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.
Right, the price of success. Look how short the first two close periods were.
Fund Closed to New Accounts: 12/31/2003 - 12/15/2008
Fund Closed to New Accounts: 5/16/2002 - 11/18/2002
Fund Closed to New Accounts: 4/3/1998 - 3/16/1999
Fund C…
I don't know that it's accurate to say that FLPSX has ever changed strategies. It had lots foreign, if not a full third or more, before a decade ago, I recall from memory and also from early and mid-2000 writeups I am just recycling now that I found…
600+ stocks and it's not diversified? Huh? One needs more proportion of small and micro? It's too much a midcap?
Lowish turnover, Vanguard family (meaning closer oversight of the single manager, I would suggest), MFOP UI around 2 or a bit above de…
Too easy a charge to make. There were puhlenty of mainstream articles from 20+ years ago, and older, saying that 'here are 5 (or whatever) consistently excellent funds that appear poised to do well over the longterm future'. DODGX, FCNTX, FLPSX, TRB…
@jN,
The widely acknowledged great MFs that have beaten the market over 20y is something you might find interesting to study. The opposite of impossible.
huh, no mention of the 'value' auto-churn strategy for SP500 that, so far as I can see, outperforms at every interval for the last ~6.5y
iow a non-secret for beating the market, or #7
graph CAPE vs FXAIX since fall of 2012 and any sub-period there…
These all look great (probably --- I did not run them through MFOP, but I bet you have), although I am not a good person to ask. I would do a deep analysis of TRP overlap; maybe you really need only the div one? I would want some or a lot of LCV and…
Yeah, DSE_X is becoming our only equity holding, >>50% of everything, and seems to do little worse in drops than IVV, say.
Take a look yourself via MFOP at DSEEX, TRBCX, IVV, and CAPE for the last 5y, their close UI and other measures (IVV n…
@MW,
not that I can see, really, unless you dwell on that one given period where it outperforms (barely)
you can always do both just to get the workings of two different minds in approach to LCG; it's not like they're indexes
or add FCNTX and ge…
>> no one is allowed to disagree with the board cognoscenti. THIS is why mostly conservatives watch Fox and mostly Democrats watch CNN or MSNBC, no one likes to see the other side and acknowledge that some things the other side says may be rig…
Not a Warren fan much, or not yet (was frankly shocked at the Tx bar registration deceit from age 37), but this is close to revolutionary for this country:
https://slate.com/business/2019/02/elizabeth-warren-new-child-care-proposal-real-deal.html
v conservative and bond-heavy, won't hit 3% but of course you can also draw on principal depending on age and cashflow need and SS and maybe taxes.
I myself, and many others, would seriously suggest you consolidate and downsize, say everything int…
@BW, since you seriously believe that SS privatization and naturopathy would work, that healthcare isn't so difficult to resolve, and that a large part of the problem is corporate self-interest and greed, I think you should run for public office.
ah, got it
we should not pay for
'spending that will enhance society’s future productivity.'
tnx
back to your shelter.
I might be interested to hear in anything constructive you have to say --- what we should be doing, etc.
Well, if people looked at the really long term for performance, which they don't, even 30y, FLPSX would be the size of, you know, FCNTX, instead of half the size of DODGX. LC has so dominated the last decade-plus.
You might enjoy examining IVV vs RSP at MFOPremium, similarities and differences, the former with higher UI (yet less volatility in some senses) but also GO and HR ratings.