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 @Old_Skeet
My first reaction to the desires of the investors noted in the article; is that they either need to get off their medications or to begin medications. :)
From where did they obtain these return expectations?
Yes, I understand that the…
So, an 8.9% return over inflation, eh? No mention of taxes on distributions or other withdrawals relative to the required annual real return %.
Wondering which Natixis choices will meet the requirements of the "investors" as noted in the article. …
Hi @Tony
You noted: " However, I did not find a definition of "buy range" or "buy zone," or what the graphs' blue line is."
Agree.
I did enlarge (bottom right corner, 4 diagonal arrows) the graphic and found the blue line is relative strength vs SP…
Good Morning,
IMO, @Maurice placed an informative link by Ms. Benz; relative to personal finance and how one may learn from the basics or improve upon what they already think they know.
Mentoring, yes? Is this not the thrust of this forum? So many …
Hmmmmmmm.....copied the link to friends with the printer friendly link,,,,,,,,,,,,,don't know why it placed different here this time.........................
Student?????......ya, right.
You remain full of yourself, right up to the top of the jar.
Or earlier at this fine forum..............
http://www.mutualfundobserver.com/discuss/discussion/35490/gasoline-prices-dropping-across-the-country#latest
And no help, so that I may learn the correct.......?
Well, here are a few links:
https://www.mediaite.com/tv/the-context-behind-nancy-pelosis-famous-we-have-to-pass-the-bill-quote/
https://www.google.com/search?q=nancy+pelosi+health+care+speech&…
Hi @Maurice
I've found, more often than not; that I am on vacation or otherwise and without electronic access when some events took place or were pending taking place that would have likely caused us to have some holdings rotated.
As to your FSICX…
Two factor authentication and why only a 90 day policy for credit fraud?
https://techcrunch.com/2017/09/17/the-learned-helplessness-of-equifax/?ncid=mobilenavtrend
@Crash
You noted: "Small-caps have been lagging, this year."
>>>One would have to define "which" small caps. The fund category returns at the below link indicates the happy areas of all cap sizes in U.S. equity. The current trend favors g…
Add: Two Equifax executives "retire" .....
Chief Security Officer studied music composition in university and no "security" background.
https://www.nbcnews.com/business/consumer/equifax-executives-step-down-scrutiny-intensifies-credit-bureaus-n801…
Hi @Ted
Hoping you and yours, including everyone you know with kindness; friends, family and whomever else, do not find their financial arses in a sling or impaired otherwise by any possible ramifications from the Equifax breach.
OR the other possib…
You noted: "Hoping its time in the woodshed is over."
Woodshed chart for FSPHX Jan., 2016 to date
http://stockcharts.com/freecharts/perf.php?FSPHX&n=427&O=011000
Someone needs to go to jail.................been thinking this for several years now for......
U.S. Senator and others in below link......now that other feet are also in the fire pit.
https://www.cnbc.com/2017/09/13/us-senator-on-equifax-hack-som…
Hi @LLJB
Here is a list of articles regarding the BOJ and their brief history of supporting their equity markets. I did not dig through the articles to discover whether the bank pays any fees for purchases; but $54MM/annual would likely be little to…
Hi @Maurice
Appears there is not any defined reason for bump in this sector. 'Course it is more than just banks, eh?
Maurice, I'm making no presumption about your use or familiarity with StockCharts; as there is way too much one may play with at t…
Hi @Maurice
Current member count here is about 2,700 registered, not that this, or length of time at this site really matters related to quality, participation or otherwise.
The following bold numbers below indicate the numerical join sequence nu…
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 …
