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.
All our fine finds from one of the better value shops. FMIJX should do much better going forward simply because I own it :) I just wish they'd start an all cap global fund. They could just add 1/3 of each for all I care. Damn good managers
Every advisor gives different advise. For my needs, I see no reason to cover every inch of the market - That's just me. Many of the better global stock funds only hold 30-50 different investments and have bested the market during this raging bull. M…
mikes425,
It is my view that you don't trust your advisor. I know from talking with several advisors about my mother's assets that many should be flipping hamburgers. I have decided on working with her local Schwab branch, saving her all those so-c…
mikes425,
Many times fund managers ( advisors, Fidelity's Freedom funds, etc ) have no added benefit compared against the Total market index.
You could exchange all those holdings for a couple balanced funds ( PRWCX, VILLX, FPACX, MAPOX, etc ) an…
I'm curious why you believe that OAKBX is any more volatile than DODBX ? I look at all those funds mentioned the same way - All have a flexible mandate. Personally, I look at OAKBX as having a cash cushion against market declines. It has done very w…
I think it would be a huge mistake selling AUXFX...
It seems that investors forget why they hired their fund managers every time the market heads towards the moon. I'd stay put if you're looking for good risk adjusted returns. The markets have two …
Here is a list of funds that I purchased after reading about them ( or confirming my own research) on this forum:
ARTGX
ARTWX
SEEDX ( just started my position .... time will tell )
MAPOX
MAPIX
MACSX
FMI FUNDS
ARIVX ( I held shares in Eric's other …
TNK: I personally invest 18% into my 401K ( I invest 10% and my employer 8% ) For some reason I'm stuck on that 10% of every penny for the long term.
Don't forget that 401K's/company pensions/in many States, IRA's provide legal protections against …
Junkster: I really don't know what to say in regards to ARIVX. In Eric's defense, many managers have said that the small cap space is/was greatly overvalued for some time. It should also be said that many small companies are without global exposure …
Many mutual funds that people purchase are "groupthink" funds. I know that many of my own investing ideas came from reading different forums and spotting investments that fit my risk tolerance. In fact, my biggest positions are from a fund shops tha…
