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
Back in the 90's David Marcus had a short but good record while managing Mutual European fund. Then he left for hedge fund world. Several years ago he returned and started Evermore fund. It's performance is uninspiring that shares the same distin…
Great location for lots of outdoor sports. We love kayaking among the islands and seeing the orca in their environment (not SeaWorld). Love to retire and work as a touring guide in this part of beautiful place.
The American citizenship and improved childbirth care are no small expense to these families. Wonder if Australia and Canada are experiencing the same trend?
Alibaba stock, recently $87.53, has been on a steady slide since late last year, when it hit $119.15. Kass is resolute about his longer-term view of the company and the influence of its founder and chairman, Jack Ma. “This,” he says “is the new face…
Enrollment among only women-only colleges has been declining for some time. Always surprise that this has lasted this long. Awhile back I attended a research conference at one of these college in New Hamphere. The facility was quite dated compari…
These advisors are more like traders. After fees and all, the investors are way behind the curve, and that is not including the short term capital gain on portfolio turnover in excess of 100% (assuming these $ are in taxable accounts).
Great discussion... Having the opportunities to travel allow us to gain a better perspective on how US has fallen behind other developed countries. As John eluded, infrastructure is a good example. As investors, what can we do to protect ourselves…
@Jim, "Fee-based" makes a lot more sense than "asset-based", but there is a break even point (i.e. profit) for the advisors. The best is do it yourself...
I also like Gundlach as well. With respect to opporties, I like Europe since it is still in the early stage of recovering (QE and all) and thus has better chance of market moving upward. Can Japan' recovery sustain? EM requires both long term vie…
@ John, Agree. For those who are starting to invest but lacking much knowledge and decent options/choices. Target date funds, providing they have low ER and appropriate allocations as you pointed out, are not bad choices. So it really depends...
Eighty-two percent of Big Money managers say they’re beating the market this year—a go
Most of my mangers are trailing their respective indices. Andrew Foster has done well so far this year.
Thank you Ted. I messed up when I switch different browsers between Mac and Windows.
Just for my testing, one more try. http://wsj.com/articles/why-u-s-investors-may-owe-china-taxes-1429883184
Using crowns is not necessary bad in dental restoration, at least you still maintain the full use of the tooth. Dental implant procedures are generally NOT cover under many dental insurances as they are considered "experimental" (i.e. too expensive…
Interestingly enough that the Middle East is expanding their capabilities in oil shades while destroying their competitors by keeping the crude price down. See a love Blommberg link. Domestric hydraulic fracting companies are laying off thousands …
Starbucks USED to be make good coffee. Over time they lowered their quality of coffee beans while raised their price. Our favorite local coffee shops are Dutch Brothers and other mom & pop shops.
India plans to raise about $6.5 billion (Dh24bn) by taxing foreign firms for capital gains they made in previous years."
Don't think that move would encourage foreign investment.
@MikeM2, This "AIP" option is a great way to gain access to institutional shares. Wonder how wide spread is this practice among the major brokerages, I.e. Fidelity, Vanguard, and etc?
Don't think a recession is in fourthcoming. Profit margins, however, have been declining as the dollar strengths in last several years. Earning on the other hand is easily managed (more like manipulated) to meet the street' expectation. On top of…
@ John,
Chinese love to gamble and invest.
Mixing investing and gambling together is dangerous especially for inexperience investors. Will the Hang Seng index experience Alan Greenspan infamous phase "irrational exuberance"?
Clancy, JCP, Sears, Radio Shack, etc are all dinosaurs and will eventually be extinct.
I concur. Foot traffic is still heavy in JCP during the holiday. RS stores are in life support mode. Having said that, many clothing retailers could follow th…
Thanks Catch for the link. As for EM goes, it is a LONG term investment that requires patience to ride out the volatility. For more conservative investors, Mr. Foster' Seafare G&I is a solid choice.
