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.
VTCLX is an actively managed fund that tracks the Russell 1000 Index while minimizing tax effects.
The fund has performed well and may be worthy of consideration.
Fascinating to track how it remains the barest hair ahead of VONE over all large inte…
I use it (not nearly enough!) because it very slightly outperforms SP500 over 10-5-3-1y etc. (Same w/ CAPE, again not nearly enough, so faithless was I this last year.)
Since the slump start, 2/21, as good a checkpoint as any, not seeing a reason for any of these over VONE, except that MIEIX sure is a recent winner. (Or, indeed, for dip shallowness, much over AOR, which outdoes VLAAX.) VDIGX has big dip plus subpar…
I meant in the shorter terms of current times. There is too much persistence to the greed, you might almost say resilience, plus the utter triumph of rigged monopoly capitalism.
Such success at 'calling' the dips --- look at those notional shifts into T-bills. Surely he must be at least as rich as Buffett.
If only he also offered a fund 50-50 VONE and BND.
What could go wrong? Half the FAIRX portfolio, St Joe, bought almost 13y ago and up >140% ytd, is
... one of Florida's largest landowners, with about 573,000 owned acres, of which 70% is located within 15 miles of the Gulf of Mexico. Holdings a…
Yes, thanks; my chart criticism was misguided. I am kneejerk about reinvesting.
I picked a longlived mfund, FFIDX, and as usual went to:
http://quotes.morningstar.com/chart/fund/chart.action?t=ffidx
M* always includes "S&P 500 TR USD", whic…
@LB,
My trough period intervals were taken from M* $10k growth (= reinvestments) of FXAIX.
Something seems off with your chart, as $10k in Jan of 1973 into SP500 reinvested was back to $10k by early December '76, meaning breakeven a little less t…
For SP500 w full reinvestment:
This is even true for the peak starting 9/2k --- it took ~6y, though, following the ensuing dip --- and for the peak starting 11/07 --- and that one took, following the ensuing dip, just under ~5y. To break even.
S…
part of the reason I stuck w heebner, aside from his spectacular press and success, was that a plutocrat friend knew him and would describe his brainiac-nerd approach, visiting companies and poring over balance sheets days and nights and weekends
(…
Not sure I should trust since it refers to 'Dartmouth University', but good for a smile.
https://phys.org/news/2020-12-santa-reindeer-outdo-senators-stocks.html
I forget if it was exactly a 10-bagger, am thinking more, but I invested with him through his heyday and it was the single best financial decision I ever made, and then I got out
Not perfect timing, not even timing exactly, a lot of it is fear and…
Systematically moved away from ETF's/funds overweighted in FAANG, and incrementally into Real Assets/TIPS with perhaps more a shift to value ETF's imminent.
Would you move into VONE over VONG, or all the way to VONV.
Actually, David, I have been l…
Systematically moved away from ETF's/funds over weighted in FAANG, and incrementally into Real Assets/TIPS with perhaps more a shift to value ETF's imminent.
Would you move into VONE over VONG, or all the way to VONV?
@wxman123
Here is the answer: pay businesses to be closed:
https://www.washingtonpost.com/politics/2020/12/15/false-choice-between-economy-containing-virus/
Interesting it so outperforms QQQ.
From 2.5y ago; author Kam's writeup is interesting, sort of:
https://www.forbes.com/sites/kenkam/2018/06/01/the-6-greatest-mutual-fund-managers-of-the-last-decade-to-use-now/?sh=4d83fd94e678
(Turns out Kam died…
The OP spoke of an 18yo and "ways to mitigate that [7y hole based on GMO predictions] risk."
>> If there are ways to mitigate that risk and increase the likelihood of a better outcome then it'd be interesting to think about the options.
So …
>> Solar has the same issue; there simply isn't the landmass to hold enough panels to replace fuel burning.
Huh? Where did you get that?
I read this (from Off the Grid) years ago and knew about it prior, when I put solar on my roof.
2.8 a…
k
My take is So what? 40y?? I would not even do Total (Schwab is best). I would do VONE and call it a day. Or with a third into QQQ.
7y meh returns, feh. Prediction? Who cares? For 40y, forget EM and foreign.
If however you can indeed tell the …
@LLJB, many would point out that there is no such thing --- simply put the teen broadly and cheaply into equities and leave it alone for decades
but are you implying the child will be needing it soon, like within a decade?
>> Schumer and co. have been easy and practical all along. ... I'm sure this would all be so easy if McConnell and the R's just went along with it.
Actually both of these are the case. Even lots of Republicans know it to be true.
As for mon…
>> unhappy with me pointing out the inevitability of another ice age
As if this has anything to do with anything. Jesus. I am guessing you do not have grandchildren. Mine, 3-6-9, are going to live a long time barring mishap, but not 1-2k yea…
>> Moderates in control would a better alternative.
So you must be thrilled with Biden.
>> of course, all that global warming and CO2 didn't prevent the following ice age from covering much of the Earth in a blanket of ice miles thic…
