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.
Keep in mind there are likely 100 to 150 million more people living in the USA then when many reading this were in high school..let alone likely a couple billion more on the planet. Of course this will have impact to some degree on the environment.…
Question, does anyone know if you are an actual long time loyal insurance customer with a company... do you actually pay more, yes, meaning like with a cable company. I know for a fact these insurance companies have a small army of actuaries on st…
Also, many don't really think about risk too much...maybe a good thing as we'd never leave the house if we did...ya got to ask yourself what would happen if: you went out to lunch with a friend and your are driving your car, stop at the light and so…
Auto insurance going up bigly due to tremendous increase in auto theft, EVs are extremely costly to repair when they get into a fender bender due to the electronics/sensors and batteries have to be drained is my understanding if major work required.…
Bought bigly 12 month tbills, looking to purchase bigly 2 year notes, nibbling at PHYS. Sprott gold. Sitting tight in MRFOX. Trimmed BLNDX..don't trust it fully, concerns about trend reversals that the black box won't pick up in time.
Y'all think…
Can each of you please send me your mailing address so I can send each of you a free Trumpinator Bobble Head to put on your bookshelf.
Thank you,
Baseball Fan
Gee-suz.... meanwhile we got the grifter beholden to the chi-coms in the office now with run away do what you want out of control crime all over despite what the libs say... nevermind most don't even report it anymore cause the cops won't come out c…
I see it differently. if you call a fund an emerging markets fund it's my position that the majority of rational folks would not expect it to contain US based companies such as avgo, meta, googl etc.
Fair point Devo but I would counter that slippery to me and possibly others can also be "misleading, not forthcoming, not on the up and up..."
I guess it depends on your point of view and what is stated in the prospectus.
Best Regards,
Baseball F…
Isn't the fella at GQG doing the same in his international funds...the GS Intl fund he runs holds close to 20% in US stocks such as NVDA, AMD, META etc etc. NVDA is the top holding in his emerging market fund...always boosting returns as well...smok…
Don't do the crime if you can't do the time...good riddance to that scum bag..and his virtue signaling bullshit...throw his highly educated idiot parents in the slammer with him too..kinda does a lot for the Stanford brand, no? (sarc)
Reuters...
Environmental, social and governance (ESG) investing boomed in 2020 and 2021 during the COVID-19 pandemic as low oil prices spurred more investors to diversify beyond fossil fuels, and as fund managers sought to appear more climate-consc…
hmm. I'll refer to a Occam's razor...something like that other things being equal, the simplest explanation is preferable to one that is more complex or simpler explanations are generally better than more complex ones...but let's stay on point as m…
There is that word again... coincidence...and what is the latest line... what's the difference between the truth and conspiracy theory? Answer. Six to nine months....
Oy vey.
Made one great call in 2008, 2009 though as to when to get back in, wrong ever since...and his colleague Ben inker used to have the go to allocation fund...big on emerging markets because of the value allegedly. Crapola results for long time....but …
Never invest in countries that do not respect property rights. The best long term performance has been in anglo Saxon countries such as UK, USA, Australia,etc. We can debate the reasons why but one major common theme is they all respect property r…
All good here, question for @stillers. My perception is that you were an investor during the dot com era...we all know what happened to the tech companies then...lot of momo, hype etc...maybe not a good comparison agreed. But...we do know what a d…
Did ya know that lead times for NVDA chips are really getting shorter? Not a good sign. Do they palo alto networks after the close if they miss? Down 30% the next two days? Too binary and too much of a gamble for my tastes...
Don't listen to me,…
additional thoughts re MRFOX...
It is NOT a long/short fund. It is NOT a tactical allocation fund. Nada, nope.
Composite record, going back 30+years from 1990 thru 2020 is ~ 283 bps above SPY
Low beta, ~30% less volatile and less correlation vs ma…
Bigger question...is investing by fundamentals archaic? Isn't it all about sentiment and flow from cap weighted index funds driven by 401ks and thus driven by white collar professional class investing every paycheck?
Or is this financial system wh…
Hard pass, no thank you.
Said it on here a couple years ago, stated back then I wouldn't invest a dime in China and that was the right call.
Why would you risk moving monies and investing in places where most couldn't pick them out on a map, don't…
Hopefully the link worked. if not just put in your browser.
Marshfield equity composite from 2007-2020
might give you a longer track insight as to performance....note cash levels at 23% in 2007...
I've been following the fund a long time, did s…
I've been real pleased with the fund. Available thru Schwab. Really like the pedigree of the principals. Drawdown has been reasonable for a one foot out the door guy like me . I believe that all associates are required to invest in the stock mar…
Added to MRFOX (largest holding outside of cash), staging slowly into PHEFX, doubled TSUMX holding, completely sold out of PVCMX and VELIX, still rolling mucho 6 month Tbills....
@FD1000... thanks for the links... nice work pertaining to your investments...the link indicating the results from the expert prognosticators had me chuckling out loud.
Baseball fan
@FD1000...so would it be correct to say you worship at the alter of price momentum? Or trend? Aren't you setting yourself up for reversal risk?
BTW, completely agree with you, the experts are guessing like anyone else and it's all about who can p…
@BaluBalu. Not sure if you caught Sebastian Page from t Rowe on wealth track recently. He mentions in regard to the 60/40 portfolio allocation you might now consider taking 10 of the 60 and putting it in hedged equity and 10 of the 40 and place it…
I just hope cinammond doesn't turn into another hussy. Commentary is very astute and rational but does he make you monies and or lose you monies via opportunity costs?
I've reduced my holdings on pvcmx and put those monies in 6 months tbills