VALUEETH
Value Liquidity / Ethereum
crypto

WE WILL FOCUS ON DRIVING SHARE HOLDER VALUE NIKE CALL : CHECKS THE CHART SHARE HOLDERS HAVE LOST VALUE

VALUE TRAP. TOO MANY TRAPPED BAGHOLDERS. YOU WILL LOSE

When people at VALUE INVESTING start mentioning NIKE, you know to avoid!

Simply put:
You bought a certain NUMBER of shares.
Those shares have a unit value.
The VALUE of it has gone down.
It will rise in the long run. Guaranteed.
You will still own the same NUMBER of shares if you don’t sell any.
So, you haven’t “lost money” in the literal meaning.
The VALUE of what you OWN has (temporarily) gone down and will rise in the long run.

Any suggestions for rebalancing to be closer to VTI/VXUS? And for context, I’m 34. Thanks!
AB LG CAP VAL INV
FID 500 INDEX —————— 40%
FID CAP APPREC K
FID CONTRAFUND K
AS SMID CPGR IS
FID MID CAP IDX —————- 15%
MFS MID CAP VALUE R3
AS SPL SM CP VAL ADM
FID SM CAP IDX —————- 15%
JH TRITON N
PIF SMALL CAP R5
FID INTL DISCOVERY K
FID INTL INDEX —————— 20%
FID REAL ESTATE INVS
FID FREEDOM 2010 K
FID FREEDOM 2015 K
FID FREEDOM 2020 K
FID FREEDOM 2025 K
FID FREEDOM 2030 K
FID FREEDOM 2035 K
FID FREEDOM 2040 K
FID FREEDOM 2045 K
FID FREEDOM 2050 K
FID FREEDOM 2055 K ——- 10%
FID FREEDOM 2060 K
FID FREEDOM 2065 K
FID FREEDOM 2070 K
FID FREEDOM RETIRE K
MIP CL 1
FID TOTAL BOND
FID US BOND IDX
FID GOVT MMKT K6
I also have half of my Roth IRA currently in SCHK (Schwab), and gladly take advice for this as well.

WE WILL FOCUS ON DRIVING SHARE HOLDER VALUE NIKE CALL : CHECKS THE CHART SHARE HOLDERS HAVE LOST VALUE

VALUE TRAP. TOO MANY TRAPPED BAGHOLDERS. YOU WILL LOSE

When people at VALUE INVESTING start mentioning NIKE, you know to avoid!

Simply put:
You bought a certain NUMBER of shares.
Those shares have a unit value.
The VALUE of it has gone down.
It will rise in the long run. Guaranteed.
You will still own the same NUMBER of shares if you don’t sell any.
So, you haven’t “lost money” in the literal meaning.
The VALUE of what you OWN has (temporarily) gone down and will rise in the long run.

Any suggestions for rebalancing to be closer to VTI/VXUS? And for context, I’m 34. Thanks!
AB LG CAP VAL INV
FID 500 INDEX —————— 40%
FID CAP APPREC K
FID CONTRAFUND K
AS SMID CPGR IS
FID MID CAP IDX —————- 15%
MFS MID CAP VALUE R3
AS SPL SM CP VAL ADM
FID SM CAP IDX —————- 15%
JH TRITON N
PIF SMALL CAP R5
FID INTL DISCOVERY K
FID INTL INDEX —————— 20%
FID REAL ESTATE INVS
FID FREEDOM 2010 K
FID FREEDOM 2015 K
FID FREEDOM 2020 K
FID FREEDOM 2025 K
FID FREEDOM 2030 K
FID FREEDOM 2035 K
FID FREEDOM 2040 K
FID FREEDOM 2045 K
FID FREEDOM 2050 K
FID FREEDOM 2055 K ——- 10%
FID FREEDOM 2060 K
FID FREEDOM 2065 K
FID FREEDOM 2070 K
FID FREEDOM RETIRE K
MIP CL 1
FID TOTAL BOND
FID US BOND IDX
FID GOVT MMKT K6
I also have half of my Roth IRA currently in SCHK (Schwab), and gladly take advice for this as well.

Jesus Christ. Just stop bro. Not everyone is out to steal your money.
I’ll give you some information your friends who have already hit their retirement number understand:
DOWNSIDE PROTECTION IS EVENTUALLY WORTH MORE THAN UPSIDE POTENTIAL.
Someone has $10M, maybe $2M is in some annuities that do not charge a fee or have any riders on it. That money WILL NOT LOSE VALUE and is acting as a bond replacement. Bonds are bad investments tied to interest rate risk as well as market sentiment. This also allows us to control taxes better because the taxes on gains are deferred until it makes sense.
Pensions are annuities. Would you hate working 30 years and getting a paycheck for life? No? That’s what everyone hopes for because security is worth something. Social Security is an annuity. Do you send that check back out of principle?
Annuities IN ALL THEIR VARIOUS FORMS make sense when used appropriately. You saw some bad annuities and that’s your opinion of them now. That’s fine. Retire in your own way and hope the market doesn’t take a shit the year before you want to be done. Stop making it my problem.