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.
A phone number for Registered Representatives is provided for Flagship Services customers.
Although dedicated representatives were previously available, I've heard that Vanguard
no longer offers this level of service.
Vanguard customers enrolled in Voyager Select Services or Flagship Services (not sure about others) will have phone numbers listed on their statements. Here's a link with phone numbers for various Vanguard investors.
Link
Vanguard and FIDO were ready mid-January
some brokerage houses invest in mighty computer resources to crunch their numbers
Surely you're not suggesting that Vanguard mightily invests in computer resources :-)
Chairman Tim Buckley said Vanguard was …
I have to admit I'm slightly envious of long-term PRWCX investors.
If anyone is disappointed with the fund's recent performance and is interested in liquidating their position, perhaps we can strike a deal? ;-)
"Corrections are about as unpredictable as the weather. And they can vary as much in intensity as well.
I doubt if there’s any one good way to prepare. Maybe you shouldn’t even try?"
Corrections can occur at any time and sometimes for no particular…
General human behavior is something that rarely changes over time.
Irrational investors have caused or exacerbated bubbles and crashes for hundreds of years and will continue to do so.
I've had an Ally Online Savings Account since late 2013.
This account currently offers an APR of 0.50%.
There are no monthly maintenance fees or minimum balance requirements.
Since opening the Ally account, I've opened several savings/checking accou…
To your point, Mr. Grantham is very knowledgeable and articulate.
However, his market prognostications have been wrong for many years now.
I don't make investment decisions based on statements from "experts" or "market gurus."
T. Rowe Price was the second largest holder of DKNG as of the end of September (behind Vanguard) https://www.holdingschannel.com/institutional/holders-of-dkng/
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Interesting snippet on Wood’s troubles https://seekingalpha.com/news/3788991-cathie-w…
No argument here. Un-vaxed doink-brains. "You can tune a piano but you can't tuna fish."
Au contraire monsieur!
I've tuna fished on several occasions. :-)
One guy NOT on this year's roundtable is FELIX ZULAUF. However, for anyone interested, his recent thoughts/prognostications are on a recent YT video. He expects a major drawdown in equity markets in H1-2022. If I recall, something like a 33% …
I don't know what the "floor" will be, but many Nasdaq stocks were recently down 50% or more from their 52-week highs.
"Four out of every 10 stocks in the Nasdaq are currently down 50% or more from their 52-week highs.
One out of every 5 stocks in …
Question: is rebalancing the same as tinkering?
I feel it is not, but along with diversification, part of fundamental portfolio management.
Best of luck,
Rick
I don't consider rebalancing to be tinkering.
Rebalancing is a strategy implemented to co…
I have no idea if your 5 funds will appreciate in the next year.
Regarding your question whether to "hold on or move on":
Why did you purchase these funds in the first place?
Have there been any material changes (management, strategy, etc.) since t…
The Smead Value Fund has performed very well in the Large Value category.
It will interesting to see if Smead Capital can produce similar results in the International Value category.
When Smead Capital was headquartered in Seattle, Bill Smead was a …
This is a good reminder for all of us.
The Ritholtz Wealth Management gang produces some useful content.
A Wealth of Common Sense
The Big Picture
Of Dollars and Data
The Irrelevant Investor
I don't know what brought about this change at Dodge & Cox.
It's very difficult for me to imagine that this traditional firm will turn to alternative investments.
Vanguard "simplified" (VG marketing spin) online TF mutual fund transactions fees as of January 25, 2021.
These fees apply to investors who are not Flagship ($1M - $5M*) or Flagship Select ($5M+*) investors.
The TF mutual fund fee is now a uniform $…
This will be a very challenging year for fixed income.
The Fed will end QE and probably raise short-term rates three or four times.
It now appears that the Fed will also reduce its balance sheet.
There will be increased volatility in the equity mar…
My comments were not about the fund's MFO stats.
I just wanted to mention the PARWX manager/strategy change.
The fund should be less "risky" under Mr. Hwan.
Jerome Dodson was the PARWX manager from inception (04/29/2005) until he retired on 12/31/2020.
Billy Hwan became a comanager on 05/01/2018 and the sole manager at the start of 2021.
Mr. Dodson took a contrarian approach which resulted in an elevate…
any negs or knocks on TIPX?
The 5 year TIPS/Treasury breakeven rate was 2.93% as of 01/04/22.
The long term average for the 5 year rate is 1.85%.
TIPS are "expensive" now.
If you believe inflation over the next five years will be greater than 2.93%…
I agree that many in the financial industry "talk their book."
Early in his career, Jack Bogle was told everything you need to know if you're going into the investment business. The advice was short and sweet: Nobody knows nothing.
The estimable Professor Snowball wrote about ARKK in this month's 'Briefly Noted' commentary.
"Despite a multitude of warnings, here at MFO, at Morningstar, and elsewhere, investors absolutely poured money into the ARKK Innovation ETF in December …
“Our strategy is our strategy,” she said. “The opportunity in our strategy is huge right now.
We expect a compound annual rate of return of roughly over 40% over the next five years.”
Although the 5 year average annual return (as of 12/31/20) for…
Many fixed-income investments will face a very challenging environment in 2022.
Starting bond yields are low and the Fed will cease QE before increasing short-term rates probably two or three times. Considering the market environment, I exchanged DO…
"Regulators are cracking down on many aspects of ESG investing with basic rules to make it easier to punish greenwashing, where the environmental credentials of an investment or activity are overstated, in a cross-border sector where investment is '…
My portfolio's value is near its all-time high.
Due to age and circumstances, my primary strategic goal is to reduce equity risk.
A secondary goal is to decrease interest-rate risk.
Approximately 25% of the portfolio is currently allocated to fixed-…
JENSX looks good on the surface but I haven't thoroughly investigated this fund.
I like and own PRILX.
The fund generated top quintile returns for the 3 Yr, 5 Yr, 10 Yr, and 15 Yr periods ending 11/30/21.
PRILX also tends to have lower maximum drawd…
