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.
In the IRA: Bought a chunk of FGUSX to equal 12% of my IRA. I need to start reducing the cash in the money markets. I was going to buy FLOT and FLTR, but got home after the market closed.
I don't see much reason to start going much longer than a a …
Thanks @bee. I'm guessing @Sven might have been thinking about the Fidelity portfolio analysis tool that shows you, e.g., sector breakdowns on equity holdings.
Thank you @yogibb. M* portfolio X-ray was useful when it was available for T. Rowe Price customers. These days it is available only for high net worth customers.
Fidelity brokerage offers a basic tool with limited capabilities.
@Sven, where wou…
I don't mind lower prices either, but, well, never mind.
Anyway, I'm holding on to FSMEX in the taxable. I got a nice price for it in June of 2018, so I don't feel bad about it.
"What, me worry?"
Haven't heard that one in a long time. You be showin' yo age there, WABAC. :)
There's more history to it than I knew. It goes way back. :)
Maybe you need an attitude adjustment- your obvious lack of faith in the advanced thinking of His Tremendousness is very troubling.
Cheap drugs. Cheap prices on gas-saving autos. I'm kinda worried about how many pencils I'll be able to buy. But I …
I have been impressed by M*'s general editorial policy that seems to lean to ringing the warning bell.
I can only hope that people are paying attention to the warnings, and to who is pitching the sales.
Drug companies donate a lot of free $peach. I suppose we're going to find out if it has done them any good.
Just don't use the P word. Ain't got nothing to do with your investments.
This fund was launched in Australia. The last 5 years it has averaged 10.40% per year.
BILT will have the same managers and should have a similar portfolio.
I didn't know that. Thanks for the heads up.
M* Amy Arnott roasts The Gilded Age of Private Equity for the Masses today.
When you hear claims about the virtues of open access to areas that were once off-limits, it’s worth thinking carefully about who’s really benefiting. As passively managed f…
"I don't claim to know which stage the stock market is in."
Well, I don't know for sure either, but I'll put all of my money on "it isn't the Hedge phase", and a whole lot of my money on "it isn't the Hedge phase or the Speculative phase".
:)
It's the speculative debt that I worry about. I haven't read Hyman Minsky directly, but I think Kindleberger does a good enough job explaining his theories in Manias, Panics, and Crashes.
For those not familiar, wikipedia offers a nice summary:
…
@Observant1, no doubt. Of the building of AI data centers there is, apparently, no end.
Forbes reports that industry shipments were still down 9.5 for the 1st quarter of 2025.
Here is 2025 best performing stocks in S&P 500, and they are not the Magnificat 7.
https://slickcharts.com/sp500/performance
I'm guessing Seagate hasn't been that high on a list like that since the 1980's. Have hard disk drives become a meme s…
Definitely sheep.
I used to love to read Sheep in a Jeep to our children when they were very young.
"If god didn't want them sheared, He would not have made them sheep" often comes to mind after reading stories like the one in the Financial Times…
Also, I have seen what appears to be malfunctioning websites due to content blockers.
I would be very much surprised if there was anything extra there to block.
Isn't it MIT that produced the research that shows that relying on AI destroys an individual's critical thinking skills, and that AI's regularly lie and deceive?
Why, yes, it was MIT. They're even studying how to tell if AI's are lying.
On a datas…
I doubt that I hold these long, if they deteriorate, they will be gone ASAP. Their only purpose is to do better than my ultrashort fund. The BL beats on the 1-mo and the 3-mo, but seems to be slipping on the 5-day. I'm thinking that I missed their r…
Speaking of 2008, I was playing around with multisearch today, bank loans had rough going that year.
I think I'll just stay short, or shorter, with the IRA.
Hi @WABAC Check this mortgage and other rates discussion link
At the right top you'll see a list of numbers. Click 1 for page one. This will take you to the beginning of the thread, that is August, 2024 started by 'bee'. The title/subject is Pre…
I know I could call, or email the office, but I'm in no hurry for an answer.
I wonder why you can post duration numbers for your funds in your quarterly reports, but M* can't.
Hi @WABAC This may help, if you read something like THIS. October, 2024.
@catch22 thanks for the link. Around that time there was a thread here about how we were all going to arrange our bond funds due to falling rates. Ha!. That took a turn after…
An article I was reading this morning pointed out that the last time the Fed cut rates, long rates and mortgage rates went up. I haven't verified that. So if anyone has a correction . . . let me know.
@yogibearbull thank you for correcting my quick glance. And I do understand the uses you describe.
In theory, they make more sense to me than free-floating crypto. And I hope they stay well regulated. But I don't see many uses for me in my daily l…
@yogibearbull, yes of course. It will be different this time for sure.
But a quick glance at Tether shows that the value does fall below a dollar from time to time. It should be noted that it also rises above a dollar.
Maybe this new law will fix…
OK, so partisanship is the name of the game for life appointments BUT why do they have to select the most intellectually inadequate partisan they can find? Inflicting the future generations to a lifetime of lazy minded leadership, without recourse, …
I like funds with a => five year history so that I can look at performance from 2020 and 2022. With that in mind, DIVI, EPDIX, and EPVIX are at the top of the list for my IRA. The two OEF's are awfully expensive.
I have seen reports that there is one Executive Order coming to allow private-equity in 401k and another to just call soccer football (may be the other could be called American football).
FIFA gave the prez a trophy and a medal. I wonder what he's g…
WABAC,
Ben states that research proves that you should be fully invested, use index funds and asset allocation to match risk profile. Of course I don’t listen to that after getting burned 45%, 50%, 25% in 2000, 2008, 2020, etc.
I've been known t…
When do they head up to Northern California (Trump country) and start the raids on agriculture up there? Easy-peasy, no protests!
Unless things have changed a lot since we moved, "Trump country" is mostly east of the coast from north to south.
Now …
