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.
@johnN: I too have pondered whether to take my foot off the accelerator. Prior to COVID, I could see retirement on the not-so-distant horizon. COVID temporarily erased the smile that was starting to form. I'm closed to being recovered but uncert…
I do agree with @rono regarding indexing. We have no idea how many companies are in deep compost and won't make it to the other side. Hope my active managers are earning their keep.
To me the decision is very binary, if you believe this will be an extinction event, sell (and enjoy the proceeds during the time we have left). However, if you believe we'll come out on the other side, buy.
@ThdShadow: I'm supporting logic and the Constitution. Somehow the Democrat party believes they will achieve power by any means necessary. The law and financial stability is an afterthought to what they believe is doing good, or achieves power fo…
@VintageFreak, it appears to be upsidedownworld whereby growth funds weathered the downturn better than value. Perhaps the reason for this is the fact that technology was used to make the adjustment to staying at home and developing a response. I …
I think this has been a learning experience for all of us -- yet again. Although I'm also disappointed in how FMI funds have held up, I have other's who have pleasantly surprised me, Akrix, Mggpx, Prblx and even Jsmvx. I'm keeping the FMI funds as…
I once held but sold long ago for ARTGX. You're right about the perplexing performance. During 2008 their conservative nature was their claim to fame. Perhaps they believe the downturn will be short-lived.
I believe the board would need more information to answer your question. Do you have a target? Some allocation funds tend to hold more equity holdings than others. For example, EXDAX and GLRBX could be included, but it would depend on what level …
@davidmoran: my view is actually worse than previously stated. The design of Social Security is very clever in that most will die before it has to pay out. This clever design would be exposed if most just changed their diet and lived longer, beca…
SSN will blow up in our lifetime. It will blow up because it is ultimately tied to the health of younger generations necessary to keep it afloat. Because of the triad of corruption between medical professionals (willful ignorance), big pharma and b…
