Forum Topics Last 12 months - what's the strawpeople's sentiments?
Valueinvestor0909
Added 5 months ago

The last 12 months have been wild. I was so, so happy that my strawman portfolio achieved 40.0%+ return in the previous 12 months.

But when I checked the members' performance here, I am not even close to the top 50...so it seems it's not me but it's the market.

Is it possible to create a sentiment poll here @Strawman ? It would be handy to gauge the sentiment of 500+ straw people (that's a smarter lot than the market at large).

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Strawman
Added 5 months ago

Try this @Valueinvestor0909

https://strawpoll.com/e6Z2A37aqgN

Members can express their market outlook here.

I've voted "somewhat bullish", if you can believe that -- but for bearish reasons! I just think we're entering a period where all manner of fiscal and monetary levers will be pulled to ensure asset prices keep pushing forward, and that we're not near any kind of market euphoria or mania as yet. Yeah, I think valuations are stretched, but could easily see them going a lot higher. I'm with Howard Marks in thinking that you keep your money on the table, but err more towards quality, resilience and value than you might otherwise do.

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lowway
Added 5 months ago

Great topic @Valueinvestor0909. In regard to your throw away question once you realized you were only up 40% in 12 months (some of us are never satisfied - insert smiley face here): "It's not me. it's the market?" I think it's definitely you, so stand loud & proud. The market is definitely not up 40% in the past 12 months and your performance is exceptional, not market average.

We all take some time to get our portfolios into shape and that's me speaking from experience. I allocated my original $100k without thinking about it too much and got spanked by my poor SM performance for quite a few years while playing catch-up. Luckily, I was still focused on my real money IRL portfolios and didn't treat them the same way I did with my SM portfolio, otherwise I may have really had an issue on the home front!!

So, as we give our SM portfolios some more attention using the free research and advice from the SM members, some sound company valuations and investment theses and with the usual luck that is required (even though we always think we are geniuses when our portfolios go up and just plain had down by when they go down) most of us have rebounded to meet or exceed the market. I guess this is evident by the SM index performance versus market index performance being up approx 5%pa since inception.

Happy investing and thanks for the poll @Strawman, I'll head there now.


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Strawman
Added 5 months ago

Results so far -- split right down the middle!

df91c36c70cfb956b740465c4675594ebffdde.png


Vote here if you haven't already: https://strawpoll.com/e6Z2A37aqgN

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Valueinvestor0909
Added 5 months ago

And still the result is right in the middle, i.e, neutral

cabdddabcd7a0cd65c04e9bb471adda2bdef21.png

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BkrDzn
Added 5 months ago

If sentiment is essentially 50/50, the melt up shall continue. Don't @ me as I don't make up the market rules.

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