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.
Seems to me that there are many possible shifts to consider. Some include:
-from active management to index (passive)
-from self-managed accounts to firm/advisor managed accounts
-wealth transfer as heirs inherit previously held assets
-and possibly…
@MJG - you're correct, I missed it (3-5-10). Actually I saw it but failed to connect the dots. Anyway, I am in agreement with Hank that 3 terms for the same item unnecessarily confuses the reader and the portfolio composition should have been stated…
@Hank - it was at the very end of the article "The Vanguard portfolio is made up of the Total U.S. Stock Market Index Fund (40%), the Total International Stock Market Index Fund (20%) and the Total Bond Market Index Fund (40%). The total cost of thi…
Interesting. That 'alternative' stuff will get you every time.
Seriously though, I couldn't tell from the article but it seemed as though Mr. Carsons conclusions were based on the past years results. If so, what happens when you stretch that out 3,…
Hi Mary and welcome. I'm of the opinion that like any tool in the box the VIX might have a use but I wouldn't use it to make any decisions on an average broad based mutual fund. The linked article below suggests that even those ETF's and ETN's desig…
For what interest it might hold: "Is It Time To Rotate Out Of High-Yield CEFs?" posted today on SeekingAlpha by Left Banker
http://seekingalpha.com/article/4041447-time-rotate-high-yield-cefs?uprof=46&isDirectRoadblock=false
Try this for part 2:
http://www.barrons.com/articles/2017-roundtable-part-2-manual-for-a-mixed-up-market-1484976857
Nevermind, this doesn't work. Sometimes I am able to copy the title of the article and paste it into my browser (Safari) search box…
@hank - you asked "What are "alternative facts"?" Was that a serious question? If so it was Ms. Conways' explanation for what our lying eyes were telling us that just ain't so. I think.
Ask your president and/or his new team because it's a new one on me. Sure could have used them back in my grad school days though. It was hard remembering the actual facts.
With the proliferation of "fake news" and "alternative facts" these reading skills become ever more imperative. However I think folks will continue to be more interested in watching the crash happen or observing the aftermath rather than discovering…
@msf - as the insurance rep explained it to me they use the same rationale for auto and property i.e. your credit score correlates (slightly) with responsibility which might correlate (slightly) with careful management and upkeep of your property an…
@Low_Tech - in my case everything you said is true and like you I've never been late with a payment and I live below my means. However, most if not all of what you and I pay for by borrowing is affected by our credit score including our ability to e…
Everything said at the Investopedia site is true. Suggestions are made and 'bonus' you are not bombarded by an endless series of pop-ups, flashes, or whatever. I also appreciate knowing why and how certain things affect one's score. I'll never unde…
I have been using the CreditKarma site for nearly 2 years now with nary a problem. Once a month I get an email to check my score but that's it. Once or twice I've been notified that an entity has pulled my report (a 'hard hit' in industry parlance) …
This doesn't address your question with respect toward the accuracy of forecasters but it may provide some food for thought.
Experts Forecast Long-Term Stock and Bond Returns: 2017 Edition
http://news.morningstar.com/articlenet/article.aspx?id=787…
Intriguing no doubt but the scarcity of info is definitely a drawback. Compounding that are the transaction fees for purchase, loads, 12b-1 fees for anything less than the $100K institutional share class and no insight as to the expense ratio. I wou…
Hi catch. It has been my experience to be notified of all pending class action proceedings by or through the brokerage firm (Fidelity, Scottrade etc.) where the position is held. Notification always happens after a lead plaintiff has been chosen/ide…
Granted she lost John and just one of the reasons she did was her opponents promises/claims to drain the swamp especially and/or including those Wall Street types. Do you see the irony here?
So I did some calculating of the returns. According to M* my entire mess was up 16.8% in 2016 (Brokerage: 18.6%, SEP-IRA: 12.1, Roth: 21.8). I'll take it.
To be fair, I don't invest much with mutual funds anymore mostly because I suck at selecting …
From the Hallmark website linked by davidrmoran:
"Employees:
More than 27,000 people worldwide work for Hallmark and its subsidiaries: 9,500 full-time and 17,800 part-time employees.
In the U.S., Hallmark employs 20,000 people: 5,600 work full-tim…
