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.
Hmmm...I never heard of PTIAX and it has a maturity out 7-8 years. Need to research. I do own both RPHYX and RSIVX in both taxable and tax deferred accounts.
I am really trying to avoid directly holding fund with the fund company. It is just a pain…
FWIW, FT is the only publication of its kind I will pay for. I sometimes go read it in the public library. I wish I had more time to read all issues, I would subscribe. Unfortunately I work for a corporation and work like a dog to read it regularly.…
You know I always wanted to take the "Tour of the Glens". It used to be a 3 day affair. You fly into Scotland, visit all the Glens, sample the whiskey at each and back in the states. Perfect for a long weekend.
By the time I got around to looking…
Ever think of being a Scotch Advisor? Requires a daily review of both the Scotch Market (mostly Pubs) and obviously the Scotch Tape (mostly Bonds)...Slainte!
Would need to learn a little more before I could officially do that. Would be a dream job :…
Okay, I can swear by Sherry and Satuernes Cask. Oak - not very good if you drink neat. Burgundy - haven't tried but do have a bottle.
Please note you can get Ainsley Brae anywhere from $21 to $499 (this is their 46 year old, I kid you not). I have…
What do I need to become an "advisor"? Is there an exam and that's it? Or are there other requirements like I should be working for some financial organization? I could really look into passing some stupid exam and become my own advisor (which I alr…
VF, at Fidelity the minimum is $2500 for the inicial purchase of F1 shares. Maybe you need to investigate what the minimum is at your brokerage?
dude... TIAA clearly says minimum is $250 and additional is $50 for F-1 shares. It has NTF logo display…
hmm...who knows, it could reduce their subscriber base.
I listen to music on Pandora and then Youtube. If I like I buy the CD. If Pandora and Youtube asked me to pay, I would not listen and then I wouldn't but the CD.
Yup! I predict their subscrib…
@msf - exactly. Scottrade is clear on what they are doing. It is a pity they sold to Ameritrade. At least they didn't sell to TIAA :-O
I would be fine if TIAA did what they said. They are saying something, doing something else, and then not saying …
did you call or msg them? Yeah, and that's the most frustrating part. They don't seem to get my frustration at how ridiculously they are running their operation. I feel they don't want me as a client any more than I don't want then as my brokerage.
…
Well SEARS also got creamed earlier some time. You never know what's happening with SEARS. And FAIRX. And CGMFX. And for some SEQUX.
good for me I have taken my gains out and am playing with the houses money.
@Old_Joe, @MikeM. That's not the point. I build separate portfolios at each brokerage so I don't want more funds at Schwab/Fido. I opened TIAA account only because it showed they had certain funds NTF, e.g. American, Franklin Mutual, etc.
I'm just…
This is contrarian indicator right? when everyone is exuberant is supposed to be sign of market top? So trump cutting taxes and more people on the sidelines means rally continues I suppose...
Just FYI, I entered order for BALFX for $250 at TIAA. Why? Because it clearly says for F1 shares, fund is NTF and minimum investment is $250.
Then they reject my order. Jokers! I'm already regretting opening account with them.
Mea culpa. I'm still with CGMFX. The only reason I have stuck with CGMFX and FAIRX is because I have always taken my CapGains and I'm still in the + column. Some day Heebner is going to be right on his short bonds. Hopefully he is still around when …
Would you suppose there will be a recording of this available? I own DSENX and assuming its international cousin becomes available NTF, wanted to consider owning it too.
This is the best thing that's happened to retirement accounts and its owners. Imagine people everywhere day trading ETFs. Their already disastrous investment results would become worse.
Any libertarians out here who want the "freedom" to do this in…
I'm guessing they only looked at funds they THEY cover. IMO, the biggest succession challenge is @ CGM. Heebner was at least 70 the last time I looked, and I had more hair then.
Please help me understand. If rates increase, dollar increases correct? Because it pays more interest to hold dollars, right? First, that means emerging market stocks have to suffer, I think. Given Trump is talking down the dollar, regardless of whe…
Thank you all. I'm looking at Balanced and Global Balanced at this time. They seem to have deliver the smoothest ride. F1 shares are still cheaper than other like funds. Options at TIAA are limited in NTF space.
I feel like the time I bought Inktomi for $20, watch it reach $200, then did nothing and it got sold to Yahoo for $6. Felt like the world was against me then. Now, this is a reminder, there is no such thing as a sure thing.
I didn't watch the game.…
@Old_Skeet There are always things about a fund family you know when you have invested with them for a while.
@sma3 Exactly! In and out of American Funds. I am certainly worried if they have to be bought at the bottom of the market and whether they…
@msf I get what you are saying about loads. However, for the longest time American funds retailed only through loads. So if you didn't have an institutional account, you were out of luck.
I did see the SAIs, and saw $1MM investements of its lead ma…
This is depressing. I just completed the first step of my coup, and I come across this thread. Future bleak for active fund managers? Waaaaaah !!!!! My elder just got admission in business schools at UT Dallas and UT Austin.
Jack, please change you…
I don't understand in today's day and age, why anyone needs brokers. Broker's fiduciary rules...huh? Financial Advisor yeah. Broker WTF? Just go buy your own stocks. What do you need broker for?
There is plenty of research that shows that manger who has large amounts invested in his/her own fund tend to outperform those that don't. My experience, or lack thereof, does not invalidate my thoughts (for the record, I probably have more experien…
The three fund companies, located as they are in an area dominated by one culture, may appear to pass MF managers back and forth like (well..you get it).
:D
@JoJo26, I am sorry but when some manager comes out of nowhere and wants to manage my money, he better be prepared to lose his shirt like me. It's one thing blindly investing into GP funds knowing well before that they had a stellar record of managi…
