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.
Good Luck with this. If I recall, Trump suggests $1.5 trillion for infrastructure, with $200 billion from Federal "sources" and remainder from state, local sources, as well as "private".
State and local..........okay, and where is this money arrivi…
---Any of these transactions in taxable accounts?
---The transfer you noted to VTSAX has about 14% of its holdings in healthcare.
---The Amazon, JP Morgan, Buffet statement about building a viable self insured healthcare plan may have legs at some …
Hey, I received this one as a self-requested Christmas present. Geez, @Ted ; we're a little bit alike, eh?
"A Field Guide to Lies, Critical Thinking in the Information Age"
https://www.amazon.com/Field-Guide-Lies-Critical-Information/dp/15247025…
The chart example is/was as intended. One must pay attention to how data is expressed, used and shown. A constant problem today in many circles where one hears verbal and the question remains; show me the data.
Y'all will receive an award in the m…
I am not familiar with the writer of this article; but she may add value to your thoughts in the healthcare sector.
https://www.healthaffairs.org/do/10.1377/hblog20180126.137502/full/
Already pretty much full up here with health related. Will watch how things go this week with earnings and market reactions to add to either health or technology.
Likely will off load FRIFX today as real estate is still struggling. Although FRIFX d…
@Maurice et-al
Another similar and short write. Most of what is stated about growing investment wealth, with the suggestions being understood by most here; but we don't know how many young, new investors are lurking here to obtain knowledge.
I…
A.I.
The likes of QQQ, FTEC , as well as active managed mutual funds, etc. have inclusions of A.I. within their holdings and one wonders how much more will be added in the future.
There are very select areas for A.I. and more to come; although so…
Hi @Maurice
I know you have seen or review this list of category returns from M*. I shake my head looking at many of the YTD's knowing these could be for a full year, too. Amazing!
http://news.morningstar.com/fund-category-returns/
Take care,
Catch
Hi @Ted and @Mark
Baby remodeling here and there.............but, do'in the math for all of the soft lumber material in the house + new build cost which = "how much more can I sell the house for today and in the near future based upon the inflation …
Hi @hmgodwin
I was thinking the fund is OMOM , as the discussed fund was related to momentum.
https://www.oppenheimerfunds.com/advisors/fund/russell-1000-momentum-factor-etf/04843
Hi @Junkster
I'm burning the late night candle for this already long day; but I must note...........
........you've been shoulder deep in bondland for many a day, many more than I am able to know or ever count for our house, but I sure as heck have …
I've had BTAL in a tracking portfolio at Google Finance for a number of years and have yet to be impressed with the returns during time frames. The lone exception was during late 2015 through mid-2016. Our IG bonds offset any equity struggles at the…
Well, there are always lots of peddlers of "whatever" to get-rich-now schemes; and unless Ray Dalio has been and is one of the greatest flim-flam folks of all time, I do pay attention to his writings and words. He surely doesn't need more money (es…
@hank
Thank you for your observations.
@redwing
Yes, I do agree that there will be variations; even if very short to market moves. I still feel there is too much inexpensive investment monies from big and powerful investment houses using algos and h…
Hi @larryB
I am aware of the traditional Black Swan definition. I've linked an Investopedia write regarding this, and have pulled a portion of the write, just below.
As to an out-of-thin-air Black Swan event; I surely won't have advance warning thro…
Tax reform package and utility companies......I'd read through some of this article before thinking about a pure utility investment at this time. I recall that Michigan utilities had to submit their plans regarding rates and such going forward yeste…
Howdy @Crash
Have you a yield number from a bond fund which you consider to be high enough, to suit your needs, at this point in the bond(s) investment cycle?
PRSNX indicates a current 30 day yield of 3.5% and a trailing 12 month yield of 3.41%. The…
Perhaps the 46% YTD return (in the subject line) for 2018 through the end of July, 2018 is a bit of a stretch; but a +21% return for a lot of equity funds seemed a bit of a stretch in January of 2017, for that year, too.
Re-do: I don't find it dif…
Hi @Mark
Agree.
I read, last week, the initial article linked within the "Reformed Broker" link. These changes will possibly affect some funds and/or indexes. Regardless of the "new" category names, the tech. has been inside of many funds and inde…
Hi @Old_Joe
You noted:"Welcome to the third world. The ultimate irony is that Trump and his cohort will make a "shithole country" out of us too, before he's done."
What are the odds that a management team is working on an relative etf, soon coming t…
@Old_Skeet and @VintageFreak Below is a chart of the mentioned etfs set for the last 64 trading days. What would one do with this charting to define an action? If you choose to change the time frame, right click upon the 64 days box and choose a p…
Hi @hank
I added a few more bond types for the time period.
I will add too, that yes, as you noted; bond yields have continued to trend downward since the market melt; but this has caused the price to increase and offer capital appreciation. So, if…
PRPFX apparently has been "bothered" by more than gold pricing. Too many internal holdings to look closer, as I don't get paid very much for this type of work.
Chart looking back to November, 2004 for PRPFX and GLD.
http://stockcharts.com/freech…
AS this thread is income/bond related......
Rumor, playing the markets or real? I sure don't know.
One will likely read or hear more about this today.
China to slow, or stop buying U.S. Treasuries??? One will likely read or hear more about this …
I agree with @Junkster about that solid return number.
Here is a broad based search (below bold, skip the first top box dated July, 2017) related to the recent action of Bank of Japan and their bonds. Pick your story for info.
Are all the big cen…
Hi @hank and @Old_Joe
Not quite sure what to make of a comparative to the delusional statement from Trump of his "being a stable genius"; or my knowing the difference between the horse's head and arse, which may be equated to "cranial rectal invers…
@MikeM
--- I'm inclined towards your direction, too. Leaning more towards the large cap. stuff; and for some of the reasoning provided from @msf . I continue to "feel" that the big kids will attempt to "eat" the smaller kids. 'Course some of these g…
What I know, assume and information I am able to provide:
---First, this will be my last venture into an information area not directly related to investing..... "of thought you may like to know" such as this; as I don't have enough days left on thi…
Not much inflation fighting happening with STPZ; but if one can handle the big swings and have a feel for the markets; go play with the big dog/cousin LTPZ. Have played in this area before and escaped with a decent return, but one has to pay close a…
Hi @Old_Skeet
You noted: "Probally, small will lead large as we enter 2018 up towards spring. Then large will lead small through the summer and into fall. Come fall small will again become the leader."
And the reasoning behind this scenario?
Thanks,…
Hi @Mitchelg
You note a good point about flexibility with some investment houses. Several years ago I had a "finger problem" combined with a "too busy of a day syndrome" with a Fidelity purchase. I bought a Fido fund I had not intended to purchase. …
Hi @MikeM
You noted: " If I'm withdrawing money from an IRA, why do I care if KCMTX has a bigger distribution than PRWCX if their total return is the same?"
Put me on the list for "total return". I don't care how the return arrives. When the money…
Hi @Ted,
The critical measure(s) of a total portfolio related to performance is:
--- what is the percentage holding of a particular investment, relative to the total portfolio, which obviously gives or takes away a % from total portfolio performanc…
