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.
Had the same, multiple sign in experience as you until this morning. Tech staff has been most helpful addressing some issues I experienced. Was just about to ask the board for recommendations for other sites that offer portfolio tracking. Lots more…
Mostly lurking for the past few years. Thanks for all the fund discussions. The rest not so much.
In addition to using Vanguard ( for the lower Pimco Institutional hurdle), one could check Fidelity institutional minimums if you have a retirement a…
No expert on Uni's or Theranos. Never heard of Theranos until reading above. Google search reveals some no no's found recently at Theranos' lab by U.S. health inspectors.
^ Yahoo Finance has a major owner link for most stocks. Shows largest holders- institutional as well as individual funds. Other web sites may give same info- have not checked.
Thank you MJG and msf for the time and thought you put into your replies. I was unclear with the article in regard to the word fee/fees . I thought Mr. Evensky was trying to focus the writer on the 15-20% improvement on the portfolio return net of p…
Thanks for this and all articles, Ted. Guess I'm a little cranky this beautiful morn but not sure about owning low cost, broad based ETF's and then losing the savings to add on advisory fees. I do know Mr. Evensky gives a lot of interviews and makes…
The ole memory fails frequently these days but seems like the manager of the Prospector funds was associated/managed with T Rowe Price Capital Appreciation early in his career.
Probably can't be on the call but will catch the replay/summary. Have always invested with Mr. Foster since reading about him at Mathews. Mr. Foster's answers to the following, should you ask him, will not affect my allocation with him. 1.) Morning…
davidrmoran- if you have an IRA with Vanguard or Fido ( maybe others) , you can buy the institutional share class DSEEX for $5000 minimum and save on yearly expenses even after the transaction fee. I can't decide if this enhanced fund should be a co…
Noteworthy were BUFOX (+.52) and JAGLX ( +1.17) so guess biotech was positive. One fund that David told us about ---RGHVX was +.14 Unfortunately these three are all minor positions. The only major "up" position was OAKIX at +.15
Added to DSEEX ( thanks for the initial heads up davidrmoran ) and to SFGIX ( thanks for the initial heads up to David Snowball. Researching small cap Permian producers.
My guess is that sensitivity to criticism of his human frailties, age, and a shrinking asset base have Mr. Gross off balance. As Mike Tyson observed " everyone has a game plan until getting punched in the face." Mr. Gross has had a lifetime of acco…
Hi David, thank you for all you do. Can't help with any questions for those specific individuals/firms other than in general I am always seeking to understand the numbers and quality of the research staff for a fund.
Mr. Romick is plenty smooth and has quite the track record. I hate it when he and David Tepper, among others (not you Eric Cinnamond ), are advising us to back off equity some.
I agree with cman. Perhaps the old two step would work. Transfer from fund company money market to your checking and then from your checking to your savings. Always know that any bank secretly believes your money in their care belongs to them unless…
In Michael Aronstein's Marketfield Management's commentary dated Jan.27th,2014 ( perhaps ancient history based on the way markets move today), Mr. Aronstein is not impressed with the immediate prospects for developing market economies and lists some…
Thank you Ted for the link. Rather sobering read for those of us investing in active managers. My guess is that value or blend managers who could out perform an enhanced index would be an even smaller subset of those who can beat a cap weighted inde…
Only two stocks are held by two of the four funds based on latest portfolios. NagaCorp LTD is 3.54 of net assets of ARTWX and 0.70 of ACINX. St. Shine Optical is .82 of ACINX and .95 of MAPIX.
Reduced my position when the last of the old managers announced his departure. Still watching the new managers closely to determine if they are "chair warmers" or worthy. Their recent record is so/so given the retreat in emerging markets. The 24% or…
Thanks for the education David and all the expressed viewpoints. Hats off to these men for staying fully invested during the 2008-2009 plunge. I have used PXTIX for LV as it seemed to be a no brainer as it combined the eRAFI 1000 with a declining in…
Tough to recommend a fund for this. A money manager offering a world allocation fund has to have the analysts with "micro" expertise in numerous asset classes as well as management with the ability and courage to look at the world through a "macro"…
Been following since last summer but I can't quite make the purchase. Characterized as large value but is global large blend that can and does go short ( currently 3 short positions that total 6%.of portfolio.) The 1.35 ER is high for large cap blen…
