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.
Support MFO
Donate through PayPal
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
Russia owns less than 2% of the world stock market. So the damage would be limited to many western investors. Wonder who own sizable Russian stocks and want to save their own skin?
Ukraine is a major producer of grains, particularly wheat and co…
I would recommend that you check online frequently regardless what Vanguard says the available date. Often I get mine a week or two ahead of the actual dates. You can download the 1099-DIV right away. By that time your tax would be done before the …
Thanks @hank for summarized the article.
- “Attributed to legendary banker Nathan Mayer Rothschild: ‘Buy on the sound of cannon, sell on the sound of trumpets.’ When fear dominates, it’s time to buy, and many did.
Now the invading has materialized, …
Putin just recognized the independence of eastern Ukraine's separatists as he moves troops in Ukraine to support the separatists. Question is when the sanctions will start that coincides with rise of oil price. Very messy.
Thanks. The source of imported oil changed significantly from Middle East to Canada. So there is less geopolitical risk in that region.
To the degree the U.S. does still import oil, more of it is coming from our closest ally. Canada was the source…
Yes, just correct my typo. Putin was a taxi driver when the Soviet Union collapsed. So humiliating that he dreams of the return to the good old days. Financially Russia is much smaller than the former Soviet Union. They export mostly oils, natural…
Growth will return again when the valuation becomes more reasonable. The shorting position in S&P 500 among the D&C stock and balanced funds are paying off this year.
I over-stayed the welcome on int’l small cap growth fund and now they a…
@hank, sorry about the confusing title.
She questioned the possibility of recession. Given the last quarter's GDP of over 4%, it has to get much worse to go negative. She mentioned high inflation but did not elaborate consequences.
As for us, c…
CNN has more experienced correspondents/consultants that provides more meaningful coverages on Ukraine. Often many of them been around when the former Soviet Union invaded Afghanistan. What you are seeing are the inexperienced reporters. Hope CBS …
It is a really good idea to use target date funds as a benchmark. They are actively managed so they follow the “glide path” over time as to lower the risk. Also they can be use as the retirees may not wish or not able to managed their portfolios.
…
A chart shown on mega cap 8 stocks is dated Feb.4, 2022. This interview may have been done a week ago.
@MikeM, you are correct that this interview is likely taken place in last few weeks. I will correct my earlier statement.
From the article above,
"You need to be with those names that will have some protection in a downdraft. Defensive names are a good place to be. One being dividend growth stocks," said Homrich Berg CIO Stephanie Lang on Yahoo Finance Live.
Think other commodities may do well as the conflict imposes on their supplies, i.e. oil. A broad-based commodity ETF such as DBC has been trending upward since last year as inflation rises.
Someone mentioned DBC in another tread.
Please check the funds you wish to transfer-in-kind are available on Fidelity mutual fund supermarket. In case they are not available, I would find an equivalent fund or liquidate the entire position and transfer the cash.
Think many now believe is no longer “transitory”. @lynnbolin posted in Feb’s commentary with several commodity funds to deal with the inflation - VCMDX (Vanguard) and EAPCX (Fidelity and Schwab).
Historically Harbor uses good subadvisors (for institutional investors) and changes them when necessary. Noticed that Harbor replaced an subadvisor, PIMCO on their Harbor Bond (Bill Gross used to run this fund since 90’s and left several years ago).…
Some Vanguard funds have one subadvisor, i.e. PRIMECAP and Wellington, while other have three or four subadvisors. Instead of replacing those don’t do well, Vanguard likes to add more.
Back in the 90’s, Litman Gregory launched a series of Master…
Thank you. Very timely indeed.
Invested in gold (Barrick, a miner) in uncertain time like now. The fund often hold small % of gold.
Invested in foreign stocks for lower valuation relative to US stocks.
Concerns about higher interest rate and st…
Our family are long time users of Mac computers, iPads, and iPhones and they work seamlessly together. At work we use a combination of Windows and Linux computers since they work better in a networking environment. We don’t use social media and pre…
Thank you for sharing. Must be quite a bit of selling to raise the 10 year Treasury yield to 1.9%. As of Dec 31, 2021, the yield was at 1.512%. That is quick rise of 40 basis points! It is important for investors to review the duration of bond f…
Explorer fund is a small cap fund. Having more subadvisors don’t necessary translate improved performance. Each subadvisor has their unique stock picking process and having 6 of them is already diluting the “best” ideas and trading off the fund’s …
I get all my 1099 forms online several days ahead of the paper copies. Also I get notified when the forms are posted. The brokerages take several more weeks and by mid-February I would have all of them. The tax statement and account statement are lo…
Ariel’s initial target allocation will be 10% of Vanguard Explorer Value Fund, with the balance of assets divided evenly between the fund’s two other tenured value managers.
Hopefully this will improve these value funds.
SGENX and VGWLX are value-oriented global allocation funds while PRWCX is more growth-oriented with a twist. Tough to replicate Giroux's approach in oversea investing.
At 1.25% (from the current 0.25%) is still a way below the 2% when the pandemic started in March 2020. In combination with tapering, perhaps it may contain the 6% inflation.
