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.
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Sven
Lynn,
Thank you so much. I am planning on a 3-year ladder since I am a year away from retirement. Lots of spreadsheet work to calculate the income replacement needed. This ladder will create a steady income stream. So thank you for all your help.
I moved back to high quality bond funds this year. Some of which you covered in the SA article. For now, I will stay with agency bonds to the bond ladder. I will pick active managers for corporate bonds.
Sven
Sorry, but that’s a false comparison. You might even call it fake news — because Trump is not, in fact, pointing to any statistics. He’s just lying."
Totally concur. The man has not experienced the everyday life of most Americans.
So much inte…
Carl Kaufman of Osterweis Strategic Income, OSTIX, is more cautious on BBB rated bonds. The fund holds over 10% in cash, a historical high. Excerpt from 4th quarter outlook:
For fixed income investors, the AI-themed names are a cohort that exists …
@larryB, well done with your choices and asset allocation. These are fine choices serving as conservative actively managed global allocation funds. Neither funds mentioned here are overweighed in technology, although Wellington tends to favor finan…
@larryB, have you run those 2 candidates through MFO Premium for their drawdown? The other question you have to ask yourself is will I have enough time to recover in severe drawdown.
Our MFO contributor, Lynn Bolin, has written extensively on co…
S&P500 has over 31% exposure to technology sector and that is quite enough in my opinion. In light of the high valuation of the US market, future returns are likely to be lower than the historical averages.
For simplicity of using a single f…
Warren’s successor has to prove himself as the chairman. The Buffet premium on the stock is gone. Greg Abel, from what i read, is a very capable manager. We will miss Warren Buffet.
GMOD is a new ETF cousin of the OEF, GMWAX. This is a fund of funds, comprising of 10 GMO funds. The asset allocation breakdown is the following:
https://finance.yahoo.com/quote/GMWAX/holdings/
Thank you @Old_Joe for the article. Flew on DC-10 many times in the past.
As I recall the plane that @hank mentioned underwent a catastrophic engine failure due to a crack pylon. If that is the case here, on ground inspection would detect the ha…
By the time the FED chair is replaced we may be looking at even higher inflation.
It is highly the inflation will remain elevated well above the 2% target for extensive. With the tariffs being a progressive taxation, is it realistic to expect the…
Yeah sure! Solicator General Sauer had a difficult time arguing for the Administration. It may be a forgone conclusion that the Supreme Court will rule in favor of the tariffs.
https://yahoo.com/news/articles/really-anderson-cooper-stunned-being-03…
Cornell’s lawyers probably figure it would cost more to litigate while their federal funding is frozen. Paying $30 millions over 3 years is doable but it sets a prescient of discriminating against Jewish students, whether it is factual or not. Corne…
Thanks for posting the information. Having a real hard time to see clarity on the AI investment buy the AI investment thesis and its circular investment. Sounds like Enron all over again.
Outside of the AI-related activities, the other sectors …
Yes, this is all about retribution. Lindsey Halligan Is an inexperienced attorney and there is little hope of getting anywhere in this case. The goal is to bring embarrassment to Comey in the public. Similar case with Letitia James on her mortgage…
All the victory speech were very impressive. More importantly, the large shift among the voters point to their disapproval of the Administration’s policies. The young voters came in strong for all candidates as jobs, affordable housing, foods, and …
Another record high today. No end in sight to the wealth being generated.
That was yesterday, but today the market woke up. Easy comes, easy goes and that is why it is called a bubble. Many events are happening now that could potentially be the …
That was the exact point of my original posting. It was meant to help others to see other views so to have meaningful discussion. Merely posting performance data without putting them in proper content contributes little to this board.
@DrVenture,…
Watch the movement of the dollar index. Its movement itself contributes considerable for unhedged foreign funds/ETFs. US dollar lost over 11% since December 2024 that benefits oversea investment. The dollar index has flattened since September. Marke…
Good for you. We bought a few US stocks on the dip from April through summer. Mostly we have rebalanced US stocks to EM and developed market. Not convince that AI will provide meaningful profit that it promises. Seen that play before.
Overall w…
That is if one wants to diversify away from tech and AI-related stocks.
Future market for Tuesday, November 4, 2025 is all red, including the safe haven asset such as gold.
https://finviz.com/futures.ashx
Not trying to hijack the OP. This article pointed out the outstanding challenges of AI.
https://msn.com/en-us/technology/artificial-intelligence/here-s-how-the-ai-crash-happens/ar-AA1PwDmn
@masterd, you read my mind. I have been dollar cost average in building a position in BRKB since Buffet is turning the rein to Abel. This is our only US stock that is being added. Bonds, in our opinion, offer more compelling opportunity, especiall…
Not assessable to non-subscribers. Try link below that provides the same information.
https://cnbc.com/2025/10/29/there-were-two-fed-dissenters-miran-wanted-a-bigger-cut-and-schmid-voted-for-no-easing-at-all.html
PCE increases for June, July and August¹ were 2.59%, 2.60% and 2.74% respectively.
The figures could be higher if food and energy are included. In addition, the full impact of tariffs have not arrived yet.
I read that learning new music instrument, chess, and other brain-related activities help to retain the brain capability. Many instruments use both side of the brain in order to train the muscle memory. I enjoying bird watching that involves track…
Please take it look at this - perhaps it was NOT about drug trafficking.
https://msn.com/en-us/politics/international-relations/the-us-warships-off-venezuela-aren-t-there-to-fight-drugs/ar-AA1Pb9T6
Thank you @bee and @DrVenture for your suggestion on traveling. We are planning to convert our Honda Odyssey to a camper for week long trips. Reliable drive train is important for distance driving and fuel economy is reasonable with either Honda o…
The soybean farmers have it good on both ends. Not a single contract from China was made this year. Bankruptcy continues to rise among farmers while getting hand-out from the government. Isn’t that welfare that this administration is so appalling o…
@LarryB and @Crash, great choices for long term and stable investment. We use diversified index funds for oversea exposure. Emerging market is volatile, but active managed Seafarer funds provide lower risk to this asset class. We swapped half of D…
they're turning the stock market into one giant pump-and-dump scheme with rumors of what FOTUS is/may consider taking a position in
That is my exact thinking. It is all smoke-and-screen. There is no honest intent to strength the nation’s strateg…
@larryB, what i meant is to allocate our investment more toward foreign stocks and bond. They are closer to 50/50 US vs foreign. For a long time US stocks have done well, but time has changed with this administration.
While our family had the fo…
