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.
Thanks @LLJB. Are you equally weighted in these funds and do you have a percentage max or minimum for any single investment?
Appreciate your time and effort in sharing.
Continuing with helpful resources, here's an asset correlation site:
Explanation of the site:
computerizedinvestingblog.com/a-useful-site-to-monitor-asset-correlation/
Site:
assetcorrelation.com/majors
Looks like this site is operated by some one outsourcing American Jobs as their specialty. Nice one!!!
Can you enlighten us further?
Looks like it really struck a nerve with you. Sorry that it offended you to a level "3-!!!".
Here's a bit I unco…
@LewisBraham With one exception, TROW? Also, doesn't this make the case to buy TROW, APAM, any others?
I always thought TRP could "reward" its customers with shares of TROW as an incentive to move assets to TRP and a thank you for retaining their …
If you like Alan Greenspan (and a great many don't) he's been positive on gold and negative on bonds in recent years - referring to bonds last week as in "a bubble."
Bonds have had the luxury of price appreciation for 30 years. If a smart guy like A…
Investments often are either overwhelmed by upward momentum (euphoria) or downward momentum (fear). When this happens in the short term (because investments will often return to the historical mean) I try to pay close attention to price.
Price lea…
From this paper:
@msf et al,
To me, it appear a math error has occurred within this research paper.
Wouldn't the tax rate be a "blended rate" of both IRA income and taxable SS income, not an "additive rate" of the two?
In this example (see image…
From the perspective of FAIRX stake in SHLD, I hope BB has provided FAIRX with a piece of these real estate profits. BB and EL seems to have financially engineered these deals. Hoping that this means FAIRX is uniquely positioned to benefit.
30 years in front of "eager learners" (Public School Industrial Arts...which transistorized into Technology Education...which morphed into STEM) will cause this. Thanks.
@Mark and for others who frequent M*,
A comparison table can be created by first entering the fund you are researching (PRMTX) using M* search tool.
Once you have the fund information page active, look for the "performance" tab
Select the "c…
May be of interest:
Apple's weird, one-sided relationship with Australia
afr.com/technology/apples-weird-onesided-relationship-with-australia-20150722-gihc76
Hi @bee
Dividends are always nice. Now for the smart arse side of my investing brain.
If I can hold and keep a 10% return within 6 months maximum, I will forgo the dividend or income side of an investment..........I will call this a fair trade. :…
Can anyone shed some light on the comparative performance of PRGTX to PRMTX? Are these two funds too similar to own both?
I own PRMTX. Aside from 08/09 and 2014, PRMTX has outperformed PRGTX eight out of the last ten years.
Newsletter article that posted today from The Short Side of Long:
"My view is that the overall precious metals sector has an above average probability of rebounding over the coming weeks due to oversold conditions. Consider …
Money Market is moving upward in the pecking order.
What's your interpretation of this? RR mentions that MM can be a fund that is held irregardless.
His quote:
"The Market Leadership Strategy always has two holdings with nominal weighting of 50% …
For me, the sweet spot are companies in the commodity sector that pay a dividend that is sustainable and has a proven track record of increasing that dividend, quarter by quarter. Probably the best "bond" you'll ever buy.
Companies with little leve…
On a personal level, it provided immediate relief from a medical concern of mine. At a regular check-up recently, my mother's doctor and I had a slightly elevated "exchange of views" re. her continued use of a statin for improving her lipid profile …
Funny thing, brain function depends on an adequate supply of cholesterol. As you lower blood cholesterol levels to stave off potential ill health effects in one part of your body (the heart) you potentially starve the brain of this necessary element…
What I find interesting is the discussion regarding rolling over an existing IRA to an HSA.
The rollover provision is a one time event and the amount can only be as much as you are allowed to contribute in a given year. For instance an individual…
@msf,
If I understand insurance plans deductibles correctly they reset each year. This also seem like something that needs to be managed over the course of a single health event. When does the deductible coverage begin? When does it end?
If a pat…
@scott,
Whether its the seismic rise of biotech firms or the catastrophe loses of Sears, mutual fund shareholders travel in the coat pockets of their fund managers.
With Sears I wonder less about Lampert as an individual owner who has every right…
Everyone's buy and hold and/or rebalance period has various conditions, eh?
Best case scenario, I suppose, would be a buy/hold of VTI and PIMIX 50/50% mix. Stir the pot once and let simmer.....
Take care,
Catch
An investment discipline I need t…
BAC finally has strong quarter. Yeah!
The Bifurcation of FAIRX...up 1.67% today (on a flat to down day). Bruce puts the "X' in excitement. Today I'm glad BAC is twice the holding SHLD is as part of FAIRX holdings.
LA times Article:
bank-of-ameri…
@ msf said:
If you need to pull money out of a traditional IRA and you're under 59.5, then "laundering" it through the HSA gives you a way to do that (if you've got matching medical expenses). That's the only reason I can see for doing a rollover to…
As an additional funding source have you considered a rollover into your hsa?
If you haven't already done so and have a tax deferred IRA you can make a one time rollover from your IRA to you hsa. The amount cannot exceed your maximum allowable hsa …
I just wanted to thank the MFO community....I reached a big milestone in my HSA, thanks to all of you and the T Rowe Price funds you have recommended over the years. It is greatly appreciated!
Hi l5b,
What's the milestone? Hopefully the Health Sav…
@Charles,
Nice work.
I owe you a grinder or two at Steve's Place or a dog or two at Doogie's next time you're in town (Newington,CT). With lists like these and a little luck maybe even Ruth's Chris Steak House.
Thanks for sharing all your hard w…
Is there such a thing as a tax free annuity? Yes it's called life insurance. when you die, someone collects the $$$$$ tax free. Derf
So, if I approach my kids, and tell them that I would gladly pay them (a life Insurance policy) on Tuesday for (…
When buying an annuity with post tax dollars (oppose to using tax deferred IRA dollars) are the pay outs partially tax free since some of the payout is a "return of principal" that has already been taxed?
Also, if an annuity to purchased with reso…
Of course you have to be tough minded because lots of slings and arrows will come your way !
Regards,
Ted
I find a bit of "piss and vinegar" (as an antiseptic...don't take internally) helps.
Nothing new when it comes to conflict. Thanks.
What is interesting is a comparison of the resource (Oil, Natural Gas) and the Energy Service companies (Drillers, shippers, refineries, Midstreams, chemical, etc.).
Low energy prices are like low interest rates for some companies because it lower…
Matthews Asia Dividend has been a stalwart for years. We use it as a core hold in many client accounts. It is like the Energizer bunny. We call it the 'chicken' way to have China exposure.
MAPIX = Chicken (China) and Dumplings (dividends)!
For China-centric exposure I might select MCDFX. MCDFX has exhibited less volatility over the long term making it easier to hold onto during sell offs like this. MCDFX is still up (+10%) YTD.
