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.
Lewis, you are an elitist employing the common strategy of belittling other points of view. You think because you found an eloquent summary of your alarmist case there is no other point of view? Yes, I know that is what you think yet there is not a…
Low interest rates are an unmitigated disaster for retirees. It is indeed causing a reach for yield that will probably not end well. I think like all cycles this will change, probably when few are looking. Now would be a good time. Here's to hop…
We know as a scientific fact that the temperature of the earth has changed drastically in both directions before humans had any impact at all. Since the 1800s the temperature of the earth has risen about 2 degrees. Even assuming that all of that inc…
Just looking at the number of Covid deaths, the lines for food leading up to Thanksgiving, the unemployment rate and the number of closed small businesses with loss of health care to their employees nothing the current administration did anything to…
The DOW is an archaic, price-weighted index which does not accurately represent the economy.
DOW 30K is not a great milestone and is of little significance.
This just happens to be a nice, round number that certain writers unjustifiably emphasized. …
Sorry wxman123 but to me you implied that Dow 30K was some great achievement and all should be happy across the land. You failed to address how that's important to the average person on the street or the world in general. Also neither you, I or anyo…
Well wxman123, if DOW 30K is what makes life worth living for you then I guess we have vastly different priorities. Tell me, how has that made life any better for the average Joe on the street. How is the world in general any better at all because t…
An army of political hatchetmen qualified in nothing other than a nihilistic agenda of Trumpism brought four years of chaos and administrative subversion.
I prefer "hacks" who are well-qualified administrators with experience in their jobs.
A pref…
the current administration had no transition plan and was not ready to take power in January, 2017. Grifters and inhabitants of the swamp saw the opportunity and cashed in.
So true and it gets worse towards the end. In addition, the incompetence fr…
MWTRX is a good fund but GIBLX has a better record for 1-3-5 years.
Both are not funds I use since I'm mainly a bond investor in the last several years and their past performance (6% average for 3 years) will not happen in the future.
I'm also not …
MWTRX is a good fund but GIBLX has a better record for 1-3-5 years.
Both are not funds I use since I'm mainly a bond investor in the last several years and their past performance (6% average for 3 years) will not happen in the future.
I'm also not …
I'd keep VMVFX. Would not dump based on one bad year in a black swan event. Remember, the "global" aspect hurt performance versus an all US fund. Many think international will out perform/catch up going forward.
Lately I've been looking at the blend space. Took a rather close look comparing Wisdom Trees dividend ETFs (dividend weighted, total, small and mid) versus ProShares newer suite of dividend ETFs based on dividend growth. From what I can discern, t…
FMIJX really reminds me why we have to look at fund history over a long period of time. This was a top tier fund for most of its history and the management team seems intact. The funds value tilt hurt it in recent years...but my guess is if look b…
I sold almost everything. My portfolio lost just -0.1% from its last top.
But you must still have taken the hit yesterday in the downdraft? How can you be sure you will buy back in at a better price than you sold? How long are you willing to be o…
huh?
https://www.morningstar.com/funds/xnas/svarx/portfolio
https://www.morningstar.com/funds/xnas/sfhyx/portfolio
5* with huge fees
all righty then
(have not checked mfop)
Both of these funds are run by the same team, and seem to have done …
Yes, I go back as far back as PV allows, to fund inception if possible. This is extremely relevant absent a change in how the fund operates over that period. How funds perform in Black Swan events (like '08 and Covid) is as and maybe more importan…
Why would you choose this over say BIV? or the more volatile FTBFX?
Plug the symbols into Portfolio Visualizer and you'll see why. Not only does TCW have the best returns dating back to 2007 (with no down years) but lowest SD and highest Sharp. …
Unfortunately most retirees I know including myself don't want to increase volatility and/or use cash + alternatives. The only choice most have are bond funds.
I have looked for alternative for years and couldn't find any that proved to be a good c…
BSV, so simple yet so good. Also like in the "near cash" space VNLA, GILPX,, THIIX, SNGVX, BBBMX (misstep in Q1 this year, but basically first one in last 20 years, not a single down year).
Numbers as of 9/30/2020.
Observations for one month as of 9/30/2020:
Multi- Flat for the month but securitized shined with 1-2.9%/
HY Munis – Flat for the month but Nuveen (NHMAX,NVHAX) did better.
Inter term – (-0.1%) for the month. TGLMX (mo…
If I were making such an investment today I would choose MSFBX.
Too rich for Mrs. Ruffles’s blood - suffered a 40% drawdown in 2008-09
Not according to Yahoo, MSFBX has been steady from the data I have seen.
https://finance.yahoo.com/quote/MSFBX…
@FD1000; I'm guessing you bought in around 3/25/20 ?
Derf
Nope, I sold over 90% at the end of 02/2020 and the rest days later.
Made several good trades with QQQ+PCI in 03/2020.
Start invest…
I like MaxFunds, and it's one of my go to resources. The problem here is that AKREX is being compared to funds that are riding 80% plus gains ytd on the backs of shopify, zoom and the like. That usually ends very badly. I'll take my "average" of …
Hi @wxman123,
AKREX, very concerned about valuation, price to sales of top holdings such as V and MA. While the fund obviously has done great, I'm not convinced that it will remain so when the Fed Reserve take the foot of the gas
Fund doesn't do …
CDs (3.0 to 3.55% APY rolling off in ~3.5 years), 77%
on line savings, 5%, currently paying 0.60% APY
Dominion DERI account, 6%, currently paying 1.75% APY
IQDAX, Infinity Q, 5%
FPFIX, FPA Flexible Income Fund, 2%
ROSOX, Rondure Overseas Fund, 2%
AK…
If Trump really refuses to concede or if the Democrats win everything things will really tank.
This is not meant to spark a political discussion (please, folks - let's keep being good this week!) but my sense is that if Biden wins decisively, e…
Maybe there just isn't that much to say about mutual funds on a daily basis.
I don't think there's that much to say about politics on a daily basis. I read all these political threads. I seldom see anything new in them. Liberals are communists and …
But since I use MERFX as a cash substitute, 2%-3% per year is fine with me<
The problem is for me a cash substitute fund cannot have sustained a loss greater than 2% in a year, and preferably no loss ever. Why take the risk with such meager re…