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.
I'm curious about people's objection to proposal 4 (other than DODIX investors). Exactly the same restriction is being kept in place. What is being changed is how easy it will be for D&C to alter/remove the restriction in the future. (A fund…
Part of the problem with this particular running conversation is that people speak generally of process without actually discussing the validity of alternative processes. That way leads to confirmation bias.
I've been taking the Robert Shiller Cou…
Do only the direct holders get the proxy materials? I have an IRA through Fidelity brokerage and don't get any notifications about them.
All share holders of record as of 2/14 are entitled to vote. The link is here. You'll need to contact your br…
You're welcome, I hope those links helped people a little.
People have been harsh on Matthews and former darlings MAPIX/MACSX (and funds like SFGIX) lately. But it seems to me that the problem isn't with management, per se, but with emerging marke…
@Mona and @Crash ,
Not an expert at all, which is why I give money to them, but Matthews published this sales guide regarding their five "core strategy" funds: MACSX, MAPIX, MPACX, MAPTX, and MAFSX. You can also use this tool to compare. These he…
Both great funds. The differences aren't just in the equity sleeves, though. VWELX seeks capital growth with current income a secondary objective, so holds mega/large dividend payers and lots of treasuries in a set 60/40 split. PRWCX seeks capital g…
Don't split the account, that's just going to lead to headaches. Put everything in Vanguard if you're sold on VWELX. They aren't as much a full service brokerage like Fido, but it doesn't really sound like that's what you want. You'll have NTF ac…
I think that's probably true, but I'd anticipate some level of partnering between existing money centers and those start ups to solve both the liquidity factor and give the existing players a cut. I can't see how something deliberately decentralize…
@cman I get your point about "Bitcoin" and "exchanges" being different entities, but at this point in time I think its clear that any value Bitcoin has is dependent on the exchanges because of the security risks involved in storage and the speculati…
I think I understand where you're coming from here, but I'm not convinced it's the right place. Sure, stocks are fully valued at this moment. But there seems to be thin value in bonds. And, anyway, your daughter has a 40+ year horizon.
I'd avoid…
Lots of ignorant statements are being made by a lot of people who know very little about what bitcoins were about or how they worked.
Care to enlighten?
I think the larger problem here is that Bitcoin claimed to have solved the problem of potential thefts through its encryption and open sourcing. Clearly that isn't the case.
As I understand it, one reason businesses have been hesitant to embrace…
What are they saying, after all is said and done?
Germans could beat the MSCI World Index if they only stopped buying a small number of highly-correlated, low-priced, high-volatility stocks from one sector they incorrectly perceive will increase geo…
Reply to @MikeW: There really isn't much difference (so far) between GPGOX/GPIOX and GPROX, though it is a very short sample size.
If you like either of those, and feel like one of the closed funds fits your port, GPROX probably fits as well.
GPEO…
I think you're looking at the wrong day. It is 2/21 in Japan, and the Nikkei is open right now and up ~ 2% on the day.
Yesterday, 2/20, Nikkei was down about 317 points, over 2%.
MJFOX is reporting its results based on 2/20 market. Looking at th…
Reply to @David_Snowball: Thank you.
Not a problem for me yet as I'm a GPROX shareholder in my Roth, but it probably will be. Push comes to shove I'll transfer shares and set up the AIP.
Reply to @JohnChisum: It's only posting videos on technical question forums Accipiter has problems with. Though I think Kaspa's suggestion is a good one all around.
mike,
Correct me if I'm wrong, but you had previously asked about a sort of sprawling bond heavy portfolio and ways to consolidate it? If memory serves your friend/fa had suggested most of these funds and the feedback was sort of negative. If tha…
I own MAPIX in my Roth too (kind of view it as an Asian VDIGX), and my fiancee owns MACSX in hers (Asian PRWCX). I'm quite happy with both and Matthews in general.
I suspect they're getting some flack because of performance over the past year or s…
Reply to @clemg64: "Emerging Markets get lumped together, but they really are diverse areas with little in common. As a result, Asia is occasionally affected negatively by happenings in places like Turkey and Argentina that have nothing to do with …
I recently bought GPROX over ARTWX for both growth and international small cap exposure. Not sure what others will say, or that my reasoning is that sound, but to me it came down to a couple of differences:
1) Number of holdings. ARTWX was more …
Reply to @tp2006: IEFA and IXUS are iShares new "core" funds. They brought them out when Fidelity and Blackrock agreed to offer the ETFs commission free last year, and only date to 11/2012.
The differences are in the index provider (MSCI for iShar…
I'm assuming this is a follow up to the earlier threads asking for portfolio construction advice and you're using an allocation model like cman showed you?
I do like PID because of its quality tilt, but I don't think you can get it without commissi…
I'm not certain, but would FPNIX fall into this category as well? Doesn't seem to return quite as much, but has similar volatility and an absolute mandate of capital protection.
Reply to @bnath001: Agreed, thank you! I was thinking of this video when I read the M* article the other day and couldn't for the life of me remember what it was called.
Comparing it to it's M* category it almost always outperforms (10 out of the last 10 years) - though often by less than than its expense ratio (1.21% for BWLIX) (cutting positive years to 6 out of 10) and without necessarily maintaining strong perfo…
One reason PRBLX isn't a "great owl" or whatever is that it changed its mandate in 1998 from a balanced fund to an equity income fund. So it gets docked here for a sort of M* classification problem. If the cut-off were 15 years of top quintile ret…
