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.
Hi Hank,
The link didn't open, nor did related search links for the newshour story.
However, this same titled link from Mar., 2007 may be valid. The first line statement in this link speculates that a "theoretical economist" is finished with comp…
Reply to @willmatt72:
Do you have access to this fund without the 4.75% front load? I have no concern with the manager ability, but with the front load.
Multi sector bond funds list
Ms. Gaffney's performance at this fund has been stellar, to da…
Charles, you noted: " All eyes once again on congressional folly, seems like."
If ever there was a case for those who study about or believe in aliens (being human types not from earth), one could suspect the mother colony of such beings mostly mov…
Reply to @hank:
In 1987, a little bit less than $3,000 for a NEC with 750K? of ram memory, a 20 meg hard drive, 14" monitor, printer, software and a few other pieces. I drove to the metro Detroit area to "find" this amazing device. The software use…
Reply to @Ted:
Ted, I suspect we will agree, as to Pharma/Biotech; that at least for me, I can not begrudge some of their profits, as these companies seldom know ahead what the outcomes will be from the millions spent on R & D in the hopes a giv…
Reply to @MaxBialystock:
Max.........I removed the spider comment. :)
The rest to the fact that where the money paths may lay; is where power and related will flow, regardless of ethics, etc.
This may be a concern for some, especially when involv…
Max,
Past the fact that the homo sapien is supposedly more evolved than other creatures upon this planet; the species is not very far removed from the survival of the most fit, regardless; as is common in other forms of creatures.
Oh well, as the …
Hi Max,
Check the pharma link below in the reply to OJ.
One must always determine who is the "screwee and screwor", eh?
Yes, we live in a very smelly world of money.
While not in the same aspect as you noted about investing in "health"; over the …
Hi OJ,
You noted: The Emergency Medical Treatment and Active Labor Act (EMTALA) was signed into law by Ronald Reagan. It mandated that “Hospitals provide care to anyone needing emergency healthcare treatment regardless of citizenship, legal status …
schiz·o·phre·ni·a
/ˌskitsəˈfrēnēə,-ˈfrenēə/
noun: schizophrenia
a long-term mental disorder of a type involving a breakdown in the relation between thought, emotion, and behavior, leading to faulty perception, inappropriate actions and feeling…
Reply to @Mindy:
Thanks for your time. Surely the links will be of value for others unfamiliar with the subject matter.
I presumed Ted, with what he wrote, had some exceptional or particular facts at hand that he was going to write about here, at …
Morn'in Ted,
You're wide awake and ready to go, eh?
Okay, help all of us here at MFO know about the FOMC. This is an educational site.
Thank you for your time and effort with this assignment.
I'll check back here later.
Away to work, I must go…
The rise in interest rates over the summer was a "surprise" for many on the FOMC.
If Mr. Bullard and/or others at FOMC were surprised with interest rate changes; one should be concerned about what other aspects of their policies they don't understa…
Kinda a strange write about 529's. The below almost implies that one may invest in a single stock; although one has to presume the writer intended to convey that such a company as described could be inside an EM fund.
The article writer states: "A…
bond sectors pricing list
We use this for pricing a large variety of bond types. Note: click "percent" to sort the list returns. Also sort by "volume"; as some of these issues trade very thinly and not every day. Volume selecting will give a better…
HowdyTed,
See, you should present your full portfolio, especially for the younger investors here at MFO. Perhaps a monthly notation, so they will learn and benefit for your investing experience.
Your're ahead of our house; but we're only 40% equit…
Hi rono,
Yuppers...........a financial physcopath, tis he. An insiders, insider; among the others of the global financial world.
Take care over your way.
Catch
Morn'in Ted,
Appeared as you were going to fill the void..... Here
Heck, you should post a weekly. I suspect your portfolio is at least at +15% YTD. That's worth a notation, eh?
Here’s what President Barack Obama‘s statement on Lawrence Summers‘s decision to withdraw his name from consideration to be the next chairman of the Federal Reserve would have looked like after 40 milligrams of Sodium thiopental:
And the truth link…
Hi Heather,
A thoughtful write(s).
A view I offer is from my personal technical (electronic/mechanical background); not as in "technical analysis" related to investing.
I hold a 6" long hex-headed threaded bolt in one hand and the appropriate hex…
7-10 year treasury price
This is daily pricing, which looks a bit more hectic; versus weekly pricing. You may change to weekly price charting with changing the dropdown near the top and left of the chart, just to the right of the ticker IEF. Then …
Morn'in hank,
The "shelf-life" of the busier threads appears to be constant at about 7 days.
The recent "Selling PAUDX today" had a large run of 51 comments and more than 1,000 views. This thread was bumped forward several times after resting fo…
Hi msf,
Thank you again for "being on top of things" to help us sort out the facts.
As you would have read in this thread, a portion of this discussion found the words for "drawdown", meaning investment portfolio downside loss limits and RMD beco…
Morning Again Ted,
Any of the 12 notes Mr. Merriman presents will offer something to the reader.
In particular, in my opinion: points number 1, 5 and 12.
---number 1, the predictions from experts and/or charlatans. In our (you and I, and many ot…
Morning Ted,
Some here will be able to obtain insights related to investing and themsevles, from Mr. Merriman's points; that may help them going forward. This is the nature of MFO, education.
Take care,
Catch
Hi Bill,
So many areas/sectors were connected with large losses during the 08-09, it is difficult to assess going forward if anything would be different from a similar event. Many index funds would not do well, I suspect. And yes, recovery could be…
Hi Junkster,
You may be out into the forest already; but reply I will.
Their portfolio (which will be all IRA's) is about $800K.
I agree, that there is a point in time when one has to set aside some of what you noted as "fret" about the portfoli…
Hi Old_Joe,
You are correct as to how any major event that affects a portfolio has many variables to the well being of the investor(s). These folks in this thread could lose a large percent of the portfolio ($800K) and likely never have to move to f…
Hi davidrmoran,
Thank you for noting the I-shares. They will be reviewing various fund types; although their exposure/knowledge is more to active managed funds.
Take care,
Catch
HI hank,
I agree, regarding a 50/50 mix or otherwise will float around over time. Moderate and balanced funds have some large gaps among styles and sectors. We can only get "close" to some mix that satisfies an acceptable range of mix, eh?
I find no…
Hi MJG,
Thank you for your time and effort with this thread subject.
The couple has previously been made aware of the LazyPortfolio and Merriman portfolios; of which, I recommend to all, for study and consideration.
OJ also noted about the abiliti…
Hi BobC,
I apologize for providing an improper response to your question.
You noted: " The target 5% drawdon maximum is one of the two or three most important points. Think about this now...they want to lose a maximum of 5% in any calendar year (…
ADDENDUM
I've been out of town. I will place replies, but will also add this information.
---The retiring couple has indicated that their traditional/Roth IRA's and the rollover 401k monies will total about $800K.
---Another part of their plan is…
Hi MikeM,
I agree. But still looking for some observations/comments for such a portfolio; and I don't know a better starting place, than here at MFO. Yes, the whole mix of retirement planning is more than an investment portfolio. This is not an att…
As previously noted, oligarchy remains the name of the game. The insiders will maintain, regardless.
oligarchy
1. government by a small group of people
2. a state or organization so governed
3. a small body of individuals ruling suc…
