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.
He's a moron, and best of all stubborn and ready to double down:
(http://krugman.blogs.nytimes.com/)
Nobody Understands the Liquidity Trap, Cliff Asness Edition
Cliff Asness, one of the signers of the infamous open letter warning Ben Bernanke tha…
Her place in the grand scheme of things would never be worth mentioning, ever, except that a few influential rightwingnut pols and their con men (Grover Norquist, Paul Ryan, Rand Paul) still spout her 'economic' claptrap about takers and dependency …
I did! I mean, I think it is. Not so showing to you?
Thanks for compliments; seemed obvs. I am sure I missing interesting stuff as this vast bucket. Do not know the site-structure capabilities of the SW, of course.
>> All interesting picks.
@scott:
Thanks. I live in rich suburbs where 2-3-4 wealthy friends are venture types, HNW investors, small-firm boutique money managers, and/or investment bankers. Sometimes I foolishly, and not always foolishly, fo…
Considering adding COG, REXX, CLF in one area; in another, ACHN, ARWR, DVAX, XOMA; OUTR in a third. All worth smart dd if you are in speculative mood.
May buy more PDI on next dip.
Ha, bond-related except for Romick and Ahlsten and FJames and Ivy S&T guys and maybe a very few others. I guess I better ditch Tillinghast now that M* has again downgraded FLPSX. Wait, what? M* shows 4*. Ah, 3* ... for last 3y.
>> Ulcer Index is reflecting current volatility
oh, I know. That's the problem. Plus manager continuity.
But we have had this conversation.
Based on this work, someone might decide to move everything from, oh, JABAX / JABLX to PRWCX.
This gets less and less useful by the quarter. Look at all the index ETFs with such low low UI. I better get me one of them and forget about SEQUX.
I suggest revisiting concepts and criteria and the math/sorting/display algorithms.
Entirely welcome.
Some advisers avoid Yackts and Romick et alia because they cannot abide such decision freedom. 'We pay them to invest, not hold cash, ever.' Etc. I remember reading articles on this in the late 1990s, actually.
Well, they are comparable insofar as in the same largeish equity space. I do not concur in the view about focused and core; makes plenty of sense to my sense. But yes, not fair in the classic senses. I might do both. I mean, I hold YAFFX and PRBLX a…
Well, one has three times the holdings of the other, one is a third the expense or less, one's average company size is half the other's, one has 13% foreign and the other none, etc. etc. So an apple and an orange or something, perhaps.
No, no, I meant SPHB (did not make two mistakes :) ). Perhaps my hed misled. I wanted to see its top 25 overlap with PFM and SCHD. This after reading this windy thing: http://www.morningstar.com/Cover/videoCenter.aspx?id=665823. And like so many ot…
rjb - d'oh! thanks
JC - not following your question. It is just a cheaper way of holding those ETFs, and I included SCHD, which many feel is the best of the regular div ETFs. Not shopping among them. The point was just that if you put commissionfre…
BoA say it is a browser caching problem blah blah or something, except it happens with all three browsers, and did not used to, and they have no problems with any other sites at all.
fullview is a bit of a mess everywhere, little to do with Fido; at BoA yodlee works similarly more or less fine except it cannot bring in your current BoA balances, even though it says it can, and has; quite unbelievable, and ML and BoA c/s are quit…
not sure this has everything everyone is looking for, but fwiw:
http://matthewsasia.com/resources/docs/pdf/literature/SAI_current.pdf
In W7 anyway, if you cursor down to the lower right and hover, a print (and other) option appears
@msf: Thanks; I did conflate fees, it appears, because this was WM's lede:
\\\ bad experience with Fidelity regarding a short-term trading fee.
My bad.
Fido have improved their cost tracking, and yes, it used to be iffy, or worse. Also many othe…
Not following. If you rightclick in this page, do you not get a Print option (all funds are showing)?
http://quote.morningstar.com/fund-filing/SAI/2014/4/30/t.aspx?t=MAFSX&ft=485BPOS&d=7fba07bce523a6afe29eba92eb16cbfb
WM, I bet they respond eventually. I have never known them not to, as a 35y customer. If it was a software bug or some inconsistency as a function of fund type or something, you may have some sort of case, not clear what exactly, but something. Hope…
@willmatt, I am very surprised that someone working for a transfer agent who made a mistake of this sort would expect a do-over, and wonder why you would think you could trade in and out of FPINX like some no-fee etf or cash fund.
However, to check…
>> It's much cheaper this way than managing funds anywhere else.
except of course for ntf funds, with no charges either direction, and many of them non-Fido
So what? What Scott said. Keep calm and carry on. Are you going to fret ginormously for 3y? Exhale, man. Odd how well (or well enough) FSICX, FTBFX, DODIX, and AOK have done the last 2-3y of rate anxiety. Check it out. I exclude anything Pimco. Do y…
Fidelity is always responsive in all respects, and otherwise excellent except for mfund selection (sometimes). ML is trying but only partly succeeding. ML does have free trading, for anything and everything, if you have enough there, which is wonder…
Right. It has significantly trounced VBMFX for every period since it was founded, 12y ago. It did have a stomach-jumping dip fall 08 to summer 09, which the Vanguard fund did not have. But that's what you typically get with Fidelity, at its best any…
