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.
I dunno man. 10%, i.e. 10 funds. Seems like a reasonable number to manage. That's how I'm constructing each of my portfolios at each of the brokerages. If you like 9 or 13...it's YOUR portfolio.
One can buy that Fido fund that invests in 4 indices …
Have LCORX in my IRA. Leuthold of the fund people no longer there, but hopefully these guys know what they are doing. Low EM allocation actually is also my ANALysis. I asked elsewhere - if Dollar continues to strengthen, methinks Emerging Markets wi…
People like EXDAX a lot. I've not been able to get myself to buy any Manning & Napier fund. I guess having an account with them would be okay for an entire portfolio. The seem to have a lot of funds to chose from
This makes me recall my foray into investing in the earlier years of dot com boom. I cost averaged all the way up. Then when market crashed, I was a deer caught in headlights.
$250 per month for 20 months I invested. I thought I was so smart.
If I…
If you can get yourself to reduce your PRWCX somehow, I would suggest RPGAX for some of the proceeds. TRPBX is another option. You don't have to look outside at any other company.
I can understanding looking at past performance and being reluctant…
Regarding Value, remember how they were shunned during dot com boom and what happened after.
Regarding Emerging Markets, I have a question. Simply too many "experts" have been pumping this category over the past month or so. If the dollar stays str…
LOL..
It's like my manager asking me how much time I need for this project. Anywhere from 5 mins to 5 years! LMAO
You forgot to add ..."depending on how many times you ask me 'when will you be done?'"
Let's not look at M*. Let's each decide for ourselves. Certain job descriptions should not exist.
I'm not taking dig at M*. I reserve to call bulls*** as much as anyone else.
My classification of HSGFX is hedged. How can ANYONE's classification b…
The problem is not about not looking at M* methodology. The problem is treating M* like God. Like Goldman Sachs, M* seems to be the only game in town in its area. Morgan Stanley is kicking dust like Lipper is.
M* for some reason is unimpeachable. A…
HBO is top class. However Barry Levinson making it I don't like. I hope he does not turn it into a satire like some of his other films.
I do not find anything remotely funny about Madoff. When I think of him, I wish capital punishment was legal for…
WE are the problem. Why are WE reading this crap and posting on this board. AD REVENUE guys! Don't do it!
You want to laugh? Here...
Tomorrow I might wake up, look in the mirror and see Brad Pitt. Or I may not. It all depends on whether I lost my …
I sold my one Calamos Fund soon after Gary Black joined. To me he personifies everything wrong with the mutual fund industry. Analogy is a bad hollywood actor who for some reason we keep seeing in movies. Finally, Gary Black will be gone and IMO tha…
I am not sure who thought that. I think it is M* who confuses the issue by summarily categorizing most of what it does not understand as long/short as long as it sees some short in funds portfolio.
Let's take FVALX for instance. It used to be Large…
No fund manager whose fund is not in an "alternative" category is going to admit he/she looks at moving averages. When the indices drops below moving averages, they will say "valuations are too high" and try to sound like economists.
I own this fund. It if continues to perform like it has I expect to hold it. What we need right now is for some more assets in the fund. I fear the fund will shut, because fund companies will only keep a fund running so long unless assets rise to a …
Mr. Sagami reflects, "You can’t make this stuff up!"
Of course not, Tony; that's why these guys are paid the Big Bucks.
Lets not have Stars in our eyes now :-D
Can anyone explain what the heck this means? (Ed S):
\\\ One of the other guests raised the question as to whether any of us ever thought about what things would have been like for the country if Al Gore, rather than George W. Bush, had won the pre…
My BRLVX got grandfathered into institutional class shares at American Beacon. Hence I expressed desire to buy BRLGX before the transition with the same expectation. Wanted to give myself time to buy BRLGX at Bridgeway if I could instead of doing th…
Can someone please tell me what the deadline for the vote is? I may move some of my LG amount to BRLGS before the move, so that I get the cheaper instituational shares at American Beacon :-)
I just wanted to say I didn't do anything "Emotionally Satisfying or Financially Idiotic". I did something "Emotionally Necessary and Financially Sound".
:-P
Now I totally agree about ETFs. I keep saying the next biggest scam will be surrounding E…
We've been using AC for over 20 years...
Have an old 401k I have been wanting to rollover. Do you have a retirement account with them by any chance? What is your experience?
Good to know guys. This is not the same kind of charity CEOs feel because they are guilty. Not the kind that people publicize to make show of it. The fact that people are not aware what AC doing is another sign of it being genuine.
In situations like right now, I sell my "least conviction" funds, then if I think this may not be a dead cat bounce, I buy my "high conviction" funds. By that I don't mean I buy what I think might go down more or what I might go up more. I mean thos…
COREX opened in 2014, has $260,000 in assets and 84% in cash. Something tells me this fund is being run in someone's backyard and is hardly a "Core investment" fund.
http://www.avondalecore.com/
Ok I will stick my neck out and say growth. Growth has done much better this year during the market's rise and I will assume the trend will continue. Besides value means oil and financials and perhaps utilities .For those I think I will wait for ta…
First there's a post saying "‘Alternative’ Mutual Funds Providing Limited Protection" and a few posts late I see "Liquid Alts Funds Pass First Real Test With Flying Colors".
Sounds to me like the jury is still out on these things.
I suspect the on…
