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.
IMHO, the simplest thing to do is stop listening to people like Paul Merriman. You will figure out quickly what you want to do with your money, and based on your age how long to hold it for.
"Try this...". Sure. Let's "try". At worse, it's just lik…
Why is it not possible for me to rob people and not go to jail? Oh I see, let a bunch of us get together and do it. This way if we don't get away with it, or get away with it long enough, then no one can figure out who to put into jail, and we can p…
LIBM - New 4 letter word for Legendary Investor Bill Miller. Now I can names to people and they will not even know what I'm saying. Ha, Ha!
We will now celebrate Bill Miller because he has invested in Apple. You see, others who did that are not leg…
@LewisBraham. Index investing IS momentum investing. However, we are not supposed to do momentum investing, because it is hard to time the market movements. However, index fund have to be held forever. Go figure.
Please don't buy FANG stocks becaus…
Everyone has biases. Like I wish managers had a morality bias and don't own WFC. Biases make a market. Bias for Tech stocks vs not, just as one example.
Someone could start an "Evil Doers" fund maybe. Little different than VICEX. This fund would in…
Well most of his funds are bond funds. If their performance is mediocre, and he is suddenly becoming an expert in stocks now, I don't know what to say. Except that I'm glad the only funds of his I own are DSENX and RNDLX.
I think I should also share an expert opinion. Not mine. I heard this live on Bloomberg. For some reason I thought they would be better than regular cable news I find nauseous.
Charlie Rose: So did Macron win or did Le Pen lose?
Expert1: (Thoughtfu…
Anyone actually read Roubini's book? I attempted 4 times. It is so freakin' boring because like @BobC said, well, he is too nice to say it this way, it is DUMB.
We have penchant for phrases. Black Swan, Brexit, whatever. To make something sound gra…
@Ben - My 2 cents. IT is the timing of the fund opening. International / Emerging are likely to do better than US in the next few years - seems to be the general consensus.
Grandeur timed their launches well. Rondure probably has too. I'm okay buy…
I'm looking specifically for growth because I believe this bull market has years left to run - perhaps to 2030. After nearly a decade, we're finally transitioning from an interest rate driven market to an earnings driven market, and growth stocks a…
Is there a publicly accessible list of NTF funds available through TIAA? I'm curious because I sometimes see M* list a fund as NTF at TIAA that's not NTF at other discount brokers. (I find the M* brokerage availability pages among the least relia…
I'm worried about succession woes at AKREX. So I sold I moved into CIPMX long time back. Not a 1 for 1 replacement. AKREX is accidental mid cap. I also bought SCMFX, but we all know how that turned out. PARMX would be an option but can't buy Parnass…
I'm just buying more of what I already own and which has sucked the most. Except Hussman.
In my 401k I've been creeping back toward 100% position in index and long dated target funds (whatever I'm able to purchase I'm not blocked out of).
Maybe it's just me but annual meeting of shareholders need to be about the company. inviting jack bogle to talk about indexing...why?
sorry, but there simply has to be some ulterior motive here.
I'm waiting to send more money to PVFIX. Small + Value + Energy is a perfect storm for it. You want to find value, you buy when they are down, you do NOT reinvest dividends, then one in several years you buy again,...
Rinse...
Repeat...
Pretty much what David Winters said on Consuelo Mack show. Matter of fact he is claiming indexing is already a problem and getting to be bigger one. Market cap weighted indices are effectively nurturing momentum based indexing where more of the stoc…
I have multiple brokerages. Schwab, Scottrade are very accurate in reporting. Vanguard is the worst I have. They don't know what rounding means. E*Trade - I'm not going to even talk about them.
TDA was BAD BAD BAD. Now I have no choice with Scottra…
@bee @doh! I just had to plot 50-50 in portfolio. My name is Idiotus Maximus.
So anyways, the point is why ying-yang when you can just zen?
Vanguard Tax Managed Balanced is what I would go with. I just think right now bond funds should have active.
This is as plausible as any prediction backed up by technicals.
That's why it is called technical ANALysis. This guy doesn't even have to be right. That's OUR problem. We are also supposed to look at ideas from someone else's behind which will get …
So I will continue to read the Pension Partners articles while I continue to not invest in their mutual fund products. That's not totally wacky!
That's like me watching Fox News, but not really listening to what they are saying. But then, why wou…
What is the difference between a proclamation and an indictment?
I just think the English language (at least) has enough words. Dunno why we want to keep adding words/phrases. If Brexit saves ink instead of Britains exit from EU, then BS saves spac…
In a perfect DD storm, everything will sink together, i.e. worse case scenario. Needless to say I gave up on overly volatile investments, i.e. individual sectors or highly focused funds and/or keep them to very short percentage of my portfolios. Ins…
Nothing new. Slightly tilting toward international. I do have a laundry list, but something tells me not buying would not make me regret for too long. I will stay patient.
I've got SFGIX and GPEOX too, but bought some of RNWOX today anyway. After a few years I can always drop one of them, but by then it might be too late to buy in.
Like I said...$100 if possible to get a toe in.
if they are available at schwab/scottrade, nothing wrong buying $100 worth and sleeping over it. Not sure if these funds will attract assets and close in a jiffy like the GP funds
Own smattering of both in my IRA. New fund from Matthews => High probability of success. Some folks know when to start a fund, which automatically translates to when to buy a fund. We just don't pay enough attention to this. Just like a lot of fu…
You know, I could never bring myself to investing in funds with "Dividend Growth" in their name. Then Vanguard also seems to have another flavor. One fund is for "stocks which have history of increasing their dividends" and other I think is "stocks …
I dunno about REITs, but I've been hearing about Staples, Healthcare and Utilities not being values and my ANALysis has me in all 3 sectors since Dec-Jan.
I've been experimenting with sector investing. Needless to say I use XLV, XLP, XLU, etc for t…
I think of ALL the financial pron peddlers Kiplinger probably is the worst. I mean it has the least pron. That's not like saying much but that's all like the choice we made in the last presidential election.
@catch22 I always wondered if Stockcharts adjusted their NAV for distributions. Perhaps they do so after a time lag? Maybe a month later?
Every January, when I see a fund's chart, invariably I see a big "dip" in december. It's actually good to kno…
Also, don't some mfunds try and curtail such trading? Maybe the intervals you cite are long enough not to trigger a response.
In my retirement accounts, if you sell any shares of a fund, you cannot buy back again until 15/30 days. TRP also has such …
@msf. I'm taking about risk adjusted return. If you waited till fund dropped 40% to sell and THEN again waited until it crossed $100, then that would totally be silly.
The point is to not "buy and hope" and have some mental stop loss. When you sel…
Hi @VintageFreak
DODGX break even point, per this chart, includes all distributions. Dec. 28, 2007-Jan. 2013.
http://stockcharts.com/freecharts/perf.php?DODGX&l=2260&r=3531&O=011000
Err...I wasn't trying to be lazy and put you to work…
Hi Bee, I thought Yahoo has a separate link that plots the "D" you mentioned. At least several years back they did. You may also want to try Google Finance.
Finally, I think M* alert subscriptions will alert you when distributions are made (not sur…
