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Investment Strategies / Mechanical Investing
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Author: rayvt ✧🐝  😊 😞
Number: of 3959 
Subject: Re: ROE_Cash & YEY Blend
Date: 01/09/2024 11:08 PM
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No. of Recommendations: 3
Is ROE_Cash the same as what Jim calls LargeCapCash?

I always felt that YEY was rather hinky. Not a lot of holdings, and dividends are pretty much a nothingburger if you believe that dividends are not free money. But it was good while it lasted. ::sigh::

LargeCapCash or the LargeCapCashDividends version intuitively feel more robust. And 40 stocks has a better diversification. I'm not very confident that it will beat the S&P500 these days, since it doesn't include many of the top 7 companies that have been driving the S&P500 lately.

Decisions, decisions, decisions. I suspect that certain people would just say, "To heck with it, just buy BRK."
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