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 Derf,
Our portfolio mix is not parked in program or spreadsheet of any type. So, I am not able to provide any type of pure breakdown of what % of a given group provided which portion of the return YTD. The best I can provide is the following:
YT…
Little LuLu's family going forward.........she became the grandmother to actress LuLu, of the movie, "To Sir with Love". LuLu #1 also became the great-grandmother of Lady Ga-Ga; with an indirect offshoot of a family member forming the clothing compa…
scott and hank,
From my humorous side of life: and in salute to G. Orwell and 1984; I will suggest through the magic of "double speak" that this thread is merely an expression of thoughts that are "societal" in nature and not political. :):):)
Rep…
Howdy msf,
I noted about the AMT a few years back at FA; but I recall no thread action. I have reminded our elected folks in DC of this antiquated tax code; but I guess they are too busy with other work.
A note from another recent post here from…
Howdy scott,
Well, be careful out there, eh? Gonna try to find a bit more time in the next few days to study our holdings with a finer look.
Take care,
Catch
Hi hank,
Thank you. I see OREAX had a big move today. I have not had time to look around into other funds tonight for similar actions. Strange........
Take care,
Catch
Hi OJ,
Yes, I watch the daily prices on the unleaded gas contracts and attempt to plan accordingly. We drive pass the same station several days each week; so we are not traveling out of our way to purchase. I filled both vehicles last Thursday for …
Howdy Anonymous OD,
I must state that I appreciate the discussion. We may or may not agree on some points; but I am always open to learning, too.
Note: >>>>> = my reply
First of all if you read Rodriguez's speech, you would know …
Howdy Anonymous OD:
You note: "A debt to GDP analysis ignores the fact that while the liability side of America's balance sheet has grown enormous so have its assets. There is immense wealth in America--well over $60 trillion--part of which could …
Howdy Sven,
I noticed that you visited Kenster's recent post from R. Rodriguez/FPA. The first several pages of his write express my ongoing concerns, too.
I do not have the skills or time to dig into all of the data and provide concise thoughts; as…
Howdy DPN,
Accipiter noted about checking with Fidelity about investment options. You may have an investment center near you to speak directly with Fido. Although a phone call may answer many questions.
You also noted that you already have two fun…
Howdy hank,
The twitchy part is that the past two weeks are about flat for the overall portfolio. This is not to say that the markets are out of sorts with the runs in many equity sectors; but that our portfolio "feels" the changes. Also, that we w…
Howdy MaxBialystock,
Thank you for the pat on the back; we'll see how it plays out, eh?
As to the portfolio, yes; it is tipped towards bonds; but as noted in the post:
---Below is what M* x-ray has attempted to sort for our portfolio---
U.S.Stoc…
Hi DPN,
From your original post........"I can not contribute directly to a Roth"
Apparently I have missed something here. You noted that you have contributed the maximum to a traditional IRA and then converted to a Roth.
Why are you not able to …
Reply to @Maurice:
Visited Hong Kong for 10 days 40 years ago. It was quite the place then for very sophisticated shops. At the time, the Ginza district of Tokyo; where I visited for a month; was really upscale and to my understanding is still one …
Hi Ted,
Another fine reminder about this well run TR Price fund. We have had monies with Fidelity's Health Care fund in the past, but this is an area of which we have little exposure at this time. One may wonder, however; if any ramifications will …
Hey there northcountry,
Still awaiting a reply from their government about these we have in a cardboard box.......
http://www.google.com/imgres?hl=en&biw=1336&bih=626&gbv=2&tbm=isch&tbnid=FpGqtwEL9bxJkM:&imgrefurl=http://br…
Hi OJ,
I sure won't argue against your thoughts on this. Especially with Bloomberg business tv, through most of 2011; the crawl messages at the bottom of the screen were full of blurps from any number of folks related to the ECB, EU, IMF and other…
Scott and OJ,
Where is Wiki-Leaks when we really need it?
Most disappointing for me; is that I am apparently no longer on the email distribution list: DL-Insiders Global
Respectfully,
Mr. Sad
Hi MJG,
"Your analyses will guide us in our private portfolio decision making."
Insert my smile here _______.
Our house will feel pleased this year if our portfolio balance remains on the inflation adjusted positive side. As is normal, we all pi…
tgeno,
Yow. I'm glad to read of your new involvments; as these activities will benefit both you and your community. Also pleased to have you here, too; as MFO continues to be a most wonderful group of folks.
Take care of yourself,
Catch
Howdy msf,
Thank you for your continued efforts in presenting the facts and details related to the financial and investment areas. All here are much the wiser from your work.
Take care,
Catch
Hi fundalarm,
I was not aware of the requirement for mutual funds as to what may or may not be a required investment type to qualify as cash for the purpose of a prospectus.
I will presume this is a S.E.C. regulation.
Thank you and take care,
Catch
Hi Mike,
One should suspect that the cash is not cash; but perhaps TIPS or some other form of U.S. Treasury holdings.
You may consider an email to them in regards to what cash/equivalents really means.
Also of note, at least in respect to managem…
Howdy MJG,
Among most private citizens, a verbal agreement and a handshake are sufficient to close a deal. To enforce the articles of that deal is warranted by its value, a legal document is signed that guarantees its terms. It is almost always hon…
Howdy Pat,
We have maintained a simple "write it down" for expenses for years, and are also able to view the changes in costs. We use about 20 major categories. We miss a candy bar expense here and there, but do have a good overview of our budget c…
Howdy Pat,
Appreciate the notes and links. Have not visited Carpe Diem for some time; and used to run my writing there once in awhile.
As has been noted previous at FA; the assumption that part of the Fed actions was to "force" investors into ris…
Hi johnN,
"He says he has some insider information that once EU situation passes it will be a massive rally.
Your friend should become very wealthy within the next 5 years.....if the timing is right.
Regarding Mr. Buffett and Mr. Fink:
One may suppose, that if we individual investors could use derivatives and other fancy tools to "balance" our investments; we could really have "fun" with our portfolios, eh?
Late Morning Coffee,
Per the original story: Statement #1: "Since most investors buy bonds for income and plan to hold them to maturity, they don't have to worry as much about the market's volatility or increased correlation. They also can buy che…
Hi David,
Forgot to note from a few days ago, that "SmallCapNetwork.com" also had a pickup story related to your interview with WSJ.
Did you run the text you posted through a translation site?
Take care,
Catch
Hi OJ,
Have to hit the pillow; but will place this link from several days ago. Action not necessarily related to any military actions; but of interest to the situation and area.
http://www.businessweek.com/news/2012-01-24/china-hires-at-least-tw…
Thank you for the link, scott.
YUP, to the broad message as related to investing, period.
For those who do not understand and care not to learn; the article is also a note of caution as to those who may choose some of the very narrow focused etf's…
