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.
@catch22, you caught the spirit of my scribbles.
Hulbert may have had excellent advice. But it's behind a paywall. So I stumble along in ignorance with a certain amount of mule-headed, and juvenile, insouciance. ;>)
The way the market has been …
"I made my money selling too soon" has been attributed to how many famous investors besides Bernard Baruch?
"But don't try to time the markets!" Sez, a lot of people.
"Where does dry powder come from anyway after you have retired?" The children as…
Looking for opportunities to sell, and consolidate to more conservative positions in the IRA.
Looking for opportunities to buy in the taxable accounts where we still have large cash positions.
Hope to leave the taxable accounts to the kids. What w…
FRNW has a similar mix of sectors as ICLN, minus Con Ed, plus a healthy dose of Hong Kong. It's only been around a few years. So it's entire track record is in the red.
More info from etf.com:
FRNW provides exposure to the global clean energy indu…
@sma3. When I was doing the research, it was easy to find alt-energy ETF funds that excluded consumer durables. IIRC, that is the category that Tesla, and other EV makers, fall into. It's like looking for dividend funds that exclude REITS.
I'm als…
I jumped in a couple of these discussions in times past:
https://www.mutualfundobserver.com/discuss/discussion/58867/climate-change-funds
https://www.mutualfundobserver.com/discuss/discussion/59881/clean-renewable-etf-s-are-you-there-now-or-consid…
Chenai is home to Kollywood. Not exactly a hotbed of the sort of Hindu nationalism Modi's BJP is all about.
For those that don't subscribe to the NYT the story can be found here>
Well. As an investor, I would like to see a stable rule of law--mostly free of corruption--that does not sort winners and losers by caste, nationality, religion, etc.; before I invest in a specific India fund.
I think things are a little more comp…
I know I don't know how to invest for the end of civilization as I know it.
I know I have some investments that have been sitting around through 30~40 years of sturm und drang, I wish I had had more to invest at the time.
Musk advises Tesla employees not to freak out about their shares in Tesla https://www.cnbc.com/2022/12/28/elon-musk-tells-tesla-employees-to-ignore-stock-market-craziness.html
Musk has blamed Tesla’s declining share price in part on rising interest …
Why do people think foreign looks best over the next ten years? Valuations? I've heard that for years now.
Seems to me there are a lot of headwinds from inflation, and collateral damage from the war in Europe. Neither of those has a predictable end…
I keep wondering about the guy that fixed our dryer last March. Told me all about how he was buying lots of crypto on the dip.
I hope he at least enjoyed his vacation in New Zealand.
I don't understand the need for XYZ to know what I have at ABC, or vice-versa. And then I have holdings at LMN an QRS. Can't imagine why I would need to bring in a third party.
I know Vanguard offers to track outside investments. But you have to ma…
Pretty much topped out in the IRA, with mostly stock funds, and 25% cash. Will look at selling to raise some cash and reposition if the current rally continues. We don't need IRA income at the moment, so we can let it ride for another five-six years…
@BenWP Bought SYLD in March 2021 for my IRA. At the time I think Apple was a constituent. So there is some variation in what some of these funds hold. I'm comfortable with that since I think I understand their theses.
Bought FYLD and IHDG for the …
I am happy with RWJ, which revenue weights the S&P SC 600. I have had it in my IRA since March 2021. It will replace a cap-weighted 600 in my taxable account in the next six months or so.
For some reason not apparent to me, the revenue weighti…
In order to try and find those elusive asymmetrical managers, I set up multisearch to screen for funds with alphas =>0, top rating for max draw down, and top rating for max upside. I set the fund age to five years to include the best of times, an…
@BenWP, buy your wife a Yamaha receiver with a connection to the internet for favorite radio stations, napster, pandora, spotify, etc. There may be other receivers that do similar. But the Yamaha is fine for us. Your spouse could probably tell Siri …
Capital gains were an issue for us when we were both working and trying to afford living in Marin County, California
With one of us working, and living in a paid-for house in the Phoenix metro, capital gains are a feature, not a bug. They are reinv…
The beat downs will continue until morale improves.
I wonder how his thesis plays out when P/E ratios are dropping to single digits, like the last time we dealt with inflation. Get that info and we might find out what initially means.
Back to Musk.
The next Howard Hughes? When I was shopping for green etfs I studiously avoided any that gave Tesla a serious cap-weighting.
BTW. He's from South Africa. So no need to consider his presidential ambitions.
Cub stink?
Value investing covers a lot of territory if you're just going by the M* style boxes. SCHD fits their large cap value box, but that isn't what guides the strategy. Per etf.com:
SCHD is a market-cap-weighted fund whose selection universe …
We will get the recession.
Whether we get the inflation rate back to a steady 2% is another question altogether.
I remember so much wishful thinking from our last bout with this, even as we went off silver, then gold, then tried wage and price con…
I bought in early and mid July with the apprehension that things could turn worse as inflation persisted.
But then I probably hold a higher percentage of cash than most people. So I can also afford to do some buying again if inflation remains persi…
op cit
Notably, we find that 1,050 out of 2,870 funds made a change to their prospectus benchmarks
at least once over a 13-year period. Because we collect data on funds’ benchmarks beginning
in 2005, the first year in which we can detect changes is …
The article is behind a paywall. So I can't read their argument. But hey, which market?
Most funds I have ever looked at compare themselves to some sort of bench-mark index--even if one of their own creation. I don't remember any of the funds I hav…
@BaluBalu
If you are inclined to worry, never browse the net logged into any service from google, facebook, amazon, Linked in, etc.
Use an old-fashioned browser like firefox. It has lots of privacy features. Get an add-on like Privacy Badger. Try…
Bringing this discussion back up for everyone. I would really value hearing what everyone's favorite small cap funds are. WAMCX was my primary holding in small cap for several years but it got crushed in the market selloff over the last year. I'…
