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.
Hey BooBoo,
What are the kids gonna think when the real poof happens... looks like some funds down in a day in an amount that would have been an ok year.
Hopefully tomorrow better but again what's the rush, maybe a good time to be conservative or …
Curious @LewisBraham....do you personally feel there is/can be a mostly succesful "all-weather" fund?
Marketing hyperbole? Can someone make it work in most market environments, can they beat a 50/50 SPY/Cash allocation to make the fee worth it? W…
@LewisBraham,
Your last two sentences, could not agree with you more.
So rhymes with real estate..."it always goes up"...said virtually ALL prior to 08'.
While it is true, good companies generate positive cash flow and earnings...the weaker one…
Do your homework, read the fine print.
I could be wrong, but I recall a few years ago when inquiring about Discover mmkt, they gate your withdrawls, meaning you could not take out over $100k at a time etc.
Baseball Fan
@JD_co
Hussy hsgfx after this reset might be top dog looking backwards 10 years
What are your thoughts re hussy hsafx. Allocation fund with risk controls. Puts. Looks at stonk and bond valuations when setting allocation. Most target date, alloca…
@wxman123, point taken, agreed, piling on is accurate and might be poor form on my part.
However, I believe I have been consistent in my views re this specific investment, ARKK etc.
We'll see how it works out, you might be right, who knows?
Best …
@lewisbraham
Terrible destruction of wealth. Hoping most in that fund didn't invest a substantial portion of their hard earned monies into this crap.
Willingly acts to cause harm. She must've known this was all bullspit no?
At what point does th…
Relative performance of FDIC cash looking good as well so far this year.
Astounds me in my humble, no nothing opinion what appears to be why so many are in a hurry to jump back in looking for a bargain....this might have a bigly ways to go on the d…
Huh? Because it doesn't fit your perspective?
Excess money supply. What do you think the Central Bank has done in the past year and a half? Increased it by 40% or so...do you think that's deflationary?
Freeloaders. Ya that's right. Don't misunder…
IBonds.
to roll the dice if that is what your are asking...and NOT that I am doing that...but I think the risk/reward with Hussy, HSGFX might be a time when the broken clock is correct this year. Risk/reward skew might be in the fund's favor this …
Well obviously we know which way some of us lean politically here, now don't we?
Don't wish to offend, I call it like I see it and experience it, you don't have to agree with me, that's ok, I'll see you at the polls when we vote. Let it be said tha…
@hank
To be clear I never would make suggestions for anyone to do anything with their monies. I'm not qualified, don't know you, don't know anything about anything
That said, who says you have to be all in cash now until 20 years from now ..brk.b,…
Class,
Why are we making this so difficult? Central banks created huge excess of money supply. Far left government paid people to sit at home and is still trying to hand out freebies
Inflation is going cuckoo now they have to draw down juicing o…
"Profitless Technology"
At what point does this quack cross over into the "unethical behavior" realm causing finanical losses for so many?
Will she bring the Nasdaq down with her? Do remember that for many of her holdings she holds a double digit…
@stillers, @sma3,
Couple questions for you...
@stillers...I need to read your post carefully as it resonates with me...question if you are ok answering...by chance did you move to a lower tax state when you retired? I'm in a very high tax state b…
@BaluBalu,
TANDX, ~10%
ARTTX, ~5%
FMSDX, ~5%
PVCMX, ~5%
I'm uber conservative...recognizing I have taken on "risk" by being way conservative past several years...still working, I didn't like being idle as I was "semi-retired" for ~ 18months...so l…
...ya...so in the past couple weeks I rec'd back about a 1/4 of my investment in IQDAX, Infinity Q fund...hopefully within the next 2 years after the lawyers and their firms get paid I get another 1/4 back...if I do, I'll consider myself lucky.
Don…
Entering 2022 portfolio positioned as:
TANDX (Castle Tandem Fund)
ARTTX (Artisan Focus Fund)
FMSDX (Fidelity Multi Asset Income Fund)
PVCMX (Palm Valley Capital Fund)
5 YR CDs laddered (3.25-3.55%)
MMmkt (FDIC insured)
IBonds - max amount
Do like …
@rono,
Your Grandson is lucky to have someone humble like you as a Grandparent. And good on him to be thinking of his future while he's young.
Some thoughts to consider (some mirror what was already stated in other comments):
Start with reading …
@rono stated:
Recall the Elder Baron Rothschild's advice that to protect your wealth, you wanted 1/3 in securities, 1/3 in real estate and 1/3 in rare art. It's this last category that can be tricky. It includes gold and bitcoin, and many other ass…
For the love of Pete...I hope there are NOT any blog entries by any "FIRE" proponents who burnt out from the corporate world, stated they retired early, got a van to escape reality but in reality are still working writing a blog which contains "fina…
Couple thoughts...
1) Leveraged rail-car leases?
2) Your health? Adult USA population only ~12% have NO metabolic issues (cholestrol, high blood pressure, overweight, high blood sugar) What are YOU doing to take care of yourself? Getting ill i…
Likely going to take another Schmeissing today, meaning REMIX/BLNDX.
I'm out. His models obviously did not pick up swift change in trend. I don't have the facts and could be wrong as I do NOT know the details but it appears that the fund mgr had …
@hank
What's your take when the moratorium on Student debt payment ends end of January 2022? Is that when the meltdown in DKNG and the Cathie stonks goes hypersonic? Isn't that part of what is fueling this meme stock, gambling thing? Extra money …
So you're going to put your monies into something like that based on one day's performance?
My spaghetti bowl statement stands, who knows how any of those positions interact with each other and at what time. It's an obvious guess by the fund mana…
@lewisbraham
So you think the Fed is independent? C'mon man!
Biden policies contribute mightily to inflation
You think you can increase consumption without production and not have inflation?
Darn right I don't care for that corrupt far leftist …
Maybe better off 85% tbills and 15% Bitcoin?
Article is frightening to say the least
Where are the adults at the Fed, White House and Treasury?
Play stupid games win stupid prizes?
Baseball Fan
@lynnbolin2021,
Looking forward to your next MFO article..should be interesting as always....
Curious as to your thoughts for addition in the "all-weather" approach regarding funds such as:
PVCMX Palm Valley Capital Fund. Invests generally in sm…
Dunno. Maybe because the fund appears to have started a month or so before the COVID meltdown. Maybe heavy in cash at the time to start and then ramping into positions. Sure have to get a lot of investment positions directionally correct. With two…
So. Pete Rose still banned from baseball when every other commercial is for gambling. During game odds are posted? So fed up with this bullshit. Move all-star game from Georgia but now world series being played there? Gambling commercials featur…
@BaluBalu
If this is true...and accurate...
The options market, which enables investors to magnify their stock bets at relatively low cost, has seen daily trading volumes rise to about 40 million contracts a day, up from maybe a million in 2000.”
…
@Anna
The behemoths will buy out the legit start ups etc
Think FB, MSFT, CRM, INTC...all have bought complimentary companies and brought them into their portfolio...
They will have the cash flow to continue on as a going concern despite the ever …
Interesting article @LewisBraham.
Hmm. Does this take into account companies are less capital intensive than they were 20-30 years ago? Many growth companies are in the tech segment...building out their eco system and capturing customers ala Appl…
Ya @stillers...dance,dance,dance. One day the music will stop..fed tightening? Dunno
I would think if you sold the diplet you were likely to aggressive with your portfolio and likely want a lower deviation fund, stonks etc
Can't put a price on pe…
