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.
@Ted for a little “higher on the risk spectrum” floating rate preferred (actually a note...it’s debt, not a preferred stock, so no K-1 issues to deal with) to add to something like ALLY-A, maybe look at NSS (NuStar Logistics 7.625% fixed-to-floating…
While searching for an example sentence for backward action (something funny, preferrably), I came across the world oleaginous :
The oleaginous Mike Pence, with his talent for toadyism and appetite for obsequiousness, could, Trump knew, become Amer…
Get a clue Swedroe.....ACTIVE investing has been demonized by EVERYONE ELSE. Name the last article, or piece of advice, that anyone has read/heard that tells us to eschew indexes and invest in active funds! Even a majority of people investing in mos…
Thanks @Old_Skeet for the suggestion. Franklin is also well known for its Income Fund FKINX (FRIAX...low ER, High minimum option). M* star is quoting performance YTD for FISCX closer to 5% (4.93%).
A no load version of FISCX is FCSZX. ER of .59, th…
At least at Fidelity, with the screener, if you select NTF as a criterion, it will also give you the A-Shares available load-waved. Thornburg, Franklin Templeton, and Principal are some other fund companies that offer load-waived (NTF) A Shares at …
Those are all pretty great funds. I would slowly reduce prgtx to a foothold maybe and (I know it’s sacrosanct to speak against Tweedy Browne around here Hahahaha) maybe TBGVX. But honestly they are all good. Keep FPACX and IVWIX for defensive measur…
@slick,
Maybe you know this, but you can actually buy TF funds at Fidelity by setting up an automatic investment (this usually has to be at least the day after you enter the trade, and can’t be a “sell a fund and use the proceeds to buy another” ty…
Yes, Macquarie is a great "infrastructure" investment company. I guess I overlooked that part lol.
Sometimes you can get rewarded by Fidelity, TD Ameritrade, etc. to transfer assets to them....and bring things "all under one house." Those two brok…
@hank
Do you own these funds in a brokerage account, or with each fund company individually? The reason I ask is that I think some of the funds could potentially be replaced by better performing, similar funds from other fund companies. (Although t…
Having "dividend growth" in the name is all fine and dandy, but have these funds actually increased their distributions (ie, passed dividend growth of its holdings on to investors)?
Highly leveraged with a healthy high yield portfolio. When the bears start to run, those in it will be in a world of hurt. I will stick with my PIMIX/PONAX and sleep better.
Technically (and more from the top of my head than bc I am delving deep int…
Old news, Ted ;-)
Also, as reported both here and at the M* discussion forums, funds such as PRHSX and PRGTX (among others) that were previously closed outside of direct purchase at TRP, have had successful new purchase trades made through Fidelity…
Sorry, the PRWCX was just an example. Yes it's closed, I bought it before it WAS closed. The real news is that ALL T Rowe Price funds are now NTF. But, just like Vanguard (at non-Vanguard brokerages), I doubt Fido will reciprocate at TRP or elsewher…
We use TGBAX as a core hold in many accounts, with GSDIX for some larger accounts. Although TGBAX is not EM per se, Hasenstab uses a lot of EM currencies and has not been afraid of owning EM bonds (currently about 60%). It is clearly the "chicken"…
Pudd, what fund is RANNX?
I think real estate has struggled a bit this year with retail and Fed rate worries (the latter more overblown than the former, IMHO), as well as uncertainty in "Trumpcare," so starting a holding in real estate at this time…
@Old_Skeet,
MSFAX/MSFBX is not the same fund as MGGPX. The former holds over 50% consumer defensive, is above average risk and high returns (according to the M* snapshot page). The latter is almost 40% tech and high risk (no returns rating). Both a…
I would posit TGT and some of the mall/retail REITs (WPG and CBL on the high risk side, as well as SKT, KIM on the lower risk side) as examples of "buy when blood is in the streets." Also QCOM, which recently raised its dividend 7.5% (and forward yi…
Much shorter scorecards, but I would add Gundlach and Ivascyn. I know the latter benefits more from PIMCO (and would be like saying one name from Dodge & Cox belongs on there)...but still. He helped create and manage some of the best multi secto…
Thank you bee. I will look at what's available. I've considered keeping 2 accounts, the saving one that I use for today's expenses and one more as a retirement investment vehicle.
Mike,
I didn't peruse the links provided above but my employer use…
Just a little disagreement with the dividendgrowthinvestor site that says:
"After age of 65, withdrawals are tax-free for any type of distribution from the account."
They are still subject to taxation similar to traditional IRA's if used for regul…
I gave up drinking soda, pop, tonic, Coke, Pepsi or whatever, 25 years ago. Instead my cool down summer drink of choice is seltzer or water. Don't need all the sugar or cancer causing artificial sweeteners.
Do you say seltzer and salsa ("seltza"…
Thanks for this, Ted! Very interesting.
Are there fund categories that are missing? Or were they excluded? (Mid caps, foreign large caps, hybrid/ allocation funds, etc.)
