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.
Frost said he wrote it to tease an overthinking indecisive friend ....
And:
https://www.theparisreview.org/blog/2015/09/11/the-most-misread-poem-in-america/
Maybe you are too young for this saying:
Hypocrisy
The idiom “the pot calling the kettle black” is used to point out hypocrisy12. It means that someone is criticizing another person for a fault they have even though the criticizer is also guilty o…
FD said: This is no different than what some posters do on investment sites.
They regurgitate essentially the same information (with minor intermediate changes) ad nauseam.
Wow. If that isn't the pot calling the kettle black, I don't know what is.
…
@davidrmoran: does “ffs” contain a vulgarity?
I understand the “lede” of a paragraph, but what is a “lede article?” Is the reference to Snowball’s article?
yes to all
@FD1000
reading comp, man, reading comp (study my hed)
2022 is 2y ago
As for:
>> Since 1980, no other president except Trump has achieved above 10% real wage growth.
cite?
Are you thinking fig 3 of this supports your assertion?
https:/…
I have done more than that and never lost more than 1% from any last top since retiring in 2018.
The "secrets" are 1) Mostly owning 2-3 bond funds at a huge % 2) switching bond fund = good timing 3) avoiding market losses.
There's no easy way to …
sold several positions of JQUA at ML, tired of not being to able to auto-reinvest there
on next significant dip will buy TCAF in lieu
ditto selling rest of recent VONG dip buy at Fido
ML also are strange about certain ETFs, as I have written before. You cannot buy (I believe, have not checked recently) CCOR, QLTY [!], or CAPE. You cannot reinvest divs/cg w JQUA. Or some others. There are other queer restrictions, none of which ex…
@Baseball_Fan
>> Maybe just a reminder that it's all one big manipulated casino....and don't get too greedy...cash is king at times like this... balance in life and in your portfolio
>> Don't listen to that bullshit you're young you hav…
You don’t know what feckless means
Republicans are irresponsible in excelsis but extremely extremely effective (opposite of feckless)
Democrats are not pretending and never have been
Jeeezus, man
OJ, I was responding to this thread
Crash said:
gotta bring down that astronomical debt. For so many reasons.
You replied:
Last time that I looked there was neither a major candidate for president nor a major political party saying anything of t…
Hope this is accessible (doubt it)
https://messaging-custom-newsletters.nytimes.com/dynamic/render?campaign_id=116&emc=edit_pk_20240806&instance_id=130920&isViewInBrowser=true&nl=paul-krugman&paid_regi=1&…
Keep in mind that fpacx will allocate to a higher percentage in stocks when the perceived value is there ... not sure it matters anymore with fiscal and monetary inputs but for certain the market is at elevated valuations ...
I got your point.
Th…
FPACX is 38% non-equities, so that plus half cash is nuts.
"certain investors" should be in AOR or FPACX and that's it, sure; or half VONE and half ~5% money market.
Kind of a silly speculative discussion.
FD said, “… in the last 10 years.”
To quote Regan, ”There you go again!”
dunno who Regan is, but is anything FD1k said untrue? BND sucks and has sucked majorly.
never bought the notion of diversification past a point.
an old and very tired argu…
what @Graust says
it is possible you could leave things alone or indeed ditch SP500 fund
depending
btw your Bond funds is inaccurate (of course)
some of your questions can be answered with just a bit more googling on your part
Sorry, but for an average investor like me, it would have been more helpful if they also showed the percentage of the portfolio that's in each sector.
doubt this is more recent than its sources (har, to be tautological), but it is granular, fwiw
as…
May buy VONG on pullback, certainly on a serious one. Or VONE. Am v v happy with +10% growth in positions taken in QLTY and JQUA at Fido (ML prohibits buying the former and does not allow reinvest w the latter!) months ago on pullback. Would that I …
Interesting. If it was not a matter of choosing / strategy, and was in other words more random, you might expect that fewer (notionally 'best of the best') would invariably be better.
Same as when you compare TR for XLG, VOO, and VONE 10-5-3-1y. Di…