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.
"Gabbard is stunningly unqualified for almost any Cabinet post (as are some of Trump’s other picks), but especially for ODNI. She has no qualifications as an intelligence professional—literally none. (She is a reserve lieutenant colonel who previous…
Even if you did not have HC funds / stocks, PRWCX alone gave you a material HC overweight.
As of 10-31-2024, PRWCX held a 14.7% HC allocation within the fund. Healthcare has just over an 11% allocation within the S&P 500.
Robert Kennedy effect. The sector was a laggard this year and so I did not think it could go any lower, given lower valuations. I was wrong.
Yes, spreading out my buy (limit) orders in case their is a serious next leg down.
Old limit orders for IXJ starting to fill. Healthcare/Pharma is falling out of favor.
I'm confused, with the Orange Tong in control, there are sure to be rollbacks when it comes to patient protections and coverages--- meaning more profit for the h…
They only care that "their choice won". The nightmare that follows will be glossed over by blaming Dems for everything under the sun.
Where is Kushner - too busy counting his Saudi "funds" from the last clown show?
Democrats are seeking to clarify language in the Constitution to make sure the two-term limit for presidents applies even if the terms are not consecutive.
".....President-elect Donald Trump, who reportedly joked with House Republicans on Wednesday…
I think the lower 40% of the population that voted him in are fine with any kind of disruption he brings, even if it ends up being at their own expense. Blind, misplaced faith.
Even Orange was surprised he won this time. He pulled it off. Adolf…
Not surprised that he is surrounding himself with loyalists, perps, etc. I can't even watch the news for the next 4 years.
Please don't tell me where Marjorie Taylor Greeene fits into this sh**show. Its like an ongoing joke with no end in s…
Trump was able to exploit disaffected voters' grievances with his "Make America Great" bullshit.
Observant1, I can't believe you cussed! Kinda made my day there.
Chang seems to be brainwashed. Maybe we can all take a kumbaya trip out to his Eur…
Chang, where in Europe do you live? We can send those fleeing from Orange over to your neck of the woods.
Shoot, you don't even live here? Some MAGA supporter you are.
After Trump's win, many despondent Americans research moving abroad
https://www.reuters.com/world/us/after-trumps-win-many-despondent-americans-research-moving-abroad-2024-11-08/
Summary
Interest in moving to Canada, New Zealand and Australia surg…
FD 1000, bring your drivel back to chang's forum.
+1
And we promise never to visit that wasteland.
And yet it seems you all hang out on BB and repost threads here. Glad to be of service!
Hmmm.....that "you all" part might be part of your delu…
Sleep well at night knowing that tariffs, which stoked inflation in recent years, are our new prezidents best plan for our future economy.
And on his wonderful coat-tails ride the likes of Elon Musk, RFK jr. and JD Vance.
Ah, but the joke wil…
..how stupid did they think Americans are?
Biden/Harris has left this country in rough shape...and world in rough shape...Trump and his excellent team has their work cut out for them.
Parroting the con man's rhetoric.
Roughly 50% of Americ…
It's about going to the middle.
Lastly, the Dems should stop persecuting Trump everywhere and all the time. Enough is enough.
So let a convicted felon go unchecked. Just give him carte blanche. Let him shoot somebody on 5th avenue. "When you ar…
And 72,389,776 people… The popular vote was a landslide.
A 3% differential is usually not referred to as a landslide. But hey, whatever narrative works for you.
It will be interesting to watch how they explain away inflation which will likely rise in coming years.
Per the GOP playbook, it will always be Joe Biden's fault.
*You could also substitute Nancy Pelosi, Obama, Kamala Harris or Hunter Biden's na…
The 2025 Project
Anti-democratic, pro-dictatorship
Convicted (other lawsuits on hold)
Anti-abortion
Tariffs
Anti-Ukraine, pro Russia
Far right Supreme Court agenda
Isolationism
Morally bankrupt
.....And now we go backwards at an accelerated rate..…
https://www.thedailybeast.com/trump-media-is-outsourcing-jobs-to-mexico-report/
An investigation by the nonprofit newsroom ProPublica found that Trump Media, the parent company of the Republican presidential nominee’s social media platform, Truth S…
Careful what you say about mein leader's company. The leader is goot. Heil mein leader. Orange might sue you for $10B if he doesn't like your comments - just ask 60 Minutes.
But you should still vote for him. His tariffs will fix us all. Fix…
Per the OP provided link - The average retirement account balance for U.S. households was $333,940 in 2022, according to the Federal Reserve Survey of Consumer Finances (SCF). That’s a 12.9% increase from $295,740 in 2019.
Comparing RPHYX vs. CBUDX, these 2 funds have very similar returns and SD.
The Riverpark fund offers the (RPHIX) institutional class that is ideal for longer-term investors - just pony up the TF.
At 9-30-2024, Fido shows that RPHIX has a 30-day …
"As we have discussed in prior letters, valuations remain rich. High yield bonds’ yield advantage over investment grade bonds is at very low levels, reminiscent of the 2005-07 period."
Also, CB's Nordic Core value positions (30 dollar-weighted) hav…
I've learned to expand my definition of alternative funds. I look at PVCMX as an alt fund in that it uses cash for defense - in a manner quite different from most other funds (thus the ALT view).
Low SD of 5, with a 7.84% 5 yr return. It's…
Might be a useful link after November 5 for some on this board (note this comment is non-partisan):
https://www.crisisconnections.org/24-hour-crisis-line/
Will you be polluting your board, Big Bang Investors! with this? We are are waiting with bat…
Trumpsie felt comfortable today at Mcdonalds, surrounded by other small fries. wink wink
Well, If he wins, can't wait to see how these tariffs work out. Tariffs that never worked out well for us before? Somehow this time will be different, huh. …
AMC was trading near $566 a few years ago....now trades at $4.
Gamestop was trading at $81 a few years ago...now trades at $21.
BBBY traded at $16 a few years ago...now its gone.
DJT was trading as high as $79 this year....but where should it be tr…
BaluBalu said:
MRFOX down today 1.41% which is unusual.
Take a peek at the top 10 holdings. ROST down -3.75%, ACGL -6.16%, DPZ -3.6%, TJX -2.23%.
MRFOX is heavy on retail - consumer cyclicals. Retail had a bad day.
According to the Q2 2024 commentary, CBLDX contained 27.3% international holdings. I am assuming that consists mainly of Nordic companies.
My question then becomes, "Does CBLDX already function as a global high income fund that incorporates the bes…
