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.
@BaluBalu et al
Everything equity is being thrown to the trash bin; quality or not. Enough of this and the majority of equity becomes called "value" stocks. Still too much money waiting to buy, IMHO.
Watching.....
The "red" remark is relative…
Apologies @derf............your thread has drifted a bit.
@davidrmoran
I'm not able to access the NYT article. What is the Kudlow reference to/for SDS?
From a generational (age group) knowledge/view, my first thought when I see the letters, SDS, …
NOTE: perhaps I do not understand the meaning of your statement.
I would like to have the freedom to buy and sell in small bunches for profit without triggering additional IRA withdrawals
If one has a large enough positive total return(s) in an IR…
Crash, you've likely read here over the years the discussions about Fido, Schwab, TRP, Vanguard, etc.
I'm biased with Fido, as our investment accounts started with them in 1978. Fully our decision after investigation. We also have some experience w…
@hank
IG bonds today and IG bond futures at this time have assumed a more normal relationship to equity weakness. Some relief in the bond sell down is in place at this time (Jan. 20, 10:30 pm, EST).
Hi @Old_Joe
Heard part of a short blip today about ASML also having problems obtaining parts/product for their factory in Berlin, after the fire there, a few weeks ago. Overall, I believe they remain well positioned in this tech. area.
ASML articl…
@derf
Our default core cash is FDRXX (Fido Govt Cash Reserves). The nominal yield is .01%. Only a safety exit to preserve a larger lose.
Normally, I would travel to gov't. bonds etf's; but not much is normal right now in many bond areas being used …
Hi Puddnhead,
Ya want me to get naked in front of everyone with my portfolio, eh? :)
A few notes: At this time, all of our market holdings are either T-IRA or Roth accounts, so any position changes do not involve taxation considerations. We general…
Hi @hank
The below article is related to this thread, as some ARK funds travel the electronic gambling choices.
As you have mentioned electronic gambling a few times over the past several months, I had this article dropped into my email today; whic…
@BaluBalu
I viewed the "red" again, too; late last evening and thought that it may not persist overnight...but.
I'm placing the market links here again, versus keeping them only at the beginning of this post, for easier access.
The slow market mel…
Hi @Derf
You noted: "How many MFO's received the stimulus check & how many REALLY need it ?"
A valid point for many here.
Our local food banks were able to be more supported by us, due to the stimulus.
Changing NAV's.
I periodically view a watch list I have set, at Google Finance, and "see" the changing NAV's throughout a trading day.
Remain curious,
Catch
This article is a quick read. Supposing that they have a better mouse trap method/modeling to discover the "trend", perhaps there will be success of consequence. I attempt investment modeling in my brain, either from observation or technical data or…
Hi @carew388
I can think of several combos for the letters.....Madoff Fund, Market Advance/Decline Fund and a few that have "naughty" words that I won't write here. :)
But, I like the premise of the fund. Will the fund have the standard disclaimer n…
Hi @davfor
ALSO, when in the bar chart mode for comparison; one may right click anywhere on the chart and select the last item in the drop down menu....."Performance sort ON". With this, regardless of the order one has entered the "tickers" original…
I read David Rosenberg for a few years after the market melt of 2008 and agree with @yogibearbull, that Mr. Rosenberg, much of the time seemed to be on the edge of "don't invest in equity right now". Perhaps his investments were heavily damaged in …
Hi @bee
Wouldn't fly at this house.........too many restrictions.
IS S-mode Windows 10 already installed on a low end device you purchased? OR are you considering using this mode with a normal laptop that has a lot of ram and storage available?
K…
The portion of value for the below link, is the calculator link near the end of the discussion (from a prior MFO discussion).
Compounding of the growth over time, being the item of value.
Calculator link, MFO
Hi @davidrmoran et al
Being curious........
A chart of VONG v QQQ v FTEC v FSMEX starting at Oct. 2013 to date. The chart begin is limited to the inception date of FTEC.
Remain curious,
Catch
Hi Ron, Nice to read what you have written about the desires of this young man.
I've pushed Roth IRA's for minors and +18 year olds with our extended family and friends for years. Sadly, few takers for follow up information.
I'm biased towards Fi…
@hank
Thank you for the balancing pictorial. A "Zen" moment of the mind; but a tough balance to build in the real world. A bit like attempting to build a balanced portfolio, in an ever-changing dynamic investing world.
Remain curious,
Catch
@MikeM
Yes....don't have a clue, of course. Hopefully, not a 2018 December puke.
Dec. 1 thru the bottom on Xmas eve produced a -15.6% for SPY, with recovery even level price on Feb. 20, 2019.
Howdy @hank
Just fiddl'in here. I compared a few of the previously mentioned funds; being JHQAX , SPY (baseline), TMSRX and ABRZX.
Each chart is a 6 month before and after using SPY as the benchmark; at its low price during the period.
Chart 1 co…
BaluBalu
Being curious was the main adventure of my post. Having observed "alternative" funds over the years has not caused me to need/want to travel that path, as our mix has provided. The chart allows for an observation for whomever to reflect for…
BaluBalu
JHQAX
Per your initial post:
As an aside, its performance from inception (2014) until the beginning of Covid is about the same (more or less) as a good high yield fund but bond funds had falling rates as a tail wind - may be not a fair c…
Hi @Old_Joe
Thank you for the information. As for Mr. Palmer, well over my long exposure period to "humans" and encountering the various types from many cultures and countries; I still have problems understanding a "two face" as with his type.
Thi…
Hi Ron, I was hoping you would respond to this post; as you have full insight into the functions of your township government and the process involved with accepting the monies offered.
I believe the monies offered, in most cases; will benefit the co…
Just for the heck of it, the 3 funds.....versus SPY.
CHART for the 3 funds starting at Jan., 1999 to date. The inception dates were much earlier, but this is a chart limit for the site. One could always play with PV, Portfolio Visualizer for the ful…
Well............could be as much fun as electronic, online gambling in Michigan, eh?
However, without setting/guessing a number; I'll cheer for the continued upward U.S. equity path, as we sit at 69/31% ,equity/bond mix. Perhaps a bit too HOT a mi…
Hi @hank
I looked again at what I wrote, and the expression of my language is pretty crappy.
I was picking on the folks who seem to think they are able to see the future so far away. The big kids have had too many forecast misses for interest rates…
Comments and questions for Old_Skeet should be directed to him on the Big Bang Board. I believe his handle "Old_Skeet" is still in "timeout" on the MFO Board
HIS handle is one in the same. Both of HIS pseudonyms are one in the same person; and obvio…
