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.
For what it is worth, the Canadian 3 month/10 year has inverted.
Also, that a bond rally has been in place for some time now. I presume the linked Putnam write is an article to their customer base presenting their viewpoints. IMHO, one should not t…
Hi @Rbrt
I'm not a math whiz; but I need help with discovery of that 25% number, too.
Can't email the author, as is the case now for most of these folks. She has a twitter account that I viewed, but nothing related to her write.
The quiz should ha…
@fundly
The majority of my/our knowledge of Canadian culture in real time arrived, in the early 1990's with our ready access to CBC by geographical location. Initially this was via a 40' tv tower with a very high quality antenna pointed toward Winds…
Part of this CEF distribution in 2017 was return of one's own capital invested.
Being curious....., the below 3 healthcare related were chosen, for about 5.5 years of compare.
GRX FSPHX FHLC FSMEX compare chart starting Oct. 2013
GRX has perfo…
@johnN
Please start a new post; as this thread is already too much off track.
Thank you.
I personally don't follow what you are asking about with your below statement.
different ?: how much should we cash out from IRA/401K/pensions plans month…
@Derf
I don't know why Vanguard would have a problem allowing more than 1 beneficiary. We've set primary and secondary beneficiaries "on-line" through our accounts. I've seen primary, secondary and/or co-beneficiary listed as choices at various acco…
@hank
I usually check links, but didn't tonight. An extra add remained in the link box that opens here, at MFO. Usually the header is overwritten, this time the header remained.
The link header being, http:// This messed the link coding.
Hank,…
@hank @Old_Joe
As this thread officially has fallen off of the track......
Perhaps, in the end; the "report" will lay somewhere between:
Catch-22
and the Pentagon Papers
@JoJo @hank
Thank you for you input. My recommendation was the same; to …
Thanks @Old_Joe
I miss the Selectric with the correcting feature.
Truth be known, and really going off course for this thread, is that I took typing class in 10th grade to meet more ladies. Way before the Selectric was in public classrooms in my ar…
@hank
Thanks for digging this phrase from the write.
The below in bold is an excellent phrase that fits into so many locations throughout one's experiences in life's journey.
“fact-based intellectually coherent arguments that are based on evide…
@jerry et al I don't disagree about a time frame chosen by Fidelity. They know better than any of us about the internals.
A couple of notes for the curious.
FSMEX and fund assets for the past few years.
2016 remained mostly around for the year…
Hi @Mark
I don't know whether you viewed the chart I posted a few threads back; but the IHI (I-shares etf) has a very close return % over most time frames compared to FSMEX. The expense ratio is almost half of FSMEX. Recalling you may have a Fido br…
Hi @mcmarasco
Thank you for this info.
No notification here; and there remains no news publication for the fund close.
Of all places, I found a small blip (this morning) indicating the fund is closed within the composition fab for this fund. Other…
Ok, not trying to play tricks with time frames....so, the following applies with this chart:
2015 and some of 2016 were quite sideways for much of the health sector. I chose this time frame (to date) to help show when these sectors started to move …
@Crash
I see that info at the bottom, but the heading is account balance and fees. I don't believe this is expressing the minimum CD purchase. I may be incorrect.
This is why I asked Derf about his purchase, to get the info directly from a customer…
Hi @Old_Joe
Thank you. I'm perplexed why WSJ would use an internal Fidelity fund for such a list.
Their notation of this fund surely is of no benefit for the overwhelming majority of their subscriber base, eh? A bit like giving the "bird" to those …
Interesting article, I presume. I don't have access using Incognito, MasterBlaster and other tricks I may use to read this WSJ write.
I will presume that the writer made it known that this fund is for internal use at Fidelity and not directly avail…
@Graust
Thank you for the M* chart procedure to display proper results when mixing OEF/ETF or CEF compares.
I don't use M* for charting, but nice to know their methods; and will benefit others here.
Regards,
Catch
@BenWP @Old_Joe
Ben, OJ was very involved with writing a user guide and sorting out bugs with testing and related during the birth of MFO.
A site search indicates the word, paramecium; had previously never been used at this site in text discussi…
@BenWP @davidrmoran
I noted, too; that the M* chart indicates price and NAV.
The M* function for "performance" is reported to include all distributions, as is the the case with Stockcharts. I did not attempt a performance compare at M*.
David m…
Hi @BenWP
Being curious about these noted investments, I've placed a chart next. I also added a SP1500 reference. The time frame of the chart is limited by inception dates, I presume. Also, Stockcharts reportedly includes all distributions.
Char…
@msf You mentioned the muni's portion of your fund example. Is this composition listing at Fidelity valid relative to the other sites info you've viewed?
Fidelity composition view of DODIX
Thank you,
Catch
I offer no opinion about the fund or the reported majority of its holdings, but this is what is discovered about the reported debt form.
Residential Subprime Mezzanine debt
Hi @hank
Yes, for the most part; I was being a smart arse. I grow tired of the site(s) pronouncements that arrive here. Too many posts have no input from the poster as to why such a site link may be of some consequence. Tis fairly simple to have at …
Hmmmmmmmmmmmmmm.........
From the article: "Investors are prone to two opposing but equally debilitating fears: the fear of missing out when times are good, and the fear of loss when markets are volatile. These two fears have a zero-sum relationshi…
ADD, relative to market melt: both funds chosen for the chart had their high price near May, 2008 and both found their lows near Nov. 2008, with the Franklin fund dropping about -45% and Fidelity about -57% in this time frame.
During the fall, 2018 …
Hi @Old_Joe
This is Morningstar's convertibles funds list.
Numerous duplicates among fund families due to the "R" type for dedicated retirement accounts and some institutional that may not be available to us regular folks.
You can sort the return l…
Hi @msf
What they are quoting above is from Ted's original link, about the fourth paragraph down; and not from your link.
This is the statement: "Of course, that changes once RMDs become mandatory. By age 71, 60% of retirees were taking withdrawal…
E.U. banks, deposit guarantee scheme
If E.U. bank fails created massive financial problems with personal monies accounts; one may be assured that the E.C.B. would print whatever it takes.....
Hi @PopTart and @Old_Joe
The below chart..... Treasury(s) is for 30, 10 and 5 year; as well as the 3 month. It looks a little busy if viewed on anything smaller than an Ipad size screen. The critical color is the mauve, which is the 3 month yield. …
Hi @BobC
I/we don't have to travel any of I-75 in the southeast area; but I know the second phase of major rework has already started in the "Troy" area in Oakland county, but this isn't in your travel path.
When traveling south and headed through …
