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I ran across this item from the BBC, which made me wonder what the writer of the FT article is smoking:
Japan's economy shrank at the fastest rate in five years at the end of 2019 as it was hit by a sales tax rise, a major typhoon and weak global de…
The cost of the Premium version of Morningstar is $169. The regular version is free.
What specifically as a mutual fund and ETF investor benefits me with the premium version?
Umm . . . You won't be bothered with their advertising to become a member?…
https://www.marketwatch.com/story/keep-politics-out-of-your-stock-portfolio-plus-other-top-investing-tips-2020-02-16
Keep politics out of your stock portfolio — plus other top investing tips
Weekly recaps and couple of interesting reads marketwat…
WABAC
How much importance do you give to the 2008 returns compared to the capture ratios in Morningstar volatility section under RISK?
The shape of the capture ratios are more important to me than the max drawdown, But if I'm interested in a fund I…
@WABAC
An easy discovery for Durable Capital Partners fees, etc.
Not unlike an individual investor, he has his set of thought processes, as to what he feels are investment choices that will be most beneficial going forward; to the profit side.
T…
Maybe they are finally well placed. Otherwise they've been confounding optimists for years.
I have long read that Japan is one of the worst countries for share-holder rights. I don't know if that is still the case. Even if that were to change, I'm …
I guess this discussion assumes I'm not buying a cap-weighted index.
First things I look at are expense and turnover. Expenses are a drag on return. And I don't think there are all that many genius stock pickers that can make me more money with rap…
I was able to get to the article googling his name on the google news feed.
Also ran into this article on Barrons that describes some of the things he is investing in. Makes me wonder if he's one of the smart guys responsible for the fancy-colored …
Never heard of the guy.
I read predictions. But I don't follow them since Jeanne Dixon died. ;-)
I do like to buy things cheap. I am at about 13% cash in the IRA, and 30% in the taxable.
Dodge and Cox International (DODFX) is a value oriented fund. So the two strategies are different to begin with. I don't know if there are any value-oriented indexes for the international developed market.
I don't care to go with international inde…
@WABAC- Not saying that you are incorrect, but curious as to what you think China should be doing vs corona virus. I agree with your AG comment, btw.
The way their government/party treated local doctors trying to spread the word on the emerging thre…
I think it more than peculiar to have the AG suggesting such a move.
And I do think Huawei should be required to open up, the way our companies are.
And there are very good reasons to be worried about something that is supposed to be so important …
Should there be a requirement that all citizens own securities?
Alan Greenspan seems to think so:
“We need to change the structure of all the various social programs that have a trust fund to them and go to a defined contribution rather than defi…
Hank,
try the link tool that is provided with this forum software.
Open your target page in another tab, and copy the address you're at. Then type something like: dinky linky. Hi-light it with your mouse cursor, click on the little link icon there…
From the link provided:
It might take solely a refined shift within the breeze for inflation to shift course in 2020. And having remained weak for therefore lengthy, the ultimate re-emergence of inflation can have an outsized impact on traders’ urge…
Thanks for the link.
The one commenter on the article at the link notes the difference between the purpose of his retirement account and the purpose of his taxable accounts. That's something useful to think about.
Sounds a lot like our old MFO friend, "Scott". I wonder...
Yeah - He used to rely a lot on “Zero Hedge” as I recall. That’s not a source I give much credence to. Some of this I’m getting reading the FT (on Kindle). But it’s hard / impossible to l…
@Old_Skeet @catch22 What we want to do is FROM MassMutual TO Value Line. The IRA is not in existence, yet. The new (Rollover) IRA would indeed be brand-new, funded specifically with the $$$ which right now is still sitting in the 403b run by MassMut…
4% after the year we just had. Sheesh. I am totally out of indexes in my IRA. Well. I did invest some of the proceeds in the Doubline Shiller/Cape fund DSEEX. So I guess I'm not totally out. But I'm not nearly as FAANGed as I used to be.
Vanguard's…
@hank,
Downsized at Kip, JWaggoner has moved on to AARP.
I guess I won’t see him again. My monthly AARP pubs go directly into the “circular file cabinet”. :)
However, AARP membership is on rare occasions helpful in getting a reduced rate at some…
a journo friend reports
Kiplinger was bought by a PE firm last January, and line eds, factcheckers and other recent hires, features and investigative, eventually got chopped. It will be surprising if the print edition lasts a year.
This got me curi…
@WABAC
If you are considering CEF munis hopefully you are aware that most are leveraged in the 38% range and if there is a bond downturn in the future these funds will really get zapped because of this. If you dig deep there are a few funds with mi…
An average for an entire period is not every year in that period.
No it's not. On the other hand, I can't predict when international might rise to the top, or crash to the bottom. I don't have forever to give it an equal weighting to some other cat…
@WABAC Lol. Exactly how I feel. Until I sell my international holdings they will not take off. For last "20 years" waiting for "Emerging Value" stocks to take off.
So. You're not in an index? ;-)
hi Lewis,
what's that column on the right in your first graphic? Is that average returns over the time span? Do I see bonds beating foreign eguity over the course of your chosen period?
I have a decent chunk of foreign issues because many of the f…
As an investor identifying and differentiating between the tools and the resource like the gold mine is important. Do you want to own the companies that supply the tools (the picks & shovels), or the mine (the energy resource)?
A lot of money …
@dtconroe,
My comments were well meaning (as you took them) and pertained only to the topic under discussion: “Left Morningstar and came here”.
I started this thread in the MFO Premium section to extol the virtues of MFO Premium. I thought it mi…
Yes I own 4 of their funds. I hope the link works.
Link to Barron’s article
Try this: http://webreprints.djreprints.com/57003.html
I have a small position in Stalwarts in my IRA. I keep reading (30-40 years) about international stocks taking off a…
DoubleLine has an international Shiller/CAPE strategy that may be of interest to value investors. The tickers are DLEUX/DSEUX.
dinky linky
Maintain a core portfolio of debt instruments that focuses on global fixed income rotation while simultaneous…
Can someone explain why High Yield / Floating are kinda being lumped together above. I'm reading high yield not good place to be but what about floating rate?
Asking because have some of my MIL's money in PRFRX and I viewed it as conservative inves…
Hello all,
In any event I'm here to learn more about risk management with the goal of constructing a longer term simplified portfolio that can be managed by rules and less by emotions and current events. And because I have a lot of other interests,…
Regarding your comments, that it is better to post multiple more specific threads, as opposed to one larger thread, that is more encompassing, I found the posters on M* had varying opinions. However, it seemed that at M*, the larger and more encom…
