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.
Reply to @Charles: Don't agree with your four stocks strategy for diversification. Way too risky. What happens in five years when AAPL is no longer the darling? Can't think of any financial company I can buy-and-hold forever, etc.
If there is a…
Reply to @Charles: Sorry for not responding to the group earlier. Decided on ICMAX, bought some in March, adding every month and have been happy so far.
Reply to @scott: He forgot the rules "Never fight the Fed" and "Trend is your friend"
When both are working against you, no point swimming against the tide.
Reply to @Hiyield007: Thanks. Looks like you identify vehicles with tight channels and purely use trend lines with tight stops. Your handle HiYield provides a clue on your preference (at least in the past). My system is a little more complicated…
Reply to @Hiyield007: That is very impressive. I have a similar philosophy, but tend to divide my portfolio in B&H for taxable and trading (not day-trading, usually hold positions for
several months) in tax-sheltered. I use ETF upgrading base…
Reply to @Jarrett:
Agree with this. Not an economist, but I think the best time to get debt is when you are getting money at very low interest rate. We just want to make sure that this money is used to improve infrastructure, education, healthcar…
Reply to @Investor:
I have ARTHX paired with WAGOX (to get the smaller cap exposure). It also diversifies a little more based on fund family philosophies. Wasatch tends to lean more towards growth. Morningstar says it is more of a mid-cap fund a…
Reply to @Mark: I agree that the perks/benefits/tax incentives/deductions for businesses should be linked to the jobs they create here. The deductions should be based on results, not on hopes that they will create results. A rather simplistic com…
Four top funds for me are (all at about 10-12% in the buy-and-hold portion of my portfolio).
OAKBX
FPACX
MACSX
HDV
As I mentioned in one previous thread, my portfolio is a bit heavy on the large cap side and I plan on slowly increasing the small an…
Reply to @perpetual_Bull:
I could not find a global small cap fund from Artisan. The only one I could see was the international small cap (ARTJX). I do have ARTHX , but it is global large cap.
Thanks again, everyone! I am indeed fortunate to learn from a very helpful group.
It will take me at least couple of weeks to go through your suggestions. My initial quick glance has identified at least a handful of funds that meet my broad criter…
Reply to @prinx: If you are open to ETFs, for your cash positions take a look at BOND, which is relatively new, but it is from
PIMCO. With ETFs there is no question of frequent trading/short-term redemption fees. Of course, you pay commission ever…
Reply to @MaxBialystock: For emerging market bond exposure, I prefer the ETFs EMB or PCY.
You can take a look at this chart. You would need to add these symbols to the box above the chart to compare PREMX with these two ETFs.
http://quote.morning…
Reply to @Flack: I agree that trend is your friend. SPY and VTI are below 200 day MA and my trading tax-sheltered portfolio is firmly in bonds (BOND, EMB) and cash. Among the broader ETFs that I follow only EMB and BOND are above 50 day MA.
My reg…
Reply to @Skeeter:
The transition to IJR from HDV did not work out well. Thankfully, I was doing in steps and started reversing it (moving to cash) couple of weeks back when IJR went below 50 day MA. Net loss to the momentum portfolio was about …
Reply to @BobC:
Bought a little MFLDX just for this reason couple of weeks back at Schwab. Not sure if load (or added expense) needs to be paid if I buy more after the conversion to MainStay.
For my momentum portfolio, I am staying with the trend, slowly switching from HDV to IJR, but keeping a close eye. You can make money even if it is a bubble as long as you have a strategy to size your positions and exit when the trend changes.
I have not used Ron Rowland's newsletters (free or paid) or have checked Hulberts. I use my own trend following system which works for me. In general, I find that trend following does not work very well with narrow sectors, as the trends do not per…
In my tax-sheltered account, I had switched to HDV some time back and seeing some slow-down. However, it is still at the top of my list; QQQ is second.
My knowledge of Fed's actions and its impact on economy and stock market is minimal. I just follow the market response. If I have to rationalize it, good quality dividend paying companies are a good place to park equity portion of your portfolio w…
I have not had a chance to go through the talk yet, but here are a couple of media pieces that have some overlap.
1. Saw a documentary about Costco few days back (I think on CNBC). They present just one option in most of their categories for exactl…
There are very few funds I consider long term holds. I have never sold them and have held two of them for 10 years now.
OAKBX
FPACX
PRPFX
MACSX
I don't have any pure equity funds which are B&H. I have recently started a position in HDV, which…
Scottrade is good, but don't have as many NTF funds as Schwab. I used to have an account with them, but moved when they removed Oakmark and FPA funds from their NTF lists. Looks like Oakmark funds are again NTF at Scottrade, but still don't have m…
I think the Schwab bank account is a true bank account, but I have not asked specifically. I have opened a high yield checking account with Schwab, which gives a little more interest (nothing much to talk about these days) and same-day transfer to t…
