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.
Sold my riskier stuff a few weeks back (it's mentioned somewhere in the bin of MFO posts but dang if I know how to find it).
Not initiating any new positions or even adding on to those I hold unless they get spanked really hard.
I've almost always…
Yup, buy the S&P 500 index and the yield you'll collect will be 1.9% today like he says. However if one picks 20-25 sensible gems out of that index one can easily double or triple that 1.9% without breaking a sweat.
Or, you can do what Mr. Buff…
Ted, there is little doubt that the US is a great country but there is also little doubt that we have lost a lot of stature and tarnished our global image with the advent of that embarrassing talking orange on the scene. One previous dignity as a na…
Great quote from the article by Benjamin Graham. In his investment classic "The Intelligent Investor", he wrote that “the best way to measure your investing success is not by whether you’re beating the market, but by whether you’ve put in place a fi…
That 'regional bias' has been a checkmark next to the fund for nearly it's entire existence. While the fund will rarely, if ever, shoot out the lights it won't leave you cringing in despair either. It's shareholders have been satisfied and amply rew…
Just a couple of thoughts:
1) You can't rightfully compare an ETN to a mutual fund. The ETN is dependent upon the credit worthiness of the issuer, something mutual fund holders typically don't care to deal with.
2) If you were suggesting that we com…
Hmm, I get the Tech to Health rotation but I'm wondering why they sold off most of the financial sector. I had always thought that's a sector that generally holds up during market downturns but maybe the answer lies within the word 'momentum.'
And as long as I'm here I decided to take a peek at my portfolio returns YTD. As most of you already know I am a dividend growth investor who holds mostly individual stocks, preferred stocks and CEF's primarily PIMCO bond funds. I do however hold 6 …
With respect toward @Low_Tech's comment re: "Do most people really think that markets should only go up every year?"
Probably not but it is certainly preferred.
@hank: Thank you Mr. Obvious.
Just stepping on OJ's toes here because you know he's coming after your quote "Caution: I’m scared too and have absolutely no idea what I’m doing."
@Ted: I was thinking along those lines when I read your post and honestly if I didn't need the income I'd be right there with you. Normally I am near 100% in the breach but over the past few years I have added bond funds and this year I have actuall…
Interesting move for a guy who thinks the S&P will be at 3000 by years end. However there is nothing wrong with preserving capital or perhaps sanity in uncertain times.
I think Boston Partners Long/Short Equity BPLEX has been the poster child for comparisons in this fund realm. It seems to do it's very best when the market falls down and goes boom but nothing spectacular otherwise. A quick look at M* shows a somew…
He did well with my investment, more than doubled it right up until he was named M* Manager of the decade or some such nonsense. That was a signal for me to sell.
@david - as a dividend growth investor I can't complain about JNJ. Yes it's performance YTD has been flat to muted at best but it's 3, 5, and 10 year charts are the things that make me smile. I picked up shares when they dipped down to 123 and I'm k…
Interesting info on the 'ride' there Hank. I've had both a '98 and a 2009 Silverado half ton extended cab who's ride surpassed any sedan I've ever been in for any period of time. Maybe yours was assembled on the wrong day of the week.
Did anyone happen to notice that the Harbor International funds will be distributing 40% of their NAV. Hope no one holds these in a taxable account. Major OUCH!
08-09. Now granted who didn't crash but it seems that investors held them accountable for not protecting the portfolio(s) better as they expected given the nature of the firms investing precepts (or something like that).
Interesting. Correct me if I'm wrong but my questionable memory seems to recall that they exhibited similar behavior during the last market kerfluffle.
Truth Tarwheel. I practically lived in mine during my working years but the prices have gone nuts. Now I'm starting to wonder if I could sell my current one for more than I paid for it.
Or just to the US Mike. Make your bid folks.
https://www.washingtonpost.com/opinions/trumps-dangerous-message-to-tyrants-flash-money-and-get-away-with-murder/2018/11/21/4202e69e-edc2-11e8-8679-934a2b33be52_story.html?utm_term=.727326d63e52&wpis…
