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.
Hi @Maurice
Financials have had some thumps to the downside recently, eh? Could be a plain "oversold" and/or some folks think that yields on bonds are going higher and will stay; which eventually may allow banks to earn a bigger spread and profits.
…
For those not aware; here is a Ray Dalio, 30 minute video of "How the Economic Machine Works"; that I posted several years ago. (You may have to click upon the play icon twice)
You may learn as much as a 4 year econ student, in just 30 minutes.
R…
@Anna made this point, which is apparently this case; based upon other reporting I have seen:
Additionally, they have an agreement that must be signed that waives your right to be part of a class action and has also been reported to say that they …
K.
So, is my math "close" with this?
--- Example:
Our portfolio consists of healthcare related only equity ( FSPHX and PRHSX )to the tune of 35% of the total portfolio value.
If we report a YTD of +24%, this would only reflect the two equity hol…
@hank
A "just for the heck of it" look at HSGFX and FCNTX, starting with July of 2000 (as far backwards as the charting would provide). 'Course this start date is only a few months after the bit internet bubble popped in March of 2000; so a chart of…
Hi @Derf
Pretty much the big green "UP" with everything today, eh?
Been away from the homestead all day; but aware of up everywhere today.
"China" direct is about the only area I find a bit down.
'Course, I do tend to pay more attention when the g…
Morn'in @hank
Keep in mind the Fidelity fund list contains some redundant data as the mix is active managed and index funds, too.
Of more particular value to some is the "sectors", Fidelity's "select" funds which allows a quick over view of managed…
Hi @Derf
This "daily" Fidelity list provides a decent overview of all sectors. The list is fairly long, but starts with domestic equity, through int'l., sectors and then to bonds and other. Fund category style/type is listed slightly to the right in…
Howdy @Derf
Not all of our funds have posted current for today, so I don't know yet.
As we have domestic and foreign equity, as well as bonds; some area may be in red any given day.
Have you an example?
Regards,
Catch
Hi @Maurice
Thank you for the reply.
The overall comments were of this type:
1. They didn't mind the mix of the political as relative to effect upon the markets. They think this is indeed valid. But, obviously as we know too; when the topic of a s…
@Maurice and @msf
When is the next governor election for the state??? 2018 ? :) :) :)
Reminds one of prosecutor cases a year or so before the next election cycle.
Hi @Puddnhead
You noted: "also, Smart Money says rates go up by year's end." Would that be short term or long term rates, or both?
Fido is an okay place. You should enjoy "your portfolio" pages. Quite a bit of stuff, of value, to look through.
U.S. corporate investment grade bond issuance is about $950 billion so far this year. The expectation is that this issue class will top $1 trillion for the 3rd year running; especially in light that Amazon is going to issue bonds for the Whole Foods…
@davidrmoran
You imply as to this: BRK/A versus SPY, all of 1999 through August 15, 2017
One may plug in whatever other ticker into this chart to compare.
Below period, total return =
BRK/A = +281%
SPY = +181%
http://stockcharts.com/freecharts/…
This write is DATED: March 24, 2016
Two large hedged etf's, HEDJ and DXJ were funky, along with other OEF's during the 18 month or so period noted by the author.
Chart of both of the above since the publish date of the article. They are not loud …
Hmmmmmmmm.....
TampaBay, a few hundred days ago had some nasty going on here and there was an exchange; and the thread was killed. But, the circumstance for the kill was righteous. I recall reading the whole mix. I doubt few here knew the thread ha…
Hi @Old_Joe
You noted: "A new poster took exception to it, and for reasons not made clear, it was therefore excised from the discussion board."
A post existed at the discussion board and was removed? I presume you read the post and then discovered i…
@Old_Joe and @PopTart
OJ, I'll be in his town on Friday. Do you suggest that I have a "chat" with him about respecting the "elders"? Nothing as drastic as "Godfather" stuff, though.
A nice overall of the market place and drivers than may keep the multi decade bond market bull in place.......among other factors.
And, yes again; this time is different.
Hi @Old_Skeet
An interesting observation regarding increasing rates.
One who think a company would want to reward a longer term customer, eh?
Very good points to consider.
How does a new insurer assess how to properly cover a house? Have you had …
Hi @FD1000
You noted: "and I have heard it for years already, even a broken clock is right."
Might you explain, "I have heard it for years already". Heard or understand what (?) regarding this thread subject and/or the links provided by @hank
Thank …
Hi @Old_Skeet
You noted: "but, let me ask a question. How much of the reflected outsized performance for the securities shown in the chart was the result of the FOMC's bond buying program? Generally, back then most bond yields fell as bond valutati…
Hi @expatsp
Currently, FCBFX . Chose for active managed during the potential updraft in yields over the past year or so. We use this particular fund as our accounts are with Fidelity.
@Old_Skeet
I don't know and can't predict whether large organizations and likely not individual investors would be selling "enough" bonds to meet margin calls. If equity markets are headed to the toilet, generally speaking; at least U.S. gov't. Tre…
A Michigan morn'in to you @hank
Thank you for taking the time to respond.
I had hoped that someone here would have discovered"statements" from congressional folks as to the "public foulness of Scaramucci's mouth"; and posted links here.
I'm neithe…
Listening to stories from my father's friends and family relatives (at least those who would talk about the war) helped add to my natural curious side when I was a young'in. My first WW II tv exposure to the visual side with narration and some descr…
So, ya'll (MFO'ers) hadn't provided any linkage...................other than the connector in the original post.
Don't know about the original copy/paste article; but how much of the money for such areas of the senior world come from "Medicaid" pay…
@Crash @Ted
RPGAX a fund of funds???
24% of holdings are other TRPrice funds, yes. But, the fund has 1,361 holdings indicated.
Hardly a fund of funds, IMO.
This is a young fund, but the 3 year return is at 5.2%, versus a category average of 2.3%.
T…
Hi again @bee
Opps, you did have the question; which fund?
I would vote VWINX, too. We have some money in this fund.
A chart compare of the 4 funds starting with Jan. 1999.
A few points:
---one may see the market melt area
---also reactions to th…
Hi @bee
A few quick observations, with a quick read of the article, as outside chores await.
---Writer didn't note whether the investments are all, any or partial IRA monies
---Writer didn't note any other income/living sources
---Writer didn't st…
Hi @Old_Skeet
First, we have not been front or back loaded fund investors, and have never used an advisor. I recall discussions with a friend back in the early 80's about an investment club he helped organize and they were going to use a local Mer…
