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I've got crazy lowball buy orders on stuff I want to own (or increase my holdings) for long-term positions but only one of them got hit so far. We'll see what the rest of the day and next week brings us, though. :)
As I recall TSLA was a top-5 holding in PRGTX until last December when they dumped it for something else. As a holder of PRGTX I had mixed feelings about that move b/c I think the company does have some great prospects in the long-long term. But w…
Some people like that even if they're long-term, minimally-active investors. I do most days ... do I worry about every wiggle and weave or rush to trade based on what I see? Nope. Just like knowing what's going on.
The real question is why are yo…
Is it just me, or has FrankTemp been letting MH out into the media more and more in recent weeks? You never hear from him, and now it seems I come across his name every few days. Could it be anything to do with the ongoing years-old decline in AUM…
I've been toying with Personal Capital. SeekingAlpha has a free portfolio manager, too. In fact, most newspaper sites do - FT, CNBC, Bloomberg, WSJ, Marketwatch, USAToday, etc.
Among several other threads from M*Premium folks reporting both major and minor problems with the 'premium' site we pay money to use. For YEARS.
It's beyond pathetic at this point, and I'm making the call tomorrow to nix my auto-renewal of the Pre…
Good for them. About time some Wall Street technical 'innovations' benefitted the retail investor and other responsible investing entities (ie fund companies) instead of the HFTs and trading 'pros'.
If selling and locking in some gains lets you sleep at night, do it.
If you're looking for buys (as I am) set your alerts and DCA into new/bigger positions as volatility periods present themselves.
Otherwise, just sit back, grab some popcorn, and…
Not really - ex-SEALS somehow do the conference keynote thing despite having zero background in the conference theme. I was shocked that a SEAL was invited to keynote a major computer security conference I was involved with a few years ago ... he h…
One of the things that rubbed me the wrong way 'on principle' was the way the May 2016 TGBAX dividend cut seems to have been 'announced'. Not that I need the income (I'm 43, still working) but the fact I only learned about an approx 30% reduction …
M* site has all sorts of problems with data, interface, and more. Not surprising to see more complaints. Frankly the premium side has gone downhill over the past 18 months or so in many ways ... and their IT dept is slower than mollasses in add…
I agree the Barclays Agg makes no sense as a 'benchmark.'
I've held TGBAX for ... something like 8, 9 years. Love the insanely-tiny duration of its holdings.
TGBAX has gone nowhere for 1 and 3 years, and 5 years returned 1.57% according to M*. I…
PRBLX is a solid fund that held up nicely during the '08 GFC - I own it and still add to it.
For large or megacap check Bridgeway 35 (BRLIX too -- only .15 ER (cheap!) and a nice allocation/weighting of companies.
These days, 5 years isn't a useful metric at all ... since the GFC all fund performance returns have been goosed by QE 1-4 and related artificial support around the world. When 5 years passed since 'the bottom' fund managers and their PR folks wer…
I remember the old Stein Roe Young Investors Fund in the 80s and 90s ... was "the" thing parents would gift to their kids and/or many people owned as their first investment, and I owned some myself. It owned the things a "young investor" would be i…
My fund selection logic includes --
Do I need it? Why?
Does it invest in sectors / companies I believe in and/or are opportune times to do so? Or are they just following the herd and buying the hottest things and latest fads?
Are their sector/su…
@kevindow Check out some of the closed-end funds from Tortoise (TPZ, TYG, NTP, etc.) I've owned some of them off and on over the years but now just hold a few individual MLPs.
Sigh. Another one-size-fits-all broad-brush headline that distracts from the fact that there are several good MLPs that are safe/fairly safe and viable holdings for long term investors. EPD, SEP, MMP come to mind -- I own the first 2 in large qu…
I own several TRP funds and appreciate their investing style, philosophies, and low costs. That said, I'm sad to see TRP feeling the need to roll 'me-too' niche funds that capitalise on a the latest investment fad of 'smart beta' or 'quantitative' …
Agree that AF goes nuts with the # of share classes. However, they run pretty good funds with low recurring costs ... I hold several of them both in taxable and retirement accounts.
I'd like them even more if they nixed the 12(b)-1 fee and insane…
I have a hard time buying into a 'defensive' fund that hasn't really encountered a 'hostile' market for it to prove its name. I also think it's kind of expensive and (speaking for myself) I don't like its financial exposure. So I'd take a pass on…
Very true. People freak out during market drops, but longer-term, that's the best time to buy, and on a purely capital appreciation basis, indeed, the downside risks are lower then than at any other time -- unless the stock goes lower, obviously. …
It's PBS spring fundraising telethon time. They always run repeats of CM's shows during those, and knock out most of their best programming for "specials" and nostalgic music shows. How that works as a fundraising mechanism, I can't fathom.
Good p…
Most fund managers also need to show performance in order to attract more AUM. Even if they wanted to hold more cash for a rainy day, they don't dare show 'drag' in a rising market lest potential customers put their $$$ into a competitor's fund ins…
I use it for the GLOBAL sector exposure in infrastructure, with a nice diversified portfolio that seems fairly conservative....since I'm youngish (43) and still accumulating, the income just lets me snap up more shares when the dividends are paid, …
Lemmings following news of where the herd WAS before moving on. Nice way for hedgies to sell out of positions to a bunch of clueless buyers who think they're following the smart money ... which they are, but not in the way they expect.