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.
https://institutional.fidelity.com/app/proxy/content?literatureURL=/9898959.PDF
Using the above link, on pages 17 and 18 Fidelity explains the investment process and the portfolio construction parameters of their Disruptive Funds.
Apparently, the…
Thanks for your suggestion, msf, ANFFX looks very promising. I will put it on my watch list and monitor its risk/reward performance along with FGDFX. I am not in any hurry to make a new investment at this time with valuations so rich, and large sect…
Anyway, back to FGDFX. As I have said, I have this new fund on my watch list, but I am holding back in making a buy decision at this time because I am not comfortable with its "team managed" structure. But, I have been impressed by its excellent ris…
Consider Vanguard's Wellesley fund, VWIAX.
Thanks, but Vanguard Wellesley is part of my portfolio listing and shown as VWINX. Just a different share class. Since I am not with Vanguard, I can't access VWIAX.
Fred
I still have FGDFX on my watch list and continue to be quite impressed by its excellent risk/reward profile since its inception in May. Its total return since then is 41%, and over the past one and three months, it gained 5% and 15.4%, respectively,…
"Now we are in a period of high debts and deficits, high valuations, aging workforce (deflationary), falling dollar (inflationary), and COVID. I choose to be more conservative now."
Well said, Lynn.
Here is what another poster on the M* discussion…
As of 11/30/2020, my "Retirement Portfolio" has total value of $1,113,533, and a YTD total return of 11.35%:
ARBIX----- $215,747----- 19.4%
FGDFX------ 122,431----- 11.0
PIMIX------- 217,673----- 19.5
TSIIX------- 222,628----- 20.0
VLAIX------ 335,…
Take a look at MATFX. Its focus is on Asian companies who are all disruptors in their fields. If you check it on MFO PREMIUM you'll see strong consistent outperformance. The other benefit is it provides diversification through international expos…
I'd at least hold off awhile with this new fund. It's not clear how it is managed [...]
Fidelity's prospectuses are typically vague, but this one more than usual. This is a fund of funds, but the prospectus doesn't make clear who is responsible …
I'd stick with ARKW and ARKG.
Sorry, wxman, but as a retired and somewhat conservative investor, ARKW's standard deviation of 29 and ARKG's of 36 are not exactly in my comfort zone. But, thanks anyway.
Good luck,
Fred
FD said: "In the last 3 months...PRWCX 8%...VLAIX-VLAAX only 4.6-7%..."
That's all well and good, FD, but why do you keep bringing up PRWCX when it is closed to new investors and, therefore, not an option for those members who prefer to invest in …
FD said: "With that in mind:
1) Core: I would use SPY/VTI for most of my stocks. BIV as my generic bond fund.
Explore: PRWCX, VWIAX, PIMIX."
Since PRWCX in your above "Explore" category is closed to new investors, and has been for many years, shou…
A fund like VLAAX spreads its bond exposure over many sectors (Corp, Muni, Gov, Secur). It's 56% equities / 35% Bonds / 9 % cash right now.
Good choice, bee. An even better choice is VLAIX, the institutional shares. Requires, however, an initial…
Exclusive: Europe to pay less than U.S. for Pfizer's German BioNTech vaccine under initial deal
By Francesco Guarascio, Reuters - 9:56 AM ET 11/11/2020
BRUSSELS (Reuters) - The European Union has struck a deal to initially pay less for Pfizer's C…
"BioNTech, the small biotechnology company that is the originator of the vaccine, was founded by two married German scientists, Uğur Şahin and Özlem Türeci, both born to Turkish immigrant parents, and the Austrian oncologist Christopher Huber."
Tha…
Even though I may have agreed with some of T's policies on illegal migration and confronting China on its unfair trade practices, for example, but, on the whole, I found the man to be a total egomaniac, a poor negotiator who ran a disorganized admin…
wxman123 says: "I respectfully suggest GIBLX for what you're looking for. One of my favorites, perhaps my ultimate favorite at the moment."
GIBLX used to be one of my favorites, but with rates seemingly going up, I currently prefer funds with short…
Just a suggestion, Basball_Fan, but perhaps you may also want to consider joining the existing "2020 Challenge-Participants", it's a new thread on MFO moderated by benchrest, aka Rich?
It's an annual event where the participants post their monthl…
As of 10/31/2020, my Challenge "Retirement Portfolio" has total value of $1,073,493, for a YTD total return of 7.35%:
PIMIX----- $212,055-----19.7%
TMSRX-----212,985-----19.8
TSIIX-----218,534-----20.4
VLAIX-----429,919-----40.1
Total----- $1,073,…
