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.
Our local library card gives us full and free access to M* via a log on to the internet from anywhere, with no ads or any other issues to deal with. It is a great service I have used for years.
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My local library provides free access to Mor…
From the start I said that without goals age and more, no way to answer this.
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The OP asked where you would invest $100K right now - there was no additional criteria.
Of course, answers will vary depending on an investor's own circumstances.…
The Week in Charts (08/30/23)
A tour of the markets covering the most important charts & themes, including...
00:00 Intro
00:12 The Purchasing Power Decline (Housing)
03:51 A Dearth of Supply (Housing)
8:55 Disney's Drawdown
11:42 Prepared to H…
"The new trend is to follow ESG quietly."
Yup, and probably should have been from the start. IMHO, the bulk of the masses who reject anything "ESG" or 'woke' or 'Pride' or similar have no idea what these mean at all other than they should be agains…
I've used Symantec VIP to access Fidelity via my desktop computer for several years.
I haven't experienced any issues with this two-factor authentication app.
Note: I never access personal financial accounts via any mobile devices.
The Week in Charts (08/22/23)
A tour of the markets covering the most important charts & themes, including...
00:00 Intro
00:15 Tis But a Flesh Wound (Stocks)
07:41 No Pain, No Gain (Bonds)
12:37 Q4 Recession? (Economy)
18:57 The Real…
I've only needed a medallion signature guarantee once when transferring IRA assets to a different institution.
My local credit union provided this service at no charge.
Don’t think rate hike has peaked and the FED starts to pause. Given the strong labor market, low unemployment rate and heathy consumer spending, inflation will remain above 2% FED target. Thus, there is a good likelihood of another round of rate h…
Vanguard was the worst of the lot for sure, but not the only one. I've never tried the Fidelity brokerage but there have been so many posts on this forum complaining about problems there that I'm not encouraged to try it out.
I have accounts w…
I invest mostly in mutual funds and ETFs but do own one individual stock.
I prefer to limit individual stocks to ≤ 5% of my total portfolio.
This offers protection against potentially large losses from overly concentrated positions.
Extremely concen…
The Week in Charts (08/15/23)
A tour of the markets covering the most important charts & themes, including...
00:00 Intro
00:29 The Streak is Broken (Inflation Report)
05:10 The Road to Prosperity (Real Wage Growth)
07:57 US vs. Europe (Inflati…
I'm glad Mr. Goodwin was able to make this trip.
It sounds like he had a great experience!
I don't think I'd spend $450K for any adventure unless my net worth
value contained eight digits to the left of the decimal point...
My preference is to use a local institution for checking and direct deposit.
I'm a member of a locally-based credit union with many nearby branches.
If any issues arise, I can readily speak to someone in person.
Over the years, I've found that CUs …
The Week in Charts (08/08/23)
A tour of the markets covering the most important charts & themes, including asset class performance through July, the slow normalization in the jobs market, why inflation is likely to rise, and much more.
Video
B…
"A Wellington spokesperson said that while Hong is stepping off the fund, he ‘is not leaving Wellington.’"
"'It has been anticipated that Liz would expand her portfolio management abilities and eventually assume full responsibility for the fund,’ t…
Buffett's investment process is focused on purchasing companies with competitive advantages
(wide moats) at a fair price and holding them "forever."
He believes that at least 98% of people who invest should extensively diversify and not trade.
FW…
Selecting the best mutual funds to achieve long-term financial goals remains a challenging task for investors. Russel Kinnel, Director of Manager Research for Morningstar, has dedicated nearly three decades to this endeavor. He oversees Morningstar’…
The Week in Charts (07/31/23)
A tour of the markets covering the most important charts & themes, including the 11th Fed hike,
an epic run in the Dow, active managers going leveraged long, and more...
Video
Blog
DuckDuckGo was founded in 2008 and has offered a search engine since then.
The company recently released a web browser for Windows (available in public beta).
Link
@Old_Joe,
Like you, I've been using Firefox, the DuckDuckGo search engine, and uBlo…
I'm conflicted as well.
I wouldn't own Phillip Morris stock (and some other stocks) directly.
I know some of my funds hold "questionable" stocks but I don't sell the funds solely for this reason.
It's difficult to find superior funds without applyi…
DuckDuckGo offers a search engine which provides substantially more privacy than Google.
They now also have their own web browser.
I'm not familiar with the browser but have used their search engine for years.
Their homepage provides additional det…
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And I totally agree with @Mark that it’s whatever makes someone comfortable and able to stay in the game. I’d guess we all have some idiosyncrasies that give us confidence to stay the course. ”Time in the market” is very important. So, wha…
The Week in Charts (07/24/23)
A tour of the markets covering the most important charts & themes, including the increase in bullish sentiment, multiple expansion and higher earnings expectations, the upcoming FOMC meeting, and more...
Video
Blog
I think Trump is now concerned that one or more cases against him (classified documents,
insurrection, Ga. election interference) may lead to incarceration.
This fear may be a major impetus (along with his lust for power?) for his presidential camp…
Boneheadedness? Yeah, count me in too. Too many stupid things to even remember. I imagine all of us (with the possible exception of FD) have done dumb stuff from time to time.
I'd say almost every investor has made mistakes at some point.
I've made …
The article written by @lewisbraham was informative.
Investors who chase star managers often don't properly
consider conditions which corresponded with success.
I'm guilty of doing this myself years ago...
"All of which illustrates a larger point:…
The Automatic Investment program allows purchasing additional shares for $5 at Fidelity.
IIRC, this can be setup to make a single purchase.
Automatic Investment is listed in GLFIX Transaction Fee footnotes (click Additional Important Information).
I…
I don't use hedging or shorting.
Many corresponding "alt" funds are expensive to own and they often don't perform well over longer time periods.
Having said that, I've noticed JHQAX (several others mentioned it) a while ago.
This fund seems to offer…
OJ, I want to note that FD has run some of the most popular threads, on several different forums over the years. He developed a large following from bond oef investors, with his monthly threads on Bond OEFs. He offered some detailed charts of bo…
May have to buy some of this GQHIX eventually. Continues to perform well within my risk toerance since inception. 2023 struggling. TDA/Schwab merger.....Schwab carries this at reasonable min.
Question: Anyone know the ticker of the Vontobel EM …
