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
The second shot reaction is expected to be rougher since your body has created antibody to react with the vaccine. I will have the weekend to recover. I consider that is a small price to pay in order to protect my family members, coworkers and nei…
I am getting my 2nd Moderna vaccine this Friday. Very minor arm soreness on the first one. My family is close to all vaccinated. Testing so far indicated the mRNA vaccines will last at least 6 months since they have been given. In addition to th…
I used to spend Saturday morning reading Barron's and it was filled with lots of information. $12.50 per month is a reasonable for digital subscription. Will check again if I can get it on my iPad. I also subscribe to Apple News Plus for $10 per mo…
Will revisit subscription with Barron's again for the digital version. How time changes when I had the paper version.
"Being There" is a classic film. "I like to watch".... can't give away the rest of the film.
Fortunately many institutions are exercising good common sense. Many universities are opening in this fall and COVID vaccination is mandatory! A friend's kid attending UCLA's graduate program was tested twice a week, daily temperature reading, and …
The fine is aimed at the monopoly practice that Alibaba is practicing, not the type of business. Alibaba must not discourage or block other BTB companies when offering the same products or services to the consumers. That is considered anti-competit…
From the article above,
Nearly half of all Republican men and 40 percent of Republicans over all have said they do not plan to get vaccinated, according to several recent surveys. Those figures have barely budged in the months since vaccines first …
For now only Pfizer vaccine is FDA approved for age 16 and up. Moderna and J&J vaccines are approved for 18 and up. Trial testing for age 12 and up are ongoing and results will be completed by later this year. Hopefully, kids may return to sc…
The expense ratio saving in TRP institutional shares is not as large as one find in Vanguard funds, Investor share, Admiral shares, and the Institutional share.
For small investors $1M is no small feast to invested in a single fund. The actively …
Vanguard have both the institutional and investor shares, but the institutional shares require transactional fees. For certain investors such as Voyager with greater than $1M, Vanguard would offer 20 free trades on Tranaction-fee mutual funds per …
Good to hear that T. Rowe Price is getting competitive on their brokerage offering. Also many of their mutual funds (investor shares) are on no-transaction fee platform at Fidelity and Vanguard. The institutional shares, however, require transacti…
Trading stocks are free these days at large brokerages including Fidelity, Schwab and Vanguard. In my experience Fidelity is preferred since their online trading is most robust and reliable.
What happen when no one wants to buy the new treasuries due to the low yields?
European and Japanese government debts are yielding even lower, often with negative yields.
The fund has morphed into an all-cap global fund awhile back as the asset grew. In its early days back in the 90's it was categorized as a small cap value fund.
I used it awhile back but the rapid growth slowed its performance.
@AndyJ, read several discussion that the 10 years treasury yield will reach 2% by year end. Not sure about holding too much lower quality or junk bonds while trading off the negative correlation to stocks. One can shift some of the bonds to dividen…
The 10 year treasury yield moved up 1.73% yesterday. Many bond funds are red for the year. https://treasury.gov/resource-center/data-chart-center/interest-rates/Pages/TextView.aspx?data=yield
Is there anything to concern with the current succession plan?
Loren L. Moran, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. She has co-managed the fixed income portion of the Fund since 2017.
Daniel J. …
The world of furniture business have changed considerably in the past 30 years. US is no longer the leading manufacturer for domestic consumption. Michigan and Carolinas states were the main producers due the abundance of hardwoods. Many furnitures…
@hank, we use IKEA for many of our furniture. Price point is very competitive comparing to traditional furniture stores. Also we like the modern clean lines of European design. Your style may differ. Several years ago, we helped a friend to remod…
Thank you for posting this episode.
At the conclusion of this show, the host mentioned the next one will interviewing Matt McLennan who manages First Eagle Global fund. He will be talking about buying gold. Why now?
I often wonder whether factor-based funds are really better than allocation funds. I tried them several years ago but they were eliminated in favor of active managed allocation funds.
@Mark, no problem. Your friends are so lucky doing that. Next time we will tour Europe by rail and boat as we are nearly empty nesters. Years ago I car camp all over the Banff and Jasper National Parks. What a beautiful part of country!
