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.
GLFOX is more like owning the railroads, electric company, and waterworks from Monopoly. All the infrastructure is already built. And half of that is utilities.
YTD performance is in the same league as Vanguard's utility index (VUIAX), but pays a …
""What people may have learned for white-collar services jobs, in particular, during the work-from-home lockdown situation, at least in my perspective — I've talked to a lot of my peers on this — I kind of learned who was really doing the work and …
Haven't read much substantive since I finished two massive collections of Ursula Le Guin's novellas and short stories.
I find Arts and Letters Daily to be worthwhile grazing. I hope to get a subscription to the Atlantic for Father's Day. And there …
Hospitalizations are a quicker and better indicator but not all states report them, for obvious reasons.
This site is not bad for looking at that. You have to click around a bit to get to the charts.
@Catch22. Ask and you shalt receive. Here’s Franklin’s comments re Chastity and a much better link and write-up as well. Wondering if the editors left it out of my earlier one on purpose? Maybe too “racy” for them? (These issues of distortion, ce…
Given the varying rates on testing, I look at the fatality rate. Which may only be slightly more accurate. However, the doubling rate of fatalities continues to improve:
dinky linky.
We are well past the stage where it was doubling every three day…
This fund has been more stalwart for me than FMIJX. I am particularly happy about the expense ratio given their assets under management, and the ER of some of their other funds.
I am always on the lookout for funds that pay attention to balance she…
Things were going downhill before the update.
I have now received one invitation to rejoin at a bargain price.
I would have to see significant changes before I renewed. I think retail investors are now an after-thought.
@FD1000 - But you misunderstand. I’m not attaching “blame”. He just happened to be the guy standing watch when the ship began sinking. I still think it a convenient label. :)
Addendum: Attaching blame is difficult. Like I said, the virus provide…
Turns out he sold a boat load of his Goldman Sachs too, eighty-four percent.
Did Buffet not get the memo that you can't fight the Fed? I read his investment obituary at one of the popular websites this week.
"Rage against the dying of the light"
I define fun money as 50~100 bucks. Not sure I'ld buy an historical manufacturing icon just yet though. Not sure anybody wants what they're making. I'ld have to have a lot of money lying around before I'ld take a 25K flyer on a stumbling investment …
what's interesting is to not use longest time frame but to set the start date to 2007, so you're going into retirement at a very bad time. i did it w PRWCX. started with 1 mil and at the end of 2019 you had 780k with a max drawdown of 55%, at the …
I don't think anybody has a real handle on the numbers. All we know is what we know at the moment. Big duh there WABAC. But the rest is speculation driven by a gamut of motives and emotions. Big duh there too.
But knowing what we do know. What woul…
I don't know enough to fool with any of the default settings.
These were the standouts.
GLFOX hits 7.03% at the 10th percentile.
DODGX at 5.36. Which was better than VDIGX 2.51 or VEIRX 2.65. Shoot. DODIX is at 2.82
NBGNX at 5.26%
FDFAX at 5.…
And, for equities, you should expect to see a 50%+ price decline a couple times a century, a 30% decline once a generation, and a 10% price decline at least every other year.
Feels like we're ahead of schedule for this century.
So many parts of the elephant to grab there.
Here's one:
around three-quarters of those laid-off workers "receive benefits that exceed their former wage," Goldman says.
Places like Amazon and Walmart worked because tax-payers paid for everything th…
Hi @WABAC, On the MFO Quick Search Tool ... Main Search Criteria(Category, MFO Rating, MFO Risk) from there some of my sub search criteria is APR%. Yield & MAXDD. Why yield? Income never goes out of fashion.
Got to have some yield.
It will be interesting to see who the category leaders are this month for my standard screen.
Indeed, the rapid reversal makes me wonder if there could be a feature that would allow one to filter on returns to a specific end month. I doubt that wou…
Lipper rates Janus small cap value as a "core" fund. And it has spent most of the last five years in M*'s "blend" box.
It currently holds nearly as much in mid value as in small value
I don't think "style-drift" is unusual for a low-turnover fund…
Good point. I'd never have thought to express it that way. We are so far from where "fundamentals" would put us, it's insane. We are light years from a supply-and-demand Market. Everything not only being propped-up, but well-greased. Of course, coro…
If Buffet was buying, he would be ignoring the indicator he has said is his favorite. So you have to ask what does he see that makes him thing the market isn't over valued?
The way people are buying, I suspect he sees rather more greed than fear in…
