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.
10/27 Episode:
In a world where stocks have been the go-to asset class for income and returns, bonds are making a comeback. That’s the view of Mary Ellen Stanek, Co-Chief Investment Officer of Baird Advisors and President of the Baird Funds, who say…
Interesting that under that second set of investors (who trade a lot) no mention of ETFs. They would seem to be ideal for trading - but I’ve no idea the degree to which individual investors actually do so.
I was thinking the same thing regarding P…
@msf and other, I want to draw your attention to market correlation in PV.
I added VFINX to your link (by adding a benchmark ticker).
Add VFINX
Your three portfolios have market correlation that range from 94% - 96%. This leads me to believe they …
10/14/23 Episode:
The political, demographic and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s economies and markets.
October 7th Episode:
With the impressive performance of GMO’s Climate Change Fund, which beats its benchmark and boasts 12% annualized returns, investors gain exposure to companies combatting climate change and adapting to its effects. White shares …
How does MFO Premium screen for intangibles?
It appears we live in a time where a company’s valuations is increasingly impacted on criteria that can be difficult to measure.
Here’s an article on the subject of recognizing the value of a business’ …
Another type of IRA “conversion”:
If money is tight and you are over 59 1/2, one might consider an IRA withdrawal that funds your HSA. This could be done each year until age 65. Taxes due on the IRA withdrawal (in the amount equal to the tax deduct…
Sept 23rd
Navigating Medicare:
Medicare expert Katy Votava shares tips on how to get the most from your Medicare coverage and avoid costly mistakes.
https://youtu.be/PWbDbP-GCI4
Earlier this year, Romick delivered the keynote at Morningstar’s investment conference, reflecting on his 30 years of successful investing across multiple cycles.
We asked Romick to share insights and lessons learned navigating major crises like t…
Sept 9 Episode:
Is the 60/40 Portfolio Is Obsolete?
The traditional 60/40 portfolio of 60% stocks and 40% bonds has been a staple of investment advice for decades. But in 2022, it failed to deliver the goods, declining about 16%.
Mark Cortazzo say…
Discover the state of the municipal bond market post-2022 interest rate surge! Munis had their worst year since 1981, with a -8.5% return. Yields doubled from 1.03% to 2.63%, causing record outflows of $122 billion. Join us with muni bond expert Rob…
Aug 25th Episode:
Discover insights from renowned investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund, which celebrates its 30th anniversary this year. Unlike most funds, FPA Crescent has not only survived but thrived for three dec…
August 12,2023 Episode:
Investing can be simple and accessible to the average person, says financial thought leader and economist Burton Malkiel. Malkiel, author of the investment classic “A Random Walk Down Wall Street,” has 50 years of research to…
Try this yourself.
Check your credit score.
Go apply for a bunch of credit (credit cards, student loans, HELOC,etc.)
Max out all of these cards
Apply for more Credit
Max that out
You discuss your credit related debt with your wife… she says, “raise…
Regarding CD early redemption penalties - Is each unique (make sure you read the fine print)?
Regarding 5 year CDs - Seems like a long time to wait and if you need access to that CD (cash), I would be sure I understood the early redemption penalt…
July 28th Episode:
Discover the future of AI investments with Michael Lippert, Head of Technology Research at Baron Capital. He believes AI is now at its transformative inflection point.
Join us for an insightful discussion on his recently publish…
July 22nd Episode:
Uncover the secrets behind managing the world’s largest mutual fund, the Vanguard Total Stock Market Index Fund, in this captivating episode of WEALTHTRACK. Join Gerry O’Reilly, the fund’s principal portfolio manager, as he reveal…
Which brokers offer the GMO climate change funds?
Morningstar used to do a pretty good job of giving brokerage information. I don’t see it being offered anymore, but I did come across this under the sustainability tab at MorningStar.
GCCLX IS NOT v…
July 15 Episode
Discover investment opportunities in this field through the expertise of Lucas White, Lead Portfolio Manager of GMO’s successful Climate Change Strategy. With the impressive performance of GMO’s Climate Change Fund, which beats its b…
If a Vanguard fund will be considered, how about VWENX which has significantly outperformed VBIAX over the past 30 years.
Another Vanguard AA fund option would be VGSTX
July 8 Episode
Royce discusses why his Royce Pennsylvania Mutual Fund has outperformed its benchmark for over half a century and why he believes small-caps are laying the foundation for an extended cycle of above-average returns.
chuck-royce-shares…
July 1 pisode
Grantham discusses his views on climate change, bursting market bubbles, and artificial intelligence. He believes that climate change is the most important issue facing the world today and that artificial intelligence could have a majo…
@bee. I wonder what you're seeing that I'm not seeing? What is it that you wish you knew about sooner, as you say?
The 401(a) that I was offered was an after tax investment that I could make in addition to my 403(b). This 401(a) “voluntary account”…
Through my State Teachers Retirement System, I learned of a lesser know vehicle known as a 401(a) plan, which was offered on a voluntary basis to individual teachers.
Wish I had known about it earlier in my career.
I always felt their was a knowl…
Good stuff.
As for risk factors, I would add:
- Fund Manager Risk
- Group Think Risk
- High Fee Risk
- Portfolio Construction Risk - "De-worsification Risk"
- Personal Investor vs Professional Investor Risk (both can be risky)
- Cognitive Decline…
June 17 episode:
Bookstaber’s current analysis highlights several slow-motion risks that he believes pose significant threats to the economy, societal stability, and even civilization itself. These risks encompass climate change, demographic shifts,…
June 10th - Audio cast
Three powerful women in finance share their personal journeys on reaching the top echelons of money management and give advice on what it takes, how to succeed and lessons learned.
career-advice-and-perspectives-from-three-h…
Often cities agree to provide these companies with tax abatements in hopes that the multiplier effect will provide a win-win for everyone.
In these scenarios, risk is squarely on the cities, not on the soon to be evicted company.
tax-breaks-citi…
Will we be in another decade where a good manager, deploying a multi-sector bond approach, provides equity like returns from a collection of bonds... with a lot less volatility?
HY Munis caught my eye on his bond return chart.
Wondering if you have consider the impact that Sequence of Return Risk has on a TR strategy verse a dividend withdrawal?
I would seem to me that spending down dividends (say a collection of dividend aristocrats) would be less impacted by Sequence …
Regarding Jobs & Inflation:
Are we Re-shoring inflation as we re-shore jobs? Very different set of dynamics this decade (since COVID).
Prior to 2020:
Some inflation could be exported to the developing world. A portion of US inflation was offse…
