Louetta's Lore

[Louetta]

Stew? Is that like chowda but only five times more expensive? Must be a cape thing. Real chowda is quite simple...no fancy herbs or spices.

I presume you're referring to New England style...

[Tatnic]

I was working on the computer this afternoon working on the spreadsheets for my thread and while I was doing that I was watching the doe feed on our lawn just off our rear deck. She has become very domesticated and is quite at home and feels safe in our yard. It's a blessing to have this wild animal coming into our yard and lives like she has. I think she gets a very strong clear vibe from my wife and I that she is in no danger here. Plus the lettuce leaf and the cracked corn and acorns. Just wait till she fattens up. Just kidding.

Boy...if I had deer feeding in my back yard they'd be gutted and skinned before the gut pile stopped steaming. Deer around here (and most of New England, New York and New Jersey) are carriers of Lyme Disease (actually the deer tick is the carrier but the deer carry the tick), they destroy millions of dollars of landscaping every year, and also multi-millions of dollars of damage to vehicles. In PA and NY I believe the number of deer killed by cars approaches 200,000. They're pretty pests, pure and simple. One island here off the coast of Portland voted to eradicate the entire deer herd a few years ago because of Lyme Disease...they hired a biologist/sharp shooter and he killed every deer except one which would not come to the bait. All the meat was donated to local charities/soup kitchens.

Its not the deer's fault that they've become pests, its society's fault. But the coyotes are coming to the rescue.

[Tatnic]

I presume you're referring to New England style...

yes....I don't care for the manhattan style.

[Louetta]

Boy...if I had deer feeding in my back yard they'd be gutted and skinned before the gut pile stopped steaming. Deer around here (and most of New England, New York and New Jersey) are carriers of Lyme Disease (actually the deer tick is the carrier but the deer carry the tick), they destroy millions of dollars of landscaping every year, and also multi-millions of dollars of damage to vehicles. In PA and NY I believe the number of deer killed by cars approaches 200,000. They're pretty pests, pure and simple. One island here off the coast of Portland voted to eradicate the entire deer herd a few years ago because of Lyme Disease...they hired a biologist/sharp shooter and he killed every deer except one which would not come to the bait. All the meat was donated to local charities/soup kitchens.

Its not the deer's fault that they've become pests, its society's fault. But the coyotes are coming to the rescue.

What or who constitutes a pest is a topic for debate.

[Tatnic]

Totally Off-Topic

...I've talked about David Swenson book, Unconventional Success (A Fundamental Approach to Personal Investment) a couple of times, the latest time when Mary (Rob's little sister was lamenting her terrible timing of buying at the peak of the bull market, back in 2000 or there-abouts. So for my own curiosity I've started a portfolio based on Swenson's model (30% us equities; 15% foriegn developed equities; 5% emerging market equities; 20% reits; 15% us treasuries; 15% tips), and started it right smack in the middle of 2000, partly because one of the funds I'm using didn't start until then, or at least that's the earliest I can find a quote. I'm using Vanguard funds and $usb (30 year bonds). So, like I said I started on June 30, 2000. Of course everyone knows what happened immediately after that, but after 2 short years the port is back to where it started. I haven't slogged through all the calc's yet and will post the updated results later. But if you remember, Swenson's approach is to adjust the mix periodically so you're paring back on the winners and adding to the losers. That approach will seem totally insane to all of you momo's but its works. For instance, here's the fund and the beginning number of shares, and the number of shares 2 years later (6-30-03)

30% VEXMX (spliced fund) 473 shares beginning & 766 2 years later...its interesting that the total number of shares is considerably higher after 2 years but that's the simplicity of the approach, the total value is higher than the starting price;

15% VHGFEX (Global equity) 753 & 729, the price was higher after 2 yrs, but the total amount was the same.

20% VGSIX (REIT) 1226 & 913....

