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.
Not sure if this article relates to Numbersgal post, but here are four indicators that certainly impact market cycles.
The_Big_Four_Economic_Indicators:_Todays_Strange_Nonfarm_Payrolls_in_Context
Reply to @cman:
Thanks Cman...I've exchanged some profits from USAGX into USSBX (cash position) as well as USNQX (Nasdaq 100 index) on days when these two funds oppose one another.
For example, today looks to be a good day for USAGX/GDX = (+2.27%…
Reply to @cman: Using M* charting tool, date ranges can be specified. By then plugging in you favorite LC fund (LEXCX has been around since the 1940"s) you could explore relative performance over these cycles that you or Charles listed. Head winds t…
Reply to @equalizer:
I'll chime here and also suggest RSH align themselves with 3D printers for Kids, Lego Robotics, maybe even Drones for kids. If I only had a drone to help deliver my papers or keep an eye on the bully in the neighborhood when I…
Is there really a singular cycle out there for an investor to pay attention to? Market cycle, business cycle, bond cycle, commodity cycle...they don't fit in the same box, yet interact with one another overlapping or opposing one another at differen…
Reply to @cman: Your comment about consumer demand has a lot of tenticles.
Auto maker can't seem to give cars away here in the US based on today's incredibly low interest rates, but China has bought more new cars than the US (for the first time). …
A quick search for Marla Brill turn up this freebie...thanks Ted.
"For a limited time, visit our homepage, scroll down, fill out the form and recieve a free copy!
Written by Marla Brill
The purpose of this book is to help you organize your financ…
With VGSTX you actually own all of these funds as well:
Funds that have preformed similarily over 3, 5 & 10 year time frames I would consider correlated. I would say VGSTX and VWELX could easily be combine with Ted choice being my nod as well…
Reply to @Old_Skeet: I am using USTEX (LT munis) and USHYX (HY Corp) for these two holdings. Also, able to "trade" (exchange) to and from USSBX without trading restrictions as per USAA (ST Treasury) fund rules. Holding just a small amount of PONDX. …
Reply to @gariem: Thanks for the comparison fund. Some of the extra volatility might be due to BUFOX being more concentrated...it holds half as many stocks as PREOX. Taking the top 25 holding from each reveal two very different investment choices..…
Reply to @finder: Also seem like a good reason to own a good microcap...or a couple of good microcaps. Management matters in this space. A microcap can quickly move from micro to small to mid cap if successful.
BUFOX has performed well in the mic…
I agree with your muni allocation. I also am hoping High Yield Corporates will also fair well this year. Does it worry you that 46% of NHMRX's bonds are not rated?
Reply to @David_Snowball: Hi David, by capturing chart just slightly higher the legend will display for you. I also try to include (capture) the "date range" just above the fund legend. Hope this is a help. My order may be different than yours.
What will people do when investors lose their shorts...maybe a gubb'mint bailout?
Miners having a nice move since 12/23/13...up 8%...keeping an eye on "higher lows".
Reply to @cman: Also the the velocity of money has been pretty muted...banks with higher lending standards and individuals not willing to take on too much additional debt. Even today's car loans seem far below historical rates.
Reply to @MarkM: I must admit this link was long winded...MJG might approve, but I had to chew...swallow...chew...swallow...and somewhere along the way I stopped chewing.
I established a hsa account with BRUFX at the start of 2014. Funded this with a one time transfer from a Tax Deferred IRA account. The Health Saving Account will distribute funds tax free for the purpose of paying health related expenses. As an indi…
Reply to @cman: I guess Will Danoff's fund is even guilty of using the "Contra" term incorrectly. His Contra Fund, FCNTX, should be actually renamed "Big Mo" or "Big Grow" according to these articles:
fidelity-contrafund-is-really-a-momentum-fund-an…
Reply to @Mona: Its present 9% cash position now maybe the difference. Back in 2008 this fund certainly put this cash to work. Right now this might be harder to do is my thought. Historically PRWCX allocates closer to 70% to equities.
Reply to @cman: The amount, though small, is one of many Roth conversion accounts I've set up as a potential for a Roth conversion for TY2014. I have a number of small Roth conversion accounts that may either be recharacterized or converted dependin…
PRWCX fits the bill for a 70/30 mutual fund referenced in the article.
Starting a new position in PRWCX at exactly the wrong time (May 2008) would have lost 35%, but a portfolio of equal parts EDV (Vanguard long duration Bonds) and PRWCX would hav…
Reply to @MikeM: As I mentioned above, this is a small position that I may "get stopped out of". Commodities, EM bonds, Real Estate, as well as Miners have some downside risk priced into their shares.
I like your choices at TRP. Many of T Rowe Pr…
Couldn't open your link, but thanks. Here the article with a different link. Roth serves many purposes and roles that are distinctly different from other IRAs...worth understanding.
investmentnews.com/article/20140104/FREE/140109966
Reply to @cman: Volitality is where money is made and lost especially in short time intervals. As far as TA goes... I try to keep it simple. For me, I want to know if USAGX is making lower-lows ( a downward momentum signal) or higher-lows (an upward…
I decided last month to dip my toe (actually foot, leg...well my o.k. my waist) into the Miners (USAGX). I am purely "dating" this mutual fund at this point. I do hold VGPMX as a long term investment which hasn't had as much blood letting being a bi…
Reply to @cman: I see these two skills as being equally important.
Literacy implies the quest for Knowledge. Decision making implies acting on one's current attainment of that Knowledge.
Knowledge implies analysis which hopefully leads to vettin…
Contarian investing works best when a...
"forecast can locate investment themes ahead of the herd...And there was some consensus that the rebound of the Japanese economy and the reviving fortunes of Europe may provide interesting opportunities."
p…
Reply to @cman: Sounds like a bad dance move...I "can't tango" either. I wasted my my romantic chances the last time I tried these steps. Thanks for the heads up...any thought on a better chart choice?
Love the ancient Yale lecture halls...old black boards, quartersawn oak wall panels and the lecturer's dance between the board and the audience...we use to called it, chalk talk. Most school kid's classrooms today are decked out with white boards an…
