Glad I've taken vanguards advice and had all retirement investments in their target date fund for the past 15 years. That constant drag on performance from the international allocation is super sweet.

Another outstanding segment. Thank you!

Good to hear! I own both

My favorite morning show. Buying stock is easy but my major challenge is not knowing the best entry and exit strategie;s and the right stocks to buy ... I would greatly appreciate any suggestions.

really like your videos, great insights. One critique point would be to include more visual overviews with general info like current stock price, your star rating, moat rating, graphs, YTD stock moves or similar. Would make it so much better

Thank you. 🥀🪻🌷🌻⚘️🪺

This is gold for retirement planning. Thank you. 🙏

I really appreciate Morningstar's videos. It's good to hear reliable opinions from experts, especially since our feeds are screaming titles from amateur traders trying to get views by riding whatever current fad is (now it's Nvidia)

Great show

Ahhh, my favorite Monday show is on:)

Susan & Christine, Thank you for your work. I appreciate your focus on holding periods for portions of portfolio. Not enough attention is given to risk vs holding period. Bond risk is less than Stocks in the short term. But Stock risk is LESS than Bonds in the long term. Thank you.

This was excellent! Thank you.

We've had a 4th bucket since I retired 13 years ago. It holds all of the dividend stocks which supplement our income. I view these stocks as if we had purchased a SPIA and so they are held outside of our normal asset allocation. Otherwise we have the 3 traditional buckets of Cash, Bonds and ETFs. We also view those stocks as inheritance for our heirs which we would not have with the purchase of a SPIA. We continue to add to this bucket generally with excess proceeds from RMDs to help keep pace with inflation.

I had to DCA 30X to get out of ATT!!! ----just to help people know what they're getting into. The dividend was good.

I noticed from the last ad that Robinhood has a much lower interest rate on margin than Etrade. What do you think about the stock?

I like Fuego more than CMG. Will Uncommon Goods ever be on the NYSE?

Question: I still like ZIM, but I'm worried that people may be boycotting the company. I can sell & make a profit, but was hoping for more. Should I sell?

BRO is getting some of SBUX business. Fuego & McD coffee is MUCH cheaper.

"Last call" bucket makes sense to be in a Roth IRA, which is often the last funds we would withdraw and is the least complicated to inherit.

I have one bucket. I live off my dividends and I also sell covered calls and puts options to generate income. Don’t ever have to worry about selling shares.

benz always good

Making asset allocation when retired unnecessarily complicated.

Thanks, Susan and Christine. You have great content that is very helpful!

Thanks Sarah!

fast forward to 25:47 for 5 Undervalued Stocks

If you’re in the market for the long term you shouldn’t get out of either of these stocks.

Good video but where is the link to the Gold star fund managers mentioned at the beginning? Thanks Susan

Thank you for your thoughts and the information. Very much appreciated!

Appreciate these videos. Thank you. (I wish I could ask why VIOV and not just VB. Maybe a helpful commenter has insight.)

thank you. I"ve been shopping for small caps & this helps!

Thanks

FMC, CHWY, FTNT, WEC, IFF

GREAT segment. Low BS, High information! Ed Slott is by far the best online/TV/KZbin speaker I've ever heard. If I could give him double likes, I would. Better by far than my Fidelity "advisor" and my Chase Private Client advisor. He points out all the things that typical "experts" either don't know or ignore. He addresses those of us who have lived and still live modestly and therefore don't need our RMDs. QCDs - an area MANY nonprofits fail to promote in their literature and on their websites. Now, I ONLY donate via QCDs. Even $100 donations go from my IRA. Fidelity makes it easy and keeps up with it through the year so I know how much I have still to take when the end of November is here. Also I had forgotten that withholding is considered equally paid through the year even when done at the very end, so I can stop worrying about quarterly tax deposits and just take it all out of my RMD in December. One more thing that I was reminded of. This December I'm selling the dog crap stocks both in and out of my IRA (does Tesla ring a bell?) I'll buy them back--maybe--after the wash sale time has elapsed, or maybe not.

Thanks for the great content, The Long View. You ask great questions and get helpful information for the listener.

Susan and Dave thank you very much

FMC is the best one in terms of PE, REGN and VRTX are even better

I like your updates

Great work i was considering those stock, now imma buy them

They’re NOT going to cut in 2024 get that through your analysts thick skull. Why would they? Inflation is alive and well. Certainly the effects are still very apparent. Are you serious?

Way way too dry. Please announce the company several times during your Spartan Discussion. Spice it up please.

well explained, tnx for the insight.

Please add some basic charts & illustration to your presentations. It will make a difference. Thanks

That smile on the thumbnail is how I imagine Patrick Bateman would smile after practicing for months

Thank you very much for your research.

yes on adobe

Thank you.

Very optimistic outlook

Love this man, but some of his arguments don’t make sense to me: 1) His points about risk, institutions, and past performance are accounted for in the Net asset prices for international and US stocks. Us stocks are far more expensive whereas international companies are much cheaper if you consider things like PE ratios. Basically what I’m saying is that those things he refers to are “priced in” to global index funds. 2) He mentions that us companies earn their revenues abroad not just in the US. OK but so do international companies - they also earn much of their revenue from the US market (and others). So this point doesn’t make sense to me. 3) He mentions currency risk - well, many financial professionals and institutions argue a bit of currency diversification is actually a positive thing. PWL Capitol Fund manager Ben Felix has also cited research that suggests over the long haul hedging / unhedged currency strategies for indexes don’t seem to matter either way so this seems like a weaker point in my estimation. 4) Vanguard itself, Schwab, TRowePrice, etc - basically all the big players commit some portion of their holdings to international stocks. So Christine really is correct here in saying he represents an outlier. Maybe it’s a combo of love for his country and it is true net the US outperformed in his life time. But I tend to agree with Vanguard and Co that international is worth holding, just don’t hold as much of it as you do US assuming you’re a US citizen at least. Vanguard TDFs hold about 60/40 us to non us and schwabs holds about 2/3s us and 1/3 non us for example.

wow bath and body? really a top listed zombie stock?

How does BND 2.76% keep up with the current inflation not to mention for retirement?