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.
The apparent text section in question from the December 1 commentary is below and is opening of the paragraph just above "Briefly Noted", which is #17 in the content list.
I do agree with the two previous comments; that I also don't understand who t…
Howdy @InformalEconomist
Yes, I/we know that our "files" are fully and completely logged somewhere within the vast Federal government system.
Do I "like" that so much background data has been compiled and stored about me?..........no and yes.
If t…
@Crash
Today, if you owned business "x"; would you do a background check on someone you may hire to be a part of your business???
Or would a simple fill in blanks and take their word for their background provide enough trust within you to hire that …
Hi@Ted
Thank you for the story link. Those I see from time to time at this period of the year are folks I have seen, in some cases; for more than 30-40 years. Among these are a few who mention every 1 or 2 years that they want to discuss investing …
Hi @Old_Joe
In an associated/former life, I was a book seller on the internet. Many of these books were historical reference books. I used the below linked sites for "my" reference work.
I am not aware that any of the below sites require a sign up …
@hank
What is the dollar cut-off point when one doesn't have to pay a fee to have an IRA account at the Oppie folks?
Fidelity used to have a $12 fee for IRA accts if the assets were less than....hmmmm; I think......well, I can't recall now.........…
Hi @Old_Joe
Here is my totally scientific short study regarding your question:
--- Manager: Bryan C. Krug
Manager Tenure: since 3/19/2014
Funds Currently Managed
Artisan High Income Fund Advisor Shares (since 3/19/2014)
Artisan High Income Fund…
Sidenote: Related to the above.
Aetna and Humana shareholders voted Monday (Oct. 19) to approve the two companies’ merger, but like the Cigna-Anthem deal still must be approved by antitrust enforcers.
@clacy
Yes. Read about this earlier today and was about to post a story link, too.
Will have to review some healthcare holdings at this house.
"The plan" was that enough healthy folks would be in the gov't. plans to offset those less healthy and …
Howdy @Joe
You noted: "I provided the same information to a number of managers (my age, investment horizon, risk tolerance, goals, etc.) and the recommended allocations were all over the map. I concluded that I could guess about the future and the …
Hi @VintageFreak
I have not looked at the MFO ratings/Lipper charts; but at StockCharts (link below) indicates that WGRNX had a drawdown of -52.4% from a 2007 high of $14.47 on 11-1-2007 to its low of $6.89 on 3-6-2009. These numbers are + or - a f…
Hi @VintageFreak
Checking with StockCharts for total return and I find that from 10-9-2007 ($298/share, just shy of the high price for 2007) through 3-2-2009 ($177/share) indicates a drawdown of 40.6%.
Note: We don't own BRUFX.
Regards,
Catch
@Old_Joe
Including the bond side of life, I'm leaning more towards.....
3.14159265359
Now go have a piece of "pi". Free to veterans today.
Lastly, I'm still pondering negative swap rates in bondland; and wondering if a good butt kicking is ahead…
Howdy @heezsafe
Hmmmmm. Yes, to the aging brain thing. Do think about this at this house and have a plan.
Recalling a few discussions with a 90 year old several years ago regarding items that had been structured into a "living will" and a trust tha…
@Crash
Anything more sensitive to interest rate hikes is going to have the magic touch today.
Real estate is getting a whack, too. Financials (banks) will do well.
'Course, things will move along.
Have to watch next week.
Howdy @bee
I couldn't find a reference date for the linked article.
But, to note:
Since about March, 2013 to date the following applies.....(date range available to me using charting)
---March 2013, about USD$1.04 was required to purchase $1 A…
Howdy @heezsafe
Listening to sounds for investing................and happened to read your thought about the market place. while this was playing (below). Perhaps not totally relevant for all the words for investing, but.............
As crazy as t…
Howdy@chip
Is this money in a taxable account or a 529 college plan?
My 2 cents worth is to echo "districtwanderer's" comments about these funds.
If open choices are available within the conservative allocation area, I would opt for VWINX for thi…
@PopTart
This link is for all Fido funds by type....select, domestic equity., etc.
http://fundresearch.fidelity.com/mutual-funds/fidelity-funds-daily-pricing-yields?refpr=MFRes_016
Lastly, as you probably are aware; at the search/get a quote box…
Howdy @PopTart
Here is a list of Fidelity's choices. Fido names 7 select funds they consider to have a consumer tilt.
You may sort these, just above the columns, by YTD and such. Each fund ticker is clickable for a better look inside the fund and…
Its all relative one way or another, some of the time.
U.S. versus Germany
http://www.numbeo.com/cost-of-living/compare_countries_result.jsp?country1=United+States&country2=Germany
Ann Arbor, MI versus San Francisco
http://www.numbeo.com/cost…
Hi @bee
Knowing you keep an eye on "stuff" and have a bright and open mind regarding investments.................I will suspect that you, that not unlike myself; a "nano or micro" company that has issued public stock are likely all candidates for "v…
Hi @David_Snowball
David, do you sense a difference in how a college freshman approaches and/or deals with "media" and your related classes versus a freshman from about 10 years ago?
I ask this in reference more directly towards "their world(s) …
Don't forget the grocery store prices, and my wallet screams anytime we look at costs on a restaurant menu. There are times that I don't know how a young couple with two children can afford a meal out at a middle of the line restaurant.
In the end, are not the machines and big houses value investors, too???
If ya can take enough steam/trend/money from area(s) "x" at a decent profit and move into the beaten down areas, one has to suspect there may be money to be made.
Hmmmmm..... don't know what the advisers are doing with "other peoples money".
--- U.S. started and kept the QE money machine running from late 2008. So, U.S. was the best of the breed at that time.
--- Europe was in the restrictive mode as I rec…
@Old_Joe and that savings acct. Now if I remember properly, some of that will be earmarked towards the local public school music/band program where I live, as a gift donation. So, does he count that as savings, do I count it as savings as I may dire…
I will answer "yes", that any of this is possible (pension fund crash).
Not being an attorney, I am wide open for challenge. Although I sure won't go past this write about any of this.
Muni pension funds probably have some of the worst of all world…
@little5bee
I don't advocate buying a share of an etf. But, if one is considering a purchase of "x" $'s into their choice of investment, the $7.95 is a one time event. Obviously, purchasing in chunks would be a whole different consideration. Fidelit…
Hi @little5bee
You noted: "The main reason I don't like ETFs is that they require a sizable investment all at once"
Which etf requires a sizable investment beyond the price of the etf "share" at the time of purchase? In effect, one may purchase 1…
Hi @Old_Joe
To start the ball rolling for proper business functions; I would "drop" them an email and help them be aware that this "poor book keeping methodology", which reflects poorly on their credibility has been "noted" before several 1,000's of…
'Specially like this wording:
Funds would also be prohibited from acquiring any asset that couldn’t be sold within seven calendar days if it would mean that such assets would account for more than 15% of their net assets.
Funds would be required t…
Don't know that election years really play a big role in healthcare sector investments.
Although I don't recall all that I did in my early years; a few reflections that come to my mind regarding pre- and election years relative to healthcare and an…
Ted's post has the info you need.....
http://www.mutualfundobserver.com/discuss/discussion/23855/wealthtrack-preview-guest-kathleen-gaffney-manager-eaton-vance-bond-fund
