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.
I like a fund like VCORX as a fairly tame intermediate core bond fund without reaching for yield. Reaching for yield in this market does not seem to be a very good idea, unless you are prepared for volatility and/or loss of principal. Look no furthe…
"Provisional" death counts with all sorts of footnotes and the like. The Mass. DPH website is so much easier to navigate and understand. Since Mass. was mentioned in the OP, I'll stick with that.
I said it. It's pretty easy to conclude based on the numbers and people I know who have had it.
According to the Mass. DPH website: Average age of those hospitalized is 69. Average age of those who have died, 82. To date, the rate of deaths for t…
First of all, since when is below the age of 60 considered "young?" People in the their 40s and 50s are not "young." This is a nice way to skew the numbers. I live in Massachusetts and know all about the numbers in the state. Bottom line: It's a sca…
Looking at DODGX's holdings as of 12/31/19 and their highest stake was financials at 26%, followed by healthcare at 23%. I did notice their 10% stake in energy, which is more than double the S&P index. Big underweight of tech, too.
Other than DODIX, I would not own any other D&C funds. I got burned by DODGX during the financial crisis in 2008 and vowed never to return once I got to a point where I felt comfortable selling. IMHO, they are operating on their past reputation …
I opened a position with ARTSX in my IRA, as I like its long and short-term performance. I'll probably add about $500 per month over the course of several months. Not in a hurry to dump a lot of money into this market for the time being.
YTD in my IRA: FIPDX +3.47, FNSOX +2.38, TSBRX -.65, DODIX -.91, DBLSX -4.6, and BILDX -7.3.
In my taxable: AZTYX -2.37, VWLUX -3.56, DMBIX -4.03, and VWALX -6.13.
Wife's IRA, which is at a different place than mine: VAIPX +3.36, VFIJX +3.30, VS…
It's fine. I understand your point. I guess I'm willing to give up some gains over the long term and sleep well at night. It's not easy to tell an investor - "Don't watch." Easier said than done for some of us.
@davidmoran: Haven't settled on a complete strategy yet, but selling some tech-heavy and EM stuff when it comes back a bit. I'm not really comfortable with the rollercoaster ride anymore. It's always great on the way up, but...... I'll be concentrat…
@BenWP: Yes, I own MIOPX and it was treading water for awhile. Same with VYMI, which was disappointing as it is more of an international large value play. It really didn't hold up as well as I had anticipated. I'll hang on unless I need to take some…
If 10-15y, why dial down at all?
Just wasn't comfortable with my equity exposure in certain sectors - too aggressive for my own good. Sometimes, these corrections can be educational :-)
The QQQ and international tech heavy stuff really took a beating over the past few months, that's for sure. I have another 10-15 years before I bail out myself. In 2019, I'm definitely dialing down my equity exposure.
I'm going to see where I am for capital gains toward the end of the year. If necessary, I may sell one or two losers to offset the gains. It looks like my international holdings are sell candidates.
Spencer has been trading a lot this year (over 200% turnover according *M). So that makes it particularly discouraging since he's been getting it wrong even with a lot of turnover.
I like that Spencer trades in/out of TSLA the way he does. He's done okay with it thus far, though I didn't like that it was 12% of the portfolio at one point -- when I began to trim my PRGTX holding.
PRGTX is a great fund and I like it b/c it d…
I haven't been on this site for a few weeks due to the unnecessary political discussion that seems to leak into every topic. Looks like I haven't missed anything. It's unfortunate.
I do wonder about spending habits and personal debt compared to 50-60 years ago. Back then, it wasn't so easy to get loans, mortgages, buy stuff on Amazon and Wal-Mart, purchase the iPhone and Sony Playstation 4. To me, it seems that it's much easie…
If Ted thinks he's going to post his asset allocation on MFO and NOT receive comments or input, then he's just being naive. 30 comments later, we are still at it ;-)
@BenWP - I agree with your theory that Amazon can't replace the local pharmacy, especially with seniors, who are less apt to use the internet and purchase products, nevermind prescriptions. Also, I am of the mind that seniors enjoy visiting the loca…
It seems like I'm always watching Bloomberg during the evening or late night, so I'm always getting updates on the Asian markets lol. I'll have to check out Bloomberg TV more often during the day.
If that's indicative of his show, it's hard to believe that it stays on the air at CNBC. I do watch the channel at various times throughout the day and find some content informative. Cramer seems out of place with the rest of the programming.
GILDX has a slightly better yield and better 1-year record. VMMXX is less volatile and better YTD. I opt for the yield and slightly greater standard deviation. Just my preference. IMHO, VMMXX is pretty close in performance to MINT, which I own alrea…
Since we are throwing out bond funds, I would suggest taking a look at ISIAX for a strategic income/kicker bond fund. Thus far, low SD, high SR, half decent yield and holding up fairly well this year.
http://www.morningstar.com/funds/XNAS/ISIAX/qu…
