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.
We soon will find out about the Deep State. Some of you will be astounded about the enormous corruption that occurred in DOJ and FBI. for one thing, can you imagine that the associate assistant attorney general Bruce Ohr's wife Nellie worked for Fus…
I am so disappointed in the Wisconsin governor and Kenosha Mayor.
Are they using this killing for stupid politics?
I heard others are more favorable to Trump now. I live about 50 miles from Kenosha.
Blaming everything on the president is starting to…
The Morningstar downside capture of 148 is during the drawdown period of 11 months in 2018. I checked this under risk of OAKIX. Called Morningstar and they stated there were a lot of inquiries and they have to redo their website as the reliability a…
We do not know yet that COVID-19 is 20x mortality of usual flu. This is a new virus
to the medical community. Wait and we will find out. The mortality is dependent on adequate medical care. We have the capacity to treat the secondary bacterial pneu…
As mentioned above the regular annual flu incidence in this country so far is millions and the death rate about 16000. Yet there is no panic.
My opinion ....the death rate is so much higher in China is because the emergency hospital set ups that the…
Index funds are a great way to have a portfolio which lends to effective asset allocation and rebalancing. Even better use ETF's and not mutual funds for easy trading and better tax efficiency to some extent in the above type of portfolio.
The contrary view is that now is the time to accumulate health and biotech during this long pullback. Sectors do rotate. Take Financial and small value as examples.
When Trump is in his administration may want the FDA to shorten the new drug applica…
I hold PRWCX in my tax deferred account. It has been my largest holding for the past 10 years. It is closed only to new investors. It has surpassed its bench mark allocation type over a period of 15 years and there is no passive fund that can match…
If work hours are smaller and people retire earlier then how will there be enough contributions to the Social Security Funds to enable the government to pay Social Security at an earlier age rather than later. How many trillions of government debt …
Hi Old-Skeet
I noticed that you are invested in FBTCX. I believe this is the advisory form of FBIOX Why do you use this fund when FBIOX is less expensive and has a better performance record?
print
Crash,congratulations that you chose PRWCX to be over allocated.
So am I and I have been very pleased with my choice for over 20 years.
Your investment experience has led you to this position. So........don't change it as you might regret it later. …
Hi bee,
you will notice below that ETGLX has a somewhat greater return than POAGX
but for taxable accounts it is more tax efficient.
prinx
Tax Analysis
1-Mo 3-Mo 6-Mo YTD 1-Yr 3-Yr 5-Yr 10-Yr 15-Yr Since Inception
(08/…
Loved MJG's response.
Not considering myself an investment expert of any sorts, I luckily chose dollar cost averaging in a field I know something about...... health. So a 30 year period of regular
contributions to Vanguard Health worked out well. La…
If Fuss, Ivascyn, Gundlach, Rivelle and gals...Gaffney are doing better than Hasenstab at this time why not take some or all of his fund money and move it into one of the better performers. You are losing the value of time compounding by this mispla…
Jerry
Vanguard tax managed capital appreciation is a great fund but it is a closed fund.I have VTMSX which is a tax managed small cap but it is no better than Vanguard small cap index fund. Do you have any other tax efficient funds that you can r…
MikeM
I am a Vietnam war veteran. I was called to duty and served 1965-1966. I had 2 small children at that time. I was with a group that was stationed in a( Mash) Evacuation Hospital. I saw a lot of sacrifice that the men and women serving their c…
Hank,
I agree that if I was a younger investor I would not be considering PRPFX. I am 76 and consider myself conservative but willing to enter into transactions that are very well thought out and have risks that are reasonable enough that I feel a c…
I will take up to an 8% loss from the last high. I am not sure how it will work since I have only thought about since after the end of the 2007-2009 DD. Since that time I have not picked a fund that has lost the 8%. Hope I never have to find out.
…
With regard to BobC's comment.
DREGX will go into my rollover IRA and will be a small percentage of the total. The -62% loss during 2007-2009 would occur of course if you stayed with it. I am disciplined and monitor and sell when there is a certain …
Hey Slick and Skeeter my handle prinx is named after my 3rd English Setter Prinx. There are probably a whole lot of us out there that want to keep our beloved long gone pets in our lives forever and ever. I use prinx at least 15-20 times per day. M…
Skeeter please explain the load issue as most of us don't have the option of bypassing a load.
How does one do this if you want to acquire a load fund but not if a load is mandatory.
Do you look for classes that are different than the load? Do yo…
Bob
Which class of Marketfield do you have? MLFDX is an institutional class and has a minimum purchase of $5m. Is there a no-load ,low minimum class?
prinx
RE: WHGIX
Market Watch YTD 11.51% that is to 7/15/13 Market Watch %9.45 is as of 6/30/13
Fidelity available as WHGIX $5000 minimum and 0.88% ER No load
