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.
Merrill, which you may still be able to see, lists PPSIX ex-div date of 7/26, but gives the most recent dividend as 1-1/3 cents:
https://olui2.fs.ml.com/RIMutualFundsUI/RIMFOverview.aspx?Symbol=PPSIX&ref=RUN_TFPSummary_PortfolioSummarySimpleVie…
All righty, I had been using legacy url and legacy construction, but just tried this
https://www.morningstar.com/funds/xnas/dseex/performance
and everything is working, at least at the moment, in the new modern interface and style. Click Show Inte…
>> cause me consternation at tax time, as I strive to accurately report the number of shares in each tax lot sold.
You do your taxes yourself manually? If you use a program and do auto-importing, all of this problem goes away, ime. (Perhaps y…
me too
today I got a notice at the very top saying changes in progress or some such
so I am thinking we will know the state of play settled in a few weeks :)
your yuge link above works fine, to the old site style, and I have edited it down w dseex as the base and bookmarked it
we shall see what handy functionality remains in a few weeks
I worked alongside many dozens of high-caliber engineers over the decades in almost all of the engineering fields, and without exception the most widely educated ones, those with the most exposure to literature and history and the other soft discipl…
voke schools and often community colleges, as always, alive and thriving in many parts of the country
this is an unusually strawish strawman discussion
it is true that post-compulsory education is a screener and also a signaling opportunity, for s…
gah, it all depends, on horizon, needs, confident returns, all that variable stuff
if rents are reasonable and a long timeframe, sure, invest it prudently w allocation
if expensive housing, don't count on housing valuations to rise; my house, in a…
Watching TV with my folks back home in SW Ohio; working days on the line at International Harvester, the usual for college summers. Had graduated Brandeis ~6w earlier; was studying German at local Wittenberg College to prep for doctoral program in a…
I have entered modest home office expenses, in full and even w some stretching, for decades, into TC and the last 15y maybe into TT. No problems, even for the years w low freelance income justifying same. It's not a large deduction and the freelance…
True about PDI and PCI, and I have owned both and recently have swapped from the latter to the former ... but it has to be pointed out that the premium / discount difference correlates with performance not at all, so far as I can see. It all does se…
Have had no problems w TT in that regard; what items cause overage? Consider upping withholding or paying quarterly? Would have to know details of your return.
the place is quite civil, and there is always easy avoidance, as LB and others have been pointing out for years now
so if you don't like it, or really think it should be otherwise, you know what to do, k?
I hope the pay for this interview and these answers was maybe $50 or so. $40 perhaps.
I love the way investors, and journalists, think of all this like sports teams, or individual players, on a streak, in a slump, wait'll next year, how do they co…
my problem w fullview is simply that it is up to date one instance out of ten, plus or minus
I now can tell this simply by seeing whether it conforms within a few bucks w merril's 'my financial picture', which is always up to date and accurate
ful…
@Paul, coming late and unread to this, but I can see the top 5 for FLPSX easily at M* Top Holdings, of course, and then could plot them the last six months or whatever period and see how they did compared with anything else. Including the fund overa…
@Alex: Thought you might enjoy reading the story behind Brown Advisory.
Regards,
Ted
https://www.forbes.com/sites/antoinegara/2019/05/28/the-oracle-of-apopka-meet-eddie-brown-one-of-wall-streets-greatest-untold-stories/?ss=etfs-mutualfunds#19278daf6…
Yeah, always with the 'excellent record'. I myself never saw and still don't see a really compelling reason to own it over 30-, 20-, and 10y spans in preference to say TWEIX and FCNTX. Not even a smoother ride, particularly. And there must be more t…
@Art,
Fwiw. Your mileage will probably vary.
I have been with Fido for nearly 50y and have not had or found a reason to switch. (Owning both their funds and others'.) V good c/s at our levels, which by this time are nonsmall, I suppose. (As I hav…
I notice Morningstar has DSENX listed as a large blend now
Yes, see @msf's first post of June 25 for a thorough review of holdings and valuations; including his opinion that "a fund that maintains a steady 50% exposure to technology and healthcare (…
The reason to write about it now, responding to the OP, is that for almost 6y it has consistently behaved differently from (similar to but better than) SP500 vehicles, ditto for CAPE, and also differently from actively managed (stockpicker) LV funds…
We actually have serious, large-scale redistribution under way, and have for some time:
https://www.nytimes.com/2019/07/01/opinion/2020-democrats-taxes.html
Have held BIVRX for a week and it's up 2.2% already, wild.
So ... so far so good.
Thanks to another Snowball writeup. (I sent another modest check to MFO.)