5% VEIEX (emerging market) 268 & 331

[Tatnic]

...I've talked about David Swenson book, Unconventional Success (A Fundamental Approach to Personal Investment) a couple of times, the latest time when Mary (Rob's little sister was lamenting her terrible timing of buying at the peak of the bull market, back in 2000 or there-abouts. So for my own curiosity I've started a portfolio based on Swenson's model (30% us equities; 15% foriegn developed equities; 5% emerging market equities; 20% reits; 15% us treasuries; 15% tips), and started it right smack in the middle of 2000, partly because one of the funds I'm using didn't start until then, or at least that's the earliest I can find a quote. I'm using Vanguard funds and $usb (30 year bonds). So, like I said I started on June 30, 2000. Of course everyone knows what happened immediately after that, but after 2 short years the port is back to where it started. I haven't slogged through all the calc's yet and will post the updated results later. But if you remember, Swenson's approach is to adjust the mix periodically so you're paring back on the winners and adding to the losers. That approach will seem totally insane to all of you momo's but its works. For instance, here's the fund and the beginning number of shares, and the number of shares 2 years later (6-30-03)

30% VEXMX (spliced fund) 473 shares beginning & 766 2 years later...its interesting that the total number of shares is considerably higher after 2 years but that's the simplicity of the approach, the total value is higher than the starting price;

15% VHGFEX (Global equity) 753 & 729, the price was higher after 2 yrs, but the total amount was the same.

20% VGSIX (REIT) 1226 & 913....

5% VEIEX (emerging market) 268 & 331

woops..I hit the return or something by accident and I'm not finished:

15% vipsx (inflation protected bonds) 924 & 708

15% 30 yr. bonds.. 87 & 72

ok..now I'll slug thru the rest

[Tatnic]

woops..I hit the return or something by accident and I'm not finished:

15% vipsx (inflation protected bonds) 924 & 708

15% 30 yr. bonds.. 87 & 72

ok..now I'll slug thru the rest

for purposes of this excercise, I'm adjusting every 6 months, end of June and end of December.

[Louetta]

Thought I might sneak a little money into EWA tomorrow.

[Tatnic]

for purposes of this excercise, I'm adjusting every 6 months, end of June and end of December.

correction...it took 3 years to get back to even. By the 4 th yr. the port is up over 18%.

[IIC]

Thought I might sneak a little money into EWA tomorrow.

Why?...I know it is an Australian tracker...But that's about all I know???

[Louetta]

Why?...I know it is an Australian tracker...But that's about all I know???

I like how its staying ahead of the various EMAs, it went up nicely Thursday and pulled back a little on Friday hopelfully providing a decent late entry point.

I'm really just trying to sneak more money in here since I missed this rally.

[IIC]

I like how its staying ahead of the various EMAs, it went up nicely Thursday and pulled back a little on Friday hopelfully providing a decent late entry point.

I'm really just trying to sneak more money in here since I missed this rally.

Yes...Nice chart...BTW, I don't know if you follow BP's but for you or anyone else...You can view some BP's of indices that stockcharts.com tracks here...It is free...scroll to the bottom. I follow some with a lot more indicators myself. http://trimurl.com/859

[Louetta]

Yes...Nice chart...BTW, I don't know if you follow BP's but for you or anyone else...You can view some BP's of indices that stockcharts.com tracks here...It is free...scroll to the bottom. I follow some with a lot more indicators myself. http://trimurl.com/858

That redirected me to stockcharts but put up page not found. What is a BP anyway?

[IIC]

That redirected me to stockcharts but put up page not found. What is a BP anyway?

Sorry...I had a bit of trouble getting the link to work...I fixed it now so you can go back to the post and click.

BP=Bullish Percent

http://stockcharts.com/education/IndicatorAnalysis/indic_BPI.htm

http://stockcharts.com/education/IndicatorAnalysis/marketindicators1.html#BPI

[Louetta]

Sorry...I had a bit of trouble getting the link to work...I fixed it now so you can go back to the post and click.

BP=Bullish Percent

http://stockcharts.com/education/IndicatorAnalysis/indic_BPI.htm

http://stockcharts.com/education/Ind...tors1.html#BPI

Thank you. I will gaze upon them tomorrow. Time for beddy bye.