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.
I've noticed that some online retailers are increasing prices of items they already have in stock and presumably paid their vendors for. Often stock levels of those items are in the thousands. Why? It's a pure money grab.
The only way to go is Seri…
PRHSX held 29.3% of its 200 name portfolio in biotech as of 09-30-2021.
I've owned the fund for a long time, and the key to me has been to buy it and forget it. An investment in a health sector fund is definitely a long term (10+ years) prospect.
We (wife and I) have been with TRP for over twenty years and regularly use the brokerage.
I agree it is not as accomplished as some other offerings, but you do get used to the quirks. On the "Tools" menu you can search for funds which have NTF, and…
We now have a bear bar for the month of November which is also a sell signal/reversal bar.
Not saying the markets can't rally short term from here, but we are now in a bear market for the next 12 months.
I'm not buying anything.
Thanks Derf. First time I've read the Schwab insights section, and indeed anything at all from Schwab. A very considered article there from Kathy Jones.
NESIX is also available at T Rowe Price brokerage for a minimum of $1000 and NTF.
Is there any way of seeing what funds TRP offers NTF without having a brokerage account?
That's a good question. Not to my knowledge, unfortunately. But in the…
The institutional class, NESIX, has a lower ER than MSSMX and Schwab only requires a minimum investment of $2500/$1000 with a TF. (Fido, unfortunately, has a $100K minimum.)
NESIX is also available at T Rowe Price brokerage for a minimum of $1000 …
Can anyone help me with estimated distributions for Shelton Capital and Segall Bryant and Hamill funds? I've tried both websites to no avail.
Thanks in advance.
Interesting July commentary, as usual.
I dearly wish, however, that MFO wasn't almost exclusively aimed at catering for those in retirement or approaching retirement.
There is practically nothing at all within these pages to cater for or appeal to…
Distribution for May, $.0065 !! Hard closed needed by looking at this distribution.
Derf
Do you think that low distribution was a one-off and income will return to the usual (if fluctuating…
Thanks. Recommended reading.
Here's one for you I just found. You have to read it to believe it!
https://www.theguardian.com/environment/2021/may/27/dig-coal-to-save-the-climate-the-folly-of-cumbrias-plans-for-a-new-coalmine
Northern US Quality ESG (NUESX) a fund Dr Snowball will be highlighting in June and apparently highly rated by Morningstar, holds Bank of America, Citigroup, and JPMorgan, which collectively loaned US$8.4 billion to single use plastics manufacturers…
I don't understand what all the excitement (and disappointment) is about. You have always been able to set up automatic buys for a min of $100 at TRP so long as you have first invested $1000 in a TRP fund. What's new about all this? You have always…
Oh... I signed up for MFO premium. Absolutely love it. Sent you a suggestion on ratings changes / alerts. But just love the premium. So valuable. Thanks @Charles
Bear in mind when looking at the list of Great Owls, funds do frequently drop out of th…
I do agree that shorter and hotter cycles are likely ahead. But taking a longer term view (7-10 years) I still think small and mid caps, especially growth orientated, will outperform large caps. I like BIGRX and DHLAX for LCV and have been nibbling …
Interesting articles by Schwartzer.
What intrigues me is that Satoshi still has 1 million unspent bitcoin in his original wallet that he mined in 2008-09. That's worth $57 billion today! Of course, Satoshi could be an individual or a group of peop…
I agree with this scenario. My wave analysis is pointing to the SPX at 4300 later this year. Perhaps as early as May. This is nothing more than a healthy to be expected correction. It has absolutely nothing to do with interest rates, as history has …
So how's the Great Bear Market for you guys who sold at the bottom? How's it all going?
I told you 6 months ago we were not in a bear market by any metric or measure. But none of you listened and your kneejerk reaction was to sell quality assets fo…
If we’ve entered a bear market, they tend to be drawn out miserable affairs, where every time you think it can’t go lower, it goes lower.
Maybe @Simon will check-in and let us know when the Great Bull Market of the next several decades he’s long…
He probably meant 200 day MA.
No - I meant 200 WEEK MA.
Obviously a lot of you guys don't know how to read charts. I've been studying charts 5 hours a day for 40 years.
The S&P is still above the weekly MA200 and the DOW is right on it. The Nasdaq is 1000 points above. All three 200MAs are still pointing higher. It's nowhere near a bear market yet
Are these the new metrics for defining a bear market?
Asking f…
The S&P is still above the weekly MA200 and the DOW is right on it. The Nasdaq is 1000 points above. All three 200MAs are still pointing higher. It's nowhere near a bear market yet.
Marketwatch and Yahoo (and all of them) sell fear. It's all cl…
My favorite cash alternative is TRBUX. I also like DLSNX and SEMRX. (I can't get most of the funds mentioned above.) But as Mike hints at are even these safe havens safe any more? We'll see how they settle tonight.
Added to my two smallest IRA holdings last week which are PRGFX and WAMCX because they recover strongly. I still have cash ready to deploy in the coming days and weeks. Next stop 2700 on the S&P.
Two popular funds with supposed muted volatility, YAFFX and FAMEX, have been relatively disappointing, dropping 5.47% and 6.53% respectively. (The S&P500 has fallen 6.63% in 3 days by comparison.) Both charge exorbitant fees and YAFFX holds 25% …
We'll never see 2008 again in our lifetimes. If you are a long term investor just keep buying the dips until 2035. This a Wave 3 Supercyle that will lead to undreamed of stock prices.
No worries.
@simon Which senile old man who waves his fist are you talking about--Bernie, Biden or the one in the Whitehouse? There are three.
Clearly, I was taking about Sanders. You know, the multimillionaire socialist who has got rich from other people's mo…
I really detest watching a senile old man with a contorted face shouting his head off and waving clenched fists at me.
Was it cold in the ground this morning, Bernie?
A lot of it depends on your time horizon. My wife and I will remain fully invested in US growth funds and don't anticipate making any changes due to COVID-19. We don't have any emerging market or overseas funds because the US is the premier global e…
It appears the uptrend from 10/2019 is now over and the market will correct and consolidate for 4-6 weeks in preparation for the next leg up.
A good time for long term investors to deploy any spare cash and buy into funds on down days.
My calculat…
