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.
I own ETIHX which I purchased at a bad time in 2015, right before the bio's dipped. I was going to sell, but didn't. Now I'm up 50%. With a relatively concentrated position of 70 or so stocks, they look to be good analysts in this space.
No leverag…
I exited out of my EM debt position...TGINX. This may indeed be a buying opportunity, but things sure look like it could get worse before it gets better.
Most robo-advisers such as that used for Schwab Intelligent Portfolios have a REIT component, perhaps utilizing the Merriman line of thinking. For me, individual REIT holdings are a key component of the portfolio sleeve whose objective is to simply …
Well, that may be...but the Schwab note to me referenced the link to the letter as for Q3, and this was confirmed by Fiduciary Management, Inc. (FMI).
I agree with you; c'est la vie.
I own both the global opportunities and the global microcap, and have been pleased with the overall performance of both to this point. Of course with a hat-tip to the MFO.
The stalwart options merit consideration, and a review of precisely why the …
Folks losing their jobs (and health insurance) as a result of the trade war will be in for a rude awakening. No doubt to be blamed on the prior administration.
Having just turned 63 and previously retired, I'm bracing for a pretty big healthcare bi…
Here's the worst part, Obama got you Trump. Call it reversion to mean. Now Trump is compounding. Consider this: now Trumplike candidates are now getting elected throughout the country. It is becoming the Trump party. Oh the nigthmare! And just…
I'm a (happy) subscriber to Barron's, and find their weekly publication and daily updates of value. At the end of April, I was solicited to take part in a survey to help find out how readers access and use Barron's data. One of my comments was, why …
The apparent antipathy towards science is disturbing, and to our detriment. This goes towards national security as well, as it looks like we are going to jettison the guy focused on cyber-security...not just the guy, but the position.
https://kfyr.…
For an independent FP prospecting for clients, no.
On the other hand, I have no qualms about going to a dinner or similar events which are hosted by Schwab, which is home to my accounts.
Nice article Lewis...well done. While the media-influenced minions dismiss the evidence surrounding this debate, the moneyed vote with their dollars. In support of your thesis:
https://www.wsj.com/articles/climate-fears-reshape-miamis-housing-marke…
The confluence of Jobs and Wozniak created a platform which is still developing. It will be interesting to see the judgement of their impact 50 years from now.
@JoJo26 You mean like these? news.morningstar.com/articlenet/article.aspx?id=321713
I guess one out of three--Herro--ain't bad. In baseball that's a darn good average.
Not THAT decade...the OTHER decade.
With tech under fire, the market is looking for leadership (or perhaps savior). Today, that leadership was provided by utilities, telecoms and other divi payers. Shades of 2011.
Yes, it's unfortunate that only 20% of Americans vote. I think that more actually want to vote, but encounter a head wind constructed of artificial barriers or disincentives to prevent them from doing so.
More Cambridge Analytics shenanigans:
"But…
Wondering about the status of SPHD, which seems to be getting pummeled YTD (-6.5%) because of its holdings in Utilities, Real Estate and other interest-sensitive stocks. I have built up pretty large cap gains since I bought it a few years ago. It's …
Yes, the WSJ article is a disingenuous attempt at rationalization.
Here's a Bloomberg opinion piece on this same topic:
https://www.bloomberg.com/view/articles/2018-03-06/the-big-and-possibly-dumb-boom-in-corporate-share-buybacks
I believe the markets have determined that either Trump won’t move forward with these inadvisable tariffs, or won’t be around long enough to see them enacted.
@PRESSmUP- That print version article notes that Rob Porter, recently dismissed from the White House because of allegations of spousal abuse, was one of the major players involved in offsetting the "let's have a trade war" contingent. The WSJ artic…
Tech and bio's would be high cotton for POAGX, but + 3.93% for the day is something I've not seen before for this fund. I suppose it helps that your largest holding was up almost 22% for the day.
As much as you can love a fund company, I just love…
A key quote from the article:
"If President Trump puts in place steel and aluminum tariffs recommended by the Commerce Department, his administration will be crossing an unspoken line in the sand no country has crossed since World War II…once the U…
Trump's current tweet:
"When a country (USA) is losing many billions of dollars on trade with virtually every country it does business with, trade wars are good, and easy to win. Example, when we are down $100 billion with a certain country and the…
If you are a retiree and think it is prudent to have 1-5 year piece of your investments in a rather safe place for annual or emergency needs, how are you positioning this money? Suggestions or opinions appreciated.
Bobpa...my bucket#1 is currently a…
Very interesting manager comments. This is NTF at Schwab.
The tax efficiency points to an IRA as a suitable resting spot, perhaps best paired with VWINX when I get to the point of needed simplification. These plus a companion of TAIFX in a taxable…
It will be interesting to see how the market performs tomorrow. I was about to say, it would be interesting to see how the morning goes, but anymore that doesn't have anything to do with what happens later in the day.
We closed at the low of the da…
