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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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
VDIGX
VPMAX / VPCCX / VHCAX (I'm going to call that one investment)
VWIUX
If I were to include the 401(k), an S&P 500 fund would come in second, with RERFX, company stock, and (different company) stock options making strong showings.
Stock opt…
A frequently held view is that pairing a good EM equity fund such as SFGIX with an EM bond fund such as TGINX is a good conservative play for the EM space.
I also found Josh Peters to be a great resource when building my income sleeve many years ago. His book is a good tool for someone wanting to begin building an income portfolio, The Ultimate Dividend Playbook.
Similar to Mark, I find Seeking Alpha…
Have to say I'm like @AndyJ. Only MAPIX remains in my portfolio and Asia no longer feels like the go-go region it was 25 years ago. Seafarer and Grandeur Peak got my Matthews dough.
Similarly, I swapped MACSX for Seafarer...and also found a place fo…
For me, the answers would vary if you would delineate between taxable accounts and IRA. As I have only one holding shared by the 2 accounts, that would naturally be the highest percentage in my portfolio...and that is RPMGX at about 5.75% of the tot…
Not quite sure I follow, but I did understand the last part....just buy $100 worth.
I have quite a few funds in both taxable and IRA, but with only 1 fund in both...RPMGX, in my mind the best fund I've ever owned. Looking for more, simply for conso…
VF...I agree with you in regards to the FMI fund, but that raises a question for me. If I own FMIJX in an IRA (which I do), once it closes to new investors would I be prohibited from buying in a taxable account under the same brokerage umbrella?
Well, the CBO score is now available.
As a 62 year old, I along with other pre-Medicare seniors have a very specific question. Even if I can afford premiums which may be higher than what the current exchanges may now have, what will the available p…
Ted linked an interesting, though mis-titled article this morning..."Beat the Wealth-Effect Trap". It discusses where we are in this business cycle in a manner very much related to this thread.
As summarized in this excerpt, "At high prices, where …
Re-reading the last commentary on Laura Geritz and her new venture, the description for her fund suggests it would be a bit higher in market cap than Grandeur Peak...according to GP president Eric Huefner. But when I look at the the fund she managed…
Reading about her past fund management performance, it will be interesting to see how she positions the offering as compared to the GP funds and that of Seafarer.
Just like Kansas is the laboratory for GOP fiscal ideas, Texas serves the same purpose for testing healthcare market notions, such as restricting access for prenatal healthcare. Texas now has the country's highest maternal death rate, and even highe…
MSF...glad you're doing better, but I noted your comment as to how the ACA "impaired your choice of treatments" for a serious condition. Without being overly specific, can you describe what and how this happened? Other than drugs outside of a specif…
I've been on vacation for the last week, so maybe I've missed why this "severe moderation" is needed, particularly for off topic posts. Did I miss something exciting?
I've noticed that this sector hasn't been discussed on this board for several months due to Hillary's 2015 tweet and continued possible government intervention in this sector. I've also noticed that Health Care funds have received "a shot in the ar…
Fairholme's bets on Fannie and Freddie reminds me of Sequoia's bet on Valeant.
Sorry, but the situation is different here. Fannie and Freddie are profitable companies.
Yes, and the final outcome has not yet been determined.
I read the NYT's and Washington Post by subscription online via my trusted iPad, one of my best purchases of the last 5 years, and then the Wall Street Journal, hard copy. As an FYI...as a person with vision challenges, an iPad is the best and most …
If the party in power wants to gut the program, why should an insurer hang around to be caught in the detritus? The pullout of providers is simply due to the impending demise via the hands of the GOP...nothing more.
I currently use 5....SSTHX, ZEOIX, PIFZX, SUBFX all in tax deferred, plus VWITX in taxable.
PTIAX also resides in my tax-deferred account, but I don't consider that as a cash alternative holding. But, some may say SUBFX isn't either, and that may b…
What's the word which is the opposite of "uplifting"? That would describe this article.
It sure would have been nice to have seen the normal and customary 10% corrections more frequently over the past few years. The spring is wound very tightly.
As the article noted, it would be interesting to see how he is currently invested, but the 30% cash is instructive. When reading this, I couldn't help but recall the FMI paper I posted earlier...as many of the themes are the same.
I was going to add to their international fund, but they certainly paint a gloomy picture...of course, not sure what the options may be other than sit tight.
@msf, I agree. Mult sector or multi Asset funds are a great way to get exposure.
@BobC, OSTIX is a good choice as it provides a monthly distribution and a decent yield to boot.
I believe OSTIX provides distributions on a quarterly basis.
The list of countries is about the only similarity....I've seen quite a few conservative sites such as the one you linked to, try to rationalize the action taken by pointing to President Obama.
Sorry. Apples and oranges. Additionally, the ham-hande…
