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rjb112
Well thanks for all your great instruction and telling me about it.
Anybody on MFO have a dedicated investment in a timber ETF?
Anybody overweight emerging market bonds and emerging market equities to the extent suggested by the graphic?
"Rieder knows a thing or two about building a fixed-income portfolio. As chief investment officer of Fundamental Fixed Income for BlackRock, Rieder runs the firm’s $27 billion Strategic Income Opportunities (ticker: BASIX ). This low-fee fund....."…
MJG & rjb,
Am I understanding correctly that both of you use a combination of actively managed funds as well as index funds? I've considered the merits of such a strategy in the past and am aware individuals such as Charles Schwab are advocate…
For investors who desire a moderate allocation portfolio who do not desire to put in the effort to identify funds that have a history of doing better.......
Does investing in funds that have a history of doing better result in a portfolio that pe…
@rjb112
(1) Since you are familiar with Siegel's book, do you have any reason why a supposedly scholarly undertaking like this fails to identify on its central chart which T-Bill maturity the plot-line reflects? The difference would be small. But …
hank, maybe this will assist you. From Siegel's book, latest edition. Looks like a read of Chapter 5 might clarify things for you even more. Hope this helps.
"Asset Returns Since 1802
Figure 1-1 is the most important chart in this book. It trace…
Note: The above data was taken from Jim Cramer's own website!
Just buying an S&P 500 index fund, you would have performed 36% better than enacting every single buy and sell of the Action Alerts PLUS portfolio, which is a paid service so you can …
Interesting that in his personal portfolio, Eveillard owns "just over 15%" in gold bullion/gold equities, and he owns NO bonds......
He is always cautious and quite risk-averse, always has been by nature.
And that's how he ran his fund for 25-30 ye…
Ukraine only about 6% of holdings. Over 95% of portfolio are investment grade. Might hurt a bit but far from a catastrophe. Hasenstab will come through just fine.
I just looked at the portfolio on Morningstar and it looks like only a little more th…
Ukraine only about 6% of holdings. Over 95% of portfolio are investment grade. Might hurt a bit but far from a catastrophe. Hasenstab will come through just fine.
I just looked at the portfolio on Morningstar and it looks like only a little more tha…
Being a devote member of the church of "What Have You Done for Me Lately"
A great one! May have to steal that line from you sometime.
I used to hear Louis Rukeyser say that line (What Have You Done For Me Lately) on a regular basis on his weekl…
>>>Say what? Perhaps the fund type has not been around very long; but hopefully many of the fund managers have, eh? The managers are "unconstrained" by the fund prospectus and happened to get the call wrong on bond prices. Not unlike "call…
"Peter Schiff, CEO and Chief Strategist, launched Euro Pacific in order to provide investors targeted access to the countries and sectors that we believe are likely to outperform over time."
http://www.europacificfunds.com/
Nice post msf. It looks like neither the Vanguard 500 Index fund VFIAX nor the Vanguard Total Stock Market Index Fund VTSAX have had any capital gains distributions in the past 10 years
Source: https://advisors.vanguard.com/VGApp/iip/site/advisor/…
In addition, I'd like to thank rjb112 for providing the supporting screen shots which provided visuals in support of my statement. It is appreciated.
Old_Skeet
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It is now Saturday November 29th at about 9:00 AM EST as I write. I have two funds (JCRAX & SGGDX) that are currently reflecting Wednesday November 26, 2014 nav end of day pricing in Morningstar's fund quote sheet. This carries over into their…
I think where things go wrong is that you have this system where people can go to a hospital and be charged $25 for an aspirin.
Everyone has to have health care - healthcare industry cheers for more customers and goes right on charging what it was…
“If you’re going to buy an $800,000 house, the real cost is close to $2 million,” he says. “You have to ask yourself whether you can afford it. It’s a tough one to fight against, because people still have this perception that a home is a good invest…
Does anyone know what's going on with First Eagle Funds website, not Eagle funds?
I just went on it.......seems to be OK. What issue are you having with the website?
https://www.feim.com/individual-investors/insight/first-eagle-global-fund-quarterl…
Not sure what percentage of the equity market in held in taxable accounts, but this year might have higher than average tax related maneuvering come December.
Investor Beware of Year-End Capital Gain Distributions!
"This year, we have identified s…
Hi @rjb112
You asked about the dental plan I noted previous. The below will cover the majority of this area.
The individual providing this info stated that there is the consideration to forgo the $91/month for two, when factoring the plan limits …
"Mutual Fund Observer (mutualfundobserver.com/): mutual fund performance depends on the manager. All bets are off if the manager leaves. How do you know when a manager leaves, and what will be the effect on performance? Find out here."
You're right…
Why not use the Lipper ratings directly instead of using the munging that WSJ contracted Lipper to do?
I would hope that Lipper is not fudging the numbers for the WSJ, but rather presenting a streamlined performance comparison from their more comple…
Interesting that a load fund company, American Funds (Capital Group) still plays such a prominent role, with 9.9% of market share. Can't stand when a fund I'm interested in is a load fund.
JohnChisum, thank you. .....I'm back again looking at my portfolio, as well as other things. Of course, by now, at midnight (Fri-Sat) the numbers are updated--- though for some, "rank in category" are not updated: DLFNX MAPIX MAINX MEASX SFGIX T…
Do you have to pay to be able to post in their forums? I think they are free. You could post a question there. Fortunately, I don't use M* and never have in almost 30 years of fund investing.
Anyone can post in their forums. Morningstar.com-----o…
@rjb112
I'll check this weekend to contact them about the dental portion.
great. there's some very expensive dental procedures out there, and I think they are going to become more common.
I've been a long-term fan of The Chartist Mutual Fund Newsletter. It has often topped Hulbert's risk adjusted ratings (Hulbert's top letters rotate positions as the markets rotate--most of the letters get their day of fame at one time or another). …
Below is a message board posting by an employee of Morningstar on the Morningstar.com discussion board.
"As you see other securities that are slow to update, please pass them on as well as the time the delay was noted."
Re: Incorrect mutual …
@JohnChisum
The $12,700 is for the healthcare plan. Everything in the dental plan, except 2 cleanings & standard xray, are out of pocket expenses for the 1st year of the plan. I don't recall the deductible for the dental plan, although it is hi…