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.
From the perspective of protecting on the downside, I like these:
NSEIX for midcap value, although this is really an all-cap value fund that comes out midcap on average. If that eliminates it for you, VASVX is a good choice.
QRSVX had its day as …
Nevertheless, I'll provide you with more ammunition!
By my estimate, there are 6,281 stocks on the NASDAQ plus NYSE, so you are being too nice.....your argument is stronger than you stated it to be! So my guess is that there are 2,597 stocks unacc…
I seriously doubt that Sharpe or Bogle or anyone else ever argued that it was mathematically impossible to beat some index by going outside that index. Or underperform by more than the costs involved for that matter. Surely their argument is that …
Doesn't the word 'unconstrained' demonstrate that we're not speaking about a class at all since classes are necessarily defined by some kinds of constraints? But if we're to take it that they're just funds with wide latitudes, then the distinction …
Thanks for that cman. As you say, Anthem is completely screwed up about this. I recall that they were using different codes for these policies than the ones that were showing on the government healthcare site. At the bottom they show what they sa…
They didn't give a reason, only saying that the HSA on the old card was a mistake and here was a new card without the HSA on it. No mention that their online offering said for months that it was HSA eligible LOL! They did mention that if I wanted …
Now who am I to object to a good anti-clerical rant like this (or is it an anti-religious rant in general which you try to weasel out of by way of the occasional disingenuous qualification)?
Obviously, someone whose use of logic is limited to as…
Same old indexology propaganda with flawed metrics. Amusing in this case that the article itself points out the criticisms of the metric as if the "fairness" by doing so gives it validity to make the usual indexology argument. The metric including t…
Same old indexology propaganda with flawed metrics. Amusing in this case that the article itself points out the criticisms of the metric as if the "fairness" by doing so gives it validity to make the usual indexology argument. The metric including t…
While wishing that FMI had a global fund I could invest in, it occurred to me that I might combine equal amounts of FMIJX and BMPEX (plus a touch of QUSOX for foreign small cap) and come up with pretty much the same thing.
I guess the idea of investing in such funds would be: You think a bear market is coming, you think this will provide investment opportunities, you don't think that you're able (for whatever reason) to discover these opportunities when they occur, a…
Another Tweedy, Browne product:
http://quotes.morningstar.com/fund/tbgvx/f?pgid=hetopquote&t=TBGVX
I think I'd call TBGVX more of an international fund than global. It's American holdings are quite limited. FMIJX would be similar. But TBHDX, …
GAINX, profiled in the Mutual Fund Observer, looks promising.
PGVFX is a pretty aggressive global value fund with a good record.
Less aggressive are TWEBX and JPPIX.
For what it's worth, I like all of these and own all except TWEBX.
I suppose you could say it's the mathematical equivalent of idle rhetoric. It might not be false but it doesn't mean very much. I might say that the costs for incremental return on index funds are infinite. Say the costs of the index fund is .001…
I can see where this would be the sort of thing that makes closed end funds easier to manage. Whatever happens, Hasenstab won't be forced into any liquidations that he might not want to make on his GIM fund.
I also see that Morningstar has it at the 48th percentile over the last 5 years. FWIW, I checked it against some of what I consider good world funds and it trailed DODWX, PGVFX and ARTGX while pretty much matching JPPIX and TWEBX but with more vola…
Sure thing: you go ahead and "research" all of that stuff, and there's absolutely no doubt that you too will become a believer.
Note the complete lack of specifics, facts, context, commentary, reasoning, logic, interpretation or analysis. None of t…
Wilson earns the honor of worst president (this is in my opinion. Whose opinion would you think I was presenting when I posted something?):
By racially segregating Federal Employees and the Navy;
By passing the Espionage Act of 1917;
By passing th…
BERIX jumped into my mind as a conservative balanced fund. I think GLBRX is a good moderately balanced fund. Oakmark also has a balanced fund, I believe, that's a dependable shop.
In April of 1917, just as the United States was entering that war, Germany passed Vladimir Lenin from Switzerland where he was in exile back into Russia to foment a revolution that would take Russia out of the war and enable Germany to fight on only…
Also wish you luck on the surgery. In my experience (involving others) it's always been a very helpful procedure.
Many years ago I recall a study on predicting interest rates. It showed that simply assuming that what had happened last year was go…
Personally I agree with them about being cautious, and I suppose the 'sell in May and go away' crowd also would agree, but it's only fair to mention that they all have been defensive for quite awhile now. It's probably only fair also to mention tha…
Admitting that I know very little about the insurance industry, and hoping that someone will correct me if I'm wrong...
But isn't the 800 pound gorilla that ALL insurance is a redistributive subsidy? It takes money from a large pool of people and …
My plan has a pharmacy deductible of $500. That's definitely subsidized as well. This is Northeast Ohio. No co-pay after that.
Then, I don't see how that plan is HSA-compatible. Something isn't right here.
cman, specifically the plan is fro…
"The true cost of anything can only be arrived at by a bidding process between the producers of the product and its consumers."
My error. I had forgotten that the medical services community is a competitive market with transparent pricing and lots …
Not sure that it's possible for any medical insurance plan with semi-universal coverage to exist without a subsidy of some kind, somewhere, visible or hidden. Not taking any particular side on this, but you either believe that there is some obligati…
State insurance boards regulate these things differently, don't they? I know that in Ohio insurance companies can't cancel individual policies whose premiums are still being paid, they can only cancel the entire class of policies by not offering …
My plan has a pharmacy deductible of $500. That's definitely subsidized as well. This is Northeast Ohio. No co-pay after that.
Then, I don't see how that plan is HSA-compatible. Something isn't right here.
Regarding co-pay vs deductible, a …
This must be the clearest, most devastating argument against Efficient Market Theory in existence. Appear on TV a lot and get called 'The Bond King' by the Talking Heads and see what happens.
Not to get into the politics of this, but strictly from an economic perspective, how much do people value the cost of insuring that they can be covered in case they get a serious afflication that may result in their primary insurer canceling their p…
Any clue as to how HSA plans dovetail or collide wuth the ACA?
bee, I know that at least some ACA plans are HSA compliant because I got one of them. There were a lot of choices where I live and I'm not sure but that was the only one that was HSA …
Any clue as to how HSA plans dovetail or collide wuth the ACA?
bee, I know that at least some ACA plans are HSA compliant because I got one of them. There were a lot of choices where I live and I'm not sure but that was the only one that was HSA …
Any clue as to how HSA plans dovetail or collide wuth the ACA?
bee, I know that at least some ACA plans are HSA compliant because I got one of them. There were a lot of choices where I live and I'm not sure but that was the only one that was HSA c…
Well Vert...I'm about the same age as you, and plan to continue my coverage at the Cleveland Clinic under the Affordable Care Act when I retire. Frankly, if I can buy a plan at around $500/month, I will be happy as a clam. I've not explored the deta…
Oh yes, and we implement a health care system which seems specifically designed to crush the middle class (not those like me, and perhaps cman is in similar shape, who can almost completely control their taxable income and therefore can make sure t…
>> if a huge fund like DODGX finds a small cap company that is a great investment, so what? DODGX is so big that it can't buy enough of the small company to make any significant difference in its performance. Thus, the more successful a fund …
