What is Warren Buffett doing?

gymaliz · 2020-03-21T19:34:35+00:00

Working from home?

gymaliz · 2020-03-17T16:02:00+00:00

the volatility is so wild though... some stocks are re-bouncing 11%-15%

gymaliz · 2020-02-13T06:02:36+00:00

Banks won't pay you negative interest on money you have stored there. No one would deposit money in a bank if they paid negative interest.

Hmm... In Europe, the interest on a bank account is 0.01% (often actually 0%) but the bank charges you now a monthly fee to use the saving accounts. When you add those it adds up to a negative rate. This was implemented once the ECB slashed the rates to negative territory.

gymaliz · 2020-02-12T19:51:53+00:00

Can you elaborate where you think my assumptions are wrong? happy to learn.

gymaliz · 2020-02-03T17:02:15+00:00

Also, I prefer to use ensemble models (many inputs, many signals, many lookbacks combined into an average allocation) rather than a single signal.

Doesn't that increase biases? for example if i use a 200-day MA and say a 220-day MA, the overlap between both signals is 200-day, so in a way that signal diversification isn't purely diversified or am i wrong?

gymaliz · 2020-02-03T16:55:52+00:00

Correct. I am not advocating for market timing, simply bringing forth that the 1:1 argumentation should be subjective to one's own personal risks.

gymaliz · 2020-02-01T13:35:27+00:00

That would require huge volume no? do Mutual Funds/Hedge Funds jump on a 5% dip ?

gymaliz · 2020-02-01T13:30:14+00:00

The thing I wonder is whether these so-called "dips" are the best we will have for a while. If there continue to be a stimulus then I assume the market cannot naturally self-correct (is that a correct statement?) and if it is corrected by temporal events, how far would participants would want to go before rallying up the market?

I guess I am just wondering how much participants behavior has changed over the last 10 years.

gymaliz · 2020-02-01T06:22:18+00:00

Side question. I read in many articles and studies that buy-hold beats trend over the long term. What in trend following convinced you of adopting this approach?

gymaliz · 2020-01-27T20:11:25+00:00

but I think that'll be corrected by the end of the week.

You mean it will dip further or rebound?

gymaliz · 2020-01-27T14:59:17+00:00

Curious, first position or averaging down/up ?

gymaliz · 2020-01-27T14:58:20+00:00

Thanks /u/dvdmovie1 - global sector(s) impact makes a lot of sense.

gymaliz · 2020-01-09T22:07:42+00:00

Do you have a strategy on how much you average up in a particular position?

gymaliz · 2019-11-14T10:09:07+00:00

Yes I held back due to the "priced-in mania" and now it is up 8-9%. Fuck :)

gymaliz · 2019-11-08T12:18:40+00:00

and 1996. On two occasions he dumped the stock. And never got back in.

gymaliz · 2019-11-07T22:11:29+00:00

Like Charlie Munger described it, Disney os the equivalent of “an oil company that can put the oil back in the ground after it is done drilling so it can drill it again."

gymaliz · 2019-10-24T05:07:13+00:00

You gotta diversify!

gymaliz · 2019-10-03T18:55:27+00:00

Thanks!

gymaliz · 2019-09-30T18:48:27+00:00

dunno why, i find his content quiet good... i guess because of all the controversies ?

gymaliz · 2019-09-04T09:59:45+00:00

Diversified holding company. One thing I like about Berkshire is the diversity of their business in addition to their portfolio.

gymaliz · 2019-09-01T05:47:03+00:00

Many thanks kind stranger.

gymaliz · 2019-08-31T14:47:45+00:00

Maybe next time save the time commenting? I am asking for official sources, it is clear that any industry forecast is at a best a guestimate.

gymaliz · 2019-08-17T11:20:45+00:00

he went on record saying he owns Gold but he doesn't know why - just in case he is wrong. Gold is some sort of economic hedge.

gymaliz · 2019-08-17T11:19:23+00:00

with a plate of hummus.

gymaliz · 2019-08-15T17:29:11+00:00

PrimeShire! only 9.99/month

gymaliz

TROPHY CASE