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'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…
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…