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Mr. BARRY JOHNSON

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RE: Which 2025–2026 Tax Changes Matter Most to You and How Do You Stay Organized?

Posted By BARRY JOHNSON 12-09-2025 14:15
Found In Egroup: Tax Strategies \ view thread
Robert, You are a good example on how to handle IRS inquiries - give lots of of data in a hurry. I actually had only one IRS audit over moving expenses in 1990 triggered by the fact that I had moving expenses in 1989 too. I did the same you did - flooded the zone with data an copies of receipts. ...

RE: Which 2025–2026 Tax Changes Matter Most to You and How Do You Stay Organized?

Posted By BARRY JOHNSON 12-09-2025 10:50
Found In Egroup: Tax Strategies \ view thread
Jenna Regards for the Season. I pay Gene, my longtime CPA (a Sancho Panza type), to advise me on these decisions. So far, Gene is 100% for the last 30 or so years. The Lois Lerner case thought me that there are some IRS agents who have grudges to grind, and her example proves they can CHOOSE which ...

RE: Managing Portfolios During Periods of Fear

Posted By BARRY JOHNSON 12-08-2025 16:00
Found In Egroup: Investor Sentiment \ view thread
S&P 500 index is UP over 18% YTD. Univ of MI consumer sentiment survey is DOWN over 18% YTD (from around 71% in Jan to 53% in Dec). People are looking for ways to reduce taxes. So much for consumer "confidence" as a predictor of market performance 6 months forward. ------------------------------ ...

RE: Need feedback on the growth ETFs selected

Posted By BARRY JOHNSON 12-04-2025 15:47
Found In Egroup: Growth Investing \ view thread
------------------------------------------------------------------------------------------------- PS to Ananth Parimi Morningstar just posted a potentially very useful article that would be very useful on this thread's topic. "The Best Funds to Rebalance Your Portfolio for 2026" dated 12/4/25 ...

RE: Need feedback on the growth ETFs selected

Posted By BARRY JOHNSON 12-04-2025 15:37
Found In Egroup: Growth Investing \ view thread
Dr Bob I admire and highly recommend your use of Occam's' Razor to cut to the main point. My sorry excuse for watching tracking error is evaluate how good the fund managers are at executing his/her strategies. I compare the TRs of comparable alternative ETF choices to see if I can find a better fund ...

RE: Need feedback on the growth ETFs selected

Posted By BARRY JOHNSON 12-04-2025 11:06
Found In Egroup: Growth Investing \ view thread
Some specific feedback on our proposed portfolio Good choice on preferring passive index funds over actively managed funds. The ones you named would make up a diversified portfolio. US Total Stock Market VOO tracks an indexed BM of the SPX 500 stocks at a low 0.07 ER. Anchoring your PF on USA total ...

RE: Need feedback on the growth ETFs selected

Posted By BARRY JOHNSON 12-04-2025 10:57
Found In Egroup: Growth Investing \ view thread
Duplicate deleted

RE: Need feedback on the growth ETFs selected

Posted By BARRY JOHNSON 12-03-2025 10:28
Found In Egroup: Growth Investing \ view thread
Vanguard ETFs have VERY LOW tracking errors (i.e., they produce returns very close to the benchmark index they seek to track, i.e., they come very close to hitting their expected target returns -- i.e., the basic benefit they are selling and you are seeking) AND they provide VERY LOW ERs, many ...

RE: Seven Keys to Successful Trading and Active Investing

Posted By BARRY JOHNSON 12-02-2025 15:15
Found In Egroup: Technical Analysis \ view thread
Robert, Sandy Thanks for contributing to the list. I did some research on Ellis' books and am thinking about importing some of his insights. In the meantime (I am distracted by Christmas), I want to add two insights: #1 Elllis' books overlap a lot of the AAII investor educational offerings. ...

RE: Seven Keys to Successful Trading and Active Investing

Posted By BARRY JOHNSON 12-01-2025 11:05
Found In Egroup: Technical Analysis \ view thread
Dr Bob From what I have read in your contributions, you are the AAII poster child for avoiding mistakes and unforced errors. Anyone what to start a "Top 10 List" to share? Mine include Do what Bogle preached as Rule #1 - Pay yourself first, meaning, don't pay fees for advice/skills you can learn ...

