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 have used M* for years- back when they printed those flimsy paper fund reports- but like many others have been discouraged recently. The Portfolio Manger however remains one of the few (only?) place I know of that will break down your funds and s…
With valuations in everything so high, over 20% of the SP500 in 5 stocks, margin debt at record levels and volatility falling, I am sitting on the sidelines. Once the FED just "mentions" tapering, there will be a significant correction. I am not …
I echo all of the above congratulations and send much thanks for a job well done. Fund Alarm and MFO, thanks to yours and others efforts, have saved me a lot of money keeping me out of loosing funds, and in winning ones, and made me a better investo…
The current "opinion" is that capital gains hikes, if passed, would be retroactive, would apply to people making $500,000 or more. Supposedly step up in basis will only apply to $1,000,000 transactions.
Doubt many folks here will be affected if …
"By assuming that the respiratory droplets are mixed uniformly through an indoor space, we derive a simple safety guideline for mitigating airborne transmission that would impose an upper bound on the product of the number of occupants and their ti…
You can argue that all the bad news is factored into India and Brazil BUT each is only down by 5 to 6% YTD and compared to loss 50% March 2020. If their covid rates are skyrocketing, the impact on local economy is hard to predict. Agree DCA would…
Another day another Glitch
Trying to combine to watch list portfolios at M*
It duplicated all of the positions, doubling my new worth!
And some of them have gibberish symbols STUSA05VHT
I wonder what they did in the back office that caused this…
@MR Ruffles
I am listed as being in "the Research Beta Group" which obviously does not include me in the Beta Portfolio Testing because there is nothing below the giant add on my pages
I agreed to be a beta tester, but all I see is an upgraded home page with the same information ( without the portraits of the band of renowns, thank goodness, who needs to see Benz face day after day after day?)
But the portfolio manger is the sam…
It seems to work for me now, including T Rowe price. But I wouldn't be surprised, as M* is a poor shadow of it's former self.
Their fund analysis used to be quite useful summarizing the funds changes. The new format is obviously computer generate…
https://www.barrons.com/articles/arks-cathie-wood-disrupted-investment-management-shes-not-done-yet-51614992508?mod=past_editions
I am not sure if this article on Wood is available without a Barron's account ( but if you dont have one you should, a…
That is not unexpected, as they were a great source of mutual fund advice when they first started, for a very reasonable fee. Several years ago they stopped publishing their NLFA newsletter and the only way you could get their advice was paying a …
I am sorry you are stuck in this situation. After IOFIX we found out that "fair value pricing" was fair until it was not. I posted several years ago about selling MXBIX at one NAV and receiving another when the cash arrived.
This seems like fraud…
I tried Tax Cut once several years ago. Very hard to use. Turbo Tax is pretty easy and fairly cheap. Every time I tried a CPA they made a huge mistake. Just sent in daughter's return to both feds and state Both accepted it so I assume all of the u…
this tread seems to be wandering off the title, but here is a good reason to question Grantham's advice. I love his pieces and read them regularly, but he has been wrong for a long time
https://www.advisorperspectives.com/articles/2021/02/15/the-c…
Taking reports of side effects now the vaccines have been given to over 40 million people is fraught with difficulty, as there is no longer a placebo group to compare to. Anyone who has a serious medical problem after the vaccine will likely be re…
Up TO DATE is probably the best single source for updated medical information available to health care professionals. It is not cheap ($350 a year) but it is peer reviewed and edited by top academic physicians, many of them from Hopkins, Harvard, Y…
I find it fascinating that a large segment of the population is desperate to get vaccinated, but there are people who apparently fear side effects, which have generally been minimal and well tolerated, especially in older people.
The delays in vacc…
I spent a lot of time a couple years ago looking at this issue. the funds that track various indices are pretty heavily in energy, especially oil. I decided that if I wanted to invest this heavily in oil, I could buy individual stocks or an energy …
I dont know if you can access this page from Bloomberg without a subscription but it addresses the equity duration issue less comprehensively in the context of bond duration as well
https://www.bloomberg.com/news/articles/2021-02-06/danger-lurks-in…
the main morningstar page dropped the "purchase" tab long ago, but this one still gives that information. You have to manually change the Fund symbol. Not clear how old purchase info is
http://financials.morningstar.com/fund/purchase-info.html?t=IT…
Wasn't it FD100 who said VXX over 30 get ready, over 35 start selling, over 40 RUN !!
What about on the downside?
I love Grantham's letters and long discussions of what the rational thing to do is. But the market is not rational. If it were all…
I have been a Baron's shareholder for years, although I never went to his shareholder events every year where some Mega star shows up. Having said that I got nervous when his kids started showing up as fund mangers, and left five or ten years ago.…
There is a big difference between ARKF ( which has no banks but is almost all internet "finances" ie things like Zillow) and a bank ETF like KBE ( big banks) or KRE (regionals). The latter might be more sensitive to Covid economic effects as lendi…
I had rather large positions in ARBIX and MERFX. I never lost much money but never made much either. Over last 15 years MERFX has paid out about 10% in income and the share price is up 25% Over a fifteen year period that's not much
There is no mag…
I also gave up on the boys at Tweedy several years ago. Their yearly reports are well worth reading but as they continue to under preform I decided that they were stuck in a rut
The beginning of the end started when they sold the firm to a manager,…
I dont mind staying diligent. I also have a "bling" index... When articles appear talking about your managers coin collection ( Michael Price mutual series I think) real estate private jet, or his pictures show him well tanned in the winter with …
This entertaining to say the least. Didn't Bruce also tank on Wash Mutual? As I remember he lost millions but refused to concede.
Joins a long list of mangers who start believing themselves to be omnificent and won't listen to reason or sensible …
Hope you are doing well!
I am glad to inform the our team has fixed the reported issue. Please check at your convenience and let us know.
We appreciate both your time and patience!!!
Warm Regards,
Sinith M
Product Consultant
Morningstar Global Pr…
