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.
The press release makes clear the benefit to the Grandeur Peak staff: those who were assistants are now in charge of something. But what is the benefit to the potential investor? If Global Reach and Global Explorer "will look fairly similar" then…
So for those, like me, who don't understand a single word of that, what does it mean to the individual computer user? What should we avoid doing?
Indeed. Thanks for asking. I sure don't know.
+1 crash That's why I keep the majority of my investments at Fidelity and Schwab, and use my Vanguard brokerage to mostly hold Vanguard Funds only.
That's a good point. The Vanguard brokerage seems to handle exchanges between Vanguard funds smoothly…
I've told bits and pieces on this forum before of how the Vanguard brokerage made a dog's breakfast of a transfer. I transferred some assets to Vanguard from elsewhere. I They messed it up so badly I had to get FINRA involved. This was after over…
When someone addresses a comment to "Ben" a white numeral 1 on a rectangular red field appears beside my name (Ben) in two places near the upper left hand corner of the page. If 2 people address "Ben" the number 2 appears instead. Etc
@Ben: our pare…
@rono: I've been following this discussion with interest and I've understood everything until I came to something in your third paragraph above (addressed to hank) where you wrote "a DC pension can be a good substitute for a DC pension ". A typo?…
I am asking myself a similar question about Explorer and Opportunities. Global Reach contains most or all of the stocks that are in the other Global Peak funds. Global Opportunities has a third to a half as many stocks. But why does Global Peak nee…
On a Mac with Safari it's Option-Control-E, or click on "Empty caches " in the Develop menu in Safari. In my case I did neither keyboard combo. I just waited a few minutes and the issue vanished. Thanks!
PS. FWIW. I've found that most on-line site…
Ben ,one option is to ACH transfer the Vanguard funds to E-Trade, as Vanguard funds are ntf at E-Trade. As a former client , their customer service isn't great but it's better than Vanguard. A second consideration is how long will this arrangement l…
Wow, I'm never going anywhere NEAR Vanguard. Glad to read about what's been happening to some of us!
I would feel and do the same had I not already been invested for decades in a few excellent Vanguard funds with good results. I have no complaints a…
Hi @Ben
Do you have an investment account at Fidelity and/or have experience with their inclusive brokerage feature?
Thank you.
Hi catch 22,
No I have had no dealings with Fidelity. Nothing against them, it just never happened. I have never used a…
@sma3: Perhaps I am misreading or perhaps there is a typo. Why would difficulties at Schwab cause people to leave Vanguard?
In response to all the other recent contributions to this thread the short reply is:
"Yup."
A more detailed reply:
I bega…
Problem solved. Perhaps I over-grumbled. When Vanguard changed the fund name the ticker didn't seem to change. Now it has. When I replaced VMMXX with VMRXX everything works again. On the other hand perhaps I did not over-grumble. A competent tech a…
That's a great idea, Informal Economist. Thanks! It has worked entered as a fund for years. But if they can't fix it I'll follow your example. It's sensible and quick.
No carew388, you are not being too harsh. You are being objective. I'm starti…
Been in Powell’s and it is a wonderful store, but I can’t afford the baggage fees if I ever go back to buy books. LOL
That made me smile and laugh. Thanks for that. :-)
The baggage fees! When visiting Portland I've always left Powell's poorer than…
Cookies that enable a website to function are ok with me. Cookies that aim to inform advertisers what they claim I am likely to buy bother me for several reasons and invasion of privacy is not at the top of the list, although it *is* one reason. Ne…
TMSRX doesn't appeal to me, at first glance. I don't even know what TRP lists as being contained in its portfolio.
T Rowe Price lists complete holdings of each of its funds within in each quarter of a year on its website. This is a link to the las…
TMSRX is just under 3% of my portfolio. I made a cautious initial purchase of shares last year. I expect to increase my investment there. That said, it is the only investment I have made whose workings I don't fully understand. That accounts for m…
Because year after year my bond funds have done well and continue to do well. In some years there have been losses of less than 2%. These losses are more than made up for in the next year with gains of 7 or 8 or 9%. For years now experts are saying…
Sad news. He seems to have left this world as well as his job.
https://www.legacy.com/obituaries/saltlaketribune/obituary.aspx?n=keefer-babbitt&pid=197603341&fhid=23304
I agree. I try to avoid a lot of overlap. *Some* is inevitable but since all my stock funds are actively managed I know that the holdings will change and today's overlap will be tomorrow's "completely different".
It takes some real effort to avoid…
I certainly do examine the current (and past) holdings of a mutual fund before investing. I want to avoid asset duplication, sector duplication, and I also am wary of investing in companies whose behavior has been outstandingly and persistently ille…
The sad fact appears to be that for most of those who have sufficient financial resources to be interested in a forum such as MFO, wealth is more important than the attempted overthrow of the United States democracy.
I disagree, Old_ Joe . Inter…
If over 55 years of age I would probably chose Vanguard Wellesley even though dealing with Vanguard has become an unpleasant experience. But then I wouldn't invest in only one fund.
OH! Now I get it. Thank you.
@Ben,
Many years ago, on the antecedent FundAlarm site, someone (?Rono) proposed that folks who set their hair on fire about a sudden dip in mutual fund NAV during distribution season without first checking whether a…
Wow thats a big deal. Thanks @Shadow
Whoa! I thought it was a big deal at first as well. But since 2 of the 3 Wellesley portfolio managers are remaining I imagine things will not change dramatically. I sure hope not. I've been happy with a long tim…
You needed to have a stout stomach to earn your 10% in GPGCX as it experienced a precipitous fall when COVID spooked the markets.
That's what I thought when I got the Grandeur Peak email today.