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.
This is never about economic, political, governing systems. It is never about capitalism, socialism, fascism, communism, dictatorship, oligarchy, democracy, etc.
It is about unfettered, shameless, greed, lack of human decency and degeneration of so…
As I understand it you aren't going to find it at any brokerage... it's only being offered directly from GP. The only exception I'm aware of is if an advisor uses a broker's platform for his business then they'll be able to buy the fund, based on t…
Okay so just so I understand, I shouldn't care about manager's direct ownership or beneficial ownership. He has bought those shares one way or the other and that is representative of having skin in the game.
Is this correct?
There are advances being made in automobiles that are welcome. e.g. If you are drunk and blow into a tube, car will not start. If car detects something on road it will automatically brake. etc. Of course, "freedom" implies consumers have to use thos…
I am glad to see this article. Too much group think lately on Emerging Market returns expecting to outperform over next 7 years. Someone not asking investors to rush and by in. I've been eyeing FTEMX recommended here on MFO and perhaps Grandeur Pea…
Hmmm...one more thing to worry about. BTW, I always wonder how the "obvious people who might do something like this" communicate. Walkie Talkies with human relay? Pigeons? I would have thought they used cell phones, but then we could kill all cell p…
@Sven. I think the 1-child policy enforced by the Chinese government was instrumental in making it difficult for parents to raise 2 children. The second child didn't get diddly from the government. Now that they have 2-child policy, I'm assuming the…
@VintageFreak The problem with your scenario is you assume that fund A and fund B will have the same gross returns. My argument is that the smaller fund B could very well beat fund A because of lower market impact costs and greater active share and …
@VintageFreak The problem with your scenario is you assume that fund A and fund B will have the same gross returns. My argument is that the smaller fund B could very well beat fund A because of lower market impact costs and greater active share and …
Then fossil fuel companies are going to go on a buying binge, acquiring all of the major alternative energy companies. Once they have complete control of the alternative energy industry, they will acknowledge that climate change is real and of human…
I want to decide where I am going to expend my energy
Fund A
Assets: $100B
ER reported: 0.5%
Avg Annual Return: 10%
Fund B
Assets: $1B
ER reported: 1.5%
Avg Annual Return: 10%
Returns are always after expenses. I care about who makes how much mon…
I'm suffering from unconscious (or is it conscious) bias because of FundAttribution. I know I shouldn't simply take their word for it. After all it is an opinion and is really, a call on some active management succeeding where other's don't. VDIGX I…
PARNX is also fossil free as of Feb. 18, 2015.
I actually assumed all Parnassus was "fossil free".
PS Someone needs to file a pattent on Fossil Free Mutual Fund quickly. In fact, I'm expecting FOSFX launch soon now. Fossil Free Large Cap. Wisdom Tre…
I didn't do much with my taxable portfolio. I did do some trading for tax planning and reduced my equity exposure slightly. I'm cautiously building it back up, but will observe distribution projections for my funds while doing so.
In my retirement …
I understand what you are trying to get at. I do. Matter of fact on M* Bogle also made point as much as half of "fees" go to parties outside the fund manager.
http://www.morningstar.com/cover/videocenter.aspx?id=685180
There are fixed costs incurr…
I'm going to need to work till I drop. I will consider myself very fortunate if someone will actually pay me when I'm old to work. Unless of course I'm doing social service, for which the rewards are different.
On another note, there is this consp…
Sorry, but I don't understand.
I totally get one should look at how much the fund company is raking in. That's why one needs to observe if ER is going down when assets are going up or not. One also has to look at the management fee portion of the t…
Too me the quest for a self parking and or driverless car is like the problem of voter fraud. There really isn't a problem that needs solving. I do not really see this as innovation. Rather it seems to me more like "come look at the size of my ****.…
Don't know much about the tax angle, but VEIPX is one of the best V'rd LCap value funds in the last 5-10 years.
Good point. Even in what has been largely a "Growth" environment, this "Value" fund has done quite well. Might be a good candidate to DCA…
I am perhaps the only non believer in uber? I do not like unregulated transport industry. I should write an app that allows people to connect with strangers who will sell them Tylenol. Then I would have my limousine and will not need uber.
On a sl…
I never like when this happens. Wonder if anyone has done a study on what happens when insiders of fund companies sell out to the performance of the funds.
I can understand not every situation is bad. However, when we'll established funds sell part …
Doing ANALysis again, eh? :P
1) Use Windows
2) Snipping Tool
3) Free Image Hosting, e.g. postimage.org
That's what I do when I need too. What else do we need?
Will home mortgages soon be advertising zero down, zero percent interest 30 yr mortgages?
:D Touche!
However, I should add I own GAVAX from where this "news" is coming. It's like saying, "Trading Volume has never been higher in the month of October…
I am very upset at someone "discovering" BAEIX and BOPAX. It was totally my ANALysis without any outside help that got me into these funds. Now the secret is out and they will underperform.
Harrummmphh.
Longer term, equity markets always go up. We just need to be sure we live long enough!
Depending on how old you are, if we get a Japanese-Style stock market of Yore, in the long term, money should be under mattress.
We keep reading "past performa…
@VintageFreak, sometime I feel the same as I age. That is one reason I invest in myself in learning new skills and ready to move on elsewhere.
..afraid to lose my job
As you grow older, it becomes difficult. That's why it is important to make a…
This is why if one plays with focused funds, best to "diversify" and buy many of them :)
I'm just glad I ended up not buying GOODX and SEQUX. Not that I will never do so. Like I have said many times, when you buy always important than what you buy.…
It might not be an bad idea to limit order of $0.25 on GROW. Say 10000 shares. Gamble $2500 and defer that visit to Vegas. That's also like the minimum investment for most funds.
If Stock goes to $5, it's an excellent return. Just saying...
If you believe Holmes research h then just buy GROW instead. If his funds return 100%, his stock will return 400%. He does not buy his funds, but he buys GROW.
A site @Old_Skeet is familiar with just chimed in for it's monthly update:
"What this suggests is that the best opportunities for investors for the next several years would appear to lie in US stock funds that are classified as Large Value. Many La…
@VintageFreak,
Only USAA Funds (ie USSCX, USNQX,etc) have no minimum holding period. As for other NFT funds on their brokerage platform I would suggest opening the fund page and clicking on the operations tab as mentioned in a previous comment.
Yea…
