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.
Another way to see Schwab offerings is, from the top line, to click Research and then Bonds, CDs, Fixed Income. The result is a page showing rates out to 30 years of a wide variety of instruments. I find it interesting that the slope of CD's is not …
Don't forget that iBonds compound! I bought some paper bonds in 2000 so that my wife would have ready cash if I were to pass. A $5000 bond is now worth $17,170, and will be a bit of a tax problem for whoever cashes it. Might have been better to pay…
I do not understand why folks think that past a bracket point their taxes will leap in a stair step fashion. In fact the tax you pay advances smoothly along with taxable income. You can verify this by looking at the tax tables. For example, for one…
Why own FPACX? Well, in 2006 when I bought FPACX, my crystal ball was broken and remains broken to this day. Actually, FPACX and VWELX have been pretty comparable up until recently and, having reinvested dividends, FPACX has been a good investment…
I find the Multisearch to be an extremely useful tool. Also very much like having a single page for menu settings as compared to the usual procedure of clicking through multiple tabs. Congratulations on some inspired programming!
Bee, thanks for this article. I have been wondering why PWA has not been doing much business with Boeing. They do need to develop a higher power version to compete with GE and Rolls Royce.
Thanks for the link to a grand piece. It also had a link to the Wall Street Week show just before the 1987 crash, which I enjoyed now more than then. Marty was really expecting a bad day ...
David, yes, manager tenure is a factor I take into account, including previous shops for those setting up a new firm.
The active/passive discussion probably comes down to personal preference. Mine is to attempt to avoid 100% capture of any downsid…
Here is a result from a MFO Fund database search, sorted by UI - ulcer index, lower is better. These funds, over a 20 year period, performed well compared to the S&P 500 (VFINX) with lower drawdowns in 2009. Over the past 3 years these funds …
The article's argument is based on recent investor preferences - everybody and his dog is going after the good performance of passive funds over the past 5 years. My guess is that after the next solid correction, we will see articles about the supe…
I think you're on the right track. The number of funds gives you diversification and exposure to some excellent managers. I do not believe that any "Set it and forget it" portfolio is likely; but this portfolio can be upgraded as conditions change…
Charles' ratings can be useful here. Using the PDF version, you can see various funds using the Edit/Find function. Funds whose maximum drawdown happened on 02/09 can be compared:
GLRBX -17.5
VWINX -18.8
MFLDX -22.6
FPACX -22.8
YACKX -41
SP50…
From inception, and looking back over various periods, ARIVX returns at an annual rate of 7% or more with low volatility, assuming dividends are reinvested. What's not to like as a long term core holding?
