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.
@rforno allows me to pounce quickly and buy stuff I want during volatility when stuff goes on sale.
I don't need to hold cash in order to do the above. I sell my bond funds and buy stock funds...or...at Schwab they let me buy a stock/CEF (examples:…
According to M* IAFMX is a LC growth fund with small AUM=59 million and expensive ER=1.15%. It invests mostly in the tech category at 54%. Concentrated portfolio of about 30 stocks, top holdings MSFT,Apple,AMAZON,ADOBE
Why not just use QQQ which b…
@Crash,
Sure, if you want to rant why not but a typical investor, including retirees, should do nothing (or very little if it makes them happier) and just follow their long term asset allocation based on their goals.
As a trader I'm not attached to …
@Baseball_Fan
I'm mainly a bond fund trader who uses momentum and usually 2-3 funds but several times annually I trade stocks/ETF/whatever for hours-days when I think I have a good chance to make money. I don't invest in alternative funds because m…
My goal for this part of my portfolio is to reduce risk and perhaps start to replace some of my vulnerable bond funds and low vol. equity funds. I already added SWAN (which seemed to perform in the mid range of this group), and looking seriously n…
@FD1000 Your comment puzzles me. The section of Jessie Livermore's commentary that discusses equity market valuations is fairly bullish. It provides support to the TINA perspective and to a gradual rise in the P/E ratio in the current investing e…
Unfortunately I have to post it again
Over the years we heard the following:
1) US stocks are over value, the rest of the world is undervalue. US stocks did better in the last 10 years.
2) The GMO team and Arnott have been wrong for 10 years.
3) Gu…
@Crash: "Just how is it that Main Street and Wall Street are so very divorced from one another?"
Is this a new thing? It's going on for decades. It's actually got better for main street because indexes + doing nothing worked so well. Wall St + ot…
"the stock market and the economy is two very different thing" = correct
"A reckoning is coming" investing based on predictions isn't recommended.
Over the years we heard the following:
1) US stocks are over value, the rest of the world is underval…
As expected Mona could not answer a simple question. Who cares if Cuomo is your governor or not. It's about time you have an opinion and not quote an article ;-)
I don't agree with everything Kemp is doing.
BTW, are you afraid to tell us in wha…
Hey Mona, I'm still waiting for your answer to the question: Since Cuomo signed for thousands recovering coronavirus patients to go to nursing homes across the Empire State...Is he responsible for thousands of deaths?
This should be a pretty simple…
Not really, every state has to be ready for a crisis, especially NY. Both the Mayor and Gov were not ready at all. They spent their budgets on something else.
The Gov set guidelines, each state has to follow it unless you are Lib who thinks the Go…
FD, you need the correct facts concerning ventilators and "Whataboutism".
https://www.propublica.org/article/the-trump-administration-is-backing-out-of-a-647-million-ventilator-deal-after-propublica-investigated-the-price
https://www.nytimes.com/2…
Not really, every state has to be ready for a crisis, especially NY. Both the Mayor and Gov were not ready at all. They spent their budgets on something else.
The Gov set guidelines, each state has to follow it unless you are Lib who thinks the Go…
Trump moved the US embassy to Jerusalem in just several months while other presidents promised it for decades, that's the difference.
I'm not surprised about the deal, again, Trump can do things while others just talk.
Someday your motherland will…
Sure.
Interview with Fauci in 03/22/2020(link).
"One of the things that we did very early and very aggressively, the president, you know, had put the travel restriction coming from- from China to the United States and most recently from Europe to t…
Trump moved the US embassy to Jerusalem in just several months while other presidents promised it for decades, that's the difference.
I'm not surprised about the deal, again, Trump can do things while others just talk.
By way of context, I reached out to Skeet earlier this week and expressed two administrative opinions. (1) Diverse opinions, including those supportive of Mr. Trump, his policies and his re-election campaign, are welcome in the O.T. board. (2) Zero …
The article is pretty good but the usual, no real solutions.
If a retiree doesn't want volatility over 15-20% + no insurance products or alternatives + ballast + higher income + his bonds to make more than the index.
I have almost all my portfolio …
Check the duration on the bond sleeve and see if you feel comfortable with that going forward.
If the Fed is successful in raising the inflation rate will interest rates rise as well?
I don't plan to sell out. But I do take profits out every few y…
I have been saying it for several months, there are many politic sites, MFO supposed to be an investment site but politics took over and the guys in charge didn't eliminate or at least curb it. I know another excellent poster that hardly post on MF…
Typical,
1) A second rated paper have a story from unnamed sources and the Lib media runs with it, they don't care if it's true or not. Then of course, they talk about it like it's a fact. If they are wrong, so what, let's look for the next issue …
The problem with Pelosi is the fact she was lecturing about wearing a mask, keep a distance, keep businesses close, defund the police, but she has protection.
Similar to someone who talks about the environment but uses big vehicles, airplanes and l…
KISS=keep it simple stupid in the lowest expense ratio and eliminate all the rest.
If you can have a fund with ER under 0.1% I'm for it. Let me know which green fund has ER under 0.1%
@sma3, great info, more questions:
1) I read several links but non talks about all 3 = Hydroxychloroquine + Zinc + Azithromycin (the “HCQ cocktail”) to treat COVID-19
2) The “HCQ cocktail” is only effective in the early days. When the situation g…
@hank.
I still have over 20% of my money in taxable so no problem for years to come.
I always purchase big items on credit. Furniture at 0% for years and vehicles at 0 to 1.6% is still a good choice. I actually found out I get a better price when …
After decades of investing while working and now at retirement I rarely have cash. I was never a believer in cash and/or emergency fund.
I just have several thousands in my bank. If you have bond funds why would you be in cash? Long term, my bond…
Old Skeet,
I am beginning to wonder if you are a Russian operative. Do you know anything about the Zero Hedge site you are fond to quote? It is owned and operated by a shady Bulgarian who supports Vladimir Putin. Read about here:
https://mediabi…
No troll here but your post is a fitting example of the mindset opposing President Trump’s second term as POTUS - “all opinions welcome (as long as they fit our fear of President Trump; if not, you must be a troll)!”
LOL, y’all have created quite t…
I tried to do the Chase offer and went to a local branch. From the start I felt the incompetent, delays and I couldn't get specific straight answers from the local branch employees and all the way to a few phone calls I got/made. There is a good r…
The usual, Bankruptcies, unemployment, the economy, debt, rates and many others can't predict what the stock market will do next and can be off by months and years.
The pandemic just accelerated things.
Several observations
1) The economy, unemployment, inflation, debt, opinions, experts are not the stock market. They can be off by months and years.
2) As a trader I only depend on charts, uptrends that derive from the price. The price is the ultim…
