff so that I could sound somewhat smart when I leave a comment, but I don't. And I'm not very smart soeven if I DID care my comment would still sound silly. My husband, however, IS smart and reads your blog often. You can imagine my excitement when you left a comment on MY blog. I called my husband immediately to rub it in. :) Thanks for the comment! You made my day. Oh man, I wish I cared about this stuff so that I could sound somewhat smart when I leave a comment, but I don’t. And I’m not very smart soeven if I DID care my comment would still sound silly.

My husband, however, IS smart and reads your blog often. You can imagine my excitement when you left a comment on MY blog. I called my husband immediately to rub it in. :)

Thanks for the comment! You made my day.

]]> By: Itamar Shtull-Trauringhttp://alephblog.com/2008/06/04/the-odd-man-out/comment-page-1/#comment-17712 Itamar Shtull-Trauring Wed, 04 Jun 2008 14:35:36 +0000 http://alephblog.com/?p=728#comment-17712 WisdomTree's DFJ is actually claiming to have a P/B of 0.95 as of 3/31. How do you feel about dividend-weighted ETFs like DFJ, or (with a different, perhaps better methodology) DWX? WisdomTree’s DFJ is actually claiming to have a P/B of 0.95 as of 3/31. How do you feel about dividend-weighted ETFs like DFJ, or (with a different, perhaps better methodology) DWX?

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