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 Phanatic, interesting submission to the SEC.
As I understand it, some companies will actually create employee shares of "stock" that is specifically for employee compensation...not the general public. As I understand it, an employee will hav…
Thanks for the explanation of market makers cman.
Is there anything slower than the price discovery of a mutual fund daily price discovery (which I assume is referred to as the "daily NAV")? In today’s day and age, when a market is trading somewhe…
@"cman" -
Brazil is definitely overbought on technicals and will likely pull back in the short term to test resistance at 2-3% down from here and if that fails, to the next one around 5% which will be a buying opportunity. The upside potential is mu…
DavidV, fat finger syndrome might be responsible for your possible miss hits. Did you mean...FPACX and PRWCX? My fat fingers often send me to the edit button.
Thanks David,
Might be interesting to compare the long term performance of Sub-Advisor's "brand name" funds such as Primecap's Aggressive Growth, POGRX, to their "sub-advised" funds such as Vanguard Primecap, VPCCX, or "brand name" POAGX vs "sub ad…
Thanks cman,
Coming from such a sharp knife I appreciate the comment here as well as respect your view points elsewhere.
Not sure if this is what you were looking for, but a quick google search provide these:
crystalbull.com/Critical-Mass-Retirem…
Wish I had the author's problem...
I think Bob Brinker (who I stopped listening to on the radio a long time ago) would refer to a concept he called critical mass. A place where money is longer is a daily concern. I interpret this as an amount of m…
Thanks for the article and the reminder Ted.
It's impossible to "rebalance" if you don't have a reference of what "balanced" should be for you and your ever changing risk profile.
For this reason I try to imagine my portfolio design much like th…
Thanks Ted,
KWEB vs FXI...since KWEB's inception less than 1 year ago.
I feel I already have some of KWEB's internet exposure through my Matthews Asia Fund offerings. For those who want a concentrated sector bet this etf might be worth considerin…
From what I'm reading the shorts (smart money) that exist in the oil sector may be hedging for a drop in oil prices:
crude_oil_commercial_traders_bet_on_decline/
Hi rono,
Consumer Staples seem to hold a number of autonomies. US and Golbal Consumer Staples etfs are reviewed in this article:
top-10-u-s-and-global-consumer-staples-etfs
Trading restrictions and fees on mutual funds have steered me to commission free etf offerings. No fee to buy, no fee to sell and no restrictions on trading. As always, nothing is free so read the fine print and understand the limitations.
The down…
Common decency, like common sense, isn't so common these days.
I keep this article bookmarked for those moments when I publicly illuminate my own imperfections and receive further confirmation from others.
From linked article:
"Wish I could get …
My question was a simple one, not having to do with the facility. They are all set for affording this place (SS etc.); they just are considering putting their savings nut in toto into an annuity, and my question, and my only question, was what bette…
A couple points that might be worth mentioning in the bigger picture. Regardless as to how you determine funding for care keep these assets out of the facility's management. If the couple chose to move to another facility they will be able to do thi…
@Jerry, If you are referring to my link...seems to work fine. Here's the actual link. Cut and paste it into your browser.
https://www.fidelity.com/mutual-funds/news-analysis/money-market-funds-statement
Timing these moves as an individual investor seems beyond my pay grade. I'm planning on putting my trust in a good multisector bond fund manager. I believe LSBRX will navigate through these transitions well. I also believe managed asset allocation f…
Other funds in this space are MBRSX, Essex Sml/Micro Cap and BUFOX, but I believe BUFOX it is closed.
Mojo Review:
fundmojo review of BUFOX
fundmojo review of MBRSX
I've often thought there are really two target dates, one targeting retirement from "work" and one targeting retirement from "earth".
Fully funding a retirement date fund makes perfect sense. As it glides towards your retirement date it provides a…
I do not own any Fidelity funds. Personally, I would suggest the fund company go on a diet (I count 360 individual offerings). Wondering if Fidelity fund experts could share your favorite long term funds?
Maybe a related article on the headwinds biotech products face due to exclusivity rights:
"One of the signal achievements for the biotech industry in the Affordable Care Act was a provision granting 12 years of market exclusivity to biologics. The …
Thanks Ol'Skeet, my vote for a new sub-category under the discussion tab...maybe call it "The Bigger Picture". I often cut and paste these "special" submissions from you and others that allow me to reference them later and absorb their importance. T…
How do you define company? A collection of buildings and equipment or a group of individuals who provide the company with human resources? If I work for the company and do a good job I help the "company" make a profit. I get paid a wage, but I may a…
Time to take the training wheels off... if individual & businesses haven't straighten out there fianances by now they never will... take some losses and move on.
Nice Job FED...thanks!
Look at GASFX (US - centric) and TOLSX (TOLLX) (50% US / 50% foreign) if you would like exposure to Utilities. Also, GLFOX (Small Cap & 80% non-US) for smaller global industrial and utility sector companies.
Agree with cman...watching for weekly confirmation of higher lows (continued upward trend). I will be stopped out if GDX crosses $25 which is 10% below its most recent rolling high ($27.73). Hoping this is a period of consolidation rather than a tre…
Redemption fees, at least at Vanguard, are redeposited into the mutual fund to help offset fund operating expense so in a sense these early redemption fee (not saying yours are early) lower the expense ratio of the fund. I get a warning at Vanguard …
John Hussman Chimes in on the Fed, as ususal, with this most recent letter. I have a hard time disagreeing with his points, but his investment guidance doesn't seem to have navigate all of this very well. Investing primarily has to do with a compani…
