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.
@DrVenture. Why? Perhaps because to someone who doesn’t know better it sounds cool. And hubris? After all,,,, most folks would be dollars ahead with the Boglehead 3 fund portfolio. But look at us here.
@Old_Joe. Way to go. Most logical plan to deal with a world with no logic. My MM and CD’s are outperforming the rest of our portfolio and I don’t think I will be missing any opportunities until after V.I. day. Which will not be anytime soon.
RE; Dangers from Mines . On Monday 4 Avenger class Mine Countermeasure Ships that were based in Bahrain arrived in Philadelphia aboard a cargo ship. They would have been useful if they had remained in Bahrain about now. Maybe the commander in chief …
Since Jan 2022 till the end of February 2026 GPROX has a CAGR of -4.34%. A similar allocation to Schwab Fundamental Large Cap domestic and international has returned 15.26 % according to Portfolio Visualizer. I am sure others have done much bette…
@Sven. The mutual fund company and my brokerage are the same. It just seems hard to believe that with so many variables in each portfolio the daily change would be identical to the second decimal place.
@kings53man. The Viet Cong/NVA did pretty good with no Air Force and no Navy. And sadly,, we left about 58,000 boots in the ground. Those who don’t study history,,,,,,,,,
@DrVenture. strongly agree. Not much upside in the next 6-9 months. And lots of potential for many historically bad days and weeks and months. A perfect storm of a war that could spin out of control and as you mentioned jobs, inflation and trade wa…
@dtconroe. Welcome back. The question you pose is one I ponder daily as my overweight CD ladder spins off interest and old CDs mature. I remind myself that today’s rates are still much higher than those during the lowest period of ZIRP,,,, and if s…
@WABC. You ask, “who should be in a portfolio that is only 50% equity? “. Me for one. Lots of older folks, people who have won the game, folks who are primarily interested in the preservation of capital,, lots of people for lots of reasons.
@JD_co. “He finally understands….?” not likely. It’s more likely he tries to find another way . And I wonder if he adds the 6 supremes to his enemies list.
It’s only a matter of time till the democracy previously known as the United States of America will be renamed trumplandia. Don’t like it? Too bad. We have camps for you.
I live in an unincorporated area that is nonetheless quite urban. Our law enforcement is the county sheriff who has no traffic jurisdiction. Because drivers know that tickets are unlikely,,,speeding is common. the county response is tons of speed…
He will cancel FREE and FAIR elections,,,, one way or another. If he were to allow FREE AND Fair elections ,, he would be facing impeachment and conviction and perhaps imprisonment soon after. He would probably exile himself to Moscow.
Look at the yield relative to bond funds with higher quality portfolios. Given the high yield of ICMUX ask yourself why is the yield so much higher. Leverage? Less than investment grade bonds? Longer duration? Are you looking for a long term hold …
This is just a guess but here goes. A. It’s an easy target. B. Weakening the Cuban regime rewards S. Florida Cuban ex pats who have been loyal repugnants. C. In the before times it was fashionable for GOP presidents to be hostile to socialist coun…
@howaya. Thank for your comments. We started sailing in 1976 and just sold our last boat in 2024. I sometimes see investing through my sailors eyes. Our first dramatic experience with lee helm was at night off the west coast of Baja, California. W…
There is an old saying in the car business that goes something something like this: “ There is an ass for every seat!” Some putz will buy these shares.
@Hank. For what it’s worth Portfolio Visualizer shows 0 Non-Rated and the same for Non-Investment Grade. You still up north? My best buddy lives in E. Lansing and this is the first time he has ever complained to me about the weather.
@Hank. Wow. My view on. M* shows different numbers. BTW,,, if one invests at Schwab,,,, TRBUX has a $49.95 short term redemption fee. And I had it in three accounts. My bad for not noticing.
DODLX. NEAR. SJNK. TBUX ….. With my very conservative equity allocation,,,, and shrinking risk free yields from MM and my overweight CD ladder got to go somewhere. I look for a mix of duration and yield. And I look at 2022 in the rear view mirror.
I find it interesting that Mz Benz does her excellent work at Morningstar, which got its start helping investors find the mutual funds that would beat the indexes. I remember my subscription came with a giant binder and on a regular schedule I woul…
PMAIX. Lots to like here until I noticed the 37% allocation to Financial Services. Not much diversity here. That’s fine until it’s not. My PRPFX seemed to be well diversified until the PM sector quickly cooled off and then 25% seemed too much.
