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.
@msf and @Mark
Thank you for the sort out of what is real world. An old is it real or is it "Memorex"; as in audio recording tape comparison advertisement, eh?
The updated version being, "Man, that sure doesn't taste like a soy/plant based "burger" …
I was able to find this discussion regarding your question. Perhaps some of the links may help discover more answers.
A complex question that would involve at least several common scenarios based upon needs, and money sources at retirement.
Sorr…
Yup, @Old_Joe
I'm still pushing the Roth IRA accounts for minors, reminding family and friends.
Compounding tax free from teen years........never had that choice.
Hi @Ted
I tried a link I've used for a long time to look at the Lipper indexes at WSJ/Barron's and now find an unrelated page, too.
I copied this from the very bottom of the page:
We are in the process of updating our Market Data experience and…
@RandiVooDoo
Try your ticker with the below page.
Try this "old" fund category return link.
>>>Enter your ticker as usual at the quote box.
--- your fund page should open
--- you should still see a performance TAB
--- click the performa…
Howdy @davfor
Thank you for the link.
The below video link is for Bloomberg, The Open Program, Friday morning, July 26.
Lots of folks everywhere giving their thoughts about the markets; but I found this 45 minutes interesting; especially Jonathan G…
@hank
Now, if we can eliminate the a-holes driving at 70+ on I-75 looking at their phone screens and while their vehicle weaves about in the driving lanes. I would arrest them on the spot if I had that power.
@johnN
You need to view msf's (above) link for a clear data picture related to your pronouncements. Also, what does your comment have to do with Mr. Obama? Whomever was president at the time was figure head only. The actions/power lay elsewhere at t…
One supposes adjustments from some areas of society may effect some future SS numbers; although my suggestion is somewhat, way out there. These folks may or may not have been payers into the SS system for very long, but could have been receiving som…
Mark,
An add relative to the housing markets. There are numerous articles over the past several years regarding real estate, relative to buy and rent for the younger group. This write has a fair amount of data, that I will assume is accurate. As i…
Hi Mark,
You noted: "The money you received will buy you a house in your new location or you could just bank it and rent for a substantial number of years."
To the "buy" thought, at least for our house and ages; I would have to rent in a new locat…
Hi @rforno
Thanks, Rick; for your sharing of this decision.
Sad that these circumstances arise.
I recall the days of Yahoo investing forums and how that became pretty much a fight camp.
Take care,
Catch
@davidrmoran
Parts of the performance link page had begun to fail several months ago. Numerous etf's and some stock tickers could not be identified by M*.
Hoping at least this page function continues to function.
@Crash
There is no reason to not use the data at the "Mother Ship" (fund provider) for whatever one's holdings may be, yes? M* may have been an easy quick view for some data, but I login to Fidelity to have the full picture.
@davfor
>>>This M* area still functions as the "old version".
I've set this link to FBALX. One is still able to place a new ticker to review and the reloaded page remains at the performance page tab.
The risk/rating still works; which I re…
The article isn't too bad, as far as facts and figures. Perhaps it will cause a few readers who stumble across such a write to be more involved with their financial future.
So, before folks run to a "SIMULATOR" to determine the yet unknown they fi…
Hi Mark and @David_Snowball
No heavy lifting with this question, just a "top of your head" thought; as I'm not going to take time to research any of Rob Arnott offerings or managed for Pimco and such.
But, are there any of the RA related products …
@Mark
Yes, I forgot to mention that. You may drag the days bar from either end to shorten and also right click onto it for default ranges. Sometimes, like with this chart; I shorten the time period to 100 days or so, and then click and hold the day …
Hi @Mark
I've monitored, but not invested in MTUM; and the below chart starts with 2018, as this will let you view the moves during the short market whack in early Feb. as well as the big down on Dec. 24, 2018. I included DSEEX as a pseudo momentum …
Hi @hank
You noted: "looking at the situation I was trying to illustrate, at the end of 6 months the equity investor had a 20% gain in his pocket and the guy with the Treasury bond had a 1% gain"
>>> Uh, no on the 1% gain for 6 months (un…
Howdy @hank
NOTE: I didn't read the linked article, just my 2 cents worth.
Here is a one year chart for a decent intermediate term bond fund. The fund consists of investment grade corps and some government stuff. The fund moves long term in the u…
Thanks @davfor
Still lots of "things" continuing to change since the market melt.
The below quote is from the beginning intro voice line used from the tv series "The Naked City" (NYC location). For whatever reason, this phrase has stuck in mind for…
Hi @Edmond
Warning label: I have something relative to bronchitis, fever, meds, tired of sleeping, feel like crap, should be doing work outside.......meditating to some benefit.
However, @johnN edited/removed his additional comment to which you ref…
@johnN
Knowing you, friends and family are all likely federal tax payers; tis you, them and a few million more folks who are paying for the drone and other, eh?
And what the heck does your "in other news" have to do with this thread???
Start anot…
@davidrmoran @Mark
Mark, I recall you did a test transaction. Yes, the transaction fee would apply as noted by @msf; but one also knocks down the e.r. with DSEEX. Depending on the amount invested, the fee would be recovered fairly fast.
I also tr…
Hi @ hank
@Bobpa wouldn't have to move to Vanguard for the VWINX purchase.
I had an indirect account with Vanguard many years ago, but only for the purpose of having a 401k placed there by the company, and there was no brokerage feature.
But, all …
@johnN
Your words: " peak Before crash"
Absolute.
You may tell any family and friends who are invested in the markets that "Catch" says so, on this 20th of June, 2019. He/she/they should take action now to position their assets accordingly.
Th…
--- Inflation rate
A common measure of inflation in the U.S. is the Consumer Price Index (CPI). From 1925 through 2018 the CPI has a long-term average of 2.9% annually. Over the last 40 years highest CPI recorded was 13.5% in 1980. For 2018, the las…
