REFERENCES-A Random Collection of Online Articles Referenced on Ordinary Investor Pages or Providing Supporting Information
10/15/20 REF 1 "The 60/40 Portfolio Is Dead. Here’s What Will Replace It."
09/01/20 REF 1A "Is the 60/40 Portfolio Dead?" Yes according to this RealMoney article
01/01/21 REF 2 "Is the 60 40 portfolio really dead?" This Jan 2021 Marketwatch article says bonds still work in your portfolio and stocks+bonds+TIPS wll work even better. Diversity!
undated REF 3 "APPLES AND ORANGES A RANDOM PORTFOLIO CASE STUDY" Tactical Allocation Discussion
02/20/20 REF 4 "Don’t try to time the market, do this instead" Use Mutual funds and rebalance
Undated REF 5 AAA
01/01/07 REF 6 IVY
03/08/21 REF 7 VBINX
03/20/20 REF 8 "Warren Buffett: Most people shouldn’t pick individual stocks—here’s how to invest instead"
Undated REF 8a "Think Twice Before Investing In Individual Stocks"
current REF 8b OI Study of Stock Picks in the Popular Press (Don't do it)
01/10/21 REF 9 "Why Index Funds Beat Actively Managed Funds" Stick to Index Funds
09/03/20 REF 20 "The US may be in the middle of what could be a 20-year secular bull market for equities that began in 2011" Morgan Stanley
10/06/16 REF 21 "Understanding Secular Stock Market Cycles" Crestmont-We are in the middle of a secular bear market
04/05/21 REF 22 "A Perspective on Secular Bull and Bear Markets" Advisor Perspectives
03/12/19 REF 23 "Secular stagnation: it’s time to admit that Larry Summers was right"
04/02/20 REF 24: "Three signs that a global recession is imminent" Recession predicted in 2020
10/27/17 REF 25 "Stock Market Forecast, 2018-2043
" Was 7%, will be 3%
11/09/20 REF 25a "Why the S&P 500’s return over the next 10 years will be nothing like the last 10"
undated REF 26 Diversity: Investipedia - promotes across classes
04/14/20 REF 26 "Why Diversification Is Important to Your Portfolio"
10/27/20 REF 27 "Is it time to forget what you learned about investing in bonds?"
09/01/20 REF 28 "Why Own Bonds When Yields Are So Low?"
12/31/20 REF 29 "Why Your 2021 Resolution Should Be to Buy Dividend Stocks"
01/20/21 REF 30 "Experts Forecast Stock and Bond Returns: 2021 Edition"
current REF 31 "Portfolio and Asset Class Expected Returns
" Research Associates Predicts Very Low Return on Equities
undated REF 32 "The Importance Of Diversification" Investipedia Pro-Diversification
10/19/20 REF 33 "4-Step Guide For How To Diversify Your Portfolio"
06/24/17 REF 34 "The DI Theory Author Blog" Time Diverse Investing -DIT
12/03/18 REF 35 "Elliott Wave theory suggests an unsettling event will occur in the stock market" Secular BEAR Market As Predicted By Elliot Wavesx
current REF 36 Secular Stagnation Google Search
04/06/21 REF 37 "Inflation Proof Investments: 6 Ways to Brace Your Investments"
10/01/19 REF 38 "REITs and Inflation Protection" REITS Dividend Growth Keeps Pace With Inflation
10/06/16 REF 39 "INVESTMENT STRATEGIES:Real estate adds diversification, but how should you invest?"
11/21/21 REF 40 "Pros and Cons of Having Gold in Your Portfolio" You Need Gold In Your Portfolio
01/01/10 REF 41 "Emerging
markets in
your portfolio"
12/31/10 REF 42 "TIPS: Inflation Protection for Your Portfolio"
12/01/20 REF 43 "10 Most Common Types of Bonds – Which Of Them Is Best For You?" Types of Bonds
04/25/21 REF 44"International Bond ETF List"
05/20/20 REF 45 "10 High-Yield ETFs That Stand Above the Rest"
02/11/21 REF 46 "Best Investment Grade Corporate Bond ETFs for Q2 2021"
02/16/21 REF 47 "Best Municipal Bond ETFs for Q2 2021:"
current REF 48"Long Government" Long Treasury ETFs
current REF 49 "Intermediate Government" Intermediate Treasury ETFs
current REF 50 "Short Government" Short Treasury ETFs
03/15/21 REF 51: "The Great 2021 Bond Market Collapse" Bonds Will Crash
06/25/19 REF 52 "Why a Bond Market Crash Simply Isn't in the Cards"
01/15/21 REF 53 "Bond Market Outlook: Yields Likely to Stay Low in 2021"
05/18/20 REF 54 "How Many Mutual Funds Should You Have in Your Portfolio?"
