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.
I'm a longtime legacy ThinkorSwim (now TDA) customer and been quite pleased w/their offerings, fees, and customer service. Not had any problems that I can think of ... and yes, they have a good selection of NTF funds and offer lower-level access i…
Ted do you care about ROC on FAX? Looks like it's been spinning off a ton of ROC in recent years.....
See:
http://cef.morningstar.com/distribution?t=FAX®ion=usa&culture=en-US&ops=&cur=USD
BenWP: Regardless of the discount or …
Here we go again.
Sell in May! Hold steady in May! Sell in May! Hold!
Blah .... stick to your plan, think for yourself, avoid the bubblegum financepr0n advice, and profit!
Anyone want to join me in funding/launching the Cybernetic Strategic Dividend Equity Growth and Absolute Return Income Performance Fund? And also, how about the closed-end Dart Throwers Syngergistic Enhanced Equity Fund?
I have the fund sponsor'…
I don't put much faith in theirs - or any MSM publication - list of funds to own. As mentioned above, they do tend to oversimplify things to reach the widest # of readers' experiences.
I've been a Kip reader for many years mainly for quick-skim …
Aren't economists the ones who are always right in hindsight, yet nearly always wrong in their "predictions" and "analysis"? (Yet ppl still listen to them, which baffles the mind...)
As with many disciplines, academic pedigree or professional cert…
I am not an index fan myself. So I'll offer two ideas ...
VMVFX ... yeah it's got 300ish holdings but it's about 50-50 US/international, skews midcap, and doesn't have the "usual suspects" in the top 10 places. And cheap at IIRC .30 ER or less.…
I don't get it ... LPEFX is a fund of funds and individual holdings that are publicly traded on exchanges. There's nothing special to see here unless a person doesn't want to buy individual stocks/firms.
Screaming buy? Kicking and screaming...then bye-bye is more like it.
Wasn't there a time when overbooking meant that some lucky passengers were going to receive windfall for giving up their seats?
They do ... up to I think $1500 max, paid in cash,…
Two things:
1) The flight was not overbooked as first claimed. UA just didn't plan properly on how to manage its crew movement/relocations that day (acc. to Bloomberg article this morning) The airport police botched this situation ... but did t…
The article positively mentions that TCLOX owns real estate property and implies that's helpful diversification.
According to M* that fund-of-funds holds less than 1% in real estate. Why the Barrons writer thinks that almost-invisible percentage i…
Alternative analysis? (Sorry, too easy....)
Okay, everyone stop, and please explain. If one can clearly see Vanguard index funds are performing better than Schwab index fund, then WTF is Schwab trashing its own credibility by saying it is a winner?
"Passive fund managers have no need for the comprehensive fundamental data provided by the Bloomberg terminal and as active managers look to cut costs, reducing the number of high cost terminals will likely be the first action taken to reduce spend…
Oh ... my .... gods. That is alcohol abuse of the first degree -- VF, good action taken in response!!!
PS - One guy I didn't know too well came over for a Party once. He put coke in McCallan 18 year old and drank it. Needless to say he knows he …
My 'go to" Scotches are mainly Speysides - Balvenies (Carribean Cask - yum!), Macallan, Glenlivet and Mortloch are my faves. Also like some of the far-north ones like Jura and Scapa. Peaty ones from the Islay region are definitely NOT starter wh…
FWIW saying I like the 'concentrated' nature of the fund and in particular this one. It's been on my watchlist for ages as part of my foreign stock exposure, and I just opened a 1/3-sized starter position the other day to get in before it closes .…
I don't have percentages calculated but my largest OEFs are as follows. Execpt for my 403b each account has other funds, individual stocks, and cash holdings as well.
(in my more actively-managed/traded account) - OEF positions are not traded but …
Don't forget conservatively-positioned (I think?) BERIX, with nearly 30% cash according to M*. It just got sold to Chartwell Investment Partners last year, so who knows what changes may happen....
I agree completly. I loved PRBLX until they bought WFC as their #1 position last summer, and continued to hold it during the bank's latest scandal. I sold out of a large position in it last fall as the scandal continued to unfold.
So much for th…
5% is okay, but probably won't move the needle much, and anything less is probably not going to do much of anything for you either. Frankly, things that hold single-digit percentages in stuff (ie, some funds-of-funds) I avoid like the plague for …
I still can't shake the feeling that until the IRA contributions can be made in sums equal to that of 401/403/457s ($18K vs $5500 per year) they may well be a joke down the road and/or don't allow people to save away enough for retirement. Yes, I …
I'm not doing anything special; when things I want to own come into my buy range I will buy ... and I'm not investing in or avoiding any specific sector per se just b/c of "rising rates."
The article was okay but I detected a whiff of "OMG DO SOMET…
Not a bad idea for TRP folks wanting a hands-off approach - I own a few of their funds and think they're one of the better no-load fund companies out there. But I agree with the poster who wonders why this is any different/better than going into o…
Some snippets of interest ... the rest is comments from investors/analysts about staying diversified and knowing that a 'correction' will come sometime.
< - >
Investors have poured money into stocks through mutual funds and exchange-traded f…
Thanks. BRLIX remains very attractive to me as a place to park money to get broad megacap market exposure w/o needing to stick to an index and/or be market-cap weighted. I'd use that over an index fund any day.
It's rock-bottom cost is only icin…
Maybe closed at Fido ... but TRowe's main fund page says "Open to new Retail investors / Open to subsequent Retail investments"
https://www3.troweprice.com/fb2/fbkweb/snapshot.do?ticker=PRHSX
Hi @rforno
At the internal Fidelity page for PRHSX,…
I think PRHSX is open again. It had closed for a year or two, as I recall. I had a decent position built, but sold it for political considerations. Not sure if I'll go back into that or Vanguards - I need to review their allocations. I do hol…
Twice in recent years I have written to the Maryland retirement system offices with some polite questions about the 403(b) and SRA investment options available to us. Never have I received a response or even an acknowledgement. It only reaffirmed …
I think the best thing E*Trade can do for investors is to just close shop and go away.
*snarfs his coffee* How true.
That said, with ETrade in the commission-war game now to entice more people to get in the markets and churn their accounts to gen…
Nothing's broken IMHO. We're all allegedly adults here ... if someone doesn't want to follow a certain topic if it veers into crazyland, it's their choice to move on. By the same token, someone rushing to say "shut the topic now" because of a sing…
Their version of the show was fantastic - I was a regular, too. Tom Hudson's era wasn't too bad but they got a bit too flashy with the 3D effects and such.
Side story: I was a guest on NBR the day CNBC announced the acquisition of their assets. …
So the 'smart' money is now able to reduce their positions and sell to the 'dumb' money that's coming into the markets in earnest. I'm sure the 'smart' money is quite happy to see it.
This will end well and gracefully, I'm sure.....
