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
FaceBook shut down discussion on this type of trading, but Reddit is still operating.
Today is the end of month, the margin day, and companies (shorted positions) have to pay what the owe. This costed some hedge funds who shorted GameStop and AM…
Agree. COVID situation makes very challenging to have large number of people working closely together. Trading on the floor in stock exchanges is very different today. Stock analysts and fund managers are working from home.
One would expect these large brokerages would have contingency plans in place just in case of power outages, loss of internet connection, and human representatives. Backup generators are commonly used in large hospitals. Alternate call centers would…
It is unsettling to see market swing by several % in 2 days, especially there was no particularly bad news or earning. Boeing was bad but that was expected.
Apparently the slide is not done yet and the Dow future for tomorrow is in a downward trend. Earning report on Apple, Facebook and Tessa are good while Boeing is still behind.
Sorry I missed that part. Saw the list of donations but missed the connection from previous page. How prevalent is this practice in mutual fund industry?
I think you are referring to P. 17. All GP funds out-performed their respective benchmarks by a large margin for 5+ years. Also many GP funds are Great Owl funds. What makes GP differs from other mutual fund family is close their funds at fairly …
Words matter and these people need to be held accountable to them. The allegations can cause considerable material harm to Dominion's business. The legal cost will be substantial for the defendants.
I saw that too. His products were pulled from major retailers - Kohls and Bed, Bath and Beyond. Also major corporations are pulling $ away from GOP PACs. The fallout continues.
@msf, thanks for sharing your analysis on Asia EM funds. For sure Korea and Taiwan have advanced beyond the definition of emerging market. Several of their companies including TSMC and Samsung are powerhouses to supply chipsets for cars and mobile …
Yes. FPA and Queens Road merged several years ago. Steve Scruggs has been running the small cap fund since 2002. While value funds have been out of favor versus growth, this small cap value fund still managed to gain a modest 13%.
This is one way…
The economy will get back on solid ground when this pandemic is overcome by the vaccine. The rollout and getting them to the people has proven to be challenging, but it can be done. It was completely naive to say that everybody can get vaccinated b…
This is beginning of a new year and forecasting is expected. Soon there will be another round of roundtable forecasting from Barrons experts. I will stick to my plan this year.
I received that meesage too. This explained the challenge that @bee had earlier. COVID made everything much more difficult. DMV offices are slowly opening back up. Renewal was strictly done online with 10 years old photo.
@rono, glad to see you doing well. There is no doubt on the accuracy of Dominion system that is being used in over 26 states. Is several instances where thousands of votes were verified and recounted, and the final results remained the same. Quite …
Watched the recording several times already and each time it brings hopefulness and joy. The country is now in good hands. That is something sorely missing in the last four years.
Let's not forget the 400 lights service at Lincoln Memorial. And the pandemic rages on.
https://npr.org/sections/coronavirus-live-updates/2021/01/19/958449203/400-lights-for-400-000-dead-to-illuminate-lincoln-memorial-reflecting-pool
Agee. Trimmed some positions with large gain. Time to let cash to build up. Pandemic is far from over.
Few opportunities I like beside cash. The value stocks have been overlooked and the valuation is reasonable. The market started to broaden …
It is totally nuts and why some cities are better are better behave than others? Friend of mine moved to Tampa, FL in November and promptly caught COVID. He then infected the rest of family over Christmas get together. It must be a lapse of carel…
@Mark,
Right now the frontline workers (doctors, nurses, teachers, firemen and police) are in first group of Phase I. Nursing home and those over age of 65 are being vaccinated. You belong on this group. In addition working with your VA, you can…
I feel the same that many of these people have been lied to especially in the last 4 years. These lies are further reinforced by the inaction of the administration. When the lies are repeated over and over again, they become the truth. What is ha…
Thanks. I follow Heather's writing as well.
Over the summer It was unnerving to see protestors carrying firearms in Michigan's state capitol. It is more than sheer intimidation to the lawmakers, especially with what is coming out from the WH.
I agree. Wear face covering is a nice way to protect everyone else beside yourself from COVID when 6' social distancing is not possible. Not only these people exhibit extreme selfishness, they help to spread the virus to other. Same goes for vaccin…
I understand there are the case rules that he can visit but cannot establish permanent residence. Also the entire Orange clan are relocating to FL as they are not welcome back to NYC. How fast the mater has turned downhill.
After January 6th, h…
Many governors are so afraid of Trump that they would not impose face covering in the public. FL is the worst where Ron DeSantis forbids large city majors to impose face covering. FL has the highest population of elderly, one of the most vulnerable …
I have invested in ARTRX for several years - a very consistent fund with a reasonable drawdown in 2020. The manager has been running the func since inception - quite remarkable. Covers all developed global markets without emerging market exposure.…
Stock valuation is all time high. I would consider a total market index fund instead. You will have a broader exposure to many sectors.
COVID cases are running rampant and we could return to March 2020 scenario again.
Disinformation in social media is the root cause of not taking the vaccine. Let hope that Dr. Kessler who headed FDA in Clinton administration will instill more confidence on the doubters. The other is the past dark history of the Tuskegee Syphilis…
Yes. 80%+ vaccination of general population is required in order to achieve herd immunity as verified by Dr. Fauci.
https://cnn.com/videos/health/2020/12/27/fauci-coronavirus-herd-immunity-range-estimate-shift-intv-sotu-vpx.cnn
Both Pfizer and Mo…
