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.
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Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
Did “Sitting-Hawk,” have the peace of mind to leave VG ?!
I wined about this crock of BS awhile back.
Thankfully I had only a small amount in these TDF's .
On the other hand ,if one had CG's distributions coming in cash,instead of reinvestment,one c…
@catch22 from revived post 2018.
" catch22 said:
As to the "cash" as a place to run to in the event of an equity melt. Well, if one is able to pull the evacuate equity soon enough, and choose not to go to U.S. bonds or notes, our current def…
"T. Rowe Price was the second largest holder of DKNG as of the end of September (behind Vanguard) https://www.holdingschannel.com/institutional/holders-of-dkng/"
Based on a total % of money being run would be more telling ,if you ask me.
…
" I’ll say, ARKK and the shorties make sports wagering look tame."
@hank You're right to a certain point . What are your thoughts on live odds ?
I figure it gives me a chance to lose more than once !
Enjo…
@BaluBalu : Have you looked at either of these investment sites ?
Home | Armchairinvesting
https://big-bang-investors.proboards.com/
You may have to fish a little to get to them , my try didn't work to well.
@bee ; "Do you find you spend your entire RMD or does some end up puddling in a taxable account?
At this time all of the RMD goes into taxable.
When I retired I left enough in cash to carry RMDs for a number of years. Thus no need to sell any equit…
I would like to know how many active MFO's use a set withdrawal rate plus inflation adder or just take their required RMD's. I'd be of the later group. A simple life style compared to an active , keep up to the Jones . My auto will be do for collec…
" In fact it could be one of the coldest playoff games in NFL history."
I thought that was reserved for the Frozen Tundra of Green Bay & the Packers !
Go Pack Go, Derf
@Baseball_Fan : I like your thinking ! The printing presses ran way to long ! How many MFO's received the stimulus check & how many REALLY need it ?
Enjoy the ride, Derf
Given the quality of analysis and advocacies we have observed
within the working group, we plan to transition this team to a
dedicated Balanced Fund Investment Committee, which will
take over management of the Fund from the current Committees,
effe…
@rforno : When a fund, MGGPX as an example, has to sell stocks to cover redemption's what would one think the order of selling to be ?
Winners, losers, or a little of both ?
Thanks for your time, D…
Observant1 said, "I wonder if the recent trend of value outperforming growth will persist?
A very good question in deed ! Value started rolling about 15-16 months ago. It also went side ways for awhile before holding up better than growth last we…
"(I personally faced a similar decision years ago. I owned service class shares of a fund. The A shares, with a slightly lower ER, were subsequently offered load-waived. The fund declined to do a tax-free exchange for me. So I continued to hold the …
Thanks for the info on TDF @msf. One other thing comes to mind. Investors removing money from the institutional had lower CG's due to a later inception date. Or is my thinking bad ?
When the retail goes to institutional will a taxable event take p…
Thanks for your reply @MikeM . I also own the other two that you mentioned. TMSRX is in the hot seat & I'll be keeping a close eye on. I'm wondering if incoming cash caused them some problems ? I will be looking to add to JHQAX & possibly ad…
msf, thanks for your thoughts. Seems no provision for a bad market cycle of a few years.
They didn't require a withdrawal last year. & just maybe that is how they would handle a bad market of a few years ?!
…
@gmarceau : By loaded up ,from your post, more than 5% of your portfolio ?
I bought a toe hold , less than 1% of my portfolio in GPGEX. It's nice to get in on the ground floor, but some worthy question have been ask about this new addition by the …
