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 agree with the comments mentioned so far but I also feel that it's fair to say that I don't recall a past president who has called out (positively or negatively) individual companies or their CEO's as much as the current one, not to mention his cu…
M*'s portfolio manager will show you the %weight of your holdings within a portfolio you enter. You don't have to do anything other than register on the site to access this feature. I didn't try to sort the list but it looks like you could.
Geez @hank, I hope you're not pulling a Ted as in "time to close this discussion" are you? I think it's been a good exercise and I don't recall anyone advocating the fund as a must own. Folks need to decide that for themselves and then be responsibl…
If that's the scenario, and the manager has not changed his stripes, then I see little reason to invest here until the market puts on scuba gear. I'd also like to get a glimpse of their portfolio holdings before committing funds. That's just me.
None of the male members in my familial roots ever lived to the break even point where waiting would have been beneficial Ergo, neither did I.
How do I calculate my Social Security break-even age?
@Gary - that's not what Lewis wrote. Go back and read it again. Lewis said ".... and this constant assumption that Americans are stupid and don’t know how to maximize their retirement." See that part about "this constant assumption."
To carry on with the comment by Lewis it is also far, far less expensive to provide healthcare for everyone on a regular and consistent basis than it is to treat them in emergency rooms which taxpayers subsidize anyway or already. A healthy, properl…
I think we can hopefully agree that college is just not right for everyone. There's that segment of the population who are simply not cut out for it. For them maybe a few years in the workforce will show or convince them otherwise. For others there'…
I'm not sure at this point exactly how I feel about a blanket proposal to wipe out student loan debt. I'll be the first to admit that the load is onerous but I have no idea how those loan distributions were spent.
I spent a number of years in colle…
@Mona - not sure if this will help you or not but the security type breakdown as a % of net assets according to the annual report of March 31, 2019 says:
Non-Agency Commercial Mortgage Backed Obligations - 12.9%
Collateralized Loan Obligations - 12…
@Derf - maybe as a member of SA I don't see what ad it is you're referring to. If there are ads in the link I apologize but in fairness I come across them in most of the articles linked from this discussion board. If this is not what you are referri…
@David, at best I have less than half the $100K minimum so....
I tend to stay fully invested most of the time. I just happen to have enough to start the new position and I wouldn't build it up to the max anyway. But thanks.
@msf - all of that is true. My call last night (after normal business hours) was handled by Joe Anybody (not trying to be demeaning). My call this morning was handled by my "active trader team" (their words not mine). And yes, I could call again and…
Blah. My own version of DGRO (including some of the same stocks) comes with >2-3X the yield with no ER other than trading fees when bought. I'm good to go.
FWIW to Fidelity investors:
I tried to do an in-family swap of DSENX (investor share class) for DSEEX (institutional) and it wasn't allowed. Apparently the firm treats the two share classes as different families. Thus one needs to sell and buy sepa…
If you need to categorize it then I would say that LV is the closest approximation. I only have the fund because it works in growing my portfolio value.
Note to self - Tariff/Trade tensions, Tech sector, semiconductors have absolutely nothing to do with the markets or mutual funds or investing in general. Nothing. At. All.
Got it.
I beg to differ. This country could use more individuals with a sense of right, dignity and goals for the common good. It still bothers many to this day the egregious wrongs they pull off leaving the US citizens to bail them out while they walk away…
