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.
It may not be a "convenient store of value" but it sure is a convenient "store of power" when you want to pounce on (desired long-term) assets that go 'on sale' due to market insanity. In that case, the 'value' of cash is quite reassuring to me, e…
I love these "X fund(s) to hold forever" scenarios. LOL
Looking backwards, I'd throw in LEXCX (passive, 0% turnover) or one of the classes of AF WaMu Investors (active, low turnover).
Looking ahead, I'd include those plus MAPOX and potentiall…
Interesting profile but didn't really say anything new or revealing about TRP. (NB: I hold several TRP funds in my Ameritrade account and do respect the company itself.)
Part of me wonders how much of that report was algorithmically generated, es…
That article reeks of performance-chasing to me. Yes, smallcaps outperformed, but they're also more volatile and not many people would willingly ride their dramatic ups and downs.
If you want a SWAN (sleep well at night) portfolio I don't think…
My read is that M&P don't want to be held to the 25% target if it means they need to take on more likely-bad risk to get there. I'm totally fine with that, as that's in keeping with their conservative investing philosophy.
(long-time lurker, first time poster)
I watched NBR for years after dinner and was dismayed with some of the "special effects" changes they made in 2011-12 after Kangas retired. I kept the faith for a while, though.
Actually, I was on NBR for its…
