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.
@scott
You noted: "can't be because we suddenly realized we had too much supply"
At times, one may and I consider; that these circumstances tumble right out of the pages of a decent political thriller. Perhaps there are the large monied folks, you …
@clacy
Agree.
Don't know how one would conclude "doom and gloom" from his writings or presentations. Especially related to some of the real screamers we happen to stumble across from time to time.
Refreshingly common and simple commentary from Mr. Ferri with this section in particular; and that he expressed that he guessed right:
"I talked about over-allocating to the US during several recorded Portfolio Solutions client conference calls in …
Hi @bee,
One of our larger percentage holdings somewhat related to and for income, is FRIFX.
But, if we were to mix this with another equity centric real estate fund; we would have to become traders at least to the aspect of technical indications to…
@Ted,
Thank you for your earlier post regarding the 529 pending legislation. Your note caused me to keep alert to the change.
I, too; am pleased this needed change came into place. I had written to our senators a few times about this subject.
Ta…
Hi @hawkmountain
A good and happy New Year beginning to you and yours, too.
This site should help with your question. This is not the SavingForCollege web site operated by Mr. Hurley.
However, the SavingForCollege site has a very decent discussi…
@Tampabay
1. What investment firms THINK will happen is of no concern, and most often contradicting garbage
>>>yup!
2. that my bonds are paying better than avg. returns.......
>>>presumption: total return, yes?? You will be t…
Should Josh Brown and Doug Kass have a long lunch together and then report their feelings about investment choices for 2015? I will keep a list of such items. :)
Catch
Morn'in @Charles
You noted: "PS. If Ted shares a stock recommendation, I'd listen twice"
Is there a recent list from 2014, I presume?
Nothing against Ted. He has periodically listed some of his holdings and I suspect he will not run out of money i…
I would be inclined to used a currency hedged fund as well, as @AndyJ noted.
For whatever the "magic" reason (we may call it intervention by the powers), the Euro has finally began its decline against the U.S. dollar. Not just that the dollar is so…
@JohnChisum
Both of these employees each had about 35 years of employment, with the same employer, never part of a union; and they had both attained management positions. The employer provided the full defined benefit pension, meaning the employee d…
Hi @Derf
Thank you for the post and the link. The motivations for this are troublesome, IMO. More of big business versus the worker, it appears. I know there will always be those who will argue against the "old style" pension benefits; but the trade…
@Tampabay
I am sure you read this part, too, eh?
"This type of news may not be of true consequence for anything more than a trading event for the traders."
I don't recall any sky falling crap.....
@Mark
Agree.
We have held healthcare long enough to absorb a pull back; if it arrives. As is generally the case, of when (how long has the investment been held and its gains) one buys an investment; being that someone who bought just yesterday woul…
Hi @PopTart,
This note was part of a notification related to a pharma stock we currently hold.
'Course, I don't know if this product (FDA approved on Dec. 19) would relate to your uncle's circumstance.
short article link
Take care of you and yo…
Do not own this but have considered.....and glad we did not.
VILLX was near the top of the moderate/balanced pile for several years and took a wrong turn somewhere this year. A -3.17% YTD. Bark, bark, bark.....
M* performance link
Hi @kevindow
I have followed the Barchart opinions, too.
Per your link, do you give more attention to any particular indicator(s) or just to the overall "buy, sell, hold" ratings?
I also use Stockcharts for 10 & 39, and 50, 100 and 200 movi…
At least for a nomial percentate of folks here, in or near retirement and with a presumption of a rollover of a 401 or 403 plan into an IRA, the following:
---Okay, we'll throw out the pension (assuming one exists) and social security monies and f…
@msf,
I will agree that there were always a few things that made me wonder, too. "The", how come this or that is not set properly. Why do I have to place such and such an entry into the progrram manually; thinking that there would be a automatic ca…
Hi @Mark,
I could not import TT data into the H&R program. But, this was back in 2005 or 2006.
However, according to the first link from Nov, 2013, in this Google Search; TT can be imported into the H&R program.
Take care,
Catch
"Accurately knowing yourself as an investor is the foundation of everything"
A discussed topic here and at FundAlarm for many years.
A personal goal for more than 35 years of investing, to know who you are period; for all things in one's life.
…
Hi @msf,
We did use TurboTax for a number of years; but switched to H&R about 5 years ago. I have not discovered any problems using H&R.
Just received this year's program CD in the mail recently. The base package is named, Deluxe for $30 an…
Oh, that is what you meant with the words, "What inflation?"
I recall President Ford's "Whip Inflation Now" in late 1974. Inflation, well; stagflation was already in place prior to President Carter.
For those who don't recall part of this period (…
@Tampabay
How is a U.S. president (regardless of party affiliation) directly responsible for a large increase in inflation? Albeit, the two most recent (and ongoing) wars have caused vast sums of debt.
Cost of Iraq/Afgan Wars, one source, March, 20…
@JohnChisum
Some of the large cap blend index and eft type funds have little direct international exposure. Two Vanguard related indexes I peeked at indicate less than 1% direct.
Take care,
Catch
@Derf
Thank you for this notation. I was aware of this portion of the legislation; but have not had time to dig further into any of the legal language and implications.
I will read this article and dig around more after the holidays. Much too busy …
Hi @Junkster,
Now, I can only present a presumption. If partial MFO participation is of benefit to your mental state of mind; then the benefit also translates to those around you. Banned is a very strong position and/or condition to establish.
If…
@Ted, thanks. I read Mr. Ritholtz's site related notes (various authors), as time allows.
Of note in this write is (I selected particular portions):
"The Transportation sector benefits from lower energy prices in a different way. The obvious bene…
@Derf You did win and your prize is that you get to keep that money; at least for today. :) Congratulations.
@davidmoran
I rewrote part of the notation about sorting the column % return for the current day.
The performance relative to other similar funds is superior going back to 5 year returns.
Personally, I would not buy this because of the very high front load. If you are comfortable with the front load or can buy this without the front load; this …
@JohnChisum
Ya !!! I've been wondering if the algos are actually reset and/or changed when markets move in a given % change. When will, or are the machines back in the game at this time.
One can imagine a human trader having worked many years are "…
@JohnChisum
I amended my statement about PQTIX; as there was a distribution on Dec. 10, yesterday.
But, I will watch this fund, too; to find how it does with the overall market directions.
This is Fido composition view for PQTIX.
Hi @scott
As to your reference to HYG. This etf did have (have not checked for the past week) 18% of its composition involved in energy debt. The current nasty problem for those invested in high yield bonds is: harmful or undesirable contact or infl…
