MSFusionHV

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[MSFusionHV @MSFusionHV]

@BarbellFactors @HML_Compounder @benjaminfelix @OptimizedPort @egr_investor @dollarsanddata @awealthofcs So let's be clear and fair, AVUV is a lot more volatile and has significantly deeper drawdowns, currently ending with somewhat worse risk adjusted returns. I believe AVUV is a great fund but *very few* investors should be anywhere close to all in SCV even if globally diversified.

[MSFusionHV @MSFusionHV]

@Greenbackd If someone didn't understand that last one (or any other), they probably shouldn't be following market commentary and metrics. No shame in sticking with VT and ignoring all noise and to be fair it'll probably outperform 90 percent of investors over decades.

[MSFusionHV @MSFusionHV]

@Barchart People who think the biggest stocks always outperform have no clue about the history of the markets. They have no plan for when SP500 does terribly for a decade or more.

[MSFusionHV @MSFusionHV]

@Barchart Performance chasing is a loser's game.

[MSFusionHV @MSFusionHV]

@10009nyny @BobEUnlimited Yes. He obviously has a product to sell and is going to spin narratives like any other. His solution is a half baked mishmash of other funds that is overly correlated to equities and probably won't be a true diversifier when needed most.

[MSFusionHV @MSFusionHV]

@tonyalfidi No. They'll be too highly correlated at the time when you need true diversification the most. Don't obsess over fees too much. 0 fee won't save you if the underlying strategy is very similar to risky concentrated equity exposure. Truly diversifying alts, even high fee, can shine

[MSFusionHV @MSFusionHV]

@choffstein I think some of it is just parroting what they hear from others. I'm not convinced those suggestions would make a truly significant difference at least considering how most people use these funds.

[MSFusionHV @MSFusionHV]

@beerzy99 Maybe? The pain can continue further for years. So much evidence shows you can't time things. Definitely stay highly diversified.

[MSFusionHV @MSFusionHV]

@Noahpinion Most people answering this likely haven't experienced any of these countries for a significant amount of time, let alone all of them. So this is useless.

[MSFusionHV @MSFusionHV]

@ChrisCillizza Some people are so incredibly weak that they expect maximum comfort at all times.

[MSFusionHV @MSFusionHV]

@Noahpinion Likely a very strong correlation between people who insist on reclining and those who believe that anything higher than 70-72f is "too hot". Expecting full comfort at all times is simply not realistic and shows someone to be quite weak.

[MSFusionHV @MSFusionHV]

@JamesSurowiecki The vast majority of people couldn't wisely manage a lot of money (even just hundreds of thousands) if their life depended on it. A complete lack of planning and being honest about what is truly needed vs what isn't at all. Gotta spend, spend, spend!

[MSFusionHV @MSFusionHV]

@zcabrams Wow, deeper friendships from behaving more stupidly! How appealing. These are just attempts to rationalize lack of self control for so many people. Nobody needs to drink.

[MSFusionHV @MSFusionHV]

@JamesSurowiecki Nobody truly needs it. They tell themselves they do as they lack self control and/or fall to peer pressure and couldn't stop if they wanted. Never drinking shows an impressive level of restraint.

[MSFusionHV @MSFusionHV]

@alphaarchitect Bonds clearly still provide diversification, just less. Better diversifiers would be trend, macro, and equity market neutral.

[MSFusionHV @MSFusionHV]

@Greenbackd Meh. As much as it could be satisfying in certain ways for a burst, there is a more than decent chance that this continues for maybe even a few more years. Timing is a loser's game. Just stay invested and (truly) highly diversified.

[MSFusionHV @MSFusionHV]

@MebFaber Like a lot of things.. truth is somewhere in the middle. Money can buy a certain level of happiness but it won't make all problems go away (not even close). A huge issue many people have is ever growing expectations which results in rarely being satisfied with enough.

[MSFusionHV @MSFusionHV]

@MebFaber @charliebilello Yes but worth keeping in mind that in a crash, all of these are going to be highly correlated. Even during an extended stagnation there is far from a guarantee that international or small caps will necessarily do well. This is where (true) alternatives come in and prove critical

[MSFusionHV @MSFusionHV]

@DKThomp I think not drinking at all, especially never in the past (except that one first attempt likely from intense peer pressure) builds a lot of resilience and self control, which is something to be quite proud of. To each their own.

[MSFusionHV @MSFusionHV]

@LouisAnslow Plenty of what he says makes sense and is backed by some evidence. Does he stretch some of it? Sure. But I don't know how anyone could see the trends and not be concerned. Social media companies AND parents are both to blame.