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.
Link to Jan 27 Episode:
… dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disci…
Jan 20 Episode
Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets, and discover poten…
Jan 13th Episode:
In this interview, Sebastien Page shares his insights on how this new regime differs from previous periods and how it requires us to rethink traditional approaches to asset allocation. Join us as we explore the strategies and consi…
@bee, I see TD reinvested the VHT Dec 2023 distributions at $248.3661 per share. Do you mind sharing @ what re-investment price Vanguard did for you?
You make an interesting point, I also have to check not only ETF distribution price adjustments,…
My experience with Vanguard, specifically VHT, has always allowed me to reinvest dividends. I do manage this directly on the Vanguard brokerage platform.
Andrew Foster, a renowned portfolio manager and founder of Seafarer Capital Partners, shares his insights on why emerging markets are no longer a growth story. Foster emphasizes that the investment case for emerging markets lies in individual compan…
David Giroux delves into investment opportunities in sectors such as utilities, healthcare, and industrials, emphasizing the significance of a longer time horizon for successful investments. Join us as we gain valuable insights from David Giroux on …
On further review of @Roy article, it appears Reckenthaler uses the initial 8 % WD factor to establish all future WDs based on the initial dollar amount ($500k x 8%) or $40k. Instead, I would suggest the retiree applies the 8% WD rate on each year’s…
@Roy,
You will never run out of money (technically) if you withdraw a percentage of your balance each year.
It’s the dollar amount and the purchasing power of those dollars over time that will keep you in or out of the cat food aisle.
I like runni…
Dec 9th Episode:
-Next week's guest David Giroux
Ed Hyman’s insights peaks as he’s consistently ranked Wall Street’s top economist for 43 years. Last year, he tracked the Federal Reserve’s tightening policies, predicting a slowdown in inflation and …
We humans struggle with the “buy & hold” investing adage.
JP Morgan confirms your researcher’s finding:
Finally, we continue to believe stocks are the drivers of long-term capital appreciation. Bonds certainly have a greater role to play in por…
Matt Levine's email posts (I receive almost daily) are quite wordy, but very informative.
In my opinion, it's unfortunate that we have to monetize "Going Green". It appears it will end badly.
Here's his take on Carbon credits (I took the liberty …
Dec 1 Episode:
ClearBridge strategist Jeff Schulze discusses why the U.S. economy has not slipped into recession, and the stock market continues to rally.
Good & timely reminder.
Secure 2.0 made many changes
Another2 change relates to RMD from accounts that also have partial annuitizations. All withdrawals from these accounts (annuity payments plus other withdrawals) can be aggregated for RMD …
From Crossing Wallstreet:
“Knowing what you don’t know is more useful than being brilliant.”
“Investing is where you find a few great companies and then sit on your ass.”
Link to other…
Mungerisms
November 23 Episode:
Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, including its 5-star, Silver-rated Baird Core Intermediate Municipal Bond Fund, present a …
The M* "Thrilling" 31 Mutual Funds (This is a 2022 List...2023 requires M* membership):
This is an updated version of an article that originally appeared in the July 2022 issue of FundInvestor. Russ owns POAGX, RPMGX, VPCCX.
It’s time once again fo…
SWR for Healthcare funds is an interesting study for consideration.
It seems to me the HC sector historically has offered higher upside capture with lower and fewer drawdowns.
A retiree seeking a higher SWR might try and seek out funds with stock…
I’m highly skeptical of this report.
It’s over… it happened… it is no longer actionable… may have been a coincidence.
No one here at MFO pick up on the July post and this follow up seemed worth posting.
I do like the author’s technical view of the…
Follow up on this...
The stock market in 2023 has been tracking the Annual Seasonal Pattern (ASP) really closely, that is until a late October 2023 extra dip in stock prices that was not on the ASP's program. Since that dip, stock prices have been…
Nov 10 Episode
James Grant, Founder and Editor of Grant's Interest Rate Observer, joins us to discuss the history of bond market cycles and why the dramatic rise in interest rates that began in March of last year might have ushered in a prolonged be…
Nov 4 Episode:
In this exclusive interview, he talks about his deep value, contrarian approach, his current strategy, and the lessons he’s learned over the years.
Berkowitz’s Fairholme Fund was once a top performer, returning better than 13% annual…
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
