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.
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To normalize after removing FSELX and GOOGL, shouldn't you reduce the denominator by the amount of stocks you've removed from your portfolio?
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Yep, my bad, You are correct and I EDITED my OP. Thank you!
Aside: Really though didn't need t…
Thanks for the suggestion. I had considered adding LLY prior to opening the thread given that but for now it's the Mag 7. So I decided to leave it at that for now. Anyone who thinks adding LLY is appropriate is free to do so.
@Observant1
Thank you for routinely posting these. I find them to always be very informative and sometimes I can carve out actionable items for our port. Here's hoping you continue with this service to the forum and that others take advantage of i…
Anyone considering EMs needs to study the Callan Chart (below), and unless they are the amongst the world's best market timers, think again, and Just Say No!
Click on the 2023 PDF Chart at
https://www.callan.com/periodic-table/
In another threa…
Before I was blocked from reading it further, I think I saw the OP linked article state EMs have the best growth opportunities over the next 5-10 years, and if it doesn't all start now, it will within the next 1-2 years. Say what? Not quite the ri…
"After all these years of doing this" (thanks Jimmy Buffett, RIP) easily the best (looking and potential upside) portfolio we've ever had.
SAFE component of FZDXX/VMRXX and 5-yr CD ladder with 5+% APY.
80/20 stock/bond portion of about a baker's d…
@Graust, great posts and so good to see you posting here. I always learned a lot from you on M* forum.
Fully agree with your notions in first post. I marveled at FBIOX in its heyday years and always considered buying it. In retrospect, glad I d…
@stillers
GSIHX (stillers corrected for quoted poster) is 17% US and 6% Novo Nordsik and 5% NVDA 2% META and 2% TSCM
May explain a lot of recent out performance
May, yeah.
10%-20% Domestic is however not uncommon in FLG funds. See SSIFX, a…
RE: MRFOX. Great looking fund but, as noted, with no or limited TF access from major brokerages.
https://marshfieldfunds.com/fund-facts/
MFROX incepted 12/28/15.
Growth of $10K per M* since the MRFOX inception date:
MRFOX: +$25,219.77
FDSVX: …
Rajiv Jain and company have produced excellent results for GSIHX and GQGPX so far.
Yep 7+ years on International GSIHX. In our defense, it didn't get great until the past 3 years. But we still should have spotted it by YE 2022, for its superb perfo…
Opened a position in arguably the best FLG OEF on the planet, GSIHX.
We've spent years trying to find a worthy Foreign fund and am not sure how we missed this pup. Swerved into it when I did a 401k portfolio transfer for a friend last week, from …
I do very little trading these days and had eliminated individual stocks from our port. But I always keep an eye on what seems at least to be great opportunities in some Blue Chips.
Watched GOOGL after hours Tuesday and all day Wednesday. Just …
Glad to see several others recognize the high risks of debit cards.
Bottom Line per my nephew who was a VP of a local bank:
"The riskiest card by far you will likely ever carry in your wallet is a bank debit card."
Along with ONLY using a debit…
I wouldn't sleep on debit card risks which I think are just as significant, or even more so, than check writing risks.
https://www.techchecks.net/resources/debit-card-or-check-which-one-is-safer
It all comes down to a person's attention to their…
AT Fido, I would look at NTFs EEIAX and PELAX, both top notch bond houses.
https://fundresearch.fidelity.com/fund-screener/results/table/morningstar-rankings/mstarCategoryRank5Year/asc/1?assetClass=TBND&category=XP&mStarRating=3,4,5…
For clarity, note that
Fido OEF exchanges happen the at close of market on the same day.
Only OEF exchanges that include at least one non-fido OEF take two days.
Examples:
FXAIX exchanged for FNCMX: SELL/BUY both occur same day (Have done the…
FWIW to the naysayers of CDs, my CD ladder has outperformed gem fund RPHIX for the past 3, 5 and 10 years with no market risk and guaranteed, FDIC'd interest payments.
Catch22, I believe you’re half right regarding FZDXX (FZEXX-muni sister). Yes, you have to purchase like a MF but you do not have to sell to buy. I’ve been using one or both of these MM funds for several years. And never did I have to sell to bu…
My experiences with foreign small caps and emerging markets have not been good. I invested in Artisan’s global small cap, and it performed so poorly that they closed it after a few years. I invested in MAPIX, and it was still losing money after more…
Here's Motley Fool:
https://www.fool.com/investing/stock-market/basics/santa-claus-rally/
Understanding the Santa Claus rally
Generally, the Santa Claus rally refers to the stock market's history of rising over the last five trading days of the year…
When in doubt, claim seasonality?
Background: On another forum, you (finally) posted a near-real time BUY of the stock market in late Oct. You got UP a few % an sold your entire position.
The markets then promptly ran up HUGE gains in Nov and …
I could explain yet again how to read a given NYT piece using a privacy session in one's noncustomary browser, but don't want to seem more condescending than usual.
LMAO!!!
Dude, the very use of the word "again" connotes condescension. Used in t…
Not to rain on your thread, but...
A Santa Claus rally is the tendency for the S&P 500 index to increase over the final five trading days of December and the first two trading days of January. The term was first coined in the 1970s in the Stock…
Well, there are a LOT more articles out there about the proposed sale. Had you read them, you might have had an idea why Fetterman said what he said, and you might not have criticized him.
https://www.theguardian.com/us-news/2023/dec/19/john-fett…
I would put that at extremely low probability. He is on Semaglutide and Ketamine. With either of them, the probability goes down and with both, it is even lower.
I thought Doug put that in for humor.
Duh, yeah!
And I thought I put my introducto…
https://thehill.com/homenews/senate/4366073-fetterman-says-hell-work-to-block-absolutely-outrageous-us-steel-sale/#:~:text=Sen. John Fetterman (D%2D,to%20jump%20up%2025%20percent.
Man, talk about his luck running out...
https://www.thestreet.com/stocks/fund-manager-who-predicted-the-s-p-500-rally-issues-new-2024-target?puc=yahoo&cm_ven=YAHOO
https://realmoney.thestreet.com/dougs-daily-diary
Excerpt:
8. What would a su…
There were a LOT of posts this year about CDs for a LOT of reasons. Here’s my 2 cents on all that.
As background: I’ve been a brokerage, CD (all references here are to brokerage, Call Protected CDs) ladder owner for ~15 years, owned individual CD…
Per M* data, ARTFX "People":
Bryan C. Krug
Years in Strategy
10 Years
Industry Experience
23 Years
Tenure Performance
5.64%
Index Performance
1.44%
Investment AUM
$ 8 Bil
Bryan C. Krug, CFA, is a managing director of Artisan Partners and a portfol…
Prudential offers this PDF on The Red Zone: https://www.prudential.com/media/system/cda/rrz/downloads/redzone_brochure.pdf
Many refer to The (Investor) Red Zone as the 5 years prior to retirement. Others, like me, refer to it as the 5 years prior …
"Let's see how many posters will try to find a word or something else I didn't mean and twist the above."
@FD1000: If you post something that is obscurely phrased then we have little choice but to speculate on your intended meaning.
If you conside…
Posters here appear to be at a dead end with Schwab in this regard.
Again, please see my prior suggestions.
The Fido FI guys can and will provide FACTS to (at least) their customers (and maybe non-customers and prospective customers-HINT-as we…
