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.
An interesting Japan Mutual fund is HJPSX. With a 2.24 % ER and only 15 Million AUM, it holds Micro, Small and Mid cap companies. Over the life of the fund it has performed well against the Japanese Index:
Here's Mae West's version of "good":
""When I'm good, I'm very good, but when I'm bad, I'm better. "
Wish I learned how to post videos:
I'm always wonderful at night.
Over the last 20 years Health Care funds have shellac the overall market in both to the upside on gains as well to the downside on losses. Here's VGHCX (Health Care) vs VTSMX (the Market) over the last 20 years. Will this continue?
NO machine (computer) can look into the future and "SEE" what's going to happen, many Human beings can...they are called "winners'
I see happy hour and stone crab legs in your future:
@ David_Snowball
"It does, I think, feed the ongoing discussions here about the future of 60/40 portfolios as safe havens and how to think about positioning your portfolio."
My thought:
How about an "Emerging 60/40 fund"? Would MAPIX or MACSX fit t…
@Mark...thanks for responding. Even with the trimming, AIG is still a 40% holding for FAIRX...I may have to suggest it be renamed F-AIG-X.
@David_Snowball...This M* "dual descriptor" reminds me of the oxymoron, "Jumbo Shrimp".
Should one be more …
M* seems to have a love / hate relationship with this fund. One Star yet gets a Silver badge. I wonder if there are any One Star / Gold funds out there?
FAIRX may soon be the first.
YTD, SHLD has had some surprising "ups"...19% since New Years …
The peak is steep on both sides...TLT's price has "appreciated" significantly as LT government bond continue to find their interest rate bottom. Here's how TLT has performed (numbers represent % gains or losses) since 2005:
Investors will move b…
My 2 cents. A lot of successful investing comes from having confidence in your approach. Believing in it so much that temporary setbacks don't cause you to sell everything at the worst possible time and run for high ground and locking in losses.
A …
wow. i don't recognize but one or two of the funds on that list. no VWINX?
Doing a little charting I compared VWINX and my screen list and as you point out it provided a different story so I apologize for my exclusion of VWINX. VWINX out performed…
Thanks Ted,
Article leaves out the fact that alpha (relative out performance) is just one component of investing success just as hitting is merely one component of successful baseball. If alpha has diminished over the years what other strategies im…
Just connecting the "utility lines" here at MFO:
Recent thread started by Post & Lineman Ted:
mutualfundobserver.com/discuss/discussion/19237/chuck-jaffe-s-money-life-show-guest-skip-aylesworth-manager-hennessey-gas-utilities-index-fund/p1
Obama's Fiduciary Plan:
"There are a lot of very fine financial advisors out there, but there [are] also financial advisors who receive back-door payments or hidden fees for steering people into bad retirement investments that have high fees and low…
Here's a bond related story. Understanding bonds has been my biggest investment challenge. Much of it seems counter-intuitive and layered with all kinds of investment vehicles.
Tom McClellan published this chart and article today regarding the top…
If a retiree is lucky enough to cover monthly expenses with SS, pension, income annuities and maybe even periodic dividends there is less of a risk selling invested assets at the wrong time (down market).
Even these "lucky chucks" will probably st…
Combining thread ideas here.
Ted recently posted a similar Top Performing Global Stock list which revealed a few funds that I might call "Global Hybrid" and what M* calls "World Allocation" funds.
These funds are typically made up of:
-stock (b…
Get back what you've been "escheatmented" (cool word) out of America:
Unclaimed property search (state by state):
unclaimed.org/
Multi-state search:
missingmoney.com/
Countries inflate and deflate money, but time is a constant. Money is a relative value instrument that is used to substitute for time/labor. Time spent can never be refunded. Money spent is always relative and as we have learned it can be created ou…
From Highland's Global Allocation fund's Q4 commentary:
"The equity tape is split and there has been (6) S&P Hindenburg Omens and (6) NASDAQ Hindenburgs since Thanksgiving. The Hindenburg Omen is a technical measure that the team has found inte…
I came across a world allocation fund, HCOYX, which hold an exceptionally large amount of Argentinian bonds...would like to get some manager information a that allocation choice.
From the fund's most recent commentary:
"The portfolio’s fixed incom…
blackrock fund is 60/40 (MSCI World/BarclaysAgg). it is misleading to compare an allocation fund to a pure equity fund.
Thanks for mentioning that fact...maybe Kiplinger is too loose with its definition of what a global stock fund is.
Is there suc…
Final thought:
Interesting partnership the CHP industry has with the Hotel and Healthcare lobby groups.
source:
eliteenergysys.com/whatmakesuselite-parteners-and-alliances.aspx
Maybe the thought here is installing the CHP systems in hotels and ho…
As an added discussion item: CHP Systems Projects and the companies that provide these systems have political support (law enacted to reduce CO2 emissions and improve electrical generation efficiency) and governmental funding support. Here are some …
Mr Alyesworth mentioned that his index fund (GASFX) is based on NG companies membership in the AGA (American Gas Association). Seems qualifying for this index has a bit to do with your membership dues and lobby efforts. Utilities remain a piece on t…
So who is man? Is he the creature that is born to find support from his labor or is he, ultimately, the creature that can replace labor with robots and become more and more creative, innovative, curious, adventurous, exploring, entertaining, etc. a…
Thanks Ted!
The long term performance and management of volatility make SGENX and MDLOX hard to beat.
A fund that didn't make Kiplinger list, but has a long track record of out performing the index and a great ER is VHGEX.
Here's the 20 year pi…
Hi, bee ... Indeed a good find.
It seems I catch a lot of heat, at times, for my style of investing.
What should be added though, and what a not of lot is written on, is when is the best time to buy? My thinking is when good long term holding t…
reflecting for this sector.
http://www.morningstar.com/market-valuation/market-fair-value-graph.aspx
In looking at energy for the past one year period it looks as energy has gone form fair value around mid summer last year and continued to drop to…
Most of these funds are "set and forget."
I have admired BRUFX for many years. Two things that make Bruce a bit different than other Fund companies is that the Bruce Fund has a "mail only" transaction dynamic and you are always fully invested in t…
Interesting that Oil (USO) is off (-8% YTD with a lot of volatility), yet Energy (XLE) up 1.74%.
Since the 2008 low for both ETFs, XLE has out performed USO by a 4:1 margin:
If USO can hold steady... XLE could out perform from here:
... for you see the sleeve Xrays out from a style orientation at 38% LCG, 22% LVB, 18% LCV, 7% MCG, 6% MCB, 6% MCV, 1% SCG, 1% SCB & 1% SCV. SPY Xrays out at 30% LCG, 30% LCB, 29% LCV, 3% MCG, 4% MCB & 5% MCV.
OS...since these funds are ac…
Much of the petroleum we export is in the form of petroleum products. This sector should be a beneficiary of cheap oil. I also think refinery workers realize there are big profits ahead and want a piece of the action.
Any thoughts on funds such as…
No one talks about coal... cheap, plentiful coal. Interesting table below points out that cheap oil has not made a dent in replacing coal for U.S. electricity production.
Our consumption of residential electricity continues to grow...most of thi…
Japan holds first “robotics revolution” council meeting
Prime Minister Shinzo Abe instructed the ‘robot revolution’ council to:
" work out a strategy for using robots as the key means to solve labor shortages amid the declining birthrate and ag…
Could this be your referenced link?
morningstar.com/cover/videocenter.aspx?id=671308
Here's a way to help pay healthcare cost tax free (Draw down your Tax deferred dollars prior to retirement):
Year one:
-Prior to medicare kicking in, enroll in a…
