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.
Glad to read thoughts from long time investors here. I guess hindsight is the only way to examine markets, but it just feels that we've been in the slowdown, for we've had almost no market growth for close to 2 years, so I'm not sure where they're g…
"Maybe they can actually close a fund one day."
I don't think that they know about this "closing" thing. It's a fairly new concept, and they aren't noted for quick embracement of this new stuff.
That said (in jest) American has done very well for …
What pops out immediately from JABAX's portfolio is that its equity sleeve is large cap growth, and has been at least leaning that way for the past five years or longer. See here. We've been in a long period, virtually the whole tenure of MPint…
if criminalman loses I think the market will jump 700 points
His thought was our current administration has and will use power to manipulate the markets, as opposed to Pocahontas or the Bern who aren't so cool with the fat cats and will cause some …
I was chatting with a futures trader over the weekend who has a similar consensus (not that he knows much more than anyone else). His only concern is the upcoming election-- if he loses, and one of the other candidates who favors new Wall Street reg…
@Old_Joe: You said, "But we held on and came out the other side in decent shape."
My question to you & others that were around in 2007-08. Did you make any buys with ( dry powder ) as the market bled DOWN ?
I believe I made 2 or three small…
"It really makes no difference with a long time horizon."
And that is one of the most important facts to always keep in mind. It's also the reason that Ted, myself, and a few others here have greatly reduced our exposure to the markets: when you hi…
That's why we nibble and build up positions over time!
I don't have to tell you guys, but the problem with buying the dip, is that you don't know how low it will go. Added to Wellington at beginning of the month, my normal purchasing time.
The gu…
I don't have to tell you guys, but the problem with buying the dip, is that you don't know how low it will go. Added to Wellington at beginning of the month, my normal purchasing time.
I've been holding PIMIX for a couple of years now. My timing was a bit off, being that rate hikes bit into my principal, but it does return a good monthly yield. It's my only fixed income fund, and I'll stick with it. From what I can gather, they se…
I read some investors are using Wellesley, VWINX / VWIAX for short term holdings. Interesting plan. The worst year it ever had was around 9 % in its 45 year history, or something.
Too many children. Now, there's an interesting financial subject that I can't recall being discussed on MFO in the last ten years or so.
No more kids for you @old_joe?
I like Dave's show. Some of the caller's problems are head scratchers, but I think most people with overwhelming debt simply have too many children on his show. I also like his investing strategy in a general sense, despite his take on bonds.
I really appreciate it guys. Many thanks! And yes, @Crash, you suggested PRDSX. Been doing a little homework on it. I'm not entirely clear how quantitative works, however. Is it algorithms running the show? Seems index-like to me. I do like SLY beca…
@Starchild
I'm just goofing with the years, some funds and the resulting numbers.
I'm away to the pillow for an early rise tomorrow; but give a few tickers for some funds you would like to compare.........as with the 60/40........my first easy cho…
Hi @Starchild @Mark
Just for the heck of things...............this chart, of course; includes the dot.com melt, as well as the dark period of late 2007 through March, 2009 and the remainder of 2009 with the beginning recovery. Note: Stockcharts (p…
Advance announcements often are a way to increase assets of already bloated funds. Consequently a few families, notably Vanguard, do not provide them (and sometimes even hard-close funds, i.e. close them to new money from existing investors).
I d…
Hi @Derf:
Perhaps, @tmadell, Dr. Madell will address his asset allocations in an upcoming newsletter. I believe he wrote about this sometime ago ... but, I just can't remember when. I'm if you were to troll back through his newsletters you woul…
@Starchild: It's me again. I pulled Dr. Madell's recommended funds form his recent newsletter. They are listed below for your review. It looks like VWIGX is his recommended international choice. You might wish to look at TBGVX as it is also on h…
@Starchild: I have provided a link to Dr. Tom Madel's mutual fund newsletter. You can review current and past newsletters once you open the link. I'm sure, being a new investor, there is a weath of information contained in these newsletter from a…
@Starchild: FWIW.
Since, the S&P 500 Index now derives better than 40% of it's earnings outside the US I use mostly global funds to gain additional foreign exposure. Please know that it has not always been this way since I became an investor…
I really ARTJX for small mid cap international exposure. Check out the new managers record when he was at OSMAX.
Thanks again! My reservation on buying small/mid foreign companies is that I'm investing in something I don't understand. I've never he…
Be advised that MGGPX is a world fund with a current allocation of roughly 55% US/ 45% foreign and cash. In my opinion this makes it incomparable to your current Int'l holding.
I am of the very small minority opinion that you don't need a dedicated…
What international or global funds do you have? That way perhaps the recommendations could be better tuned to your portfolio. You do not want too much overlap among funds.
My portfolio only contains VTIAX (Vanguard Int'l Total Market), and at a smal…
This is very helpful Hank. Thank you! I admire the simplicity of the fund, (which seems puzzling why Bogle would be apposed to) and that I can add my $6000 a year into it and be done with it. And yes, the low fee is attractive to me. My only reserv…
Thank you! As it stands, this fund is currently at 80/20 mix. We use American Funds for our 529, and was considering using one of their funds for this account, such as AMECX or one of the others they offer, but their performance really doesn't seem …