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.
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…
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…
