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.
Consumers’ Checkbook has ratings for various home services, auto services, healthcare providers, etc.
Unfortunately, local ratings are only available for several areas:
Boston area, Chicago area, Delaware Valley area, Puget Sound area,
San Francisco…
It appears shrimp were partly to blame!
"And then was the now-infamous ultimate endless shrimp promotion made in May 2023, for which he blamed former CEO Paul Kenny, who took over in April 2022. He said Kenny made it a permanent $20 item on the men…
According to Kelley Blue Book (KBB), the three best-selling "cars" of 2023 were actually trucks:
1) Ford F-Series
2) Chevy Silverado
3) Ram Pickup
https://www.kbb.com/best-cars/top-10-25-best-selling-cars-trucks-suvs/
The December 2023 KBB average …
This is a good article by Dave Nadig.
His first point regarding embracing transparency really hits home.
I invest in several Vanguard mutual funds (and one ETF) and am considered a Vanguard "owner."
How can an investor be a true owner when Vanguard …
I don't like lattes or avocado toast.
But I won't begrudge others enjoying these items.
In the long run, it won't make much of a difference financially.
It's far more important to keep fixed costs low and live within your means
(especially regarding…
@yogibearbull,
Thanks for the update!
I wish "Analytics Support" provided info regarding the cause of the issue.
Perhaps, there are legal or reputational concerns?
@yogibearbull,
Thanks for sending an email about the 500 Application Error.
As you mentioned, this is a very generic error which doesn't provide much information.
I'm curious if you received a response regarding the cause of the issue.
Here's one…
I used Portfolio Visualizer (PV) earlier this evening to perform some backtests.
I then focused on other tasks before returning to Portfolio Visualizer.
A 500 Application Error was generated when accessing https://www.portfoliovisualizer.com.
Oops!…
@yogibearbull,
Thanks but I do not see the platforms / brokerages where different classes are available to purchase. That was the useful information previously. While tickers for various classes is appreciated, we could get those also from the fu…
Yeah, I don't like 12b-1 fees myself.
A 12b-1 fee is a marketing and distribution fee for a mutual fund.
It's often used as a commission to brokers for selling mutual funds.
@FD1000,
1) I questioned information you provided and raised concerns about accuracy, relevance, and endless repetition.
After all, isn't this a site to discuss investing information?
I did not attack you personally.
2) I do have two different use…
The Week in Charts (05/24/24)
The most important charts and themes in markets, including...
00:00 Intro
00:14 Topics
00:42 The AI Show Goes On
09:01 Booming Utilities?
11:12 Housing Market Gridlock
17:35 Jamie Dimon on Credit Spreads & Buybacks…
The quote above was included in a post you made approximately 2 hours ago on another board.
This highlights just how repetitive your posts can be!
A respondent replied: "Pretty easy to call that. When you are down 10% and pop 2%.
It will work until …
I've viewed the results of a study which indicated stock markets in more democratic countries
produced higher long-term returns. Although I didn't delve into the details of this study,
it seems logical there would be considerable divergence between …
"I don't need to mention the whole thing each time."
I've never seen you "mention the whole thing."
You stated "diversification is a protection against ignorance" omitting everything else.
"It is not ridiculous to compare every stock fund to the S…
Regardless of mileage, engine oil should probably be changed at least once per year.
Can I change oil every two years?
"No. Almost no automaker recommends that oil should be left in the crankcase for more than one year—no matter the mileage."
https…
Investing in SC or anywhere else is your choice.
When someone lags the most famous index in the world, the SP500, they pull out the DIVERSIFICATION card.
Buffett said the following: "Diversification is a protection against ignorance".
[snip]
A fund…
Here's the opening paragragh from a Nov. 2023 WSJ article titled
"Strip Clubs, Lewd Photos and a Boozy Hotel: The Toxic Atmosphere at Bank Regulator FDIC."
"A male Federal Deposit Insurance Corp. supervisor in San Francisco invited employees to a s…
looks like PV took a perfectly simple decent to use tool and "improved" it!!
Yes, that seems correct.
As previously mentioned, PV was Morningstar'd! :-(
@yogibearbull
Thanks!
I realize that multiple PV backtests can be executed for funds >10 yr. old by changing start / end dates.
This is suboptimal when compared to running a single backtest from inception date
to prior month end (especially for …
I searched for credit cards with good overall cash-back policies and minimal hassles.
I didn't want to play games with rotating categories, travel rewards, or some other BS.
Show me the money!
I found two good cash-back credit cards years ago (newes…
Just ran a Portfolio Backtest.
It appears that all prior metrics / data are still available.
The web page that lists backtest results is now very cluttered.
In the "old" Portfolio Visualizer, some backtest data was accessed via provided links.
I pre…
Seeing this for the first time - must have changed in the last week.
I dislike the design of the new UI.
I primarily used the Portfolio Backtest tool in the past.
Portfolio data sets were previously listed on the x axis while metrics were listed on …
Started a new position in QLTY.
This will be one of my core funds.
Also added to recent ARDBX initial purchase.
ARDBX has a large opportunity set and the fund has an investment process similar to ARTKX.
This small-cap foreign equity fund has a high …
The Week in Charts (05/17/24)
The most important charts and themes in markets, including...
00:00 Intro
00:23 Topics
00:54 Inflation Isn't Going Away
08:41 Fed Needs to Hold the Line
15:29 Racing Back to New Highs
18:35 Roaring Kitty Returns
27:02 …
New Vanguard CEO Tells Barron’s He Will Lead With ‘the Zeal of a Convert’.
https://www.msn.com/en-us/money/other/new-vanguard-ceo-tells-barron-s-he-will-lead-with-the-zeal-of-a-convert/ar-BB1mrHBJ
Are you suggesting modern-day senators emulate their 19th century counterparts?
https://www.history.com/news/charles-sumner-caning-cilley-duel-congressional-violence
Jeff DeMaso discusses Vanguard's new CEO among other topics.
https://www.independentvanguardadviser.com/a-new-leader-comes-to-vanguard/
"Ramji will have to prove himself at Vanguard, but I'm optimistic about the appointment.
Of course, time will te…
Unrelated but related. News flash. Paid $7.48 for 24/pk of Dasani water bottles and $7.89 for 4/pk of bounty regular size paper towels yesterday at Ingles. Are you shitting me, how does the average schmuck afford this?
No one can say inflation is…
As Yogi alluded to, this is the first outsider to hold the Vanguard CEO position.
I'm somewhat surprised that Greg Davis, President and Chief Investment Officer,
will not assume the CEO position.
Mr. Ramji was most recently BlackRock's Global Head o…
@hank
I've had the Fidelity Rewards Visa Signature Card for several years.
It has no annual fee and it offers 2% cash back on all purchases.
Foreign transaction fees for international purchases were removed last year.
My current APR for purchases a…
I'm in the Seattle area and use State Farm for home/auto/umbrella insurance.
My auto insurance increased over 25% since Jan 2023.
My home policy will renew in July.
Hopefully I'm in a good ZIP code!
