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 addition to high crude oil prices, refining for gasoline is the other bottleneck. Gasoline are produced locally and there are finite number of refinery plants across the nation. To build new ones takes over a decade given the safety requirement…
@Bobpa
There are reasons to be concerned about the bond portion of allocation funds given the rising rates. I'ld look into the duration of their bond holdings.
Not giving advice, just speaking for myself, but I hate to sell things that are curren…
Exported everything I wanted in terms of watch lists.. If I need to see how things are doing I can always log onto my actual accounts.
So basically this just removes one more thing from my daily browsing. I suppose I'll check into see their littl…
“There was a drop of 78.4% from the 5132.52 of March 2000. In October 2002, the NASDAQ was trading at 1108.49.”
Remember it well. People were freaking out. Be careful out there.
Source
It was brutal on the tech sector. But the S&P 500 only g…
I visited their website. It's, uh, exhibit A of something.
They seemed to be more interested in people investing in their company than actually investing in their buzzword funds that don't exist at the moment.
https://www.nightshares.com/
You can…
Inflation ran around those levels in the late 60's to just before the oil embargo. During that period the Fed funds rate averaged around 5%.
Sounds to me like Mr. Market is not ready to have his punch bowl taken away. It must sound easy to live wi…
Didn't seem off the wall to me considering what's going on with inflation, quantitative tightening, Russia, oil, and commodities all at the same time. Under the circumstances, investor sentiment, technical analysis, and other usual tea leaves don't …
I generally like funds that pay some sort of dividend. The exceptions are for another thread. I am generally of the opinion that companies should pay something more for the use of my money than promises of future returns that I can only enjoy when I…
Fido Screener is quite good. It is the only screener I know that combines mutual funds and ETFs
Ironically enough, if one can find Vanguard's screener, the first criterion shown (as a radio button) is Product Type:Mutual fundsExchange-traded funds…
@Sven Your link isn't working. But it doesn't seem to be a screen either.
I use MFO premium after I narrow down what is available from a broker. Then I just enter the tickers in multisearch. I have never got close to the 100 ticker limit
It took …
That link didn't work for me. This one did:
https://personal.vanguard.com/us/SecFundsMFSBasicSearch?FROM=VAN
Don't know why I bothered trying to navigate through their site. Should have googled it to begin with. Doh!
Thank you for the prod in the …
M* JR musings on how low ARKK can go? https://www.morningstar.com/articles/1095462/how-low-can-ark-innovation-go
Hah. I actually know when Charlemagne was crowned.
Whoopee!
@hank, they have a Toyota Mirai, which is a fuel cell vehicle. I'm not aware of any cars burning hydrogen internal-combustion style.
@Old_Joe. Have to wonder what's going to happen to all those lithium batteries too.
Some of the critics of fuel ce…
Some friends of ours in SF got a generous promotion from Toyota to buy a fuel cell vehicle. It included a large credit to buy fuel. I don't remember the exact numbers. But they were pretty darn tickled to buy it in comparison to getting another Priu…
@Old_Joe
@WABAC- true enough, but we all survived the 1970s. Eventually things sort themselves out. Maybe people have to be in their 80s to remember going through all that stuff. The trick is to not do anything really stupid while all of the smoke a…
I own it in a taxable account.
Capital gains the last two years have not bothered us. But this should make the fund more attractive to people further up the ladder.
Will it be active? Or will they create a formal index?
@Old_Joe, I'm a big fan of the Coast Guard from my days in San Francisco. Semper Paratus.
I was never the tech you are. But I got an SSB license on the old test down at the Customs Building when all you had to know was the phonetic alphabet. And I …
Just finished reading it. I also recommend reading all of his articles since he came on board.
I don't have much in bonds. But I am still under -10% YTD due to long time positions in dividend payers, dividend growers, value, infrastructure, utilit…
I was already well positioned in value, utilities, and consumer defensive. So I'll be adding some money to the Grandeur peak funds that I own. And I'll check to see if any of their funds have reopened.
+1. Following this thread! Seriously looking at single-stock PCFBY.
@Crash. The bulk carriers use different terminals than the container ships.
Check out the Baltic Dry Index if you aren't already. A number of sources quote it.
Home page for the …
As of April 14
https://gcaptain.com/port-of-long-beach-march-cargo-record/
Vessel traffic service officials reported this week that the containership backup outside of LA/LB has been reduced to 44 ships, down from a record 109 in early January.
As …
https://www.ancient-origins.net/myths-legends/mythic-scheria-and-legendary-phaeacians-001034
Scheria is a mythical place in ancient Greek mythology that was the home of the legendary and mysterious Phaeacians, who were known to be masters of the sea…
I don't think they have updated that page, or their screen page since the 20th century. Maybe the early oughts.
The screen for other funds is often broken well into the month. As a matter of fact, I just tried the screen, and it is only returning V…
@msf, thanks for the corrections. I must have been typing slowly and wrongly while you were posting quickly and accurately.
Or I need to have my eyes checked.
I don't know if any of these qualify as "contrarian" besides the fact that they were up today.
If M* is up to date, the following were gainers in my IRA: VPU, PRUZX, TCREX, VDC, PTH, GLFOX, VDIGX, XBI, DSEEX. IRA was off 0.35.
In the taxable: VUIA…
Recently added money to FSMEX, FYLD, PEY, IHDG, CSB, SCHD in my taxable account after some tax-loss harvesting from two large stakes in muni funds. I still have lots of dry powder.
I also plan on making some purchases in my IRA in the near future. …
Hearing March inflation numbers will be at 70 year high.... April inflation numbers likely over 10%
Seems unreal to even type that... what will the general public think about that...
Best
Baseball Fan
That doesn't seem right. The inflation rate …
"For years, something strange kept happening on Wall Street.
Before a big shareholder could carry out plans to sell a slug of stock, the price dropped. It was as if other investors knew what was coming."
☞ Wall Street Journal Article
Nobody told …
Thanks for posting this. I decided to keep more of my powder dry.
I followed the link in the article to this:
https://moneyandmarkets.com/taylor-rule-shows-the-fed-hasnt-messed-up-this-much-in-decades/
The Fed is adding Everclear to the punch bowl…
Sold most of my IRA bond funds in February 2021. Many of them were up 8% at the time I sold. That seemed good enough for me. I don't really like bonds much anyways.
I still have some bond exposure from balanced funds PRWCX, VWINX, and VWELX. I also…
At the moment, I can't think of a cheaper ESG fund in large blend. But I'm open to suggestions.
For "safety" Vanguard Dividend Growth has been comparable over the years.
How many share classes will they have?
;>)
I was stuck with their loads at work for a while -- until my mitching and boaning convinced the powers that were to look elsewhere.
Don't like to jump around, but losing my confidence in Int'l fund managers. Hold VWILX and MGGPX. Thinking of reducing positions and adding to VTSAX, a smoother ride. These guys did weather 2020 pretty well, but are getting beat up now. Stay the cou…
