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.
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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.
Not vs Yackts since '09, but yes vs GABEX, which I eventually bailed out of to head to PRBLX. There are others as well with better dip protection the last year-plus. It is the last 3y or so that DODGX has rocked. Growth.
I fully concur in your las…
>> The funds you list look like equity funds rather than balanced.
? Yes, they are, to be compared w DODGX, equity to equity, which is what this is about, no? Have I misread?
I put a ton (for me) into it in like 1983, having read about it …
It may have been pronounced dead of bloat but its ensuing performance put another nail in the boat, or whatever a good phrase is. Glad I bailed and dove into GABEX and later added YACKX. Years of suboptimal decisions, seemed to me. I had been in it …
Glad you find WEMMX appealing. For larger smalls, GABSX is good. But I think you have too many and are approaching an indexlike soup. I am sure you know how that works.
I could (and would) live with two only, in my case WEMMX and FSCRX.
Well, there is the 2% back on everything, meaning everything, with the Fido amex card.
Their service is quite extraordinary and the people exceedingly well-trained. I thought I had heard a few years ago that they had lowered their merchant fees a li…
This has happened to me for years, and I have to be sure to back-arrow to a previous browser session for the cookie to be grabbed properly. Only such site this happens with, so not governed by whatever privacy prefs in the same way.
Puddn ---
WEMMX has markedly better performance both longterm and downside (08-09) than most of these, but (= because, one supposes) its avg company size is $480M, not smaller. Do you have a range in mind about market cap?
>> Guinness Atkinson Global Innovators is the #1 Global Multi-Cap Growth Fund across all time periods (1,3,5,& 10 years) this quarter ending 12/31/14 based on fund total returns. They are ranked 1 of 500 for 1 year, 1 of 466 for 3 years, 1…
@FA:
>> PDI has recently suffered from the non-investment grade spread widening (as did all HY), but also from being hedged duration ...
Any guesses about PDI prospects for this year?
>> Who has beaten that? [15y]
Yeah, not many. Tillinghast and Soviero at Fidelity (FLVCX has not been around the full 15y, a month or so less). CGMFX beats all hugely, but not for shorter spans except for selected. I will have to compare UIs …
@FA:
Thoughtful post appreciated. (But why do you, who label me marxist, call yourself fundalarm? Some sort of historical appointment?)
>> when a mortgage guy launches a multi-strat fixed income fund, you can bet, that it will have around 80…
I wonder if a third of the people on Woonsocket RI would consider themselves government-dependent (see last line):
http://www.washingtonpost.com/blogs/wonkblog/wp/2013/09/23/why-are-47-million-americans-on-food-stamps-its-the-recession-mostly/
Mos…
>> your fervent marxism
lolz, made my evening. Too funny. (Like reading the WSJ opinion pieces.)
What do you think would be 'fair to all'? Honest question. I was going to ask the same of Tbay, though it sounds as though he would prefer thing…
>> I am splitting hairs here.
Oh, no, I think you have got it, thanks, and Mona provided current detail. I was not making any other argument; they do have different holdings. At the moment. ( I knew their prospectuses, as I help write and ed…
And yet their prospectus investment objectives are very close to identical too. And their performance too, with the newer fund less strong but smoother. Lipper does categorize them differently, at a high level anyway, flexible portfolio vs multisec…
Not dealing in foreign hypotheticals: everyone wants to buy our notes, as always, then and now. Ready buyers. US finances are not in particularly bad order, and much better than they were. What makes you assert that they are? Sorry if this seems a j…
@Mona:
>> comparison between RSIVX with PONDX is useless. They are two different animals. If you want to compare RSIVX with another primarily high yield fund ....
Gosh, you'd better tell M*, which categorizes them identically and also benchm…
>> Wait, we don't seem to have learned anything from 2008 either. It really is quite depressing. My question: When is enough, enough?
>> they're slowly boiling us.
>> Budgets matter and if you spend too much, eventually you fail.…
Would not affect you, Tb, unless very wealthy, and it has worked superbly many times, if you actually knew your history. A pity you have to conceive of it in terms of robbery. Do you pay property taxes? How come?
And by BO tax increase, you mean att…
>> Let the people keep THEIR money to Spend as they see fit
haha, jerk that knee. If only it were so black and white. Read the details; much to like, some things probably to dislike.
\\\ A disproportionate share of Obama’s proposed capital g…
Actually, it's a very good idea, growth-promoting bigtime.
It would:
- increase the Pentagon's budget by $38 billion;
- expand and extend tax credits for parents paying for child care, college students paying tuition and low-wage childless worker…
Gah, poor and idealistic advice most of this. Divide evenly among Invesco, Davis, Calvert, Oppen, Pioneer, Dreyfus, and that internatl thing. No more, no less. Put in as much as you feasibly can, get the max match, call it a day, do not check other …
Wow, how awful and frustrating. It is exactly this, down to the details including printout and mail-in, that I remember vividly from when I switched from TC (HRB) to TT maybe six years ago. Congrats on your persistence.
His head is frozen, yes. TW could hit, obvs, but his stats have been properly and sophisticatedly analyzed to death, by SJ Gould before Maubossin. He would be a great hitter now but could not hit .400.
OJ et alia, Krugman has a few interesting posts on this recently, some counterintuitive, some not, all fascinating if you're in a wonkish mood; just google krugman blog and you probably can get to them unpaywalled.
>> Who wants to put money in, when risk of taxing the plan is threaten time and time again?
I do.
Time and again: have there been prior?
It's dead anyway, but largely or at least partly because misunderstood. Taxing was only at withdrawal…
Actually, the forecast was reasonably accurate for outside Boston, not quite the wind levels widely, and no, most of us, in Mass. anyway, do not think of mandated and enforced prudence as gov overreach. Partly this is because there are just as many …
>> What's the point of introducing a fairly complex proposal when it's guaranteed that the opposition will mis-portray it, you have absolutely no clout within what's left of your own party, and the average citizen either has no clue or will be…
