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.
Two things
First, I will not even discuss anyone wanting to pay for M* research.
Second, if not for MFO Premium, this "deal" wouldn't have happened.
FIN.
Especially those who didn't have to think much while making the money should think about how they want to donate it. The others need a break. When my wife cuts a check for Veterans for America every month, she dies not have the time to think how it …
PIMCO needs to solely focus on managing the performance of all its bond funds. They need to prove they have a life after Gross. If they don't do that, it does not matter what else they think or do. Everyone is going to bail on all their funds.
What the heck. They will be long stocks who increase their dividends and short those who decrease? WTF do they have to come up confusing name like this. TCW Long/short Plus Income might have been better name. I would even have taken TCW Strategic Lo…
@VintageFreak Buy some healthcare funds, too, please! ;)
Frankly I was thinking of slowly bottom fishing in energy heavy funds hence made that offer. My charity has limits :D
I'm not ready to buy Healthcare funds since they are at their highs. Tha…
IMHO, we are seriously at the point of overthinking this. "Forced Selling" is more of an issue when market is falling (which of course could always happen).
One can also make argument manager can then buy shares cheaper subsequently.
M* is showing…
I think it is bigger than that. I think bond funds in general are not going to be the place to be for the next 10 years. People don't leave at age 47 to spend time with their family. No, they don't. They don't. The smartest managers are those who kn…
I had a question regarding POLRX. PGRIX seems more attractive to me and has higher manager investment. However assets so low I worry they will shutter it. Anyone has any insight on Pollen?
Please let me know if anyone wants to double down on GASFX. My bad luck with sector funds is so excellent, and because I love you all so much, I can help you out buying a smidgen in my IRA if possible. I will go down another 10-20℅ easy.
Several of us have taken the position that we’re likely in the early stages of a bear market. The Wall Street Journal (12/01/2015) reports two troubling bits of economic data that might feed that concern: US corporate capital expenditures (capex) co…
You can do a partial sale. Pick the shares that cost the most, sell those, retain the rest. Then you can repurchase as much or as little as you want by adding to your open account.
According to the prospectus you can add as little as $1K (min fo…
First of all BRUSX is closed.
Second there will be a time to buy small cap value. At that time we can decide whether we want to but BRSIX or some other small cap value fund. I don't need to believe in any "story" at Bridgeway. It is always when yo…
I will not sell simply because I will not plonk down $25K if I have to repurchase. I will simply use HSGFX losses to offset FAIRX gain on my tax return.
First, I cannot see it on StockCharts.com. So they want money I guess.
Second, how about it has to drop below -12.0% and not -12.5% and then cross -1.0% instead of 0%? So it has to drop below -12.5% because that's how much it happened to drop in th…
Gotta love these self-promoting articles from Barrons. Concur with Edmond assessment. Through the market's ups and downs, Vanguard Wellesley is a solid and consistent fund with an expense ratio unmatched by any ALT funds. In the past 10 years the…
Anytime an investor dumps his/her alt-funds is the RIGHT time for the investor.
Absolutely. A lot is made about investors not achieving returns of a fund because of selling at wrong time. What about investor having bought wrong fund for his risk p…
HSCSX and HDSVX, a recent offering from Hodges, with the same management team as the above-mentioned HDPSX, but much smaller. WSVIX, of which I have a lot, has under-whelmed for a couple of years.
My 2 cents. Hodges is a "boom bust" shop. I will n…
Guys, it should not be surprising, but if anyone not aware, Walmart is a technology powerhouse. At least at one time they were an Oracle shop. Of all the things they might have gotten wrong, their technology infrastructure is first rate. Frankly, I'…
What was left unsaid...
And we are shorting the products we are selling to our clients. And no, we are not obligated to tell our clients we are betting against what we are selling them. And yes, we are subverting "risk management" to speculate agai…
Seems to me the strategy at Catalyst is to start funds of different "fads", close those that don't work as long as they can be sustained, and hope some darts stick. Sounds like a most unreliable fund company to me.
The one problem I have is he not doing tax loss harvesting with shld. I as a rule do not reinvest distributions. I also have hsgfx losses so I will take fairs gains
If you ever meet anyone fro Africa, ask them about Nigeria and watch their reactions. The reputation of that country and the stereotype of a Nigerian seems to be one pointing to extreme corruption. Needles to say this creates unconscious bias.
Hmmm...I always believe in free opinion since it is free of bias. As long as MFO Premium does not deliver "premium content" I'm good. Else MFO will cease to be "in the spirit of Fund Alarm". Sure, charge for the analytical stuff.
I own it. Bought during the time any Artisan fund opened was an automatic buy for me. I broke that cycle with ARTYX. I keep rotating in and out of rest of my Artisan holdings. That's basically my portfolio at Fido. I own almost all of the Artisan fu…
OJ, the image didn't show. Regardless I know Sherman has "over 1M". But is it 1M + 1 dollar or 10M? Makes a diffference right? I mean Bill Miller owning "over 1M" in LMVTX never impressed me and that was proved when he bought a 70M yacht.
It's all…
Yeah, but let's agree what "substitute for cash" means. There is under the mattress(and good luck), Bank Account (and FDIC), Money Market Fund (and hope manager is not Bernie Madoff's third cousin), then RPHYX.
So anyone plonking down their entire…
Isn't consolidation of Health Insurance providers bad for EVERYONE, period? Looks like someone has the idea, we should move toward "StandardHealth" aka "StandardOil", only it is not government healthcare. Sounds to me future of ObamaCare is to integ…
Does this drop the "Fiduciary Grade" of Vanguard at M*. I guess not. First, I think this does not "affect" investors. Second, M* will figure out a way to not do it :-)
@VintageFreak Hey, I thought you forgot about me! My grandparents were Polish immigrants, but I still have family over there. They suffered greatly under that system, so I just took two comments a bit personally..."True Socialism is better than wh…
@little5bee - I was born in Birmingham, U.K. and moved here when I was 6 months old. I have no recollection of anything of that time. Not sure what you were trying to ask, but if you are trying to call me socialist, people have called me worse :)
@…
