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 @bee
Thank you. A good point; and yes, charts are very helpful to me, too.
Hopefully, the snow will not be too much this coming season; although winter is already waving its cold finger towards us............16 degrees tonight, from the clear sk…
Just this info and nothing more, at this time; relative to the most recent market melt:
Scroll down the page (from Jan. 30, 2009) a tiny bit and click on the graphic to enlarge.
Market returns, including 2008
Now, if an investor rode the market…
@LLJB
You noted:
"But here's another question. I have a couple investments in start-up companies that happen to be healthcare related, medical devices. M*'s X-ray says I have 17.5% of my equity in healthcare, which I consider to be fairly overweight…
Hi @JohnChisum
You noted: "So anyone holding the SP500 index has a 12% exposure to healthcare already"
>>> I did some quick checks at Fido and found the following:
---Most large cap funds, including etfs and indexes are weighed about 14…
Hi @LLJB
You noted: "I have a question for you related to your points here and in another post about not investing less than 5% in "whatever" because it takes that to make any difference in your portfolio. I agree with you but I also realize it can…
@scott and @Charles
The numbers at Finviz at this time (6:30pm,EST) have rotated from the 11am notations. Are these (the previous 11am numbers) the leftover/closed positions from Friday? I fully expect a lot of movement with some of these areas, in…
Howdy @Old_Skeet
Our house remains U.S. centric in the equity area, gathering whatever international exposure from the fund holdings. The only direct exception being, GPROX; at this time.
A serious consideration going forward is to maintain VTI …
Howdy @LLJB
While PRHSX does appear to "allow" a buy internally at Fido, personally; I don't find a need to purchase ($50 fee) this fund versus FSPHX.
My 2 cents.
Take care,
Catch
Hi @mcmarasco
You noted: "Does anybody have any thoughts on Blackrock Healthcare (SHSAX) "Load Waived" at FIDO or Vanguard Healthcare (VGHCX) also at FIDO and GOLD rated by M*?
I like the idea a pairing with another fund such as FBIOX, any sugges…
Howdy @mcmarasco
The below linked chart lets you look at about 3 years of numbers. You may move the days slider to the left or right for a different day span.
Review will likely find that most of the broadbased healthcare funds tend to move/track…
@David_Snowball
You noted some very good examples of a modern "hold harmless agreement".
Well, I am not an attorney; nor do I portray one here or within any other media format.
The new statement caused me to consider the possibilites of MFO bec…
And a big hammer, too; for the junk bonds related to this sector. @johnN recently posted buying individual bonds in this sector and being able to receive more or less, a projected yield of 8%. I suspect that with a bit of waiting in this area may fi…
@Junkster
Yes, indeed; we live in interesting times.
Just a late night blip from me with the below link...........pillow time here though.
Noticed that the U.S. 10 year yield took another dip on Wednesday.
BOJ 2 year yield goes negative
Take care…
@Dex
Hmmmm............
You noted: "US 10 year 2.2%, oil $65 OPEC wants to stop USA fracking."
The thought has crossed my mind that there may indeed be other folks in the energy game who need to shake up or shake out this sector. Could be a most int…
@scott
Thank you. A decent overview of this area, including the debt concerns. Not unlike so many other HY bond issues, for expansion/M&A in other sectors, too; that a lot of money has been raised to finance these operations based upon enough ti…
@johnN
Yup, one is betting not upon their actual life; but whether they can afford out of pocket costs for something in the major category of a life altering event. Not unlike one does not need insurance on their house if the mortgage is paid and th…
Howdy @Old_Skeet and @JohnChisum
Are the equity managers of the groups mentioned in the ariticle also attempting to conclude what they will do if and when their equity holdings also encounter a "liquidity" event?
If high yield bonds and bank loans…
Thanks @Ted
>>>A few critical words from the article, IMO; of which, similar thoughts have been discussed here by fine members of this forum.
Cliffe at ING is less willing than Yardeni to lambaste central banks, noting it’s hard to say ho…
Hi @msf
I found this info from my original write on Nov. 20:
The adult plan is named: Premier Bronze and the minor child plan is named, Premier Value.
I am aware of "rate regions" for coverage pricing; but don't know the boundary lines. I suspec…
@msf
Thank you for your contributions. I was able to check the health plan document again, and the following is, as written, regarding the new plan year, 2015. This document was sent to current plan holders:
Changes we're making to your coverage
…
Reply not aimed at the messenger; but the theory.
SAFE ???
Neither ! Depends upon when one buys and one sells.
February of 2009 would be a good gauge of values, eh?
Howdy @InformalEconomist
You noted: "With only a $1,000 annual benefit paid by the insurance co., it seems a challenge to justify paying the insurance. As teeth seem to break down more the longer they are around in your head, it may well pay to se…
Hi @rjb112
You asked about the dental plan I noted previous. The below will cover the majority of this area.
The individual providing this info stated that there is the consideration to forgo the $91/month for two, when factoring the plan limits …
'Course, the higher the underlying price/value of "whatever" moves upward that is throwing off the dividend; will also "push" the dividend/yield downward.
Not unlike the yields that were present in late 2008 in the HY bond area. Heck yes, the yield…
Let's see. I'm ah think'in.........
The central banks.....still !
So, China is apparently worried about continued growth, so the People's Bank drops some rates; BOJ is buying a bunch of equity for their own portfolio, ECB is attempting to write n…
@MaxBialystock
When I was in Japan in 1969 the exchange rate was 360 yen/$1 U.S. I recall the same rate in 1971 when making purchases from Tokyo.
Check the graph to find what you're look'in for.......click the graph to enlarge the viewl.
Yen from…
@Junkster and @scott
I understand about the anxiety or concern about waving a flag of success too soon into the challenge of stock picking.
As most are here today at MFO; there is something inside of all of us that presents our nature and viewpoi…
Howdy @Junkster
I love it ..... you noted: "deleting the last part because of being superstitious."
Nothing wrong with being a successful, superstitous investor, eh?
Take care,
Catch
