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.
Since we have gotten away from just a gold conversation I'd like to chime by saying Natural Gas has experienced a price retracement a bit earlier than most commodities. Here's how this presently over abundant resource has repriced itself over the la…
In 2008, when the "peat hit the fan":
"The cars are being left in both the long-term and short-term car parks by people who have not even bothered to contact their banks or insurance companies to inform them that they will not be continuing with th…
Reply to @Mark: Also, even though I have not reached the 100K level with TRP, I do have access to Morningstar Portfolio Manager Tool. I believe this is a premium feature. I access this tool by logging onto my TRP account first and going through thei…
As a T Rowe Price Perferred account holder (with at least $100K Balance with TROW...free comes at a price) M* premium services are included:
Client Service page:
individual.troweprice.com/public/Retail/Products-&-Services/Select-Client-Services
Not being a premium member to M* I only was able to see the first three funds...I like MAPIX as a "chicken" way to get EM Asia exposure. It has been a fund I have felt comfortable holding in both down as well as up markets.
Keeping this discussion broad...I'll include financial institutions in general.
I title this experience, "When BOA constricted Free into Fee".
Sometime in August my Bank, BOA, changed the rules on fees applied to accounts with direct deposit. By …
Remember down days can also be distribution days as well...
GASFX down 3%, PCKDX down 7%...both down for the day, but on days in which they had distributions (happens quite often in December). Makes it look like they fell through the hole in the "do…
Q. Is there a way to insulate yourself from the risks of the market, yet make money in both up and down markets?
A. Charge and collect fees...on other people's investments.
Congrats Ted...I think there is a bit ot tax loss (and gain) harvesting going on right now which will flush itself out throughout December. My feeling is that when new positions are re-established (Janurary) it will reignite certain segments, provid…
For 51 years this event has gathered along the banks of the Lake Champlain (the little Great Lake)...usually with peak foilage as a distraction.
Here a News feature of this years event and a little back ground on contrarian investor Jim Fraser.
…
Are you the guy who doesn't believe in Santa Claus (the myth of beating the market) and so you just asked for socks and underwear on your WestJet Flight today?
dailymail.co.uk/news/article-2521128/WestJet-airline-makes-passengers-Christmas-wishes-c…
As far as I could tell my 403b IRA do not imply that my plan sponsor had fiduciary responsibilities. I came across this when investigating delays in contribution processing. Over the last few years our school system decided to distance itself from …
I'd love to sit down with Mr. Lynch sometime. We probably grew up in very similar towns somewhere in New England, but followed very different paths in life. He left me feeling overwhelmed by the inverse proportion of our two lives.
While Mr. Lynch …
Reply to @Mark: As well as acessing the principle (your contributions) at anytime regardless of holding period or age makes a Roth account sort of a quasi emergency fund. I don't reccommend raiding a Roth account early, but it has features no other …
Brazil will be hosting of the World cup and the Summer Olympics...two nice ways to juice or squeeze your economy. I guess we can also include Russia in this converstion as they host the Winter Olympic in 2014.
Some news on how these world events im…
Whenever Shorting is mentioned I am reminded of what happens when shorting rules are illegally manipulated...referred to as Naked Shorting:
"Naked short-selling involves selling shares without first borrowing them, a violation of Regulation SHO tha…
Reply to @Derf: Hi Derf, Here's what I came across:
"Short-Interest Ratio
The short-interest ratio is the number of shares sold short (short interest) divided by average daily volume. This is often called the "days-to-cover ratio" because it determ…
Reply to @scott: Recent new for SHLD...spinning off od J Crew...any thoughts. I hold FAIRX as a way of fretting over the SHLD.
One of many links:
finance.yahoo.com/news/struggling-sears-spin-off-lands-160850314.html
Reply to @Junkster: Thanks Junkster...when I retire, I want to be just like you....hopefully with a little larger bond portfolio. Your experience with equities as a trader and your seemingly contrarian approach with your overwhelming weight towards …
Maybe on a day like today, where a kid (or underachieving adult) are striking for $15/hr as a minmum wage we could start a dialogue about training kids (underachieving adults) with productive skills that foster and support middle class wages...flipp…
Reply to @msf: Fidelity seems to slice and dice...there are almost 800 flavors of funds at Fidelity listed on Yahoofinance and as you mentioned not all are listed there. I have a hard time trying to decide between vanilla and chocolate. Wish compani…
So far T Rowe Price has out distanced both Vanguard and Fidelity when it comes to performance:
Target Date 2051+Funds:
finance.yahoo.com/funds/lists/?mod_id=mediaquotesmutualfunds&cat=$FOCA$TL$$
Reply to @scott:
Hi Scott, you seem to focus your new ideas (investments) on individual stocks verses funds. Could you offer some pointers as how a mutual fund investor such as yourself has evolved into a stock picker? Have you found greater succe…
I'd love to know what will work going forward that worked as well as LT Treasuries had in the past to cushion a portfolio when the next stock market downturns hits:
Here's how EDV has yinged when VTSMX has yanged over that last 6 years (since Sept …
Reply to @kevindow: Thanks...I also notice a fairly over weighted bet in Healthcare, utilities and Basic Materials. His success seems worthy of how this fund connects the dots from these sectors to RE.
A good RE fund, in my opinion, should be a fl…
Reply to @Ted: Thanks...always good hearing it from the horse's mouth. Seems to be a fund with a flexible mandate.
from your link:
"Invests up and down the capital structure, primarily in high-yield bonds, bank loans, convertible securities and pre…
Two Real Estate funds going in two different directions over this past year are BREFX and PETDX . The least volatile I've researched seems to be FRIFX (a favorite of Investor I believe).
Reply to @kevindow:
M* will give you the 25 holdings (if you trust their fund holding updates)...go to M*, enter ticker, click on Portfolio tab, then holdings tab, then Equity Price tab. Doing this at about 3:30 p.m. est. leave enough time to trade…
