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 @Ted
Good One !!!
Naw, only a combo of genetic and life experiences.
You well know, this is a good forum to help control out of range BP levels and the nasty chemical levels with the blood stream that can aggravate and/or cause problems.
My "Theory of Economics" Master's Degree is from Wossamotta U, from the home campus at Frostbite Falls, MN.
Though not providing a full understanding or base for investing, this degree; in conjunction with my "School of Hard Knocks" self study degre…
@bee
Well, Phoenix during rush hours will be one heck of a test.
As a long time techie person (1967), I'm always curious/watch/participate about how tech. travels into our lives and the changes that take place.
Curious as to the future for one poin…
@davidrmoran
Agree. I have always pushed those I've know over the years to invest early (compounding) and continuous, and let the distributions be reinvested.
Okay, no charts, graphs or data support for this, but.....
Reported that the baby boomers (born 1946-1964) are retiring at a rate of 10,000/day (don't know if this counts weekends, too). Although also reported that only 1/3 saved enough for a decent…
Hi @Derf
This most recent chart (6 months) and the chart (Oct. 2013 to present) I posted a couple of posts above/back (Apr. 24) both show the far right %'s you ask about.
These percentage numbers reflect the "time period" selected for "total return…
Hi @Old_Joe
Living not far from the Canadian border and having visited the country several times over the years and having a "Master Gardeners" certificate from Michigan State University; I consider myself qualified to state that the trees I have ch…
@davidrmoran
You are correct, this is not a $10K chart like at M*. This is performance based charting.
@Derf, some of the below may answer your question. If not, let me know here.
The below link describes a bit about how stockcharts adjusts their …
20% tariff on Canadian soft timber.............
http://www.cnbc.com/2017/04/25/new-tariff-on-canadian-lumber-should-send-a-stern-trade-message-to-the-world-commerces-wilbur-ross-warns.html
@davidrmoran
Here is a similar chart link to the one I posted, but this is for a 124 day/6 month time frame starting at the end of October, 2013.
Under the graphic, you will find a "slider" with the number"124 days". Place and hold the pointer/curso…
@davidrmoran
This linked chart is CAPE and SPY and DSEEX back to October 2013.
Total returns for this period are:
CAPE = 61.9%
SPY = 44.7%
DSEEX = 70.4%
What else are you attempting to compare?
http://stockcharts.com/freecharts/perf.php?CAPE,…
Hi @Old_Skeet
As to my write, I was curious about various bond related returns during the May-Nov period over the past 9 years, which looked back to the major market melt period. In retrospect, I could have included 2007; as this was the beginning o…
Are we not "seeing" a reflection of circumstances and actions reflective of social conditions, thinking and reactions to the circumstances???
A societal unwind.
Hmmm.......the top section still shows Europe (FTSE first) when I click the link; the other data areas below are U.S. related.
Well, anyway.......
@Ted , you may always "flag" the post and note that it is redundant.
Hi @Junkster,
S&P 500:
Jan 1, 1984 166.40
Jan 1, 1983 144.30
Jan 1, 1982 117.30
Jan 1, 1981 133.00
Jan 1, 1980 110.90
I have not dug through old data, but recall the end of August in 1982 as the turn around and the beginning of the upward r…
The one month return for the listed bond sector is, with the bold indicating recent price appreciation:
LQD, investment grade corp. bonds (3/4 digit tickers no longer highlight here)
--- YTD = +2.3%, 1 month = +2.8%
Average active mutual fund in…
@johnN
You are on a mailing list associated with something from somewhere, eh? I will presume you may receive other offers, in the mail, too.
In the way back days (this example from 1981) when paper mailings and everything associated was an enve…
Morn'in @VintageFreak
From a post or two I linked over the years, from Nov. 2009, per Mr. Lloyd Blankfein.
http://www.businessinsider.com/lloyd-blankfein-says-he-is-doing-gods-work-2009-11
Chip, chip, chip.....
U.S. regulator removes top bank examiner from Wells Fargo
http://www.cnbc.com/2017/04/07/us-regulator-removes-top-examiner-for-wells-fargo-sources.html
Hi @msf
Well, poo; yes. I don't know why Stockchart didn't chart back to inception date.
Thank you for the notation regarding inception date, as I didn't check while at M*.
Now I do need to hit the hay.
I don't have any money with this horse and will not; but was curious. I checked with my favorite site for total return, and the graphic is at the below link.
I also checked performance at M*, with their closest return indicator at 5 years and the to…
Meaning that your link was for a different person. Yes, my written language descriptor wasn't well done. You linked article included: "pay $5.4 million to a former bank manager who was dismissed from his position". Tis why I stated: "Your linked sto…
Hi @Old_Joe
Your linked story is to a "him", and this link regards a lady manager who was terminated for reporting fraudulent account practices in 2011.
There will be those customers who may remain locked into this bank, as it may be their only fin…
Hi @BenWP
Thank you for the Kiplinger link. I see the "add to cart" for the various other documents; and the 16 add ons ($2.99 each), plus the base package cost is $67.79. Very inexpensive considering the possible turmoil during an emotional period …
Morn'in @msf
I did not write, but the Roth conversion crossed my mind, too; as a consideration for rotating monies, paying the conversion tax now and not adding more into taxable investments.
Thank you.
Catch
Morn'in @Old_Skeet
Knowing, from your previous writes, that you dig into details; I find that your method of reducing the current and eventual taxation of tax sheltered accounts to be the opposite of what our process would be/is at this house.
I wil…
I am boycotting posts that have greetings and/or other internal wording directed towards the connotation, "Guys". Among the females I have social contact with; ranging from kids to 91 years old, and in particular those in the teen years, I totally a…
Lincoln Financial/Insurance just about bought the farm along with its policyholders during the market melt. I recall that the Newton Savings and Loan that was purchased allowed this company to apply for TARP money 1 or 2 days before that window clos…
@hawkmountain
I've exhausted my linkages, to the best of my knowledge, as of today. :)
Here is an interesting notation from Fidelity, from the below linked article:
"If your child is not filing a tax form that covers his or her earned income, cons…
Hi @davidmoran
My bad............too long a day for my brain on Sunday.
I misread your " I sure would not file for either" as to I wouldn't "file(as in open)" a Roth for a minor.
I apologize.
Regards,
Catch
Background reminder for the APR-OCT 2011, -19.4% twitch. S&P for the first time, in April, 2011; indicated a possible AAA credit rating warning for the U.S.; and the Fed. budget event (see link below). Also, keep in mind that much of Europe and …
Hi @davidmoran
You noted: "All the boilerplate you cite is ass-covering, of course."
I'll take the "you" as to me.
The boilerplate I will presume is the legal cite from the vendors offering minor Roth IRA's. If so, yes; you are indeed correct. The …
@hawkmountain
You noted: "VUG which has some cool things in it a kid might recognize" YES!!!
Have had this same discussion with a "teen" (yes, we know they think they know everything they need know......just ask them, eh?) and printed the first 90…
Hi @hawkmountain
You noted that minor accounts have been opened, but have they been funded yet? I ask, as to avoid all of the theoretical tax "stuff"; to fund the accounts at $399. I note further down this page about record keeping to maintain wit…
@MJG
You noted:"It is not surprising that our educational years have increased thus leading to more college level degrees. More families can now afford this costly and time demanding expenditure."
>>>I might be low on coffee intake this mo…
