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 JC and OJ,
@Old_Joe with regard to"Japan’s economy- Fingers crossed"
Funny story:
Years ago my father gave my mom a similar memo...she went on to have 8 kids.
My great aunt, the nun, wanted her to follow the memo; "Legs Crossed".
On th…
Sear's shares (SHLD) are down over 9% as of 3:37 pm today.
If my math is correct, that means about 100M shares of SHLD are down $3.17 which equates to a loss of $317M of shareholder value in one day.
So much for the $400M loan Eddy, the market j…
In a tippy-toppy market leverage can also bite you in the itty-bitty bottom.
Also, it's my understanding that Closed End Funds directly can be harder to liquidate (sell) than a mutual funds implementing the same strategy. I don't own River North O…
Pay attention the the potential positive ripple effect to other Chinese internet stocks in general. KWEB is an etf that might be one way to participate in the supporting companies.
M* list of KWEB's top 25 holdings:
portfolios.morningstar.com/fund/…
I grew up in New Britski, CT...where many Polish immigrants worked as machinists at "Stashoo Works" (Stanley Works, New Britain, CT).
Great people the Polish.
Thanks to the polish mathematician who deciphered Germany's Enigma machine during WWII…
Bond laddering is certainly an excellent approach for investors who hold for the long term and buy individual issues. Buying or holding bond mutual funds in these uncertain times with a lower duration is another.
TPINX duration is 1.6 years. They …
I think the thing is this: if you have any sort of long-term view with these holdings, this doesn't matter, as the move in interest rates last year proved to be a buying opportunity for interest rate-sensitive names.
I have read and understand bond…
Interest rate sensitive stocks down today. MLPs down as well. Concerns over rising interest rates.
Can't wait for when a concern become a full fledge worry...I need a drink, anyone seen the punch bowl?
http://seekingalpha.com/news/1977095-end-of-the-iron-age-as-iron-ore-prices-slide-to-five-year-lows
Thanks for the article...some comment quotes:
"strong companies that control metal deposits are a good place to be. Strong means with manageable …
I also try to chart a fund's NAV. With daily price changes an investor can monitored the trending of the price (calculated with dividends) and determine whether their investment is either making "new higher lows" (trending upward) or making "new low…
Could an investor think of the commodities sector as an inflation hedge?
Companies like Rio Tinto (RIO) or BHP Billeton (BHP) pay an solid 4ish% dividend.
One advantage is no short term trading fees on etfs. In fact, Vanguard etfs at Vanguard Brokerage have no transaction fee when buying or selling.
I will say that performance can vary when comparing Vanguard's etf to their comparative managed fund …
All of these Roth conversions have also helped pre-fund the tax coffers of cities, states, as well as the federal government.
Roth IRAs have many other benefits other than just estate planning. For a young investor with a limited income, there are…
I'll add that the TRP funds that are offered NTF are "Advisor Class" shares, and carry a 0.25% 12b-1 fee that likely few here have seen. (I have - that's a story for another day.)
Agree...mentioned here a bit:
mutualfundobserver.com/discuss/discu…
bee,
I've discussed several moving average strategies in the past.
The simplest strategy for the long term investor was researched
and posted by Charles.
http://www.mutualfundobserver.com/2013/06/timing-method-performance-over-ten-decades/
Thank…
A simple three-fund portfolio. What a concept!
Why didn’t I think of that?
Oh, that’s right, I did.
I’ve been suggesting that for maybe the past 15 years
to my investment classes.
Mr. Bernstein suggests Rebalancing, while I suggest using
a simp…
Slightly off topic, but if you segregate out what you will need in your lifetime why not consider thinking more long term with the remaining dollars. Someone blessed you; why not continue the blessing to your next of kin.
For example, by setting u…
I don't think any "distinguished MFO'er" did not appreciate the advantages of an allocation plan, or that it should have equally weighted components.
The problem he might have had is why does someone have to open a 7Twelve gas station, when we alr…
Will this newly proposed round of "EU-QE" (Central Bank of Europe) provide an additional mechanism for what Kathleen Gaffney (of Eaton Vance Bond Fund) calls the new "carry trade" to ramp up?
This carry trade strategy (as I understand it) involves…
I found this chart striking. Something a lot of low wage earners seem to be doing these days (striking for higher pay).
"...the result of corporate leaders extracting profit by suppressing wages, creating, "a country of a few million overlords a…
Hi bee,
I am not familiar with Isralesen, so appreciate if you can share some reference point of credibility.
Ted provided this link to other referenced articles.
financial-planning.com/thought_leaders/israelsen.html
If youe're asking me, "Is h…
Then there is the 8.3% in cash. Is this for planned withdrawals? If not, perhaps a ultra-short bond fund would be a more prudent option. Perhaps it would be better just to invest in a mix of 5-6 'dynamic allocation funds' like FPACX, TIBIX, MALOX…
Related Article from T. Rowe Price:
Encouraging Signs in the Health Care Industry
"Usually a defensive sector, healthcare has been a leading performer in recent years. Nevertheless, highflying biotechnology stocks suffered a steep decline earlier t…
He also mentions:
"...an ETF in this analysis did not have a 15-year performance history, I used the performance of the underlying index, minus an implied expense ratio."
Also, I think it's more challenging to find choices of investments (either mu…
This news (April 30, 2014) hasn't caught up the fund's performance since -
from M*:
"Matthews India is not quite as attractive now that its managers have switched roles. This fund has modified its management team. On April 30, Sharat Shroff gave up…
Newbie investors might not be aware of this costly fact...advisor shares cost usually .25% more than the "original" fund. PABGX and other advisor share class funds carry this added "advisor fee" for the benefit of being NTF at many brokerages, but t…
If I have my story straight CathyG was the first MFO poster to mention PONDX (way back in April of 2011).
The following question that was posed by PSA:
Name your Favorite Multi-Sector Bond Fund - Why?
I've been very happy with PONDX (PIMCO Income…
I noticed my brokerage offers a no load version of her fund, EVBIX, but the minimum is $250K. Can I purchase this fund no load and maybe even NTF somewhere...hopefully with lower minimums?
VF, if you are referring to the graph, it's M* website (chart comparison tool) and I used Jing to capture the image. SPAM musubi will set you back about $1.50.
M* (add HRL and select 10 yr)
quotes.morningstar.com/chart/etf/chart.action?t=VDC&re…
