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
I read BobC's write as related to this thread title in particular; and that he noted "if you have accounts with EJ." I also related this to any similar circumstance with an advisor from or with whomever; as with "wealth advisor" from o…
Hi @bee
Dividends are always nice. Now for the smart arse side of my investing brain.
If I can hold and keep a 10% return within 6 months maximum, I will forgo the dividend or income side of an investment..........I will call this a fair trade. :…
@MJG
You noted: "The 80/20 rule is certainly functioning on this exchange. Twenty percent of the posts contribute to eighty percent of the value added."
I probably should ask about the above, but will not. Others will choose their own takeaway....…
@johnN
Which or what emerging market fund is down -20%?
OKAY, I see that you have changed the -20% to a -10%.....
Per M* the range is from +14.4% through about a -10%, with the average YTD of .24%.
M* EM link
These PTTRX redemptions in some cases have been large institutions, pension funding companies and similar dropping this fund from the line-up of choices. I am aware of one person noting PTTRX was replaced with BAGIX.
Me thinks too many "smart" folk…
Hi @Ted
I am attempting to imagine the Bespoke graphic in March or June or September 1 of 2008.
I still recall many of the "buy" reports from the "educated" writers, advisors and/or economists during these time periods I referenced.
One other note f…
Hi @Maurice
No. Just writing/thinking outloud how well EJ and other retail investment firms detail fees/charges for various types of investment holdings, whatever they may encompass.
An example from a conversation with a friend about a portion of a…
@Maurice
Thank you for your time with the EJ information.
Wondering if they offer an example sheet of what it costs to have investment "A" versus investment "B"?
Surely money flowing from somewhere to build those nice buildings for "clients" to visi…
When I have been asked about various investment products or vendors, I always attempt to get these "folks" to do their own work/research, too.
Too many friends/relatives I have talked with over the years are too lazy; in spite of the fact that they…
Morning @Ted
Thank you for this article. Many of these areas have been discussed over the years at FundAlarm and here; but there are summary items in this article that are of value for all investors.
Take care,
Catch
I have not yet read the article; but will note past any discussion about the who, what and where of any form of SS; is that these monies do rotate quite fast back into the economy.
I am sure there have been numerous studies, papers and discussions …
Hi @Charles and all expressing thoughts in this thread.....
Not picking on you in this thread; but this group of words you wrote,"caught" my eye.....
"But markets have simply not supported their hedges."
This style of wording are what I might exp…
I do believe "rate hike delay" has been stated here many times from the non-professionals, eh?.............for the past several years.
Sidenote: Canada's central bank dropped rates again this week. The cb's have their fingers crossed to attempt to …
Staying with the baby boomers group only.........I find that at least 5% of this group could have "investible monies" worth +$1 million. I would lean towards a higher number.
I can only reference this from the viewpoint of Michigan and the auto indu…
Hi @bee
Don't hold FAGIX right now; but probably should....., but it was traded in for the time being :)
Although rightfully classified as a high yield bond fund, this fund has always been one of the hybrid funds that doesn't fit into a complete c…
Morn'in @hank
You noted: "Buying and selling rarely pays. Maybe a lesson in there for others."
>>>Hell, this statement would take this house right out of the investment game, period.
Everyone's buy and hold and/or rebalance period has va…
Education at local school levels, for the most part, from geographic public school systems with which I am familar; have many serious problems.
The below link is for a program aired in 2012 regarding problems with China's education system. I found…
Don't know if the FRED graphic is inflation adjusted. Too late tonight for further study.
50 year avg inflation rate, various
3% avg. annual is close enough for government and my work. That would be just about a doubling every 20 years.
2015 C…
Morn'in @hank
You noted:
"Perhaps above caption/question is offered tongue-in-cheek. However, it's highly unlikely anyone sits down on the weekend and decides how to invest during the coming week. (And anyone so inclined would soon run amuck of mut…
Hi @Maurice
At this house, too. Four IRA accounts all wrapped inside their our brokerage account.
The whole thing is so seamless for functions for each account. Obviously, one may travel the monies here and there without a blink; some stocks, some e…
Hi @AndyJ
Have not checked; but just from the top of the head recall.
The 60 day rule "sale" holding period for some funds is not necessarily a Fido fee, if I recall properly. Fido, of course; does have rules like this for some of their own funds …
Hi @scott
'Course, I'm being a smart butt. Do I have to provide data for my prediction?
If I am only able to predict based upon my intuition, then anyone will just have to take my word for my feelings.
Hi @Accipiter
Thank you. While you were typing, I took some time to watch a setup video for Thunderbird. I also reviewed other info relative to Comcast for using other email programs and did come across a page about settings at Comcast support, to…
Hi @Accipiter
Our high speed internet connection is via Comcast. I have not been able to discover a name/vendor for their email program; like via a "help" button or such. Right clicking for properties is of no help either.
We use our email for al…
@davidrmoran
Thank you. Will check regarding the reversion method you noted for Windows.
I'm just not so willing as in prior years to keep messing around with a system to learn more new tweaks.
I'd much rather use the time for family and investing…
Hi @msf
Thank you for this info. We will need to purchase another laptop soon for our daughter's use in school, as the current unit is suffering a problem with the ribbon cable connections to the display screen. A teardown fix exists, and I would be…
@Crash
Didn't look through the FAQ page; but you noted you're trying to move to Windows 10 now.
Windows 10 is not yet released, correct? Not until after or on July 29, 2015.
Perhaps I don't understand what you are attempting to do with your pc.
Hi @scott
Just arrived home at 10:30pm to check stuff..........yikes
And yes, the China index still has a wonderful 1 year term return. 'Course, from my recall; the leaders of China still want about 7% annual growth. Don't know, perhaps they think…
Hi @hank
Oh, I recall very clearly the multi-100 point swings in U.S. equity markets in the fall/winter of 2007 and early 2008 when many of the "pros" were still yelling all is well in "investment land".
Yes, still have about 40% bonds with the vas…
@bee and @msf
I did note previous in this thread about being able to itemize deductions for federal (which may also positively affect state taxes, too); and that this ability may have value with deducting mortgage interest and/or that mortgage inte…
