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.
+1 Ben I sold OAKBX after its terrible 3Q 2011 performance: lost 12.8% compared to VFIAX loss of 13.9, during debt hostage negotiations ! Too many good choices in the 50-70% allocation segment to keep holding this laggard.
David Crash is saying he's the socialist, as ISTR from his earlier posts. GOPers always argue that Dems want not just equality of opportunities but equality of outcomes as well. I'm guessing that Marxism/Leninism argued for equality of outcomes and …
TPINX is a complicated play on currency, credit and duration. ISTR that it performs better with a weakening dollar. I sold my Hasenstab Templeton funds several years ago, and would go back in only if an Hasenstab etf was available !
+1 I almost cringe when I execute transactions at Vanguard:cumbersome and inflexible! ntf funds all have minimum of 3k, ntf funds available last month now unavailable or with a tf. I would gladly pay a $200 annual fee for a Schwab premium service w…
Derf-I live in Florida and our EZPass and Sunpass toll systems take a picture of your license plate and send you a bill if you don't pay-so I would guess that state government may be sending you a bill in the near future.
I had the good fortune to buy AUENX for my 2 Fidelity retirement accounts, when the IRA minimum was $2500, while a 1 million minimum for taxable accounts. Needless to say, AQR a short time later increased the retirement minimum to 1 million also!
Concerning CTFAX the fund earlier this year changed its baseline equity allocation substiantally. During the spring swoon it started at 10% and increased as the market decline continued. Around July of this year, the prospectus changed so that 50% i…
fd1000 I've always voted for Democrats because the other party is against a government role in healthcare. I have an ACA health insurance policy and the other side filed a lawsuit to end the ACA which reached the Supreme Court. So, gee, why would…
It's clear now why the market has rallied 3 days in a row. The market anticipated legislative gridlock would occur if the Biden landslide failed to occur and it looks like the market has been proven right !
I'm using funds like SWLRX FIKFX VTINX and BACPX to hold unallocated cash. AONIX and EXDAX are also good choices. The RPSIX allocation to PRFDX and RPIBX makes for a bumpier ride than necessary .
