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.
Thanks for calling attention to this, bee. I read it and then I read 7 other articles on the subject and found them equally vague. No one has addressed an oddity: a person over 72 must now take RMDs from a traditional IRA but now they may make c…
The best sleep inducer I have encountered is the watching of any old Warner Oland Charlie Chan film. After 10 minutes I'm asleep. I'm not bored, there's just something soporific about them. Nothing to do with investing in mutual funds. But reliabl…
Hi, Ben.
(.........)
What do you think?
David
Well, I also have positions in two Grandeur Peak funds. I think of these as one investment, divided in two portions. Whenever I happen to check how one is doing I also look at the other, at the fund w…
David Snowball's Portfolio Pruning Primer ("PPP?) contains a gem of a comedic sentence:
"You have no more prospect of keeping track of 15 funds running around your portfolio than you have of keeping track of 15 toddlers running around your house." …
I am surprised and a bit baffled by the suspicion and worry. In doing research on companies that fit the profile and mandates of their existing funds Grandeur Peak would discover quality companies that do not. I don't see that creating a suitable…
Considering selling out of my GP exposure. They are trying to do too much.
To me it looks like they are trying to do more with the research they have already done. This appears to be a value fund run by small cap growth investors. They already have…
@Ben, You can use the back icon to get back to the MFO Premium home page. Click Portfolios again and it brings you back to your portfolios page with all portfolios you created. Fractional % works fine. If the total % of all funds do not sum up t…
I am having trouble with the Portfolios tool. The first portfolio I entered had four funds. No problem. If I click on Portfolio 1 I am immediately taken to the Results. Getting back is a small problem as Results is the only function I have found on …
@Ben - the prospectus link for the new AC fund was posted by The Shadow.
I am not BenWP ( not a bad feller to be mistaken for). I am just plain Ben. Different person.
About the short video on Propaganda: it may be potentially a good marketing idea but not with "background " music competing with the talking. I found it a distraction, just as I would find talking a distraction if I was trying to listen to music.
Best Money Market Funds
Leaving Vanguard as best practical option … who would have guessed?
Vanguard Prime MM is 60% invested in what they are calling "Yankee Foreign". Bonds of foreign origin in US $. Am I the only one who finds that pecul…
Tend to agree with the suggestion above to go with the “real deal.” I suspect VWINX isn’t an easy one to duplicate. On the other hand, if, like me, you’re accustomed to working directly with just one or a small handful of houses, I can understan…
I am a ZEO shareholder and have never paid a transaction fee. I don't use a broker. My wife invested in RPHYX a few years ago. We think of ZEOIX and RPHYX in a similar way: it's a "better mattress". I've been with ZEO a few years and I have gone d…
Direct deposit is the way to go for me from now on. I moved & when my tax man imposed the two addresses I was told to talk to the mail person to get my refund.
To say the least it did work !
…
Direct deposit is the way to go for me from now on. I moved & when my tax man imposed the two addresses I was told to talk to the mail person to get my refund.
To say the least it did work !
…
Both IRS and states (I assume, since my more-backward-than-average state does it) have keyboard-fillable forms with extremely detailed instructions.
I suppose that would be advantageous to those receiving the forms. Clear lettering and numbers.…
>
P.S. Isn't it hilarious how "simplified" the powers that be made the forms and calculations?
Yes, it was so simple it took me 20% longer to do my taxes.
Realistically speaking are their good alternatives to TurboTax and Quicken?
Yes. I do it on paper in ink after doing a first version in pencil. When in doubt about a rule or procedure I phone the IRS and do what I'm told... unless I'm in doubt. In …
If this video was put on Youtube by the makers of the video I am astonished and disappointed that they couldn't be bothered to proofread the subtitles. The second line of the chorus is clearly sung as "ask yourself how OLD you would be if you didn't…
A question for @Junkster, please. If you have mutual fund positions how can you simultaneously be "not an investor" ? My best guess is that you are not currently adding to positions. Or did you mean something else?. Just curious. Thanks!
I'm with Crash on this. I check 3 or 4 times each week in order to stay informed. If and when I have the time I check daily. I did my research on my investments before investing. My investments are based on fundamentals, not on momentum or noise or …
Hmm... a widower is a man whose spouse has died. A widow is a woman whose spouse has died. No gender is specified here. At any rate does the "widower" receive no social security money? Waiting to become 70.5 years old? I understand that the decea…
@BrianW: I don't see any political office holder on the "far left" anywhere in the USA. There are many who are bit left of center. Many Democrats are to the right of Republican president Eisenhower. "Far Left" is Stalin and Castro, and —God help…
Some, such as Mairs & Power put no 1099s on line unless the client agrees to forgo all paper statements. It's one or the other. Not friendly, in my opinion, especially because the paper 1099DIV-s are sent in February and cost basis capital gains…
I especially liked the welcome mat on the inside.
finnish to tamil was inspired, laughed at it about as much tonight as at this
https://scontent.fbos1-1.fna.fbcdn.net/v/t1.0-9/51585711_1193696900798478_920164453603868672_n.jpg?_nc_cat=100&_nc_…
Thanks for posting this johnN. It's hard to tell if the advice is sound because the language is so peculiar.
After a while I worked out that "you’ll marvel wherever you must begin" probably means "you'll wonder where to begin", and " a way to inve…
With one temporary exception, for mutual funds I go directly to the fund company.
(For a while Vanguard gave me no choice but to deal with their funds through their befuddled brokers in their broken brokerage. I managed to sort that out but it to…
You know, I did really well in Longleaf Partners in the late 1990s and into some of the first decade of the new century. I did even better in their International Fund which was soundly and roundly dismissed as a dog. I was lucky getting in and out …
Thanks for the explanation, Old Joe. I am "only" 72. 2018 is also break-even for me. There's a few more weeks for things to get worse of course. I sure understand about focusing on safety of reserves and have taken steps.
Gosh, I'm thinking that those who have cleared out of the market either are so wealthy that the enormous capital gains tax a huge sale of investment shares would trigger is a minor annoyance and nothing more, or else that their losses are so much g…
1) The author of the linked article wrote
" The only thing that will cash a bond fund’s price to increase is declining interest rates. This means in an extended period of rising rates; bond fund investors will see their principal decline without …
