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.
@Mark,
After selecting "Analyze Portfolios" scroll to the top of the PV page. At the top of PV page is a hyperlink called "link". If you select that hyperlink and then PV creates a unique URL that you can copy and paste. It is a bit long so editing…
Mohamed El-Erian sees one risk that could get investors into serious trouble.
"One of the most under covered stories is what’s happening to the US yield curve..."
To me, he fall in the camp with Grantham, Hussman & Dr Doom. They all are right, …
Morningstar Portfolio Manager might be a good resource. It's a premium product, but some brokerage houses (such as T Rowe Price) offer it as a free benefit.
https://morningstar.com/help-center/user-guide/portfolio-manager
Also, determining how cor…
One gut check for investing in up markets is to reference your present portfolio value with different draw downs scenarios (in percentages) and the potential recovery time (in months/years)
S&P 500 data since WWII:
Here are a few charts to help…
A couple of links that I looked at today related to Roth IRAs:
Are Roth IRAs Overrated?
We discuss:
Diversification between tax sources for retirement savings
It doesn’t have to be all or nothing with these decisions
The compounding be…
With the two runoff wins in GA, Biden will now have both the house and senate on his side. His agenda will get thorough easier. Just today other sectors and small caps advance while the technology fell. Once the vaccine rollout quickly to vaccina…
@David_Snowball,
Technical question...can MFO hyperlink ETFs the same way mutual fund ticker symbols are hyperlinked?
Readers can link for VFINX, but not SPY.
Also, we may have to begin developing a transition plan for MFO to ETFO.
Low Interest Rates are here to Stay (thru 2021):
Some Quotes from the article (linked):
The economy is poised for a robust recovery in 2021, particularly in the latter half, but Bloomberg Economics does not expect quantitative easing to be scaled b…
Here's one way track inflation of a billion products...tropical fruit included:
thebillionpricesproject.com/
The author compares CPI to the MIT Project (article is bit dated):
inflation-cpi-vs-bpp.html
This year 5 stocks in the S&P 500 accounted for a 35% gain. The other 495 stock together accounted for a collective 5% loss. That's changing...see article linked below:
the-biggest-market-comeback-of-the-year
The Gospel of Hydrogen Power (NYT Article):
You can make (hydrogen) fuel using water and solar power, as he does. The byproduct of making hydrogen is oxygen, and the byproduct of burning it is water. Hydrogen is among the most plentiful elements on …
About that rejected energy
I found this in your link:
All energy use results in some losses, shown on the charts as rejected energy. This energy most often takes the form of waste heat, such as the warm exhaust from automobiles and furnaces. The ef…
The S&P 500 through the lens of Presidencies:
stock-market-by-president
If you need to spend your money within the next 3-5 years... keep it in cash (or ST Treasury Bonds).
@davidmoran, If you can avoid the powerful persuasions of fear and g…
This link seems a little dated, but it seems to answer some of your questions. I would verify any changes for 2020.
https://finance.zacks.com/can-shortterm-capital-loss-tax-writeoff-against-ordinary-gains-3687.html
Notes:
- Ark ETFs are actively managed ETFs.
-The concept of "cash-like equities" is mentioned by Ms Woods.
What are your cash like equity mutual funds?
-Tesla's future aims at Autonomous Taxi Services.
-Bitcoin is the flight to safety currenc…
Waiting to "buy the dips" (the strategy to wait for a 10% peak-to-trough loss before buying, then holding for at least 12 months or until the drawdown threshold is exceeded before returning to cash) doesn't work verses Just "Buy and Hold":
Linked …
How about considering the Value conscience managers at Wellington. Vanguard now offer foreign exposure through VGWLX.
Wellington's 2021 Outlook links:
2021 Investment Outlook
...it was the single best financial decision I ever made...I got out
Not perfect timing, not even timing exactly, a lot of it is fear and postfacto instinct and of course luck
I rewrote the single best thing you did...always feels lucky. Here's …
I try to aggregate my portfolio (which reside in separate accounts) by using Yahoo!Finance. I can create a comprehensive portfolio and update share prices to my personal spreadsheet file using Yahoo!Finance
I try to update my spreadsheet once a mo…
Attempting to sustain a fixed living standard using distributions from a portfolio of volatile assets is an inefficient retirement income strategy. This is a unique source of sequence risk.
There are four general techniques for managing sequence of…
Additional side effects are surfacing with regard to the Pfizer vaccine that were not observed during trails (individuals with allergy sensitivities at greater risk to negative side effects). This may slow its deployment.
Allergy-risk-Pfizer-jab-TW…
And how do you invest when you finally "have won the game"...some thoughts here:
https://awealthofcommonsense.com/2020/12/how-to-invest-when-youve-already-won-the-game/
"Sorry you lost friends, but in Florida that was very likely a result of choices THEY made, unlike Cuomo who gave nursing home residents none."
Yes, they decided to become doctors and nurses. So stupid.
70% of COVID related deaths in CT occurred in…
