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.
Global Balanced Funds certainly come in many permutations. So many variables that you are sure to find something unacceptable in each one. And if you pick the best fit actively managed fund it may change before the dust settles on your buy order. …
Is it a military coup if the military remains on post as the regime burns the constitution? Perhaps that’s what is in the works. So the military doesn’t actually seize power, they just let one fellow declare he is the king while they stand down.
I check the asset allocations on Portfolio Visualizer. It’s great for the equity side but not as handy for the fixed income. But M* breaks down the unknown parts for F.I. I think that the financial sector has lots of potential problems waiting to …
@sma3. All good points. The life strategy series and the AOK, AOM and AOR ETF’s are essentially built from index bits and pieces. And if it matters the bond portfolio of Vanguard Life Strategy Conservative growth is about 30% securitized and deri…
@lynnbolin2021. Re Global Wellesley Vs Global Wellington. The allocation to tech and finance are so dramatically different between the two. Really different funds not to mention the significant equity allocation difference. But both managed by Wel…
The two funds we own are VGWIX, Global Wellesley and PRSIX , the TRP conservative allocation. I use Portfolio Visualizer to get max drawdown, worst year and asset allocations. Lastly I supplement the two balanced funds with some short duration FI …
@ Hank. It’s gotta be someplace. Seriously,,, what’s riskier in the next five years, tech or financials? I don’t have FOMO and won’t regret leaving money on the table.
@ Crash. Thanks. Picking the “one” is very difficult. It’s easy to find three things wrong with any balanced fund. Too much tech, or junk or financials or derivatives, or too little global stocks. You get the idea.
@Crash. “ I can’t cheer for either dog in the fight. “ Crash. We all know how you feel about the orange regime. As horrible as that regime is,, and it is getting worse by the hour, how could you not cheer for the dog that is fighting the regime …
TRBUX. If my memory serves me well,,, and that is increasingly a question,,,,,, I owned and sold TRBUX for about 5.09 …. It was when mm,,, CD’s and online savings were zeroed. When people were talking about Toyota drivers notes and MYGA and other…
Just watched the great Heather Cox Richardson. She wasn’t talking about business or personal investments but articulated an awareness of a sense that things in the country broadly are “unsettled.” Maybe that should be the next thematic ETF. UNS…
That’s the idea Crash. Thanks. Big smile. Can you imagine FD 279 pondering the meaning of the Reinvestment Blues? He couldn’t wrap his mind around the concept.
Just my opinion but if the supremes give regime a pass on his tax scheme they might as well call it GAME OVER for democracy, the rule of law and the constitution. Nothing left to do except to schedule the coronation and hand him his crown. But hey,…
Dodgers winning it all is better than no baseball, at least in our house. To avoid news I am now watching my wife’s favorite K DRAMA. Laughing at myself.
HELL YES IT WAS FUN. And though I have been to Toronto and LA many times , I didn’t have a rooting interest in either team. But this is 2025, everything is political and every moment watching baseball was a moment not watching the destruction of…
Unless one has a friend or family member in the military the sacrifices made by members of the armed services gone largely unnoticed by the rest of us. Our daughter married an army officer who deployed and it became real to us very quickly. No food …
@Old_Joe in the second from last paragraph the author writes about “financial engineering.” Are this the bags of questionable loans sold to bond funds and listed as “securitized”?
Re: the National Debt. Anyone read the 2016 novel “ The MANDIBLES” by Lionel Schriver? Set in 2029 it depicts the results of the debt crisis. Hint. It’s not good. Going to pick it up at the library next week.
@mona. I was thinking the same thing. Our Medicare Advantage plan went from zero to 48.00. I am the kind of nerd who thought about how to calculate the rate of inflation. And don’t forget the increase in co payments, although I will never get sic…
I don’t really know, but if soldiers are paid with money from secret private dudes does that make our military nothing more than mercenaries? They already are engaged in extra constitutional actions and now they will be bought and paid for by a secr…
And as I have said before,,, half the country can’t get enough of his shit and virtually all of the elected repugnants rubber stamp his crime spree. Please give me one reason to have hope for our democracy.
@crash. My three guiding thoughts are: don’t lose money, less reliance on the US and fewer moving parts. Heading toward the classic Boglehead three fund portfolio. Not there yet. .
@sven. That’s exactly where our house is investing. We are not adding anything to US equity and working towards 50/50 or even more ex US than that. I keep going back to a two fund portfolio of Dodge and Global Stock Fund and Dodge and Cox Global B…