03/15/21 REF 55 "Buy stocks and sell bonds as a new secular bull market delivers double-digit returns"
02/19/21 REF 56 "'Big Short' investor Michael Burry says 'prepare for inflation' - and warns bitcoin and gold might be at risk
"
current REF 57 Gold Price
current REF 58 Shiller-historical stock prices and interest rates-spreadsheet
current REF 59 Capital Spectator-Sector Tracking
04/01/08 REF 60 "Strategic Income Funds Can Limit Volatility"
03/10/21 REF 61 2021 "As inflation looms, the bond run ends and investors scramble"
03/13/21 REF 62 "How inflation’s bite makes bonds riskier than stocks"
03/15/21 REF 63 "Goldman Sachs predicts U.S. economy will grow 8% this year"
03/15/21 REF 64 "A worry for retirees: Inflation forecasts hit 8-year high"
01/01/13 REF 65 "Yacktman Focused's Markup Is Needless" Two Yachtman Funds Discussed
03/18/21 REF 66 "YAFFX vs YAFIX Fund Comparison" Yachtman Reviews
06/12/17 REF 67 "A Guaranteed Way to Match the Market's Top-Performing Fund" Yachtman Reference
12/12/18 REF 68 "Forbes Mutual Fund Ratings: The Honor Roll"
03/20/21 REF 69 "How inflation’s bite makes bonds riskier than stocks" Hulbert on Bonds
03/30/21 REF 70 "Future Returns: Investing Beyond the S&P 500" Alternatives to the S&P 500
04/07/21 REF 71 "How many funds do you really need in your retirement account?"
04/22/21 REF 72 "Why switching investment strategies to get a market edge only leaves you behind the pack " '
Pick a winning strategy and stick to it.
09/01/20 REF 1A "Is the 60/40 Portfolio Dead?" Yes according to this RealMoney article
01/01/21 REF 2 "Is the 60 40 portfolio really dead?" This Jan 2021 Marketwatch article says bonds still work in your portfolio and stocks+bonds+TIPS wll work even better. Diversity!
undated REF 3 "APPLES AND ORANGES A RANDOM PORTFOLIO CASE STUDY" Tactical Allocation Discussion
02/20/20 REF 4 "Don’t try to time the market, do this instead" Use Mutual funds and rebalance
Undated REF 5 AAA
01/01/07 REF 6 IVY
03/08/21 REF 7 VBINX
03/20/20 REF 8 "Warren Buffett: Most people shouldn’t pick individual stocks—here’s how to invest instead"
Undated REF 8a "Think Twice Before Investing In Individual Stocks"
current REF 8b OI Study of Stock Picks in the Popular Press (Don't do it)
01/10/21 REF 9 "Why Index Funds Beat Actively Managed Funds" Stick to Index Funds
09/03/20 REF 20 "The US may be in the middle of what could be a 20-year secular bull market for equities that began in 2011" Morgan Stanley
10/06/16 REF 21 "Understanding Secular Stock Market Cycles" Crestmont-We are in the middle of a secular bear market
04/05/21 REF 22 "A Perspective on Secular Bull and Bear Markets" Advisor Perspectives
03/12/19 REF 23 "Secular stagnation: it’s time to admit that Larry Summers was right"
04/02/20 REF 24: "Three signs that a global recession is imminent" Recession predicted in 2020
10/27/17 REF 25 "Stock Market Forecast, 2018-2043
" Was 7%, will be 3%
11/09/20 REF 25a "Why the S&P 500’s return over the next 10 years will be nothing like the last 10"
undated REF 26 Diversity: Investipedia - promotes across classes
04/14/20 REF 26 "Why Diversification Is Important to Your Portfolio"
10/27/20 REF 27 "Is it time to forget what you learned about investing in bonds?"
