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.
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…
msf,
Thank you for the taking the time to post this information; to help us attempt to sort everything.
Scott and AndyJ, thank you too, for the additional comments.
Regards,
Catch
David,
Sorry to tag this with another post; but I forgot to place it with the original write.
From the Feb. commentary:
"Junior brings what we wanted: the perspectives of a writer and reader who was financially literate but not obsessed with the…
Hey hank,
Speaking of boats and bonds.......well, Bond in particular. I know you recall in some of the James Bond movies that many times an escape "from the big explosion or whatever" at the end; was in place. This house hopes to avoid any severe …
Hi WallStreetRanter,
You noted,
" I sometimes like to take a step back and see things related more to the big picture investment landscape."
The ultimate challenge for this house, too; attempting to sort what is taking place into an overview, a…
Howdy WallStreetRanter,
Welcome to MFO. Are you one and the same with your name here and the blog of the same naming?
Informative charts, in particular; at the blog page linked.
Regards,
Catch
Reply to @scott:
I'll email Gov. Snyder of MI on Wednesday. His mantra is "shared sacrifice". I'm sure he would like a piece of the CA action upon which to test his economic theories.
Reply to @johnN:
MI now has a surplus and balanced budget. 'Course the downside is that monies were taken away from the schools, those who have little money now will find their taxes restructed and those in particular age groups will find their pen…
Hi claimui,
You noted:
I noticed that you don't always get responses to your weekly posts, so I just wanted to mention that I always read and greatly appreciate these updates, even if I do not always comment on them.
>>>>>Every o…
Hi scott,
The one major aspect which could still provide an equity boost may be a true and final settlement of how much of a hair cut the private holders of Greek debt are willing to settle upon. Hedge funds are involved with the private side, of …
DAK,
This Fidelity tool may also be of value. This link is set with FTBFX in the first fund box. This ticker may be overwritten with another ticker, so that one may fill this box with their fund choice; and compare with another 2-5 other funds. Ent…
Hi msf,
Yes. I revisited the "vit" naming to discover the annuity. Thank you for your efforts with this.
It remains a sad dispostion for this and other MM's; where we must presume a very large sum of monies are parked.
Of another note, at leas…
scott,
Nah, I wouldn't worry about it. I suspect that special tourist rate arrangements will come into place, especially for the German citizens. This should stimulate economies in these areas.
I don't really recall similar numbers during the heigh…
Hi hank,
Opps......Falcon's magic program picked up the capitalized word "index" for a link. That was part of the copy/paste for the MM fund. I have adjusted this in the original post. Apparently Nationwide is using the 3 month T-bill as a referenc…
Reply to @hank:
Just a quick reference I picked at random. This may not be representative or may be a bad choice; as it happens to be a MM inside of an insurance company mutual fund group. But, I am sure there is a pile of money parked in these ty…
Howdy msf,
I can't find the story right now. But recall from a few days ago that the MM's monies that had been parked in Europe (and was withdrawn throughout 2011) has found its way to Australia, Indonesia and other Asian countries. I don't know th…
Hi Max,
Per your post, it appears you are also attempting to compare the dividend, and/or are focused on the dividend.
Keep in mind that this is not neccessarily a compartive tool for these or other funds.
As the underlying values of the equity …
For the sake of another aspect regarding MM accounts within fund families; and which I did not find mentioned in the story, is that one may place an average expense ratio of .50%.
Obviously, the past few years will find MM monies going backwards i…
Hi bee,
Related to your original notes; you indicated a few return numbers from last year.
If my coffee chemicals infused brain recalls properly; China indexes in particular, are coming off of 3 year lows. I mention this only to the fact of comp…
Reply to @claimui:
I would post this as a new question; as it is buried too deep into this thread; which is generally not related to your question.
Regards,
Catch
Morn'in scott,
Good note about safe deposit boxes.
A few other notes; as I am familiar with this subject:
---the legal access per court order and related is correct
---the linked article in your note has one problem, in that it states customers …
I am inclined to prefer paying off debt. However, I know; although not a CPA; that features of company debt can be an advantage to some point when it comes time to do the taxes.
As to time periods; I look at everything from current and going back …
Howdy hank,
Yesterday's returns cause me to be a bit itchy about things; although we know money travels every whichway for reasons we can't know...........
Of our mish-mash of holdings; all were positive ranging from +.15% thru + 5.29%. Today appea…
Old_Joe,
Sometimes our past catches up with us.
Or if one gets entangled in a "catch22".........the past may never catch up; being in my case, probably a very most fortunate circumstance. Some catch22's may be alright !!!
Maurice,
This was indeed a data snag somewhere inside the magic box. The numbers update as soon as any change happens in the yield/pricing. Other data for yield/pricing changed as needed; but the 10 year remained stuck.
Take care,
Catch
Hi OJ,
NOTE: This is further addended, as others have placed similar replies since I began this.
This is not directed at you; but at the excellent points you placed, noted next.
Interesting to observe the irrationality of we humans. Leaving al…
fundalarm,
I agree, for the most part; regarding LTRO. Although this is really just moving money around from one pocket to another. If one could stamp real Euro's in paper form, not unlike passport stamps, it would be interesting to find how the mo…
As my/our time on this 3rd rock from the sun is very small compared to the big universal clock; and though more than 40 years ago is 2/3 of my present life span, the social changes of the period were profound.
Alas, parts and pieces of some things…
PopTart,
Hey, there A-squared fella. Hope all is well with mom, dad and the young one.
Click on the "flag" beside the reply button. Ask "chip" to remove the post.
Take care,
Catch
Gandalf,
Fidelity has tools for acct holders to use for some measurements similar to M*.
Based upon your statement, you have a subscription with M* to use the tools. If not, this link is for free use of full M* tools at TR Price. Set a username a…
Hi Gandalf,
Looks like a good starting point portfolio.
I forgot to place and mention this most useful link. It is internal to Fidelity, but you do not need to sign in or have an account. You will find the first ticker box set to FTBFX, but you …
Hi Gandalf,
Per the original list here, per the 401k portion:
Fund Name Symbol Subclass Distribution
FID CONTRAFUND K FCNKX LARGE CAP 10
SPTN 500 INDEX INST FXSIX LARGE CAP 10
SPTN TOT MKT IDX ADV FSTVX LARGE CAP 10
FID LOW PRICED STK K FLPKX MID…
Howdy PatShuff,
Your wrote: "(it's been in a 30 year bull cycle but interest rates can't go down from here and since prices move inversely to yield . . .)
I suspect all fixed-income investments have become a risky asset.
~~~~~~~~~~~~~~~~~~~~~~~~~…
