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.
For anyone who is interested in getting down in the dirt with 'alt-type or quant' investments the attached link will take you to the 'investingforaliving' blog where Paul has done a great deal deal of digging in the various strategies. I include it …
To quote VF - "You would think funds like these would have some fund commentary." I wonder if it's because the managers of these funds have no idea what's going on either.
Anyway, my thinking is aligned with expatsp as well. Where's the attraction?
We all have our own plans and reasons for how we construct our portfolios and choose those building blocks but I am more inclined to add to PCI here (similar holdings thesis, selling at a discount) rather than PDI. I do own a boatload of each at thi…
What!!??? Has hell froze over? Ted referencing SA. That's it for me.
Added to my utility fund UTG. Added to my REIT fund RQI. Added to PRGTX and POAGX following Tuesday's hit. Sold one of my MLP funds TYG. Thinking of buying either AAPL or ABBV. Ma…
Interesting. From the article:
"Two-thirds of all workers aren’t putting any money into an employer-sponsored retirement plan." Disappointing but not a big surprise.
And also: "The biggest reason for this is many simply don’t have access. One study…
@expatsp - if I had clue I'd send him and Murata my resume. They just keep hitting it out of the park month after month, year after year and I'll just hang on for the ride until it stops. Where else can you find a 9-10% yield with seemingly no mater…
Rockstars: PCI & PDI
Holding above water: FCNTX, POAGX and PRGTX but that may have more to do with tech's run-up so far this year
Puzzling surprise: GLFOX. Down the most YTD at a time when I thought infrastructure might finally find some footing.
I think you might be right here mister. I too sold a couple of positions and will hold the rest of my hand. Time now to go start some tomato and pepper seeds.
Hey Larry. The quarterly dividend on this fund is, how shall we say, flexible. While disappointing I wouldn't let one quarters decline send my blood pressure into overdrive. It's possible that the funds sponsor sold off some high yield (risky) asset…
Fund Summary
The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitaliza…
You will get the best information on these funds directly at the fund sponsor's website.
You can get general info from a site such as cefa.com or M*
https://www.cefa.com/FundSelector/FundDetail.fs?ID=4350
Lastly I suggest this M* discussion forum …
Heres one idea moving forward in your back yard if I remember correctly:
https://www.seattletimes.com/business/retail/retail-turmoil-triggers-new-visions-for-malls-like-northgate/
@Sven, depending on your need to access that cash you could build a CD ladder at Fidelity ( and I'm sure other places) that will get you closer or above 2% returns. A couple of examples can be found here:
https://seekingalpha.com/article/4156499-re…
But not from Fidelity. Interesting.
If one wanted to purchase the featured fund FNIAX from TDA they would be charged the load and a higher ER. What a mess.
However they trail Danoff's starship fund FCNTX which is up 8.4% YTD, has a lower ER and does not require an advisor to escape paying the front-end load. But to each their own.
@davidrmoran - do you mean designed for hunting? If so they were/are indeed marketed that way but are a horrible choice unless your only intent is to kill. I've never seen a legitimate game hunter with one yet.
And back in the time of our nations founding folks probably needed a rifle to put food on the table. Historical portrayals show that those rifles fired one shot at a time with a somewhat lengthy pause and process to reload the next shot.
Ben, this thread started by Bee also:
https://www.mutualfundobserver.com/discuss/discussion/38606/mutual-funds-in-taxable-accounts-tax-loss-harvesting/p1