09/01/20 REF 28 "Why Own Bonds When Yields Are So Low?"
12/31/20 REF 29 "Why Your 2021 Resolution Should Be to Buy Dividend Stocks"
01/20/21 REF 30 "Experts Forecast Stock and Bond Returns: 2021 Edition"
current REF 31 "Portfolio and Asset Class Expected Returns
" Research Associates Predicts Very Low Return on Equities
undated REF 32 "The Importance Of Diversification" Investipedia Pro-Diversification
10/19/20 REF 33 "4-Step Guide For How To Diversify Your Portfolio"
06/24/17 REF 34 "The DI Theory Author Blog" Time Diverse Investing -DIT
12/03/18 REF 35 "Elliott Wave theory suggests an unsettling event will occur in the stock market" Secular BEAR Market As Predicted By Elliot Wavesx
current REF 36 Secular Stagnation Google Search
04/06/21 REF 37 "Inflation Proof Investments: 6 Ways to Brace Your Investments"
10/01/19 REF 38 "REITs and Inflation Protection" REITS Dividend Growth Keeps Pace With Inflation
10/06/16 REF 39 "INVESTMENT STRATEGIES:Real estate adds diversification, but how should you invest?"
11/21/21 REF 40 "Pros and Cons of Having Gold in Your Portfolio" You Need Gold In Your Portfolio
01/01/10 REF 41 "Emerging
markets in
your portfolio"
12/31/10 REF 42 "TIPS: Inflation Protection for Your Portfolio"
12/01/20 REF 43 "10 Most Common Types of Bonds – Which Of Them Is Best For You?" Types of Bonds
04/25/21 REF 44"International Bond ETF List"
05/20/20 REF 45 "10 High-Yield ETFs That Stand Above the Rest"
02/11/21 REF 46 "Best Investment Grade Corporate Bond ETFs for Q2 2021"
02/16/21 REF 47 "Best Municipal Bond ETFs for Q2 2021:"
current REF 48"Long Government" Long Treasury ETFs
current REF 49 "Intermediate Government" Intermediate Treasury ETFs
current REF 50 "Short Government" Short Treasury ETFs
03/15/21 REF 51: "The Great 2021 Bond Market Collapse" Bonds Will Crash
06/25/19 REF 52 "Why a Bond Market Crash Simply Isn't in the Cards"
01/15/21 REF 53 "Bond Market Outlook: Yields Likely to Stay Low in 2021"
05/18/20 REF 54 "How Many Mutual Funds Should You Have in Your Portfolio?"
03/15/21 REF 55 "Buy stocks and sell bonds as a new secular bull market delivers double-digit returns"
02/19/21 REF 56 "'Big Short' investor Michael Burry says 'prepare for inflation' - and warns bitcoin and gold might be at risk
"
current REF 57 Gold Price
current REF 58 Shiller-historical stock prices and interest rates-spreadsheet
current REF 59 Capital Spectator-Sector Tracking
04/01/08 REF 60 "Strategic Income Funds Can Limit Volatility"
03/10/21 REF 61 2021 "As inflation looms, the bond run ends and investors scramble"
03/13/21 REF 62 "How inflation’s bite makes bonds riskier than stocks"
03/15/21 REF 63 "Goldman Sachs predicts U.S. economy will grow 8% this year"
03/15/21 REF 64 "A worry for retirees: Inflation forecasts hit 8-year high"
01/01/13 REF 65 "Yacktman Focused's Markup Is Needless" Two Yachtman Funds Discussed
03/18/21 REF 66 "YAFFX vs YAFIX Fund Comparison" Yachtman Reviews
06/12/17 REF 67 "A Guaranteed Way to Match the Market's Top-Performing Fund" Yachtman Reference
12/12/18 REF 68 "Forbes Mutual Fund Ratings: The Honor Roll"
03/20/21 REF 69 "How inflation’s bite makes bonds riskier than stocks" Hulbert on Bonds
03/30/21 REF 70 "Future Returns: Investing Beyond the S&P 500" Alternatives to the S&P 500
04/07/21 REF 71 "How many funds do you really need in your retirement account?"
04/22/21 REF 72 "Why switching investment strategies to get a market edge only leaves you behind the pack " '
Pick a winning strategy and stick to it.
Direct paste from OI.xls