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.
@BaluBalu
it is interesting to see what kind of leeway giroux & team have for % equity.
it seems giroux cannot really decrease equity further (or can he?), and his shift to healthcare may already hit a self-imposed sector concentration ceiling …
for those that want some idea of what your own PAID professionals think :
https://klementoninvesting.substack.com/p/how-big-is-the-equity-risk-premium
e.g., vanguard is ~4th most pessimistic asset manager regarding their own forecasts on the u.s.…
MFOP has a superior fund screener...but many here hold stocks directly and need a decent screener.
also, the M* portfolio tool is hard to beat w/any single alternative for real world asset consolidation.
must be a big snafu now, mobile version even splashes a 'broken' message.
if only legacy mode was designed as a fallback for what seems likely to remain unreliable.
both mark and balabalu have valid points.
the latter is to allow the general public to participate in fleecing of musk fanboys where there is a good chance some receipts go toward public goods and advances (which tesla themselves long since enjo…
tesla's board has made 9 $figures (each!), and their only job is to rubberstamp whatever musk wants.
so far, musk is trying to take it out on the delaware judge; same place he tied to weasel out of the twitter acq.
however, musk is on track to mak…
have held VGENX for ~20 yrs in IRA, as i wanted some active energy exposure via wellington.
have actually done much better in energy w/ opportunistic taxable stock picks on a much larger scale. am assuming that some luck was involved and will kee…
lessons from fishing :
it is assumed that people realize the MF is not updated daily, and the overlap tool shows in order of combined weight, not in order of weight similarity.
that being said, i had to go all the way to ~30 on the list to find a …
it seems fairly obvious how giroux can\will manage more funds.
the asset sleeves, in particular equity, will be mostly the same, differing a bit in weights.
sadly missing the unique opp to differ much more in mkt cap and foreign.
does MAGA realize the judicial system is a tax-funded public good that can also be the target of wasteful litigation? and some citizens have initiated many hundreds of frivilous cases? sure, it will keep him out of prison, but what will trump do…
warning : the potential complexity of most gold ETFs is a mess for taxes.
if not each year, then certainly the manual collection and calculation of data of all years past when you sell. repeat for each subsequent sell, and hope you did it roughl…
awaiting kurzweil to first prove AI can objectively select better Nobel winners, to be followed by breaking 'humans-only' Nobel discrimination barrier.
suggestion for a new 2024 article :
downside capped etfs,funds (buffer, defined-protection, defined-outcome, target-outcome or structured-protection ETF)
i welcome approaches on screening for these in mfo premium.
to offset horrible scotus decisons on campaign finance, congress should have enacted ~70% tax rates, with cash going back to the suffering public taxpayers blasted with resulting stress.
oh wait, i see the problem. would be easier to make them pa…
as of market close, ~140m shares have unlocked and are newly available for sale (~120m owned by trump). some, not all, should be in brokerage accounts friday.
today's volume was ~13M shares, and 6month max was ~40M shares.
enjoy.
yep, this is why any multinational doing biz in china means the 'Compliance' dept has another meaning.
FRDM etf is a convenient way to track these nations, companies.
for SS# breaches :
anyone try fraud watch instead of credit freeze? 26 weeks where near impossible to get new CC, leases, etc...
probably just as hard to sign up for any gov services, like IRS, SS logins.
seems some cards also let you change max c…
by 'investing', i assume you mean understanding the viability of the business model, unique technology, management competence, and mkt position. djt lacks all, so really nothing interesting there.
its the other public company dynamics that make it…
BaluBalu said
"I have not been following this thread well. So, pardon my enquiry. Why are you guys following the price ticks of this thing? Is there are catalyst, such as vesting, dilution, etc., tied to a price level? "
many reasons those fascinat…
fun race to $0 especially for those huge shareholders w/ $0 cost basis ...
https://www.usatoday.com/story/opinion/columnists/2024/08/21/what-is-wrong-with-donald-trump/74855577007/
ok, the summary i wanted to dig out...please correct as needed :
tax-exempt lineup discussed above :
- the current MFs are active
- the current ETFs are passive
- the ETFs are ~1-2bps cheaper (~10% cheaper on already very low amt)
- the active ETF…
as someone 'stuck' in primecap with a low cost basis, am always interested in a sensible analysis outside of morningstar.
one good thing i noticed, finomial's 'overlap' is dollar weighted, as it should be. for a largecap fund with massive assets,~…
my paid legacy still works...there is new button to switch at top.
it struck me how i was looking forward to something not breaking rather than something new&useful. but i guess even apple has lost the brand glow of the latter, and the long t…
no wonder morningstar is agog about AI...their quant score has had hallucinations since inception.
this particular issue is representative of the massive compensation:competence ratio for morningstar's layers of upper management. not only can the…
why the tip-toeing around basic investment logic, no politics required.
our equity investments are pieces of businesses. when public, we can see the outcome for management and shareholders, and incentives for the former.
one candidate has a long t…
best evidenced takes on gold by experienced real-world allocaters is via unlim., and verdad adv.
https://go.unlimitedfunds.com/the-role-of-gold-in-a-portfolio
MAGA too lazy to take advantage of this booming economy? prefer to get wealthy from trumps' shared kleptocracy?
sure, just like last time...and not a dime for billionaires.
dont tell me the blue collar service economy isn't absolutely vertical.
based on stats, the odyssey funds will be smaller growth , thus more volatile with possible larger LONGTERM returns.
based on real world, you are guaranteed to pay more in fees.
