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.
Welcome @carminusa
You did not state whether you have access to broad range of moderate allocation funds; but if this is the case:
You may also consider VILLX, FBALX or FPURX .
Note that VILLX, for whatever reason had a nasty 2014; but appears t…
@dicksonL
Finding my username in your post.....not knowing your other holdings or whether your IRA(s) has access to a brokerage feature, to allow you to place your monies just about anywhere; I can only add to what msf noted with a few trinkets of t…
Hi @JohnChisum
I still do a lot of simple math as you explained. However, through the 8th grade; when the math teacher would have a challenge in our class, lists of numbers to add were written on the blackboard and two students at a time would have …
Hey @Old_Joe
Nope.............could be such a thing as how folks process layout patterns. Folks do see the same data in a visual field that is or is not as comfortable for input.
What if the data for the test was not pie chart, but bar graph?
I b…
Bank of Japan and target inflation not likely to happen.
This has been discussed here, wondering how the plain and simple QE could or would help the CPI rate in Japan; especially with adding a consumer tax after the last round of QE........a duh???…
@JohnChisum
Make that 2 folks here, who have not eaten there.
Perhaps a more radical circumstance; is that although I am a coffee drinker, I have not had anything from a Starbucks.
@rjb112
Based upon their currency forecast, still time for one to purchase their favorite Japan or Europe hedged etf, eh?
Well, we'll see how GS does with their forecast. I recall they and a few others who projected the the 10 year note would alr…
From the article:
"I’m not suggesting that every investor has to implement these specific constraints to guide their actions. But all investors do have to figure out which constraints to place on themselves based on their past history and personalit…
@Old_Joe
Yes, agree with your statement.
Mr. Westheimer seemed to be a person one could have a drink with at the local pub, have a pleasant chat and in the end; one would likely consider him to be gracious person.
Not at the ranch this weekend, eh?
@msf
Yes.........thank you. I excluded the wording regarding "if tax was withheld". This to me, makes this all the more strange. They want the 1099 paper copy if tax was withheld, but not if no tax was withheld. This circumstance, of course; being t…
@Charles
Don't fear with this, as profit taking will not exceed more than an 8%. This is enough of a move to satisfy the big money.
Although one must keep in mind, with this statement; the left side bar note from David on the pages of MFO:
We ca…
@Old_Joe and all
There are, of course; many things with the IRS desires (rules/regs) that lag technology and common sense.
If one files electronically (to the best of my knowledge) , is retired and receives a 1099-R; that this form is never sent…
Thanks @Ted
From the article:
"A recent survey found that a net 84% of global fund managers thought bonds were overvalued.
How far can this go? That is the dilemma. In the long run, such a yield looks crazy; in the short run, not so much. The Eu…
@MJG
You noted that you are moving monies from Fidelity to Vanguard to take some type of advantage with the Vanguard offerings, yes?
Will you please clarify the advantage of this switch?
Thank you.
Catch
@little5bee
It will be worth watching how it does today (April 17, Friday) and for the next week or so if the equity markets remain in a down trend and/or sideways at lower levels.
My 2 cents worth for these type of funds when the equity sectors ar…
@scott
Yes. I have spoken with way too many folks who bitch about this or that about pricing from a particular company. My reply has been that, if you think you're being overcharged for a service and the company is making a profit; invest in the co…
A quote from the article and hopefully the words are exact and correct; otherwise could be understood improperly:
"Bernanke told The Times that he was sensitive to the public's anxieties about the "revolving door" between Wall Street and Washingto…
Were not some of the "institutional" folks still prompting to buy equities from late 2007 until the "melt"?
I had a cluster of web sites saved until recently; that probably included some of these folks and surely had a long list of "market gurus" st…
Still a lot of uninformed folks who are paying loads for the benefit of having an advisor run the investments for them, eh?
I know of three married couples who are using full service advisors. I have asked and they don't know much about their inve…
Hi @scott
I have concerns about the far lefties and the righties; but I don't let this sway me from reading/listening. I need to know what these folks are thinking. No unlike the teens (high schoolers) in our area who I know. I pick their brains ar…
@Old-Joe
Hey, I'm taking a break. Been up and about since 5:30am. At my age, it is just about time for a nap, eh? Then get going again, until 10pm or so tonight.
'Course, I did choose to stop too; to find out how much our "prior hard earned money"…
Hi @heezsafe and @Old_Joe
I've written a blip and then, with brain wandering aimlessly; did not "hit" the post comment icon.
Text = "gone city"
But, I do check to review a post........which is when I discover my mistake.
Hi @Ted
This from my reply at your GMO link:
"Yup. One has to know what the intention and/or meaning of a particular investment is attempting to do.
Hell, healthcare will take a bang downward at some point in time, eh? One must pay attention to…
Hi @Ted
Thank you for this link.
The article noted:
"What should most investors do? GMO’s Catherine LeGraw warns that currency hedging can create new risks.
“Recently, as assets have been flowing into currency hedged equity exchanged traded fun…
@DavidMMP
So, this is a muni bond account managed by Fidelity's advisor group, yes?
This separate account; is it one of these on this page list?
What are trying to do with this investment (presumed taxable account) and why do you want to use a …
@Ted
Yes. And the distribution info is one of those columns at that page, and
the other normal goodies. Your linked page is better for viewing all distribution data.
Either way, we have the MFO'ers who are curious plugged in about price and distri…
Hi @Maurice
The hours of "research" is merely a baseline for the numbers.
'Course, if only 52 hours/year (1hr/week) were used for "research"; the hourly rate
of pay would be just amazing, eh? But, this wouldn't allow for enough time with MFO !!!
…
Hi @Old_Joe
One discovers that this article is from April 7, at 7:57am.
Does this indicate that the "money movers" have not read this or that they (some) don't agree or just don't care??? :)
Otherwise, I would have expected the equity markets to…
Reviewed this news late yesterday and attempted to make a connection with this real estate transaction to the recent downward move of real estate funds. I don't really find a reason, otherwise; with the exception of profit taking.
@MJG
I am not upset by your statements. I hope every investor finds their best combined methods to increase their knowledge.
I suppose your time with books may consume an equal amount of time as I may use , viewing a business program. We may obtai…
