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« Understanding Economic Indicators | Main | Weighing the Week Ahead: It's All About the Dollar »

October 20, 2010

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Comments

Lurker

While I understand THAT there's a preference by many for different strategies in retirement, and I understand the thinking process that leads many to that preference, I'm intellectually unconvinced of the need for different strategies, post-retirement, for the majority of retail investors.

For my case, the trading strategy after retirement won't change from the trading strategy before retirement (unless the asset level grows enough to handle diversified futures). For my money, whatever compounds the fastest given my volatility tolerance (or if using futures, whatever Sharpes the highest) is what I'll do. "Retirement" will just mean taking structured withdrawals from gains and/or assets to use as living expenses.

Proteus

Jeff, you hit the nail on the head with the last few paragraphs. I spend a lot of my (investing) time answering three questions - how much risk am I comfortable with, how much risk should I be taking, and is my long term asset allocation (say over five years or so) aligned with those risk levels?

I have a difficult time relating to All In or All Out. A few percent change in allocation to me is huge. Perhaps sometime you could write more about your interactions with clients that view investing this way.

I'm looking forward to reading about the strategic components.

mike

Thanks, Jeff. I've learned to simply ignore those who predicate investment results on some third or fourth order derivative of their macro economic ramblings. I find that a diversified portfolio, adjusted tactically based on Federal Reserve policy, suits my retirement needs just fine.

Brett Alexander

Normally I am agnostic to the economists and their forecasts, however, Rosenberg is becoming uncomfortable. Much like Lt.Col. Frank Slade at Thanksgiving dinner.

I am pretty sure Mr. Buffet was eluding to the long term forward return for stocks vs. bonds. Rosenberg's attempt to refute this using a couple of well chosen historical examples is amateurish at best.

Rosenberg may ultimately be correct, but I would expect him to at least make a professional quality argument to counter Mr. Buffett.

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