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.
Nobody expects perfect Ted. America was founded on the principal of doing what's right, doing for the majority not just the privileged, and taking care of those who struggle to do for themselves despite their best attempts. I'm fully aware of those …
I don't get that at all Ted. He bleeds for what America could and should be if we are true to our founding beliefs as a nation. Tell me/us where or how he is factually wrong. So much promise with no principals to practice what we preach.
I have always believed that a "core" fund was one upon which you built the rest of your portfolio around. It would be your largest position sometimes along with one or two others of similar size. As slick noted at the beginning of this post UMBIX - …
@davidrmoran - amazing, moving story. Thanks for sharing.
@BenWP - I've heard that said about many of the American Military Cemeteries in Europe. Each meticulously honored and cared for. Such a tribute.
Maurice, in my opinion you are mixing up your causes. Taking a knee at a football game had nothing to do with the military and you know that. It was a statement that in this day and age certain Americans are still treated differently than others. As…
Will these gimmicks never end. Being a veteran myself I'm all for assisting them but do it directly. Investing in companies will do them no more good than anyone else who gets hired but the companies might make out like bandits. However you also mus…
IMHO physical stores are not going anywhere. They may downsize, consolidate, reconfigure, adjust, whatever but they will still persist. Granted for some things like electronics, brand name tools and others one who knows what they want and price shop…
Thorny issue this is. I understand the rising costs for housing and all the affordability issues but a tax on jobs seems a little bit out there. Yes Amazon and it's CEO have tons of money and can likely afford it without batting an eye. Many other b…
@johnN - am I to understand that your portfolio consists of mostly individual bonds and mutual funds? Or just bonds? I only wonder because in many of the buy/sell threads in the past as well as this one you've only ever mentioned buying individual b…
The 'catch' (i.e. depressed share prices) is what makes them good investments at this time in my opinion. I just picked up some PEP and will be adding to T & PG.
Gosh, if this was political news we'd be inundated with real and fake versions of the story. Maybe Vanguard should set up shop in D.C. and give presentations on security.
@Hank - yes you can BUT in fairness I was not retired then AND I had more in mutual funds than I do now. If memory serves me I was down roughly 32% probably tempered by a 55-45 allocation to domestic-foreign funds. I also had no bond funds then unli…
@Hank - not a criticism just my own position with respect to cash. I hold less than Ted. It earns me nothing so why bother. My dividend stocks funnel me more than enough each month to cover my expenses and then some so we're good. I haven't a clue w…
Well from what I can find or tell it seems to depend upon who you ask. Royce has this to say about RYSEX "Small-cap value fund (generally market caps up to $3 billion) that looks for conservatively managed companies with transparent accounting that …
Will or Matt, I'm not about to knock or critique anyone's buy/sell decisions but currently the fund is priced only about $1 over it's 52-wk low and is marked at twice the discount of its 3-yr average. And then of course there is that attractive yiel…
Bummer. The article seems to cut off in the middle of the interview. Or maybe it's just my Mac browser.
Anyway, UTG is a core holding in my dividend growth portfolio and I added to my position recently when interest rate scares caused the price to …
I wonder and would also calculate how much of your total portfolio is held in this fund along with whatever other bond funds that you might be holding. As a 31-yr old when you started you should have had 5-10% at most unless you are extremely risk a…
I can only guess that he's looking for true believers in the fund, himself and his process. Brokerage availability pretty much allows investors to jump in and out with changes in the wind direction whereas investing directly with the fund sponsor te…
Thanks Bee! Now I must get my fufu in gear and find or create some mofongo. As for Dan, I'm just going to let him do his thing and stay out of his way. I'm just happy I get to ride along.
