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
Some people are requesting their $2,000 stimulus checks from Mitch McConnell's Venmo account.
Citizens took to Twitter to document their attempts as well as to encourage others to do the same. One, claiming McConnell has a Venmo account tied to hi…
High expense ratios pose a sizable hurdle to overcome in the fund's performance. Also VAESX carries a 5% front load. The institutional share is no-load but it requires $100k at Fidelity.
May want to consider international small cap funds which …
I wonder how the increased trade barriers will impact U.K.and Europe stocks. At present there is not much details available. Any insight would be welcome from the board.
Isn't that attempt boarderline on treason to overturn state certified votes?
That is the goal of Putin to undermine the Western country's democracy and their election process. Wildspread disinformation in social media and Fox help to spread thes…
TMSRX has a drawdown -6.5% in March. Otherwise it has been quite good and managed to out-perform bond index. Let's hope it continue to do well in 2021.
If you don't mind the high ER, River Park Long/short fund is up over 50% this year with ER at…
The other noteworthy AQR fund is Diversified Arbitrage (market neutral), ADANX, but the expense ratio keeps on rising; now at 2.32%. The rest of AQR funds are getting expensive to own. This fund, however, is leading two competitive funds in the sa…
This is why Warren Buffet recommends S&P 500 index fund for many investors. The compounding return year after year helps to build wealth.
My kid's 529 college funds invested in Total Market Index, Total Int'l Market Index, Total bond index a…
The Russians are at it again. You would think after all these time the government would have hardened their networks so to prevent any external intrusion.
In normal time REITs pay a healthy dividend plus stock appreciation. Through this year's pandemic, the drawdown of the REIT index was 35% in March as shopping malls and hotels were affected badly. The index is still in red but likely to recover aft…
You are so lucky. I was late to invest before it closed. Now I am using a Grandeur Peaks fund with a higher ER. TRP has many great funds with reasonable fees.
That is how these money managers own many yachts. M* sticked with Bruce B. for many years up till 2008. The flip side is to own index funds instead or pay diligent on active managed funds.
Found more information on Ben Griffins at M* (including mis-spelling on his name)
Ben Griffins
03/01/2020 —
Ben Griffins is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price International Ltd and an investment analyst in the Equity R…
Does anyone has more background information on Ben Griffins? He is listed as co-manager who joined Justin Thomson since March 2020. I would expect this transition plan has been in place for some time - 9 months is a bit short. Perhaps Ben Griffin…
By March of 2009, Miller's flagship had drawn down about 80 percent. He only drew down half that 11 years later. How does he get the new capital to take advantage?
That is a sure way to fund his yacht while his investors stay poor. Glad I never inve…
They are beyond corrupt.
Since they are employees of the government, where is the watch dogs to ensure these sorts of conflict of interest do not take place? I understand there is annual reporting process on personal holdings. Diversified funds, …
Agree that high expense ratio poses a drag on long term performance. On the other hand this fund is quite unique and this year's drawdown demonstrated its value in one's portfolio. On the flip side there are many expensive "alternative" funds.
These lawsuits undermine the integrity of US voting process and our democracy especially when there are no evidences found as charged. Only one case where some late votes were discarded, but it did not affected the final outcome. The remaining 30+ …
Donald is simply jealous of Joe Biden and Karmala Harris who are named as the Person Of the Year by TIME. Both are well deserved.
https://time.com/person-of-the-year-2020-joe-biden-kamala-harris/
But wait, Donald should be happy that he earned …
His timing is impeccable on a number of holdings. He managed to deploy half of the 20% cash in March. GE appeared to be a solid pick. Facebook is no longer in the top 10 positions in the latest report.
9) If Trump will be elected, it will be a disaster. Reality? stocks were up
The market is up NOT due to Trump, but Pfizer, Moderna, AstaZeneca and other COVID-19 vaccines will be available and ending of the pandemic. Only Moderna took government fu…
My impression is that he is rather inflexible in his bond investing. Never quite understand his love of thinly traded junk bonds. Also the large asset base does not help either. Drawdown in 2008 and spring 2020 showed the downside risk.
Egan and Stokes have worked with Dan Fuss for quite a while. So this change should not affect the LS bond fund. Dan Fuss is in his 80's and this move is encouraging going forward.
Still think quantum computing is in its infancy. Question is how small can it be incorporated into a CPU? Artificial intelligence used on self-driving cars are still having avoidable accidents. Fast and reliable eye tracking on dSLRs cameras are st…
His election defense fund managed to get $200M form his followers. A good portion of it go to pay for all the baseless lawsuits and the rest for his pending 2024 campaign. What a way to fleece your followers.
Also many of them will likely not t…
There are a wide range of protective cases for iPad, iPad Pro and iPad mini of many generations. We use iPads in our family and found a good quality protective case help to ensure long live. Features you should be looking for are:
1. Silicon cas…
He is making a comeback in 2024, but others have better idea before him.
A TikTok video scored to Loser by Beck showed the site, which was headlined “I lost the 2020 election” and included the subheadings “Trump Lost”, “Trump is a Loser” and “Tr…
One would think these firms would schedule their maintenance after business hours or better after midnight.
You are way ahead of me in planning for next year's budget. This weekend I will collect info for tax return. Having our taxable asset mo…
Thanks David. Munchin wants to handicap the next administration and the unemployed. The day after Christmas the unemployment insurance will end for 12 millions Americans. Nice guy!
https://forbes.com/sites/jenniferbarrett/2020/11/23/unemployment-…
If you live in areas where tolls road are common, make sure you get an electronic device for your vehicle. Every time when your vehicle pass a toll booth, they take a picture of your license plate and bill you later if you did not pay the toll. I l…
I am getting the same message as you from Safari browser. Since the stock market is closed today, many firms are using this time to update their servers with security patches. Fidelity's and Vanguard's sites are up.
