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.
South Carolina is a beautiful state, particularly the coastal areas. Charleston is my favorite city on the east coast. And if my portfolio would cooperate, I'd love to spend more time on Kiawah.
RPMGX clipped the threshold for a haircut in the taxable account, so a third of the proceeds went to a T, VZ add on and the rest to dry powder. This completes my telecom allocation.
It was almost exactly 2 years ago for a similar haircut for TR Pri…
In the discussion portion of a @PRESSmUP link I found this Optimal Retirement Planner:
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Bee...that's a pretty handy worksheet. I spoke to my rep at Schwab earlier in the week about planning a Roth conversion strategy. I am going to …
Bee...I have $15K going out the door each year for a combination HC premiums and deductibles. I am investigating an HSA to see if this can help.
thanks
PRESSmUP , just wondering why you believe having equal funds between taxed and tax free accounts is a benefit as opposed to most all in tax free. I understand in your case the taxed account came from inheritance so there was no choice, but it doesn'…
Bee, et al.....if we can collectively configure a foolproof way to generate income, we should write a book and retire to the islands.
In my particular case, I am fortunate to have approximately equal funds between taxable and tax-advantaged account…
Hi Bee....the link appears to address a fairly straightforward question about what to do with an tax advantaged account when you retire. Your question seems more nuanced...how to generate a stream of income from your accumulated assets in both an IR…
Bee...that article came out prior to Mnuchin's testimony yesterday, where he appeared to walk back some of his earlier comments. I think the pending court decisions will be as big a factor here, if not bigger.
You do need to watch out for managers who essentially mirror an index by their breadth. That's why something like FMIJX is appealing...it holds only a small basket of well-considered stocks...and lives or dies with their performance.
Per the article..."Still, there are likely to be some people who face challenges, including those with low incomes and those with pre-existing conditions."
Yes...there's that. I wonder if this author has an understanding as to what insurance compan…
I usually look at the nominees to make sure none of them are managers I'm invested with. Unfortunately, there is one this time.
I can understand that view most of the time...but this list actually has a lot going for it. I'm happy as a clam to own …
Yesterday, I added a slug to SFGIX. That advances this holding to a full position, and completes my allocation for EM equities. I'm considering bumping up EM debt by adding to TGINX, but haven't pulled the trigger.
For all else, I'm still sitting o…
M* is a site I use for data...but take their opinions with a grain of salt. OSTIX is one example, plus their dismal ratings on several funds I own which are classified as short term bond holdings positively reviewed by this site.
On the plus side,…
One component which is rarely mentioned, is the long term cost impact of the near term coverage of preventive care procedures. If 20 million or so folks now have access to blood pressure, colorectal and cervical cancer screenings...etc, etc, etc,...…
I would think that allowing insurers to negotiate drug prices would have a significant impact on overall healthcare costs. Unfortunately, when a bill was introduced in December to allow Medicare to negotiate drug prices, or even to import lower pric…
Crash...the answer may lie in whether you feel emerging markets is a space you want a part of your portfolio to occupy. If yes, then it's a good position. Not sure if there's a better option than this fund in that specific area, IMHO.
Nice one...what a classic tune. I treated myself to a pair of new desktop speakers for Christmas, so what a great way to break them in..an Oscar nominated tune from "Orchestra Wives".
By the way..did you notice "The Great One" on bass at around th…
Hi PRESSmUP!
Don't think I've heard of high cotton before....so spill the beans, Big Guy, where did that come from?
"High cotton" is a colloquialism...dating back to the early to mid 1800's. It means, when times are good. At its essence...think…
I'm looking for a pullback in 1Q, and am positioned appropriately. Fortunately, the runup over the last few months has triggered a few haircuts on current holdings...quite a nice run of luck.
Zoneblitz...as an early retiree also, your desire to have money in multiple positions is sound, IMHO...and many really good options are listed in this thread.
I would also not overlook a handful of individual securities. There's a reason stocks li…
press, I don't think your comments are sour grapes at all. -- And are 'spot on' WRT the topic.
You say you don't understand. I don't understand either. But then the strategies, competency and effectiveness of ANY President's cabinet is not able …
@msf: Someone should tell Kiplinger Vanguard Primecap Admiral & Investor Shares are closed to new investors !
Regards,
Ted
Ted...the article references the most attractive actively managed funds most likely found in 401K plans, and thus availa…
What I don't understand, is that Trump is naming folks to his cabinet who have historically been against the very function of the departments they are now heading.
The education secretary wants to do away with public schools, the EPA chief takes h…
The FDA goes beyond the needs of safety. They are an inefficient bureaucracy.
prinx
The Trump team indicated that they would like to only verify the safety of a new compound before making it available. Currently, Phase I trials do precisely that w…
Per the article,
"The suddenly booming stock market has prompted fund managers who had been hoarding cash amid economic and political uncertainty to put money to work at the fastest rate since 2009. According to Bank of America Corp.’s latest surve…
He's gonna love his new job. A mere whisper with no substance can move markets and create instability around the globe. It used to be that the way to prevent the US from making an aggressive move against your country was to have nuclear weapons. A m…
Mrs. De Vos has a sufficient history in the state of Michigan to be concerned about the future of public schools.
But since her brother is Erik Prince, founder of Blackwater, I guess we know where the contracts for school security will be headed.
For the dividend payers, I had stopped the automatic reinvestment in January this past year due to valuations. That is now back on.
Just curious...how do folks handle the capital gains and dividends thrown off by funds...is this year different?
The market bump due to expectations of greater federal spending and higher deficits sounds Keynesian, and like something Obama proposed. That can't be correct.
