Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
Yes, you do deserve the best possible.
PRBLX, FLPSX, and GLRBX down a half-percent or a bit more, Yackts down >5%, FREAX and FRIFX up 2-3%, FOSFX up 8+% (recently replacing OAKIX, down almost 4%), and DSENX, the majority of my nut, up >4%, a…
Yeah, thanks; I saw the list as of a month ago (M*), and was wondering if it still obtained. Meaning how much of it changes / changed given a 45% turnover?
Regardless, the list made it sound a little like a sort of tech gogo fund.
Outdoing FLGEX…
The single best thing I acquired in 2015 was a cheap De'Longhi espresso machine, just to get jacked up every single morning more than usual via fairly inexpensive good grinds along the lines of Medaglia d'Oro.
This sure seems more reasonable and plausible to do than most such advice articles:
http://www.marketwatch.com/story/one-way-to-try-to-beat-the-sp-in-2016-2015-12-31
It would be to track going forward, and/or back-test, with a dummy portfolio.
Is FCNTX, the original nominally contrarian fund, too big to be called that anymore? I wonder when the first article will appear this year about how Danoff cannot keep it going, owing to size. (Just observing today how much better Contrafund did for…
More important, I bet, is that the bond holdings have changed significantly in the last year or three, probably more than once, even if a given manager says 'our value-seeking approach remains the same' yada. At a high level, or at a granular level?…
>> In the older mode, if you suspected the check was not received, you could just cancel that check and immediately send another one.
Well, with a fee, often, right?
I guess I'm not clearly seeing the problems, and surely the switch back to…
very cool
>> *M does not give a credit average
You did see that under Portfolio, Bond Style, Statistics, Detail it simply says Not Rated for Avg Credit Quality.
Then it does a breakout under Credit Quality, which perhaps we are supposed to…
Right, and also
http://www.nytimes.com/2015/12/31/upshot/thanks-obama-highest-earners-tax-rates-rose-sharply-in-2013.html
although note that 'rose sharply' is still not so high.
Actually it worked out fine for me, also I never relocated, but it is very seldom pleasant being downsized, especially with kids in expensive colleges. I am not sure defense work is that much more labile than other, as I've been laid off from public…
@MJG:
>> if a portfolio were assembled using all 10 funds in equal parts, that portfolio would have delivered a higher compound return with less standard deviation than an S&P 500 benchmark.
I have been following that analysis since the…
I should maybe take that back, since Jeb's econ and tax policies are laughably destructive:
http://www.slate.com/blogs/moneybox/2015/11/10/jeb_bush_and_marco_rubio_want_absolutely_insane_tax_cuts.html
Whoa.
? hit no nerve, did not think or say he was homophobic; just typical, gratuitously vulgar patter, in the modern online style, all the rage now under the guise of being non-PC (= the new descriptor simply for being impolite).
HRC unhinges all sorts…
Another viewpoint, of course, is that she will do the right thing, and the right thing to do here is rail about and try to go after drug prices bigtime. Who here disagrees with the second assertion?
I can see why one might be interested in NOBL compared with VIG or SCHD, but why when compared, at any point in its life, with RPG, FCNTX, FLGEX, or any cheap SP500 index? When you look closely at the curves, it doesn't even seem to offer downside c…
@varmint
ACA satisfaction from a few months ago:
http://www.forbes.com/sites/brucejapsen/2015/06/13/as-scotus-decision-looms-obamacare-satisfaction-reaches-86-percent/
@OJ, thanks; it is plenty lolz that he does not know what 'more seriously' means, but more important, note that he's still batting 1000 for typos.
@msf, do you ever not talk sense?
>> tell me, why should a couple in their early sixties with grown kids be required to pay for maternity care?
I know! Same as property taxes for schools!
More seriously, it's not really clear this guy knows what insurance is and how it wor…
No, but sorry, if I had known that (sorry for not doublechecking), I would not have mentioned it. It is to my mind and has always styled itself as LV or LB, among the very best. And appeal of SPHD understood, except if div income not needed, and it …
Was thinking Prime guys sort-of value? My ignorance here. If wrong, then add PRBLX or YACKX. But goes against goal not to increase number of funds, if that remains important goal.
Agree about low-vol etf, depending on your age and temperament.
Would consider ditching SPHD again depending on your need for divs and your taxes.
I could live with Danoff and Primecap guys forever. Two cents.
>> decent returns without a high level of risk?
No, not really. It depends on what you mean. Your solid current named funds will achieve neither, most likely, depending on timeframe. In other words they will have moderately serious risk as in…
Nah, Trump just exposing long-developed and -encouraged core beliefs in too plain a way, that's all.
http://www.slate.com/articles/news_and_politics/politics/2015/12/donald_trump_is_expressing_the_bigotry_of_the_republican_party_s_base.html
http:/…
Edmond, jeez, dude, at least man up to what you wrote and meant. What an evader, trying to turn it back onto the respondent somehow. lolz. I do hope you and the reliable Dex get to be in charge. Talk about no adults. Exterminate all the brutes, no l…
>> she should be most worried about preventing the next Islamic terrorist attack in the Homeland.
As if she is not, traitorous bastard that she is, and as they all are, right?
>> And unfortunately, there will be a next one, and anoth…
Thanks much; same as my (previous) understanding; was just curious how to analyze their own listing anew, since I too was getting ~80% debt.
Regardless, so far, so good: chiefly either outperformance or mirroring, seldom underperformance.
Little t…
