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.
IMO, not too many good high bond / low equity allocation funds. I go with the low bond / high equity options.
If you are looking for something little offbeat, look at ETNMX
Morningstar showcases the most prominent of this year’s 49 speakers here, where you will find presentation summaries and interviews. This year’s speakers included AQR’s Cliff Asness, T. Rowe Price’s David Giroux, and Royce’s Charlie Dreifus. Mr. Gir…
@MikeM. My real problem is every expert had been beating the drum for short term TIPs. Everyone was wrong, but who keeps notes? Will definitely lighten position immediately and put proceeds @ Marcus.
The stock market is itself bunk IMO, study or no study. Full of ANALysts doing ANALysis using ANALytics to predict the future from history through ANALogies, using language making the common man wonder if he has turned into an ANALphabet.
The Vinta…
I have a staple portfolio of balanced funds with different % allocation targets. The only one I sold last year was GLRBX purely for tax management.
Some I hold in taxable, most in my retirement accounts.
PRWCX (MIL's money)
BTBFX, ICMBX, OAKBX, W…
Forgive me but I don't even believe the numbers. Also, in these cases I think we should be looking at the median and not average.
"Statistics are like a bikini. What they reveal is interesting, but what they conceal are vital" - Aaron Levenstein.
Realistically speaking are their good alternatives to TurboTax and Quicken? I have to say, I have tried hard and have not found any. I'm suffering them both. It's like having access to just ONE insurance, electric utility, water utility, cable, etc.…
I agree I sold AKREX early. Fact is, I didn't think Akre was going to stay at the helm for so long. Oh well. I doubled my money before I got out. Wish I could the say the same about all my investments.
I'd ask for the gun and shoot myself.
Since suicide is also a crime, you could direct the bullet elsewhere and prevent half of us from making wrong choice no?
Mr. Akre has a good reputation of training successors; i would not be too worried at this point.
FYI: I have a significant amount invested in AKRIX/AKREX.
Maybe that's not the point. I took my money and ran from AKREX few years back. Manager age is…
@Puddnhead. Yes, you are right. However, some times you have to trust the "process" rather than the "people". At least that's what we hear from Morningstar whenever it is convenient to their recommendations.
I own both MDISX and MQIFX. Only a smatt…
Some day lawyers are going to sell "stock" in jury awards. It will defer their upfront costs and they will make 20% of the "profits" instead of 33% or 40%.
Goldman Sachs - if you have idea to start ETF based on this concept, you know who has the c…
I believe lot of senators still have unpaid student loans. Obamas had to write a book to pay off theirs. This is the American way. Get into political office. Write book. No debt. For the rest of us there is MasterCard.
@rforno. You should have completed your sentence. My TV does not turn on by itself. It doesn't smack me in the face saying "Watch Me". Same is not true when I type in the MFO discussion board URL. I'm asking I be allowed the same joy. In this age of…
[ ] Limiting the number of messages, links that have nothing to do with funds or investing, especially those that have a political agenda
Dude, once again, just give it up, don't read, skip, exhale, and pretend it's like this:
https://crops.extens…
With Citi Bank giving 2.36% interest I'm thinking of parking my money there. Honestly dunno why I would risk money in actively managed bond fund at this time.
This is what happens when you have been getting 0% interest in your bank account for so l…
I have a dream. That one day all the worthless non billionaires will die. Then we will have one billionaire wash another billionaires ass with oil, then wipe it with silver foil, right after all the golden eggs have been laid, while sitting on a com…
Okay...wait...
...oh darn. I was expecting to see a pig flying outside my window
Now I don't think I need to opine what I think about people like Suze Orman. However, regardless of the dollar amounts she is quoting, I can't find fault with what she…
@Charles Much obliged.
It seems hard to make case for international investing. I sometimes do invest in Target Date fund which don't have redemption fees in my retirement accounts when my models get me out of index funds and I can't get back in bec…
@msf I understand. BPTXX is still better than nothing. At least now I know if I have to hold cash there I can at least get something for it. Thanks again!
Happy to see my Alma Mater not on this college fraud scheme list-yet!
They just haven't found anyone yet. EVERYONE is a Fraud. Most education is purchased. We just dont want to admit it.
If this guy got paid to write article, he will write. It's an occupation...
They simulated a common glide path strategy over 141 years and found that an investor using a 50 percent stock and 50 percent bond allocation, and regularly rebalancing, wo…
@hank I don't deserve your admiration. The cynic in me always prompts me to think no one really knows anything, and reversion to the mean is the norm. I always maintained, I couldn't find anything wrong with Hussman's ANALysis, but his trading desk …
Question for Charles.
For trying to answer question "was it worth it" you provided returns of indices over 10 years, and also over full market cycle, i.e. around 12 years beginning 2007. However, for the "best" performing funds, why not provide mar…
