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.
"Instead of focusing on finding the next Tesla — not an easy task — the approach that, in my opinion, works best for most people, most of the time, is to construct a sensible, diversified portfolio, and then to give it time to compound."
I agree an…
@Observant
Trump fund raising for the pretext of fighting alleged election fraud but not actually using most of the funds for said fraud was fully legal because the fund raise page stated this in the fine print. It's amazing how much one can legall…
@yogibearbull,
Thanks for your reply.
Stable-value funds are low-risk but they are not entirely risk-free.
I consider them to fall somewhere in between money market funds and shorter-term bond funds.
Insurance company stable-value funds own the un…
Broadly speaking, there are two types of stable-value funds.
The first type has transparent fees, its underlying assets are owned by participating retirement plans,
and contractural guarantees are diversified across multiple issuers.
The second type…
I agree that creativity is great and often benefits society as a whole.
However, I do not condone the fundraising efforts of the former POTUS.
I believe it's immoral to request funds for a specific purpose and later pocket much of the money.
This ac…
Multiple managers departed from WWIAX in 2019 before Adrian Helfert took the helm.
Four others joined the fund team with or after Mr. Helfert.
The fund's three year returns are ok with a 37% fund category ranking.
The downside capture ratio of 89.6…
Maybe it will be worth checking out the Seafarer website for the posted info. I owned the original Seafarer fund, years ago. I was disappointed by it after some years, and moved out of it.
I also owned SIGIX several years ago.
This fund is perform…
If a stock is purchased in a taxable account, the dividend will be fully taxed even if the stock was held for only a few days. Thus, it's usually preferable to not "buy the dividend" in taxable accounts.
@hank,
Thanks for the summary!
Several sources stated that overall earnings estimates are too high and need to be adjusted downward.
It will be interesting to see what actually transpires after 2022 quarterly earnings reports are released.
There are no hard and fast rules for minimum and maximum fund positions.
I agree with much of the info stated in the prior posts.
It's more important to focus on risk and diversification.
An investor can achieve good results owning only a target-dat…
Thanks BaluBalu.
You posted the same URL that I use for the WSW site.
It appears that the current full episode is still not available.
Four segments from 07/08 were posted on the WSW site when I previously checked.
I didn't confirm if these four seg…
This may be helpful as a point of reference.
Ben Carlson recently looked back at every bear market since
WWII and the corresponding peak-to-trough and breakeven periods.
On average, these bear markets lasted 12 months and it took 21 months for inves…
Thanks, msf.
I wonder why Vanguard didn't create a new $100M minimum share class and then convert shares.
This would have saved some retail investors a lot of grief!
First, getting out isn't momentum.
Second, I have heard so many times, you can't time the market. When I was an accumulator, I didn't care. When I got older, and had a lot more, I learned how to do it. Since 2018, retirement, I was out to MM with a …
Oaktree also manages several funds which have lower minimum investment requirements.
Oaktree Emerging Markets Equity Fund
OEQIX - $1M min.
OEQAX - $2.5K min with 4.75% load at Fidelity
Oaktree Diversified Income Fund (Interval Fund)
ODIDX - $25K …
Yes, this certainly would count as an anonymous investing forum.
Other forums in this category would include the M* investing forum
(a mere shell of its former self), Big Bang! Investors, and ArmchairInvesting.
I'm sure there are many others...
I don't base my investing on outlooks or prediction, it's based on big picture + several indicators (link). Both signaled high risk months ago and why I'm in MM since then with only short term trades if the charts support it. It's not the first ti…
The Fed continued QE for too long and dithered before before finally hiking rates.
Inflation remains elevated while unemployment is very low.
I believe the Fed will continue hiking rates in a deliberate attempt to tame inflation.
This will, almost i…
I frequently used the old M* Performance charts to compare mutual funds.
You can see if Portfolio Visualizer (Backtest Portfolio) meets your needs.
It allows you to compare up to four funds simultaneously when a benchmark is specified.
Yearly return…
Trying to get better info than what the Pimco page provides...Real Return (PRRIX), Commodities Real Return (PCRIX) and Commodities Plus Strategy Fund (PCLIX). Pimco makes you register to receive info..I just want to view Fact Sheets and Holdings (gr…
@Sven,
Good move rotating to VGWAX.
I like VGWAX but prefer separate funds for stocks and bonds.
I also checked VWICX shortly after inception but decided against investing in this fund.
Last time I checked VWICX was doing ok YTD.
So, don't listen t…
Pardon me if this was mentioned previously.
Several minutes ago, I attempted to access the legacy M* mutual fund performance charts using the URL below (tried multiple tickers).
http://performance.morningstar.com/fund/performance-return.action?t=V…
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…
I place an order with Fidelity easily this morning. Trying the same transaction with Vanguard encountered many blank pages.
I experienced issues last month while attempting to purchase Treasuries via Vanguard.
Clicked Account > Transact > Tr…
