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.
I just received the 19a for IOFIX showing the estimated FY-2020 source of distributions to consist of 50% ROC. As others have mentioned however these are not the final figures.
From the 19a notice:
"Not Tax Reporting. The amounts and sources of di…
I've always been under the impression that if you pay for a service said service provider owes you that service. I've got some re-learning to do I guess.
I think that if Mr. Grantham left out the fear predictions of market collapse and just conveyed his concerns folks might just be more willing to absorb and consider his thoughts and advice.
My son, a 40-yr old super healthy airman, experienced the chills, dizzyness, body aches/joint pain, and headaches others have mentioned after each injection of the Moderna vaccine as others have reported.
As @catch has noted I see no reason one couldn't hold both except as a means for holding down the fund count. I wouldn't feel terrible about holding either fund however. They both have done quite well over time but with the edge going to FSMEX. No o…
Yes Jon that is the takeaway. The Health Care fund is more dispersed and yet still holds a good slice of health care equipment while the Health Care Equipment fund is more targeted to that slice of the sector overall.
And yet 43 gutless wonders did not feel that those efforts along with a capital officer's death were worthy of respectful diligence to their sworn duties as outlined in their oath of office.
@catch said - "Robinhood and related have and will continue to impact retail markets; and one can be assured that the big institutional houses have likely established folks from the 20-40 y.o. group to keep them informed."
See Cathy Woods & ARK…
According to the most recent findings of AAII the best 3, 5, and 10 year annual return's lies with IYG - iShares US Financial Services and IYF - iShares US Financials.
"I always thought I should run a mutual fund that does the exact opposite of what I do in the Market."
@sma3 - Oh how I know the feeling. Thanks for the laugh.
From the silly article:
"Should you invest $1,000 in USAA Mutual Funds Trust - USAA Nasdaq-100 Index Fund right now?
Before you consider USAA Mutual Funds Trust - USAA Nasdaq-100 Index Fund, you'll want to hear this.
Investing legends and Motley …
Seriously? ARKF but I'm well aware that it's not for everyone (or maybe anyone but me).
I've tried investing in the financial sector from time to time and my experience has been that it most often ends up as a dead or losing proposition. I've taken…
A couple of thoughts.
1) Since you stated that his investment is held within a 401K what other funds are available to him or is he looking to move out of the 401K?
2) Warren Buffett is on record recommending a S&P 500 index fund for most peopl…
@Sven - I'm not upgrading really but maybe I am. I don't really use my Dell/Windows tower much except for business reports and files that I used to write for clients and my tax filings. These things (MS Office and TurboTax software programs) seemed …
@catch22 - that Global markets futures page is a nice link. I usually bounce around between the Fidelity & Yahoo pages in the early morning. This one link is way better. Thanks.
Nice bond list too. I don't own a lot (any) bond funds outside of …
Funny thing here in MN. The state has started inoculating seniors 65 and older while the VA is only providing vaccines to veterans who are 75 and older. Go figure.
I agree with most of what you said except for the part about the younger crowd understanding optionality and risk. For many, if not most, those understandings only happen after one gets their butts handed to them a time or three. Just look at what h…
