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.
A year ago in August, with additional cash on hand, I took to experimenting. Interested in low volatility, I invested in VMVFX and USMV. As their March performance obliterated my trust in the concept, I kicked them to the curb. With those funds I…
@msf - excellent article:
“People living in poorly rated neighborhoods would have had trouble obtaining mortgages for homes there, [due to redlining] regardless of their individual creditworthiness. Other consequences most likely piled up from ther…
I don’t get it. How can someone who does not live in NYC, but has visited it a few times, write about lawlessness, etc? I guess if you watch and read biased media, then you could have a skewed view of a city - any city. However, I’ve lived and work…
I’ve been holding just over 10% cash, which for someone who had always been fully invested when w*rking (now retired) has me edgy. I recall my father telling me when I was a boy with a few bucks to spend, that it was burning a hole in my pocket. She…
Put some cash to work in VBILX, VBIRX, and VLAIX in IRA accts and VWIUX in taxable. Currently in “Rewirement” with a an asset allocation of 30%/60%/10% (Equity/FI/Cash).
Hello @bee,
I’ve been an infrequent poster but have been snooping on MFO for some time. In 2002, after the dotcom implosion, I crafted an Excel file to keep track of our (with DW) investment accumulations. I would track the bi-weekly changes, as we…
@BenWP - “Lets erect replacement statues to the morons in our public life.”
Can’t wait to hear about the DT Presidential library and whose lucky town will curate it.
I’m in my 3rd year of retirement - during the 2000-2002 and 2008-09 years I was working and simply continued to dca into my/our 403bs and IRAs. I kept my head down and ran with it as buying opportunities. This time (for me) is different. With a 35…
My wife suspended her RMD from TIAA starting in June. There was a notification that even though it was suspended for 2020, it would auto-start-up for 2021.
Hi @Old_Skeet, thanks so much for the clarification on CTFAX. As you and @Puddnhead noted, the third point is a game changer. CTFAX seems to have a multi-dimensional strategy; both clever and complex. I will be keeping it on my watch list for now.
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Hi @Old_Skeet,
Thanks for your link to COTZX & CTFAX. I have been curious about his fund since it was noted here at MFO recently. M* lists it as a 15-30% equity allocation fund, while Columbia lists it’s Mar 31st allocation as 70% equity / 30% …
I too have had a toe-hold in DSEEX. I did not buy it to outperform the market. I interpreted Doubleline’s description that it would CYA based on the CAPE strategy. My bad.
“He seemed to be saying that this is as bad as we're going to see it and readers would be missing a golden opportunity by waiting longer to get back in.”
Hi Mark,
I think the article ended with the author about to reduce risk:
“If we reach any of …
