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.
From M* support
“Hope you are doing well.
I apologize for the wrong choice of words.
What I meant was that the issue you highlighted as effected all Morningstar users.
As informed this is been taken has a high priority case .
Best regards,”
I cleared out everything on Chrome Still doesn't work
M* at least responded to my support email but no resolution. Obviously they care little about their earliest most loyal customers
@catch22 your link shows none of the portfolio holdings using
Google Chrome is up to date
Version 87.0.4280.88 (Official Build) (64-bit)
Tried clearing cache No difference
Older view works
Nope the holdings are no longer listed. Changing browser doesn't help. Same on Chrome, Firefox or safari. Still list individual securities in "Stock intersection" on Portfolio Xray, but this is not the same thing. If you set up a dummy portfolio w…
I too want to thank you for all your hard work and interesting ideas. As a recent retiree I am concerned about the potential for significant losses early in retirement that will never be made up, having lived through 1974 and later bear markets. Ma…
I agree. Fuss does great interviews, always seems very smart but I have never made much money in any of his bond funds since the mid 1990s, and their volatility is the poster child for "stomach churning"
As the one of the few places not part of the market's current irrational exuberance, and where there is "blood in the streets" it is time to buy oil and nat gas.
Unless you believe ( incorrectly ) that no one will ever again fly in an airplane, d…
The other major difference with Berkshire is Warren invests the float from the insurance premiums, so he has already source of "free cash". Borrowing or leveraging with preferred shares is the only way an CEF or ETF could do this.
The only downside…
when you have described your strategy in the past, I don't remember you mentioning automatic "sell" criteria based on VIX. Do you follow it daily or weekly? What determines the % you sell?
Well that explains why VCOBX lost over 6.8% at the bottom and even 4% from first of March to the bottom, but can claim it's "maximal drawdown" is only 0.8% for the two months.
It seems somewhat disingenuous to limit the calculations to a month to m…
But if the statistic really is the biggest drop during any period of time it will not matter if you pick the last 12 months, the first six months of the year or the exact time the market crashed ( Stocks 2/19 to 3/20) Bonds (3/6 to 3/25)
I found this very useful, but the yields now on almost all the funds are much lower now. I also looked the drawdowns this year based on M* charts. VBISX dropped 1.9% in March, but MFO max DD is listed as only 0.1.
Does anyone know why? This was w…
@derf
This takes an hour and has no specific names, ( other than mutual fund these guys run GRHAX) but they compare the current values in energy to "death of Equities" BusinessWeek cover 1981, Gold etc..
https://thefelderreport.com/2020/10/07/lei…
@Hank I share your frustration. I am early in the "distribution phase" and take seriously the models that show major losses early in retirement are very hard to make up. I dont see much out there that has a margin of safety needed to avoid a 30% ha…
I think people should carefully look at all angles of TIPS. I owned them in the past when inflation spiked and still lost money. As best I can tell it is the relative difference between TIPS and interest rates that determines what happens to the pri…
No contrarians? by the time it hits the NYT or Marketwatch, I have never made any money.
I generally agree that this will go on a long time but I think there will be far better prices in the next few months. The market is priced for perfection an…
I agree that politics is an inevitable part of life, especially financial life and economics. People feel very strongly about what their money does and some feel very strongly how they make their money. Some do 9not.
However, the very fact that ciga…
I was enraptured with Atlas Shrugged for about 48 hours in college, until I saw what rugged individualism did to the poor.
Texas did not require Diphtheria vaccinations for school in 1970. Most of the poor Hispanics ( they were "Mexicans" then) cou…
Bought some LIT when TSLA took it down ( 7% of this ETF) I think EV and batteries have a long way to go. Although it is a single equity also bought Ballard Power
I am still very low on Equities until Covid settled. Am going to spend the weekend l…
Maybe David can sell adds here with all the heat, posts and new views MFO is generating!!
I wonder how much of this would go on if we Zoomed each other and talked in person.
Anybody wanta try it?
I dont really think threads like this accomplish much, as no one's mind will change much.
Having said that what amazes me is that the "Red States" continue to hide data, refuse to test and think the virus will disappear without killing too many peo…
I saw that and made me wonder if he is loosing his marbles. His comments about California tax policy and Nevada indicate that he seems very very conservative, if not even right wing
He did a great job especially at FPACX but clearly now is into ju…
The New York Times estimates 50000 college students are infected at least are diagnosed.
Many more asymptomatic cases
https://www.acpjournals.org/doi/10.7326/M20-3012
you should be able to read this without signing in or if you do it is free.
I …
I have owned TAIL as I am not comfortable buying puts etc myself. IT has done a reasonable job of dampening down the losses in my portfolio without dropping like a stone since April
The nice part is you know what you get. Many of these multi secto…
https://www.advisorperspectives.com/articles/2020/09/07/bob-rodriguez-we-are-in-a-rolling-depression
Worth reading, although you can argue Rodriguez's best days are behind him. Hard to think bonds will do much other than loose less than stocks but…
I too am sorry this board will not be the beneficiary of O_S sage advice, although I could never understand why he used so many funds and all A shares.
On the other hand, he did seem to start many of these inflammatory threads with less than reliab…
I agree it is a shadow of it's former self but the articles are far far better than the WSJ, and mostly free of politics.
Now that the "daily Shot" is independent of the WSJ, I am canceling my subscription. The editorials are more Trump than Trump
good example of fake news
follow the herman Cain link to the tweet and then there is a link to a site called the Western Journal that says
"A new report from the federal Centers for Disease Control and Prevention shows that in 94 percent of the …
I see the US market really "priced for perfection" and to stay up a lot of things have to go right.
I think only about a third of the SP stocks are up for the year and most of the gains are FAANMG. Consequently if anything happens to get people t…
If you can find it try Black Bottle. An old scotch aficionado who worked at a bar with over 100 different whiskys loved it. I think most of the blend comes from MacCallan. I found it here in Massachusetts for around $30
Total Wine has the best pr…
@johnN
Glad you have access to UPTODATE.COM I have relied on it for years for accurate, scientific based answers to almost all medical questions. It is expensive though, as Elsevier bought it and raised the price considerably. One of the advantag…
