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.
Is there anyone else here who has a valid reason, as with myself; for not watching the "show" tonight?
Oh, my reason.........well, okay..........I'm watching the movie, "The Hunger Games" again to determine how the format of the story line to deter…
@hank noted:
"I shudder at the thought of the inmates selecting the staff who supervise the asylum."
I'm quite sure in some places in this country and perhaps on a national level; some folks would name this as "voting" for public officials.
Time…
Probably too early in the day for me, for this; but after digging through the "marketwatch" article linked above, I did find the original Bank of England presentation. I "guess" this is part of what the "marketwatch" story is about, eh?
IMO, if the…
Seems intuitive but it's often overlooked when making investment decisions
@Mark. I should have attributed this statement to you. Also, that you consider preservation of capital to be a primary concern, so that the money may live for another day.
…
Hi @Junkster
Now, all here need to insert a huge smiley face at this point of my text..............relative to experts...............but, reading or hearing information is not the killer with investments nor other things in life.........but:
"A m…
Hi @Junkster and @Ted and @jstr
The link was not posted as a pure and expert driven presentation; but as a readable document that can provide other "food for thought" for those so inclined. As is normal, one's investment mileage will vary.
I did …
@vht
Oh, I don't dismiss what you have noted. Being invested in etf's or active managed broad-based funds does not allow me/us to be totally selective, eh?
Our direct/single company exposure in the health area is with DPLO (Diplomat Pharmacy) and …
@vht
Thank you; and yes, saw the ALKS melt, too, We don't have any health sector monies there. But, as you noted, ALKS is banging the sector in general.
Regards,
Catch
Hi @heezsafe
I find these numbers (M* performance link below) to be in line for 2015 and 1 year total return numbers.
Placement of this fund to other similar funds still finds performance to be very good, eh?
One could have and some have done much…
Hi @Dex
I don't follow the relationship of the OMG, Sky is Falling image you posted with what I wrote in the thread. Is this your opinion image about the markets in general or is it related to the wording of what I wrote?
Help me out here; so that …
Balanced funds travel many paths, eh?
One past outstanding fund is/was VILLX. However, apparently the equity area of this fund moved more and more into the sm/mid cap area over the past 18 months or so; and the this fund has taken a beating. The f…
Stones = Can't you hear me knock'in
For the below, at 2 minutes, 45 seconds; a most interesting rock/jazz, progressive rock instrumental run of about 5 minutes. This song stuck in my head years ago and it still remains with pleasure. The wonderful …
Mr. Fink has been a 100% equity fella from several years ago. Wonder if this is still the case or if he has re-balanced during the past 6 months or perhaps using options or inverse equity vehicles? :)
@willmatt72
Some may or will argue that the "tax status" of current investments will/can also affect what one sells to change the balance of a portfolio. With the exception of "Roth" type investments, most of us will eventually pay taxes of some fo…
Well, don't know about help arriving in the form of PPT. And perhaps this is already in place for the SP-500 mini futures contracts, but can not offer enough support.
Reportedly, the Japan central bank owns about 52% of the etf equity sector for t…
Are not these the same folks who just about had their financial arses kicked, but saved by the British taxpayers and still mostly owned by the British government? Doesn't mean they are not allowed to guess with the best of breed.....
Hi @hank
Ya, quite the screw job, eh? Need to note all of this to our two U.S. senators and to your U.S. congress person.
Past this.............Allegiant will take up the non-stops vacated by Southwest from Bishop to Florida; but not until April. …
The money folks need to get off their arses and move the money to the U.S. markets. Not surprising for Aussie-land relative to their exposure to natural resources.
Asia real-time tickers: http://finance.yahoo.com/stock-center/
@MJG
Your question to me: "By the way, what did you think about the technical parts my posts? I was trying to be helpful."
Technical suggestions and observations are not a problem or concern, in my opinion or for me. I tend to use a mix of fundame…
Hi @Junkster
Thank you for the link read.
The article stated: In general, investors tend to invest in companies that have headquarters near where the live, a trend Openfolio data has shown in the past.
Guess I'll just travel global and live wher…
@MJG
You noted: "DavidV is not a very experienced or confident investor, and the market’s shaky start this year has only operated to reinforce his qualms."
Really? Please explain how you are able to define this condition/circumstance with DavidV.
…
Hi @vkt and @Old_Joe
I witnessed and began to understand this transformation (management in particular) as I watched the "old management", most of whom were educated properly for their positions; but who had also moved "up" through the company and …
@Crash
Defensive, may be, may be not. Only 30 holdings, including some of that nasty energy stuff. Cash has outperformed for the past year or so.
What are the buy and sell points for XLU?
Performance for XLU is here.
Our house continues to attempt to invest in areas with a positive biased fluctuation; beyond this; the markets will continue to fluctuate, as we win a few and lose a few, eh?
Yes, this was written with a grin on my face.
Hi @TSP_Transfer
Thanks for the note about the end of the China CSI300 "circuit breaker". I read about this too, but had not posted yet.
Will be "interesting" at the least as to what takes place in the China Friday market opening.
Regards,
Catch
Hi @Ted.
I recall you were going to divest your equity holdings earlier in 2015.
Based upon your numbers, you have 20% in each of the above holdings for your total investment portfolio, eh?
Take care,
Catch
@Ted, thanks for this link.
Wondering why Bespoke would use only "price change" for YTD for this list. This method does not reflect the "total return" which for some of these sectors may be +2% more than shown for Bespoke's "price only". Surely not …
As noted above, the writer states: "In the investing world we can certainly set those goals, but we are powerless with regard to controlling the final outcomes. I have been investing for over 6 decades and I still do not find any consistent rhyme or…
@Ted. Thanks for the link. I will assume all of the charting is accurate; Mr. Rattner's comments are his own, of course, and one will have to bring/find their own conclusions as to the charts, indications, causes and effects, etc. into their own ove…
M*'s category list for foreign small/mid cap, not necessarily EM pure. Click the YTD column to sort returns through Dec. 29. More than a few active managers have done nicely for 2015 in this area. Always some of the right place/right time, eh?
