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who the heck knows? btw / i hate these kinds of posts from ted. to the extent that they cause short term thinking, which they do, they are worse than useless. and there are far too many of them. imho :-).
i tried JOMIX at Fidelity and got told I needed a min of 25k to invest. at the moment, i only have 15k. if someone wants to lend me 10k, ha ha, i'll see if the order goes through, ha ha. i tried JOMMX and was told it wasn't available
One of the things I don't like about MFO is Ted's constant posting of the latest knee-jerk reaction to whatever the news of the day is. Here's the latest: M* Biotech Fans Could Have A Hangover. Now that one isn't too bad, but some of them are ju…
junkster said: "It was no contest with PHYTX the clear winner. But then I am biased! Junk bond funds are notable for their trend persistency and low volatility making them amenable to various trading methodologies using tight stops. Yes, I know 2008…
dr: VWINX looks less volatile on the downside to me. expenses are much less. 3 year record, GLRBX is slightly ahead. 5 year record, dead even. the one area where GLRBX shines far and above is if it's held in a taxable account.
today marks my first official day of SHAIX ownership, up .13%. i figure this is going to be one of those funds that does real well for a year or so, then goes nowhere, then goes down, then is eliminated. in any event, i don't have enough money in …
well, likely idiot that i am, i put in an order to buy some before the opening bell. hey, what's the worst that can happen? gulp.
btw / though scottrade isn't listed as a selling broker on the fund's morningstar page, you can buy it there, with a…
would it be possible to make "return group" a searchable criteria, along with "age group" and "risk group"? lots of times i want to exclude any fund that is less than a 4 or a 5 in terms of returns for, say, one year and three, etc. would be very …
Every May, I find myself vexed by this situation. Part of me thinks I ought to sell 1/3 to 1/2 of my non-balanced funds -- ie, mostly health-care funds -- and put the money into something VWINX, then wait for Oct (that's the right reentry month, ri…
Thanks, all, for your thoughts and insights. Really very helpful to my continuing education, of which I need much more. At the moment, I'm trying to lean in the dividend-growth-area direction with individual stocks, like Mark, but my efforts so fa…
When ya'll say you're buying a stock like biotech XNCR or similar, what % amount of your portfolio are you talking about? Whenever I go to the charts and start thinking about the potential gains, I also start thinking about, well, how much do I hav…
"I'm hoping that we can just go with 'splat.'"
:-) :-)
perfect. now, if you'll excuse me, it's time for me to mellow my harsh and partake of a late-afternoon spliff.
what the f is spiff? is it like tranche? can't we just use words that most people understand? should i start referring to dividends as lagniappe? the more buzzwords we can do without, the better. that is all.
of course, this assumes you can live through the one-year worst return of 50% in order to reap the gains of 90% during the best year. i submit that, no matter how good that one year return looks, all but the most stoic of investors would not be abl…
Don Winslow's the Power of the Dog. Massive novel about the Mexican drug cartels, with lots of real life events -- the Iran Contra affair, the Mexico City earthquake, various assassinations and torture deaths -- woven in. A fascinating if grim rea…
The late 90s it was much more than 20% per annum if your thing was tech funds. But as you said, not many expectations now for anything like that. .
sure there are: health care and biotech. everyone says the same thing: they'll only go up, th…
VWINX is conservative allocation and VWELX isn't, so, in terms of this discussion, how the two of them compare isn't relevant. imho.
BTW / US News' charts aren't adjusted for distributions, which to me makes them utterly worthless. That is one th…
yup, those three sure have outperformed the last few years. but for CA funds, they seem to display a lot of volatility on the chart -- or at least compared to VWINX, they look like they do. thanks for the work!
as much as i fear the bio bear, going back to 2005 via FBIOX, near as i can tell, there's never been a correction where you had to hold "for years" before you got out of the hole if you bought at the top. are you talking about some pre 05 mania? i…
i still can't see any time period available on morningstar during which i wouldn't prefer PRWCX to any of the other funds listed, except for diversification purposes, which is why i also own FPACX and VWINX, all in roughly similar amounts. since i …
well, i come from a llllong line of addicts. booze addicts, pill addicts, various odd-religion addicts, etc etc. my three main contributions to this family's tale of woe have been addictions to cigarettes, sugar and salt. salt i haven't been abl…
the phrase "amenable to infrastructure" suggests that some people might have a bias against it. if you don't mind, what are the downsides to an infrastructure fund like GLFOX (which I own a good chunk of, btw.)?
junkster: where can you make hundreds of trades annually in OEFs (i assume) and not get banned when it's short term? i just sold two funds at scottrade that i'd held less than 90 days and got two warning letters as a result.
tampabay: that was a somewhat less than useful post. but thanks for letting us know anyway.
i've continued consolidating my funds. last year at this time, i had 10 or 11 of them. today i sold all but $100 of ARTGX and a week or two ago, I did th…
