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Charles - Tip re: PDF sizing. Here is a link to the free Orpalis PDF Reducer. (For Windows)
It can be used to reduce the size of large pdfs without compromising image quality. It has various options, and you may find it useful. - Ira
http://www.o…
THE TAX-CONSCIOUS ADVISER: Robert N. Gordon
Investment News [may need to register]
The best way to play Kinder Morgan
Corporate structure designed for tax-exempt investors may benefit taxable investors, as well
http://www.investmentnews.com/article…
For mis-categorized fund:
1. Photocopy last statement from old provider (D&C) - preferrably the one that shows the transfer out to Vanguard.
2. Photocopy statement from Vanguard showing transfer in (as Roth).
3. Send photocopies to Vanguard v…
Using Smartmoney's 3 year lookback rearview mirror (tough to drive this way...)
What about VHGEX - Vanguard Global (see scatter chart in link)
http://www.smartmoney.com/quote/OAKGX/?story=risk
But Don't Forget "Yield Plus"
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Perhaps everyone deserves a second chance. But in evaluating a company, one can't also ignore their historical performance, record ... or SEC settlements.
In the case of Schwab, they were - as…
Ted: Thanks, but I think it's this one:
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1666301
"To do this we use Morningstar’s corporate culture grades for mutual funds and then examine the ability of these corporate culture grades to predic…
Recall that at the time that Royce was sold to Legg Mason, there was a comment in the press on the terms of the transaction. Specifically, as noted in Marketwatch:
Legg Mason will pay $115 million [to Royce & Associates] at closing under term…
Comment - Re:
"My brother in law is retiring and has a simple IRA that he wants to move from American funds to Price and reallocate. Currently, they've got him 90% in equities! ...
He's 63 and ...very conservative... His goals for this account, are…
The Smartmoney Risk "Scatterplot" indicated that NVOAX was quite similar to an ING fund (3 Yr Risk and Return).
http://www.smartmoney.com/quote/nvoax/?story=risk
An observation that is confirmed by the following from Yahoo:
http://tinyurl.com/N…
In case you want to look at R/E ETFs, either as a direct investment or to compare against a fund you think you are interested in, below are links to about 2 dozen R/E ETFs, with scads of data and info.
All R/E ETFs
http://etfdb.com/type/real-esta…
TD Ameritrade has something similar...
It's at link below, but is a little tricky to link/explain... I will try.
http://research.tdameritrade.com/public/mutualfunds/compare/compare.asp
The tool gives you risk/return plots - for 1, 3 and 5 years, …
Free "Tool" That I like....
Is the SmartMoney "Risk" tool, which displays a 3 year (only time period available, a shame) scatterplot of return + standard deviation, for fund, with cluster of related funds based on Lipper categories (ditto). Exampl…
? Perhaps reminiscent of the "urban myth" about Levi Strauss and the gold rush. Let others seek gold, he kept them in pants...
http://www.jewishvirtuallibrary.org/jsource/biography/Strauss.html
I think that the "new ratings" are a waste of time.
Given how poorly most funds performed during the downturn, think that they are simply being rolled out now to provide - as suggested above - another metric that M* can market (and funds can incl…
Have you seen David's comment this month?
RiverNorth Core Opportunity (RNCOX) – June 2011
http://mutualfundobserver.com/article.php?article=rivernorth-core-opportunity-rncox-june-2011
[Haven't tried it yet, but is closest that I can find so far. Will miss RG. - Ira]
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What do you think about this: FundGrades (https://www.fundgrades.com/Default.aspx)
>>OVERALL METHODO…
Perhaps:
LKCM Balanced, Janus Balanced, Manning & Napier Pro Blend Moderate, or Oakmark Equity and Income.
For others, do a search @ the Morningstar Fund Search (http://screen.morningstar.com/FundSelector.html) with following parameters, or som…
My 401k also contained a fairly motley collection of funds - some OK, some horrid. Mix of active and index funds.
I recall "working out" on a spreadsheet that the value of tax deferred investments - if tax rates don't change - is somewhere on the…
