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.
Based on how WHGIX behaved in the recent pretend sell-off, I think it is a mighty good fund while not true global allocation. I'm tempted to invest in the global version of the fund once it is available at some brokerage.
Didn't know "buy outs" were still a thing. In my world they still lay out out with 2 weeks notice. If you have spent substantial time with company they also give you 1- week pay for each year of service.
Hoping my kids will work for themselves and …
This is one of the first managers who's going to crash and burn in bear market. Only in the last 6 months I've seen outperformance. It stunk out of that gate and suffered worse in last bear market.
Buyer beware.
I quote...
Rogers is known for his no-nonsense style and investment wisdom
Someone please do explain.
A statement such as "Obama was the first black president" needs no explanation. A statement such as the one made on Rogers does.
Our entire per…
Surprised to learn of international stake. Don't monitor that closely. Hold it for inlaws along with RPGAX - which I expected to provide international exposure. I guess it is still okay to hold both.
Curious that M* says "non us stock" is 3.25%. so…
Not sure why these are 9 rules of "research". My ANALysis is totally based on #1 and #9, but how the heck is that "research".
And don't we know we have to have 10 of everything? What's this "9"?
I need to talk to Ned Davis. #10 - Search on Googl…
Abby Joseph Cohen has been off-target since the first thing I heard from her, back in the '80s or '90s.
Multimillionaires always have a voice. We give it to them.
There was a time when if someone had suggested eBay would work, he would have been laughed out the building. Who knew complete strangers would trust each other to make transactions on the web. I still don't know how people buy cars on eBay.
So now…
@bee. What ?!?!?! Who knew?!
Thank you so much. And here I was thinking DSENX was somehow going to protect me in an S&P 500 carnage. I added it in a portfolio I was not supposed to sell out of, but now I know it should be a sell candidate per m…
Very generously...OT, and only because we don't have BS category on MFO.
People do not live their investment lives over 100 years.
People also don't notice "pain" unless portfolio goes down 20% because they are "told" not to.
Then people start wond…
I wonder what happens when they are paid the same amount and one does much less work.
Exactly. This is common. We don't really worry about it do we? Monkeys or no Monkeys.
I do an excellent job holding my breath Ted. Then as I'm proven right, I breathe again. When it feels like it is time to buy, I hold my breath again. The moment passes. Really quite easy. You should try it some time.
Hmmm...We should buy these closed end funds who are running discounts which if were wiped out would actually have returned positive returns for the years. Both are negative right now.
So this is like someone saying P/E ratio is low, but stock keeps…
Wait a sec. For 6 months we have items in the news suggesting Subprime auto loan size is rivaling subprime mortgage size at the time of financial crisis. Everyone pretty much knows how cheap it is to lease a car these days. Chanos says something *no…
@Mark. For once it is under off-topic. However, if one mutual fund manager got less money than another mutual fund manager for doing the same job badly, means one of the monkey either got lucky or was a better negotiator. So there is a lesson to be …
Thanks guys for all your comments. I do own ICMBX as well, but do not see it in the same vein as PVFIX. A better comparison would be ICMAX which I also own.
My ANALysis only informs me when to buy and DCA. Only if I would say so, its working. I was…
It seems a little strange who is accusing who of ... I sense there is some ulterior motive ... like destroying Qatar economy. Not that I'm claiming to have some insider information regarding Qatar's innocence. But come on, look at the accusers.
Ted…
I thought it was strange this fund was in registration after they liquidated the Global Small Cap Fund.
Nothing strange. They wiped the performance off the old fund. I lamented this kind of behavior occurring once a fund company goes public, and Art…
I just have to buy 1 share of PONDX, and everyone will suffer. Be nice to me.
Is there anyone on MFO who does *not* own PONDX besides me? Seems to me it is the Firsthand Technology Value (sic) fund of technology for bond holders.
Someone let me k…
@AndyJ. Both SOR and CEF are trading at discount. I know by itself that doesn't mean anything. I was looking for vehicles for exposure to precious metals for one, and then thinking why buy more of FPACX if SOR is "cheaper"?
If they trade just like …
LOL. I did the same thing. I'm sure you made typo and typed WSCGX.
Will check out FISCX. Hopefully I don't make a F.I.S.T. out of things. :-D
The reason to check out the Westwood fund is because is strikes me as being more risk averse. Of course i…
Wonder how CEF commissions work. Like stocks and ETFs perhaps? Thinking not though.
Have been looking at purchasing CEF (yeah that is a CEF) for years but never did, and now SOR looking good.
You know, initially I liked this guy. But over time, his "time" boxes I feel are mostly BS. He draws them however he wants to make his argument whichever way he wants.
I think there are simpler ways to suggest the market can keep going up.
VF, I get my data from StockCharts.com. I make my decisions based primarily on weekly charts. I think that you have to find your own chart time frames and indicators/overlays (and their parameters) that you are comfortable with. A moving average tha…
The problem is one shouldn't really invest 100% in 1 fund like VWINX. It is just too risky to do that. If there was "guarantee" I would get 3%, keep my principle, year after year in retirement, accepting the occasional loss, is one thing. However, I…
I'll be damned! I just looked at VINEX chart. If I used my indicators on it I would have invested in december!
I need to figure out how to use my models on international funds. Don't have dang data. If you are simply using charts, moving averages, …
Can't go wrong with either, really, right?
Well, I trust my ANALysis. Doesn't matter what fund it is. For a minute there I tried to do analysis. Epic fail, as always.
