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.
It's my belief that active funds are for active investors who want to or are willing to switch to better performing funds as the needs arise or are called for. Yes the hot performing active fund may eventually revert back to the mean which is why on…
Those farm aid packages are worth less than a placebo for cancer treatment unless you're a mega-farm operator.
The Toll of the Trade War (at least so far)
Well ron a high yield corporate bond fund would not be my first choice but that doesn't mean it can't be yours. SCHD, SPHD and VNQ appeal to me but at todays richly valued prices I'd be more inclined to build a position slowly rather than investing …
The fund is of the Tax-Managed, Buy-Write Option type.
From their M* profile: "The Fund intends to sell index options that qualify for treatment as section 1256 contracts on which capital gains and losses are generally treated as 60% long-term and …
And just think, all these improvements were done to generate a better user experience. What a country. As msf and rforno have noted M* no longer seems concerned with the retail user/customer/client.
I've heard that the big 3 will now control 95% of the US cell phone market. Does anyone here use any of the other providers such as Cricket, Boost, Consumer Cellular or other? If so what has been your experience? Thank you.
Thanks for all the input catch. These folks are dealing with the things that likely all of us will have to deal with eventually - downsizing, giving up a home you've owned for what may seem like forever, inability to keep up with general upkeep and…
Always the contrarian ain't you rono. Folks are busy ramping up their margin balances to buy stocks and you're heading for the bunker. Personally, my money is on you.
Darn it Rick, you've been one of the few posters providing useful information and discussion. That will be missed. As for your other points, they're spot on.
Comment by hku on one of the M* discussion boards:
"What do cats, women, and Morningstar have in common?
They do just as they please, and the rest of us better get used to the idea."
Thanks for that archived link @hank. Funny indeed. FWIW I had suggested PIMIX to the original questioner but told them I would post here to see what others thought.
Were the items that caused you to underpay (i.e. things the IRS noted) things that you did not input when you filed or were the amounts calculated wrong?
Do you input your brokerage and/or mutual fund data manually or do you input the data by allow…
I agree with rforno and now is not the time.
PDI is selling at a 10.7% premium to NAV but one could substitute in PCI at a 1.9% premium and expect similar return results. The funds are identical in many respects. I own both in mass quantities but b…
If you're looking for a fine fund that doesn't invest like all the others, the folks at Primecap POGRX might be worth your time. I don't own this one because I chose their aggressive growth fund POAGX instead. I found that a pair of CEF's I already …
Thank you David for your thoughtful response. What prompted me to post this discussion was a comment provided by FD1001 on a M* discussion board. It suggested to me that despite the availability of the tool and the thought process behind it there is…
