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.
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…
If you like using Portfolio X-Ray, check if your local library system subscribes to M* Investment Research Center. Portfolio X-Ray is one of the tools available herein.
Mike Lindell is a tad unhinged.
The MyPillow CEO compared Walmart to Nazi Germany and claimed they had an "agenda."
Mr. Lindell said this was "a battle of biblical proportions of evil and good."
Yeah, right!
A "soft landing" is possible but will be very difficult to achieve.
If the Fed hadn't waited too long to hike rates and start quantitative tightening, this outcome would be more likely. According to Larry Summers, when unemployment is below 4% and i…
While the fwd P/E for small-cap (SC) R2000 has dropped dramatically, R2000 has many unprofitable companies (30-40% ?). Looking at more selective SP MC 400 and SP SC 600, those fwd P/Es have also dropped dramatically. See these charts by Yardeni via …
“More than 90% of stocks in the S&P 500 declined today.
It’s the 5th time in the past 7 days.
Since 1928, there have been exactly 0 precedents.
This is the most overwhelming display of selling in history.”
I don't know the significance of this …
I saw that same article. I cannot read it because I do not subscribe, but am heartened by it.
This may work for you.
Start a new browser session (don't use private or incognito mode).
Search for "Markets Won’t Sink Forever. Asset Manager Stocks Are…
There are more than 19,000 crytocurrencies in existence because people spun a good story about crypto and we were awash in "easy money." Cryptocurrencies don't have any earnings and pay no dividends.
Crypto prices are notoriously volatile and securi…
msf said:
"A bet on higher yield may pay off nine years or out of ten, or even better, but that just means that when 00 comes up, the impact is likely to be more severe. IOFIX, SEMMX and their brethren were never "cash subs", regardless of how sedat…
Interesting IOFIX info from Jeff Ptak:
"In case you were wondering: Since 1/1/20, AlphaCentric Income Opportunity Fund has reported a 0% daily return in 47% of trading days. Despite that, it has been >3x more volatile than avg Multisector fund a…
IMHO, the investment potential for crypto was always a prime example of the "Greater Fool" theory. Same with NFT's. The underlying technology of Blockchain is a different story.
+1
Categorizing allocation funds primarily on their stock allocations was overly simplistic.
The Morningstar Portfolio Risk Score (MPRS) is a much-needed improvement which provides investors enhanced fund risk information.
From the article:
"The fund…
Bob Farrell was a frequent guest on Wall Street Week with Louis Rukeyser.
MarketWatch published an article (also in Barron's) earlier this month about Bob Farrell.
Mr. Farrell was feeling bearish during a recent webcast.
"In the April 27 webcast fo…
You might consider screening for all funds, not just NTF ones. They might be available elsewhere. My inclination is to identify funds first and then see if/how I can buy them. Even if they're not available, they can serve as good benchmarks to …
Stagflation is an unusual event and doesn't occur often.
Current economic conditions appear to be ok except for high inflation.
FWIW, I just don't see stagflation on the horizon.
We'll eventually get a recession but that is a normal part of the econ…
Rajiv Jain is a very experienced fund manager who has delivered excellent long-term performance using a "quality growth" approach. His departure from GQG Partners would be a huge setback for the firm and represents substantial key-man risk. Another …
The Vanguard fund search is poor, I believe, because Vanguard wants you to buy only their funds , move to Mongolia, never use customer service, and never exchange or sell your Vanguard funds until retirement or later! (only being slightly sarcasti…
Could be a preference for San Francisco over Salt Lake City. I’d fit in better in the former, FWIIW.
This is very plausible.
Her former employer (Mathews) is headquartered in San Francisco while her new employer (Seafarer) is located in the San Fran…
I switched to VHT when Owens retired. Much happier without dealing with the 60 days holding period. Not easy to find good active managers for healthcare/ biotech funds.
If I was seeking a dedicated healthcare fund, I might consider FSPHX.
Managed by…
No one can predict how stock markets will perform in the short-term.
This is especially true now with all the present known unknowns.
I think stock markets will remain volatile in the coming weeks/months.
It is worth knowing that Dan Weiner who has published the Independent Advisor for Vanguard Investors (for decades), long ago felt Hynes was doing such a poor job running VGHCX that he advised his readers to sell it and just use the Vanguard Health C…
I haven't looked closely at VGHAX in a while.
IIRC, the fund performed well under Edward Owens.
It's performance has been about average during Jean Hynes' solo tenure.
Ms. Hynes is the only named manager for VGHAX and she also became Wellington CEO …
I've read numerous stories about the imminent death of the 60/40 portfolio during the past decade.
All these prognosticators were wrong.
I realize there has been much turmoil in both the stock and bond markets recently.
So, perhaps 'this time is di…
Regarding option #2 - Transfer previous 401(k) to new 401(k).
Since you have to sell all positions, this is a risky move in the current volatile market environment.
I have the same concern for option #3 if assets can't be transferred in-kind into an…
Thanks for the info ProtonAnalyst33.
I recall that Robert Harvey and the global CIO left.
The global CIO departure after a very short tenure was highly unusual.
@BaluBalu,
You may already know this - T. Rowe Price launched Blue Chip Growth ETF in 2020.
The ETF has an expense ratio of 0.57% while the mutual fund charges 0.69%.
I've owned Matthews funds (MAPIX, MAPTX) previously and believed Matthews was an estimable firm.
Lydia So and Rahul Gupta left the firm in April 2020.
Tiffany Hsiao, YuanYuan Ji, and Beini Zhou left August 31, 2020.
These PM departures occurred with…
Mr. Grant's outlook has generally been somewhat pessimistic over the years.
He currently contends that he is not being pessimistic.
Ptak: "So, maybe turning back to portfolio strategy, if you will, given the fact that it sounds like you're a bit pe…
This will be the first Vanguard fund, except for VAIGX ¹, where Baillie Gifford is the sole investment advisor.
¹ Vanguard Advice Select International Growth Fund, inception date - 11/09/21
Sold VUSFX a few weeks ago in taxable account to harvest tax loss.
Placed order yesterday to purchase 13 wk Treasuries at 05/09 auction.
Sold RCTIX a few weeks ago in Roth IRA account after an abrupt manager departure.
Placed order yesterday to pur…
