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Many good points have been made. Lewis point on ESG and ignoring their style is fair. AndyJ - interesting reading and perhaps you are correct re: energy sector and that is why they are trailing this year.
M* analyst note 3/22: "The strategy’s lack…
Perhaps it's worth considering an alternate view? Is the S&P ready for a potential breakout? https://seekingalpha.com/article/4498338-charts-dont-lie-prepare-potential-breakout-s-and-p-500
Summary: "If this rally is going to expand, we need to …
3 Ways to Get Better Yields than Bonds via Barrons… https://www.marketwatch.com/articles/bonds-yields-51648235275
I Savings Bonds? I mean… it’s only 10K. Please…
“ Multi-Year Guaranteed Annuities.These are the equivalents of bank certificates of d…
@ron Every time I look at adding PRBLX … I can’t seem to. It’s a very fine fund. It just compares so nicely to FXAIX or an SP 500 index with a lower ER. Some have shown how it falls less when market is in correction but not enough for me and not YTD…
+1 @MikeM … +1 @sma3
As far as @Mark question… “ So what exactly are those of you who are out of bond funds or considering dumping your bond funds going to do with the cash or proceeds of same?”… what is wrong with fleeing to equities? Greater risk…
Except for a tiny amount of PONAX and bond exposure via FMSDX and FBALX - Have been out of bonds since early last year. What's happening and will happen with gen. bonds has been well forecasted for a bit and without hyperbole imho.
"One of the fun…
No it does not provide that tool. The tool is handy to determine if you have duplication of the same stocks in various funds. But while it’s handy I don’t find it indispensable.
@Hank … there’s what 25 days to see if Allegheny receives a better offer? You could always throw that 5% in a high flier like BRK.B ?
Related to the threads topic but not to my post to @Hank above… purchased a few thousand worth of QQQ at $348 ish…
@Starchild : “I posted a pissed off thread about MGGPX recently, but held on. Good thing I did.” < — you are saying that you are glad you held on to MGGPX?
It’s down 18% YTD, may I ask why? Asking as I still own some and am wondering why.
@BalueBalu - one would have to "assume" its much more than virtue signaling. These companies perceive a long-term issue with doing business there. There's been enough credit and banking disruption that it will likely take them much longer to recover…
Warren Buffett says never to hold money during a war. Here’s a stagflation playbook for stocks... https://www.marketwatch.com/story/warren-buffett-says-never-to-hold-money-during-a-war-heres-a-stagflation-playbook-for-stocks-11646655287
Interesting…
MSF link explains it clearly "Historically, the United States has been a net importer of petroleum. During 2020, COVID-19 mitigation efforts caused a drop in oil demand within the United States and internationally. International petroleum prices dec…
Most of the reports like Mark linked are based on 2020 numbers. This was a historic year and the US exported more oil than it imported. However, from what I read - in 2021 this changed and the US is back to importing more oil than it exports. Most …
Jeremy Grantham was on Barron's roundtable today and his take on the market was extra bleak.
He believes we're in a "super bubble" about to burst and something that has only occurred 3x in the last 100 or so years.
-S&P 500 to fall 50% to …
First list was from my watch list. Doing a little screening and POLIX appears as a LCG choice. Using risk and return metrics along with ulcer. Interesting how low its MaxDD is vs. others.
Might enter into the Growth/Blend area again but AUEIX is a lower risk with high min., LCGNX is a past holding but riskier than AKREX. How about CSIEX? I suppose I don’t have any favorites for this category. Hope to be enlightened by this good topic…
Circling back to this topic. Considering adding to position in PARWX. Ran some MFO quick search’s. Really impressed with COWZ ratings and performance. Looking closer at PARWX, I was wondering why the MFO rating dropped to 2 for 1 year. Asked the que…
2/16/22 SCHD - inflow alert https://www.nasdaq.com/articles/schd:-etf-inflow-alert-1
"SCHD ETF (Symbol: SCHD) where we have detected an approximate $1.9 billion dollar inflow -- that's a 5.9% increase week over week in outstanding units (from 412,3…
Yogi summaries are valuable. I have a digital subscription to Barron’s but inevitably seem to miss articles of interest. One such example is @LewisBraham post on changes to the 401k. Content on the potential back door Roth elimination is important t…
It's probably not fair... but... I've been watching PRBLX closely and even appreciate the Parnassus sell sheet showing the volatility being less than SPY during market corrections.
YTD:
FXAIX -3.91
PRBLX -4.34
Not fair in that its just a snippet o…
And notable Ahlsten / Parnassus quote: “ Value has done well out of the gate, but growth stocks could come back strongly in the second half as the yield curve flattens. People will rediscover that they want to own innovative companies, not slow-grow…
@MikeW appreciate the advice! I started looking at CDC when you mentioned it last time. Looks solid. Seems like value is trending the first weeks of the new year.
I “feel” like the entire Morgan Stanley portfolio is just tanking this past year. I’m sure there must be some good MS funds, I’m just not in them.
I exited MSEGX. I own 4 others. MACGX has been an absolute disaster the last 12 months. MSSMX has be…
Thanks @MikeW … I’m still way ahead in WAMCX as well. Not so much with MSSMX. I am thinking I may exit WAMCX as well and take profits. I can’t research it in Fido anymore and I haven’t tried to add to it so I’m not sure if it’s possible.
Does that …
Mohamed El-Erian on CNBC this AM. Paraphrasing: He believes the Fed will adjust in "bunches" vs. a spread out rate increase to curb inflation that he thinks will be markedly higher than expected. That is what he has been warning about and the Fed is…
@Bobpa
MGGPX - I reduced LY and added to PRGSX. Will hold remaining. Believe in it LT
MSSMX - 1/2 here and 1/2 with WAMCX - evaluating whether to continue to hold or not
ARTYX - very small position here, holding for 2022 but am in red quite a bit.
…
@mcmarasco thanks for the comment. There is a thread called Parnassus Endeavor Fund where I posted as well. Both threads are applicable. But as I’m viewing Value as important for my 2022 strategy.. I’m interested in feedback on this fund. Here’s my …
@msf yes thought it was likely a CG issue. I sold post div. Found this Jan 2021 article informative on the topic of Funds/ETF's that soar more than 100% in a given year: https://www.morningstar.com/articles/1017292/what-to-expect-from-funds-after-th…
Purchased some PARWX LY and have been happy with it. It was up 31 percent in 2021. Up 4.7 to peers, low Ulcer, good Martin and Sharpe…
Wondering why it’s a MFO 3 Rating for 1 yr. I think I may need a re-education on ratings. Can anyone shed some li…
@lynnbolin2021 Thank you for sharing the contents of the “aggressive” Roth and for providing such a detailed analysis of the model portfolios and why you chose the port and Fido option you did. As with all of your posts, there’s tons of info there a…