RE: Seven Keys to Successful Trading and Active Investing

Posted By BARRY JOHNSON 11-28-2025 17:10
Found In Egroup: Technical Analysis \ view thread
Jenna, Hope your Thanksgiving was delicious and the fellowship restoring. ------------------------------------------------------------------------------------------------------------ You asked When did you first realize that understanding trading principles wasn't the same as applying them in real ...

RE: Identifying Durable "Niche" Leaders with the Wanger (Revised) Screen

Posted By BARRY JOHNSON 11-05-2025 15:23
Found In Egroup: Small-Cap Investing \ view thread
Jenna Every time someone at AAII ignores the DNR we members requested, someone decides to "recussitate" the Wagner screen. I read the "updated" write-up and download the current tables and ... then ... I remember the dozen reasons why I this screen needs significant improvement to be practical tool. ...

RE: Managing Portfolios During Periods of Fear

Posted By BARRY JOHNSON 11-01-2025 12:06
Found In Egroup: Investor Sentiment \ view thread
Jeanna I guess I may be one of the few AAIIers who have taken advantage of a trial BI membership. I have no way of knowing how many have, because neither organization publishes statistics, and I have seen ZERO comments about the BI offering on any AAII communication channel, except for the few AAII ...

RE: Managing Portfolios During Periods of Fear

Posted By BARRY JOHNSON 10-20-2025 14:59
Found In Egroup: Investor Sentiment \ view thread
A tribute to the genius of Dr. Bob as an amateurish haiku sonnet. --------------------------------------------------------------- A market is just another form of a game. Strategy is paramount to win any game. The key to winning is a superior strategy. A superior strategy requires you think ...

RE: Where Do Mega-Trends Sit on the S-Curve?

Posted By BARRY JOHNSON 09-22-2025 19:33
Found In Egroup: Growth Investing \ view thread
Wayne, I think you know I am big fan of what you are trying to do to help lazy investors (like me) through the AAII GI and Sentiment models. They are truly innovative. #1 Your premise that recognizing secular growth stocks increases the opportunity to benefit from their growth has been proven to be ...

RE: Can AI Really Help Value Stocks? Let's Talk Large Language Models in Investing

Posted By BARRY JOHNSON 08-29-2025 12:14
Found In Egroup: Growth Investing \ view thread
Robert, I posted this comment here because I could not post a comment to the article -- "Ideas From AAII and BetterInvesting for Finding and Analyzing Quality Stocks," pre-dated Sep 1, 2029 -- at aaii.com. I thought others would want to comment on the new "partnership" between AAII nd BetterInvesting. ...

RE: AI vs. Instinct: Do Sentiment Tools Improve Your Stock Decisions?

Posted By BARRY JOHNSON 08-16-2025 12:20
Found In Egroup: Investor Sentiment \ view thread
Denise Chisholm of FID posts her version of "Charts of the Week" on LinkedIn.com. I find it a good source to help me understand how economic indicators influence market indicators. I posted this comment to her 08/16/25 article. ============================================================================= ...

RE: Can AI Really Help Value Stocks? Let's Talk Large Language Models in Investing

Posted By BARRY JOHNSON 08-09-2025 18:14
Found In Egroup: Growth Investing \ view thread
Dr Bob As usual I always find your tips and guidance helpful. #1 I had a few bucks left over from my paper route delivering the Grit. I did take a deal. I'm sure they put it on the BB as the joke of the day. Can you take it out of my allowance or let me wash the car a few times? #2 I want to find out ...

RE: Can AI Really Help Value Stocks? Let's Talk Large Language Models in Investing

Posted By BARRY JOHNSON 08-09-2025 12:17
Found In Egroup: Growth Investing \ view thread
One more data point on Dr Bob's thread about AI bot accuracy. In July I subscribed to the AAII Investor Sentiment-Market Sentiment offering. It provides weekly updates to 12 indicators generated by AI bots that "analyze" the data that generate the 12 indicators. The outputs are very data rich with ...

RE: Can AI Really Help Value Stocks? Let's Talk Large Language Models in Investing

Posted By BARRY JOHNSON 08-09-2025 08:46
Found In Egroup: Growth Investing \ view thread
Dr. Bob, thanks for sharing this article. You have turned the lights on to help us see a growing issue that needs more of our attention - the reliability of chat bot "information." #1 Last week (I have to go find it and post the link), a WSJ article chronicled how 5 or so AI chat bot provided incorrect ...