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
He has been analyzing fund flow on asset classes (not individual MF/ETF) in previous articles. Trending Is discussed in details this month on specific funds. Fidelity has been discussing trends and rotation as early as September 2020.
Charles Bolin is contributor to the MFO monthly commentary since early 2020. You can go back every month to see his articles. Also he writes for Seeking Alpha. I have been following his writing/advice since I discovered his approach on risk mana…
@Mark,
At work I use Windows 10 exclusively with Office 365. At home, I run Windows 10, Mac OS and Linux. My astrophotography hobby require all three operating systems. Like you I use Mac 70-80% at home with Office 2016 (for Mac) and iWork (equiv…
Thanks. Costco online stores now sell only download version. We are trying to minimize going to stores, especially during busy hours. Will check out Amazon.
@Mark,
Are you upgrade your old Windows PC ? From my perspective, PCs are PCs especially those from the white box companies. There is little performance and reliability differences between them. They are built to last 2-3 years since they use i…
If you evaluate these funds through the full market in 2020, the list may get considerable smaller. FMI funds, for example, was 3 alarm funds last years as noted on this discussion board
The variant first identified in the U.K., 50% more infectious and possibly more virulent than the original virus, is to blame for the inability so far of the vaccination campaign and the lockdown to curb the spread, Israeli health ministry officials…
@Mark, did you purchased TurboTax Premium as a download or on. CD from Costco? In the past the stores sell the CD. Don't know if this changes this year. Thanks.
this thing turns systemic real quick and our portfolio's get drawn down by 50%-60%...then and only then we are going to have a problem with the Reddit/WSB approach,
This is new territory with unknown risks. Question is what can SEC do about it? T…
Stocks that are heavily shorted are most susceptible to Robinhood trading. Some hedge funds have to sell their winner stocks in order to pay their margin calls today. Did not expect the $ amount involved to be sizable. SEC is looking into this matte…
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
