I am ok with value-based investing. As long as you are broadly diversified, keeping costs low, minimizing turnover, and not selling at a loss you are OK. Naive performance-chasing, selling at a loss, and waiting in lower-yielding cash are the things that will screw you.
Even then you will probably underperform the market once you factor in your time at an hourly rate.
It's not that timely to be honest.. and all I am simply doing is providing some common sense to the markets...
It's quite ironic that the people are calling me a market timer see the ones heavily all in on US ....this implies that you are trying to beat the market anyhow lol.
US is just over half the market at the end of the day and at such high levels I think the chances are it will pay to look at the other 45%
This is why I like small caps globally as they seem to do well even in economic crisis
Why do you assume all US based people here are only investing domestically? I know many, including myself, have ~50/50 US/international. As the wold market cap suggests. Yes, only going US stocks is making a bet on the US, I don't think many would dispute that.
Just because Bogle is 100% US doesn't mean people here follow it (though some do). If he lost half, Bogle would still have more money then he needs, he can afford to not be diversified. Many of us here don't. And he's also an old-school American exeptionalist.
It's also fantastically rude to come here and insult long-term members, who are extremely helpful to many and frankly know more than you do. So, you made up your own definition of market timing (going in and out of individual stocks). And that's not what you do so you're not market timing. Ok, you've justified your actions to yourself. Good for you. Now move on, you don't need to (and can't) justify it to us.
In summary, you attack a version of market timing you made up. And you attack "investing 100% US", which I haven't seen anyone recommend? How many horses do you feed with all that straw..?