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.
@Lawlar
I recall the "cheap" gas, with $.22/gal the cheapest I remember; and at this price, at the time, folks noted how "cheap" it was. 'Course, at the time; a part time job at the local grocery store for a high school student paid $.35/hour and un…
Howdy @bflotomny
The below two links are nice compostion views of the two funds you currently hold; and you may click on other header tabs for more information.
Both fund's equity holdings are towards the large cap area and the bond sectors are i…
84 new funds in 2014
No alt's on this house's shopping list.
My meddling may cause enough portfolio damage; let alone my meddling within someone else's meddling, too; and we both get it wrong. And, yes; there will be a few winners here and there,…
Hi @kevindow
Not that M & A is not taking place in other sectors, too; but because of large capital outlays R & D in the bio/health area, I feel the M & A will continue to be stronger in this sector versus other areas. With this (M&…
Howdy @JohnChisum
We've held FRIFX for several years; a conservative fund, equity/bond mix. A farily smooth and tame fund by normal real estate fund standards.
But, will remain with current healthcare holdings and keep an eye towards the energy rel…
We just drive into Canada for the "kilo" experience. But, the gasoline thing was always confusing; although we always filled the gas tank with "x" liters. 'Course, sometimes I set the speedo to the kilo speed mode; but that is show and tell for the …
Thanks @Ted.
And, although hard for me to believe, too; is that the Vietnam War, more or less officially started 50 years ago. I still recall speaking with my father and some of his friends about WWII. Some would talk about some things and others wo…
@jerry
Thanks for the post.
Of interest, IMO; the 60/40 consideration, which is sensible for many. Another point is a 2 or 3 times per year rebalance, as needed; from the investor. Our portfolio is always at a potential point of rebalance, and not j…
@JohnChisum
You saying that I to have to remove "that rule" from my list of investing rules? :)
I just "may" do that; 'cause I "can".
Hoping you are not in the pending weather path in that area.
Take care,
Catch
@dicksonL
You note that you monitor your holdings; and though some may consider your holdings aggressive (equity rich), the fund choices, IMO; are very decent choices.
Yes, there is likely overlap in some areas; but as our house currently prefers,…
@dicksonL
---VTSAX has a 5 year annualized return of 16.08%
---Lg Blend funds 5 year average return = 14.27%
---Best of the LB bunch 5 year return = 21.8%
---Worst of the LB bunch 5 year return = 3.8%
What other LB fund would you choose, and based…
@linter
A quick check indicates birth at 11-1-2004.
The chart is for return compares, versus a risk profile as you noted.
You may move either or both ends of the "day" slider to change the date range.
Compare chart
@hank
Had similar problems (twice) early this year; but performed a "prior traceroute" for the problem links and found that the path included a passthrough in Utah. The NSA was just watching for a few minutes. :)
Yes, this was cold weather humor; k…
@hank
Okay, now I get the drift of the statement. Yes, we've done all of this at this house, with the Trad. IRA (before the birth of Roth); as well as the 401k's and Roth's.
Thanks,
Catch
Hi @hank
You noted: "Remember that the advantages of a Roth don't come for free. You pay a price by sacrificing funds that could otherwise be invested and compounding for what amounts to an early tax payment."
I don't follow this part in particula…
@MaxBialystock
You noted: "Soaring, with the other airlines, only better. Gawd, I remember this stock at THREE dollars. Now at $21.31....Still no dividend, though."
>>>I'm a total return person for investments; dividend/yield or not. Durin…
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…
