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.
Implied Bogle model =
*The Vanguard portfolio is made up of the Total U.S. Stock Market Index Fund (40%), the Total International Stock Market Index Fund (20%) and the Total Bond Market Index Fund (40%). The total cost of this portfolio is a roundi…
Hi @VintageFreak
Agree..............our house has had accounts via Fidelity since the late 1970's with a brokerage feature (not the real person "broker").
We have more than enough places to travel for our investments via our self-operated brokerage.…
Hi @Old_Skeet Don't know about what your broker noted to you; as to whether any or all fees would have to be adjusted or anything else. I recall that was the claim by many of the large full service investment organizations.
One must suppose that i…
Hi @00BY
Not sure who you are asking about this fund. I will note that this may indeed be an institutional offering.
I find very little info available, except past performance (the past 5 years put this fund near the top of the list) for category. …
Hi @BobC
You noted: "OSTIX comes as close to buy-and-hold as any. Although it is not a high-yield fund, that is where M* puts it. It's downside protection is evident from its 2008 return vs the pure HY funds. I would not even want to own a pure HY f…
Perhaps the one key title line words = Immigration Ban Sends Shockwaves
Sadly, perhaps now; the investing side will become impacted. A line of trust may have already been passed across.
Howdy @DanHardy
K. I'm going to attempt to remove from brain memory whatever I should have not heard directly from the "horse's mouth(s)".
I was getting ready to leave anyway; so now may be as good a time as any.
Hi @DanHardy and et al.
You noted: "All I can suggest is don't believe all your hear in the news media. Trump isn't the wild man he is presented as by Hollywood/News media/Dems."
>>>Is one supposed to discard what is uttered or tweeted by…
Ha, eh?
Reminds one of Timmy "TurboTax" Geithner.............
These poor babies.
They surely are not dummies. Perhaps "ego" gets in the path of clear thinking.
http://www.politifact.com/truth-o-meter/article/2009/jan/16/your-guide-geithner-tax-co…
Okay, U.S. equity "value" was a place to be recently, and now the shine is on the "growth" area. These areas have numerous rotations over time frames.
Always nice to be in the right place at the right time, eh? The algos are always searching the "va…
Hi @DanHardy
My question is in the thread that you posted/started..."Investors race back to U.S. bond funds". May be difficult to view with the IPhone. I'm presuming you saw a message to you that a post had been added to your thread. You'll have a p…
Add:
LQD (corp. bonds) closed down today, Jan. 19 (Thursday) -.34%.
-1% for the last two trading days......very smelly, IMHO. Perhaps most equity sectors are going to catch fire after Jan. 20. Magic eight ball indicator will not function at this h…
The immediate below is yesterday, Jan. 18, Wednesday:
Day, Week, One month, Three month and YTD
LQD (Price) -0.66, -0.44, 1.93, -3.15, 0.28
Corporate bonds were one of the better performing bond sectors in the investment grade area for most of 2…
@hank
Perhaps you are recalling the LearnBonds web site.
http://learnbonds.com/
The handle of BondInvestor was at this board for several months, until about August of 2013. He, from my recall is the or a primary owner/writer of the site.
But, this…
Hi @Old_Joe
I agree...........through no fault of their own (the worker); a business closes, all are in the street, eh.
I witnessed much of this when the auto world of Michigan was crashing and burning during the last market melt.
EDIT ADD: Gosh, …
@Mark and @msf
This first 2014 link relates home owner insurance rates. Indicated pricing is of consequence relative to credit scores. Of note: I found this article and others stating the states of Mass., Hawaii, California and Maryland do not allo…
Hi @Mark
Thank you for your personal experience details.
I should have placed the CreditKarma link within my first post. This explains how their "free" to use business model expects to operate.
http://www.investopedia.com/articles/personal-finance…
@msf About right for my investing 8 ball. Thanks for the nice graphic.
@Crash I should have written more properly; but the drift ultimately is the challenge going forward with our investments, including healthcare related at this house.
@Maurice…
Hi @Tony
About Evergreen:
>>>Evergreen Investments was the investment management business of Wachovia. The brand was merged into Wells Fargo Advantage Funds and subsequently phased out following Wells Fargo's acquisition of Wachovia. The br…
Hey @Crash
This may spike those real estate investments a bit more. One may have been better off with movie theater chains and one of the 6 remaining studios...........going, going, gone.
'Course this is just one area.
http://www.chinabusinessrev…
Hi @msf
Yup, have held TEGBX (C shares); cause I/we wanted the fund holding at the time and the fund was only available via a company retirement offering. I don't recall all of the nuts and bolts of the share pricing at the time, but that the outrig…
http://www.barrons.com/articles/stockpickers-delight-1483767162
This worked at this pc..............free pass/trial thingy.
Your access happiness may vary................
No, I did not yet read this article.
Will currently remain 50/50, domestic …
OMG...........really???
Glassdoor ranks Wells Fargo Bank as a great place to work. Huh ???
http://www.bizjournals.com/triangle/news/2017/01/04/wells-fargo-named-to-awesome-places-to-work-list.html
Guess I'd better hurry a bit more and get my 'Elliott Wave Theory' studies in perspective.
I've not yet discovered whether the proper wave will arrive while I'm alive to take an investment action.
As the linked article is equity centric (99% are, …
Since the bottom of the mud after congressional testimony......from the slime pit bottom of muted outrage relative to WFC, stock pricing...........how about a +22% price rise. Nov.1 to date.
The current closing price ($55.11) was exceeded during on…
Well, I couldn't resist this near the end of this year and couldn't wait until April Fool's Day next year.
My triple smiley face award for "IRONIC" goes to Wells Fargo Bank. :) :) :)
Especially this statement: "How we protect against unauthorized…
@hank
Another note:
Although not purely scientific, as to the VWINX M* link for reference.......and with my knowing that this fund invests between 30-40% equity and 70-60% bonds and knowing of recent that bonds have had a face slap in pricing I hav…
@hank
Cool.
ALSO, at the performance page; just above the chart area, one will find "COMPARE". Enter a ticker here too to compare returns with whatever fund you're currently viewing. This will be placed into the "Trailing Total Returns" numbers sec…
If "he" is able, with party support, to impose tariffs; aside from whatever other ramifications would come into play.......if actual tariffs began......NOW, we're talking about inflation. The "dollar stores" would have to rename, yes???
Howdy @hank
This M* section works without fail. I've used this for years. The below link is set for VWINX............
1. at this linked page; scroll down just a little bit and you will see this page has been selected using the "performance" tab
…
Hi @Old_Joe
Well, I'm traveling way past the edge of this thread, but as related to the universe; perhaps the below will help someone with investment thinking.......one never knows from where an inspiration will arrive, eh?
Watched this BBC series…
@DanHardy
You noted: "And don't forget about artificial intelligence. That will affect IT jobs and many professional jobs such as accounting."
If you have not; read this short write linked in another thread.
Regards,
Catch
http://www.mutualfundob…
Hi @VintageFreak
I'll offer this link which is decently presented with facts and graphs (note: this article end data is October and the % data is much changed in 2 months).
I'm still inclined to "sense" that this time remains different and one will…
"And the beat goes on......" Damn, someone is saying at WellsFargoBank....do ya think time will be on our side and all of this will just go away?"
>>>I sure hope not !
http://www.bizjournals.com/sanfrancisco/news/2016/12/27/wells-fargo-ban…
