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.
TTI is short for Trend Tracking Index (hopefully you didn't lose too much sleep).
Here's a bit about how this TTI in the Q&A section of Ulli's site:
"Q: Ulli: Thanks for your online free service, it is appreciated. My question has to do with …
Any thoughts on Foreign Developed Markets US Hedged options?
Maybe PIPDX
Short Term Bonds?
Maybe VSTBX, MWLDX, ACSNX, FMEQX, FSHBX, WSHNX (most with Manager Tenure of 15+ years)
High Yield Bond:
Maybe BUFHX, FAGIX, CIOZX
Nova aired Part 1 of the "Making of North America". Let's keep in mind the natural forces at work when we discuss climate change. The discovery of Fossilized Palm fronds and coral found along the coast of Alaska are discussed in this episode.
Artic…
Interesting to think that Oil companies started preparing for this 40 years ago.
Exxon Predicted the Present Cheap Solar Boom Back in the 1980s
"The oil giant's 25-year-old research into the economics of solar was spot-on."
I recall years ago Exx…
It looks like Schwab reports a YTD performance number both with, and without a 3% load. Without factoring in the load, the reported +2.78% figure is correct. Very odd.
press
So you as an investor in this fund take all the market risk and as a res…
Howdy @bee
I couldn't find a reference date for the linked article.
EWA is about -12.3% YTD and - 20% for 1 year.
Potential does exist today with Australia, but my monies will likely travel to other places.
My 2 cents worth.
Take care,
Catch
…
Glad to share. Try it you'll like it.
Thanks to @MJG, @Davidmoran, @catch22 and maybe others who have referenced this site. Very rich in historical data.
Play around with it an teach us a thing or three.
https://portfoliovisualizer.com/backtest-…
If the last thirty years are any indicator of future trends in Healthcare, maybe a 90/10 portfolio of VGHCX / VFISX vs Warren's VFINX / VFISX: (click on each image for better clarity)
Something never mentioned about these shareholder costs is that these are risk free returns for the Fund company.
Regardless of the gyrations of the market, asset under management never return a negative profits for fund managers. A fund that char…
Anyone paying a fund manager to pay attention to Australia? Australia has been one of the best places to avoid risk and appreciate wealth.
"Australia has one of the most robust economies in the world. Since the late 1980s, the government has helped…
I would continue to hold and add to these funds. Go play golf and come back in thirty years.
For those less lucky, here's some tips on how to access closed funds:
investorplace.com/how-to-invest/funds/mutual-funds/closed/
Also,
Closing Mutual F…
I own another microcap fund from a fund company that also flies a bit under the radar, Buffalo Fund's Emerging Opportunities Fund (BUFOX). The fund has 53 holdings with a recent concentration in Technology. It's off its high by 20%, but boosts a 5 y…
@Dex, @littlebee:
Maybe consider #3) Start a self employed part-time business. Insurance premiums costs can be offset dollar for dollar against self employment income.
From Turbo Tax (updated for 2015):
"If you are self-employed, you may be eligib…
Not used much here by users, but a very cool feature of Jing are active screen videos (with audio). Sorry if my talents are quite ready for prime time, but humor me. I believe this was submitted to a thread back in August of 2015.
Video Comments on…
@heezesafe,
First, I kinda wished that the Met's first basemen had made a better throw to the plate in the ninth inning last night. If he had, well, "heezeout"!
Getting back to your question...
The displays I generate and embed into a MFO thread …
IMO, you don't "play" with with a fund like this, you hold on long term to reap the benifits.
I'm thinking Bruce Berkowitz (FAIRX) might be a buyer of SEQUX. At the very least he's appreciating the company...concentrated fund managers often spend s…
Doh! If I do not have link to military personnel, I'm not eligible to open account with USAA. Back to square one. As they say, "USAA (the military) is looking for a few good insurance risks, GEICO are looking for the rest". Marrying a WAC (Women Arm…
For a different perspective on gold:
COT Data For Gold At Topworthy Level
mcoscillator.com/learning_center/weekly_chart/cot_data_for_gold_at_topworthy_level/
@Old_Skeet,
What sources have you found give you helpful P&E data?
AAII had an interesting article on the many flavors of P&E.
Will the Real P/E Please Stand Up?
will-the-real-p-e-please-stand-up-
@little5bee: In my area, they offer Assurant....
I had Assurant Health (I believe they are a owned by Times Insurance) for the 2014 & 2015. both years I was outside the marketplace versions. For 2016, Assurant will not offer Health Insurance. He…
A site @Old_Skeet is familiar with just chimed in for it's monthly update:
"What this suggests is that the best opportunities for investors for the next several years would appear to lie in US stock funds that are classified as Large Value. Many La…
@VintageFreak,
Only USAA Funds (ie USSCX, USNQX,etc) have no minimum holding period. As for other NFT funds on their brokerage platform I would suggest opening the fund page and clicking on the operations tab as mentioned in a previous comment.
@David_Snowball,
Just picking up on your thoughts for OSTIX as part of someone's "in a year or two" money. I went a bit further and added other time frames as well as other fund considerations to create kind of a "fund ladder".
For less than 1 ye…
Paris climate deal to ignite a $90 trillion energy revolution:
"Six years ago the... International Energy Agency (IEA) was still predicting that solar power would struggle to reach 20 gigawatts by now. Few could have foretold that it would in fact…
Thanks @bee...Where or how do I get the chart like the one you posted above.
I use M*
morningstar.com/funds.html
-Enter your ticker symbol into the "quote" search box
-Select the charts tab
-Enter camparison funds in the compare box
-Change time …
@VintageFreak,
A call into USAA provided the following information:
All USAA funds are NTF (No Transaction Fee) and there is no minimum holding period nor a early redemption fee.
TF funds (which are designated as "No Load" in FundMarketplace) is…
Another interesting Tech heavy fund is FOCPX.
M* profile:
Portfolio manager Gavin Baker runs Fidelity OTC Portfolio with an unusual mandate: By prospectus, at least 80% of the fund must be invested in stocks listed on the Nasdaq exchange...
3 yr c…
In my experience holding periods vary as well as early termination fees. These often mirror the fund company's rules, not USAA.
As an aside, USAA's brokerage platform (called Fund Marketplace) is a redirect away from USAA home site and is managed …
I purchased PRMTX back in the heyday when prices were low and started with PRGTX much in the same way. DCA into both funds and have used the profits to build new funds.
How do these funds differ and are they different enough? Both have been succes…
The UN and the rest of NYC could start by drinking really good NYC tap water. Here's the carbon footprint of bottled water coming into NYC from Europe and Fiji:
