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
For someone who wear a cross pendant, Leavitt is a hypocrite and defies all christian values. How can she not stand up for women and go ahead to spread more lies. Same goes for all GOP women who fail to speak up for women.
Today’s market is up due to the increased chance of rate cut in light of weak labor market. Quite honestly, cutting rate will not promote more hiring and less layoff. Companies are uncertain of future investment due to the tariffs.
Big Bitcoin ETFs are IBIT (AUM $75.4 billion)) and FBTC (AUM $18.9 billion).
Here is the largest holders of IBIT.
During the previous two years, 1,621 institutional investors and hedge funds held shares of iShares Bitcoin Trust ETF. The most he…
The TACO trade has reversed direction on selected food items from Brazil on coffee, coca, and beef, as the outcry on high food cost. Realistically, he only cares that his approval rating is falling to all time low.
Donald Trump on Thursday remove…
Thanks everyone - good information. Where can one hid from this AI-mania ? Money market fund?
Edits after NVIDIA reported great sale number yesterday after the market close, one would expect the market to rally. It petered out by noon, and S&a…
CME group says there is 33% probability that a 25 bps rate cut will take place. Many things can happen between now and December FOMC meeting. If labor market worsen in the busy holiday season, that is a bad sign. At the same time, inflation is inc…
Clearly the man is a misogynist who lacks respect and decency toward women. In addition, this is not the first time he offended and violated women, namely Jean Carrol. Can’t understand the women who support him.
Yes, Rajiv Jain has been there before. We may not see that AI companies may lean into private debts as Osterweis Strategic Income pointed out. Things can get ugly when things go south quickly.
We have been reducing equity exposure since Septembe…
Thanks for the update.
Active managed stock funds typically range from 0.30 - 0.80% with int’l or global exposure may add another 0.1-0.2%. Vanguard active OEFs are pretty low in the industry, so there may not be much room to work with. The range…
A short summary based on the link posted above:
VUSV (ER 0.30%) will use Russell 1000 value index as the benchmark. Close cousin OEF is Vanguard Windsor fund
VUSG (ER 0.35%) will use Russell 1000 growth index as the benchmark. Close cousin OEF is …
Once retailers raise their prices, it is highly unlikely to rollback the prices. Perhaps a penny or two. The tariffs is a broad-based tax on US citizens and the administration knows that. Now that there is ample evidence of rising prices, the Admin…
Matthews Asia was a fine asian focus MF shop and many folks invested there. Don’t think that is the case today.
Invested with Andrew Foster’s fund and now at the Seafarer funds. Much happier.
Thank you. Good interview. Joe Davis has released a new book, Coming Into View. .
="https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/pressroom/press-release-new-book-coming-into-view-how-ai-and-other-megatrends-will-sha…
Fact is was that she was netted to any high level position within this administration. There are talks of MTG’s aspiration to run for the presidency in FY28. She was discourage as there are other competing candidates favor by Trump. Thus, all her pr…
The discussion is getting away from the original posting. Perhaps this discussion should be directed to a new discussion.
@larryB, agree with your consideration on how the surviving partner handles the global allocation funds afterward. Having di…
Over the last few weeks, we reduced overall stocks by several %, especially those have large exposure to technology. Small buys in defensive sectors and value stocks. Reducing short duration bonds to intermediate term bonds.
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…
