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.
The 3/25/24 reverse-split problem for BERZ & FNGD noted above has been fixed. Thanks whoever! We still don't know anything about the company or the developer.
I clicked the Buy Me a Coffee button on the homepage and noticed user PeterKwok wrote …
Can't pass along user acceptance testing & feedback without contact info.
There is an option to report bugs.
Portfolio Backtester start screen >>> About >>> help page
Report a Bug link is at the bottom of help page.
QLTY most closely resembles GQETX.
Both funds implement the same strategy and have the same managers
but GQETX holds some foreign stocks while QLTY does not.
Portfolio Backtest
@MikeW,
My primary international fund is comprised almost entirely of developed foreign large-caps.
I wanted a foreign small-cap fund or EM equity fund to complement it.
ARDBX uses a strategy similar to that of ARTKX which is applied to foreign sm…
Trump has managed to evade the consequences of his actions seemingly forever.
I'm glad to hear his long-running streak may be coming to an end.
Trump for the BIG HOUSE!
I performed a "quick and dirty" portfolio check two weeks ago.
Approximately 26.5% of the portfolio was allocated to foreign stocks via two international funds:
1) MFS International Equity Fund Class 3A (CIT)
2) ARDBX (relatively new holding)
Thanks for posting!
QLTY was on my watch list for quite some time.
After much deliberation (too much?), I initiated a sizable position in this ETF two weeks ago.
@hank,
QLTY is a relatively new fund with an inception date of 11/13/2023.
GQETX is very similar to QLTY (holds some foreign stocks unlike QLTY) but its history is much longer.
Since the $5mm min. initial investment for GQETX was "slightly" out of …
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 …
