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
Yes, the investor share at 1.22% is not cheap, but other alternative funds could cost even more. Don't recall that the fund ever took aggressive short equity position greater than 5%. Nevertheless 2020 drawdown was -8%, whereas Vanguard balanced ind…
I think electrical problem is a much encompassing risk to the aircraft than ice build-up. Electronic control just about everything today. Just like new cars today they have many safety control systems in addition to those in the drive train system.…
Thank @Derf. Two ideas are defense sectors and buyback stocks.
Defense stocks track closely with the increasing geographical conflicts as shown in past events. Stock buyback reduced the number outstanding shares in the market while boosting its…
Thanks for the link. South Korea and Taiwan are leading the pack. At the height of pandemic in March last year, few funds or ETFs are in black. What a turnaround!
It is really unfortunate that value stocks have been out-of-favor for quite a while. Those value managers stick to their discipline suffer as investment dollars move to the growth funds.
Today First Eage Global fund is managed by Matt McLennan, …
If you look at the indeces, rotation from growth to value started in fall 2020 as the Fed came to the rescue in March. As the economy recovered, the stock market broadened to include the smaller cap stocks. For diversification purpose, it would be …
Sidney Powell Is fighting disbarment in the state of Michigan due to violation of code of ethics. In addition, she will face the defamation lawsuits from Dominion and Smartmatics. Each lawsuit is asking over $1 billion in damages. These lies can p…
Thank you for this informative interview on Polen's approach to investing. It is a growth oriented portfolio but with a value tilted. Mr. Ficklin's discussed their stock picks in relation to the pandemic and why these companies will do well. Abbot…
I looked at AVUV awhile back and decided against it. The 2020 drawdown of AVUV was over -42% that took over 12 months to recover. That is somewhat worse than its benchmark, Vanguard small cap value index ETF, VIOV: -37% and 12 months recovery peri…
Online customer service is crucial especially in this pandemic. Fidelity continues to serve me well.
Stock and ETF trading are mostly free of commission, except for some mutual funds that are on transaction fee platform. There are quite a bit …
Perhaps a pure play on semiconductors is VanEck Vectors semiconductors ETF, SMH. It invested in the major semi foundry, process equipment manufacturers, and many more.
Steve Martin holds the record as a SNL host. The producer said he memorized his script readily and the guy is fun to watch. Once Donald Trump hosted the show but he cannot follow the prompt and went off on his own. The producers figured that eithe…
You are correct. That was Renesas in Naka, Japan. Fire started in a plating process tank that virtually destroyed the entire facility. Renesas supplies Toyota, Honda, and several Janpanese car manufacturers.
In the meantime, the trade war affec…
Taiwan semiconductor manufacturing company, TMC leads the world in contract manufacturing for these chipsets. And there are several more including one Chinese one (5th ?). Lot to catch up as the capacity has max out. TMC is building a plant in US…
Here is the peer reviewed article from MIT researchers and published in PNAS, a scientific journal with high impact factor. The article was reviewed three times before it was accepted to be published by the reviewers.
https://pnas.org/content/pnas…
Not sure what the motivation is in this article? Many investors hold broad based index funds and ETFs. They are commonly available to their retirement accounts, 529 college saving plans, and many other.
All are good points. The trade war with China complicated the supply chain sourcing. Semiconductor manufacturing often involves multiple countries and certainly the pandemic is impacting the entire chain more than we know. Time-to-market or lean ma…
I don't mind paying within reason. Bloomberg wants too much and their quality of information is getting worse. Got subscription to Apple Plus and Barrons. Also contribute to VOX and NPR. BBC is still free though.
Apple Plus provides access to …
Perhaps it is saying that there is not many stocks are attractive to buy at the current valuation. The 4% cash is common to hold in active managed mutual funds, perhaps ETFs may hold less.
Working from home is not the same as in office when your kids are attending remote learning. Supporting equipment including landline for telephone, high capacity broadband internet connection, and workstation have to added. Even then it is not the…
In addition to fine chemical manufacturing for pharmaceuticals and other products, India is also a contract manufacturer for AstroZeneca COVID vaccine. They are also developing their own vaccines, presumably using similar technology as J&J and A…
Sorry to hear the sad state of what the Canadians have to endure.
Vancouver, BC is one of our favorite travel destination. Taking the ferry to Vancouver Island is a real treat. Great food with beautiful landscape...and I am dreaming of the pre-pa…
Something is smelling fishy for such company to stay in business. They are NOT clean enough for fast food business let alone fine pharmaceutical products.
I had my second Moderna shot last week. Got minor arm sore but no fever and chill.
I will continue to use mitigation procedures even after I achieved full protection. There are many who have been vaccinated yet and they can be potential COVID ca…
Don't understand how these healthcare workers don't want to get immunized and so selfish to infected others. This is related to the education level of these workers whom may not have a college degree and only 2 year education beyond the high school…
1. It is likely that COVID-19 pandemic will be brought into control with vaccination along with other mitigation practices, but it will take time and resources. Federal reserves across the globe have pledged to support this effort. As long term inv…
