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JonGaltIII

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JonGaltIII
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  • The more I analyze and perhaps "over analyze" - I think I may need to give my 2 SCG funds WAMCX and MSSMX some more time. Using MFO tools (especially the Analyze button / Performance / Rankings / Ratings and Batting Average etc.) - it appears that W…
  • Looking for some guidance here. As previously mentioned, I hold MSSMX and WAMCX and they have underperformed in 2021: 5.78 and 5.46. I noted @gk3105gklm comment about how he traded out of them as they are “ex champs”. Wondering what prompted that an…
  • I’m also looking forward to reading @lynnbolin2021 . In fact I was reading his SA stories from last year including his best funds to own in 2021 to see how they fared. My favorite post of his was definitely … the Best No Load Funds at Fidelity. Some…
  • Thanks @Observant1 - I seem to always appreciate and admire your choices and feedback on funds. Eye opening graph in that PDF you shared… volatility vs S&P during crisis.
  • OP started conversation mentioning JENSX and I did not have that on my watch list. I have been watching PRBLX but struggling with moving funds from FXAIX to another “blend”. I’m trying to scale back a little on growth and have funds from sale of MSE…
  • I see @BenWP ... just read the very nice post from David and the condolences. Now I understand. Re: Small Caps: I mean when its YE and you look at a Fido SC Growth comparison like THIS HERE you question why you might still hold MSSMX. Review the M…
  • @BenWP thanks for the additional info. on Needham. Assuming "The Linkster" is also "Ted"? What's ironic is that as a newbie here - I have been reviewing posts by Ted today on MFO and have really appreciated his many contributions/comments/discussion…
  • Using MFO screener and other sites, its easy enough to pull up a high flyer SC fund called NEAGX . Consistently beats the SPY even in down cycles, is a Great Owl / HR, Sharpe and APR vs Peer keeps improving every year etc. With a 35.84% YTD return …
  • @fred495 good mention of WBALX ... Category average is 4-5% of CASH. WBALX? 14% in cash as of Sep!! Interesting. Also, goes to show how far VLAAX has dropped given its 50-70 and still trailed this fund. I could be wrong but I think VLAAX was once 30…
  • +1 to what @MikeM said. The emergency fund is not necessary unless for the sole purpose of teaching him a good principal. This also assumes that college is paid for as the best investment he can make is in himself and his future earning potential.
  • @gk3105gklm Thanks for mentioning some "new players". I'm at YE and looking at my SC underperformers - MSSMX and WAMCX and reviewing WAMVX DVSMX CSMVX and during this exercise - throwing a few ETF's in the mix: RWJ IJT SLYJG and XSHQ Edit Add: Late…
  • Performance YTD of some popular Multi-Asset Funds: 50-70% Equity VWELX 18.28 FBALX 17.74 FMSDX 17.02 JABAX 16.45 ETNMX 14.81 PAXWX 14.45 SWOBX 14.23 VLAAX 10.68 30-50% Equity TAIFX 11.67 VWINX 7.71 MACFX 7.23 BAICX 6.34 OICAX 5.92 MTRAX 9.06 Much…
  • As previously mentioned, I have MGGPX and MFAIX in some accounts. Few months ago added PRGSX. Have been generally happy with all but the first fund which has really had a poor year. Have recently considered moving more out of it to PRGSX etc. Anoth…
  • Really interesting post. Thank you DS. My funds that are underwater this year… are what I believe to be very ill timed purchases along with a couple of bad choices. I won’t mention them here so as not to derail the topic. The concept of breakeven is…
  • It sure seems like Cathy was on to something. FSEAX (-12.92%) and ARTYX (-10.96%) have been real downers YTD. On the FSEAX front, the fund manager had a contrarian opinion in October (Fidelity Commentary) “Yet I continue to be bullish on the outlo…
  • What a difference a year makes. Fun reviewing previous commentary about the EM market now that it's close to year end. Here's the performance YTD: ARTYX -4.19% FSEAX -8.55% WAESX +16.11 MIOPX -2.02 WAEMX +24.13 And a link on WAEXS courtesy of Ki…
  • This is another perfect example of why one should utilize a password manager and not rely on auto-password fill via browser or worse - use the same password for multiple sites. If you use a password manager like LastPass, you need to remember one pa…
  • Sorry... I didn't complete my sentence. Was interrupted. Ignore my comment on reversion. Cursory glance at life perf. of some of the SC was interesting but not meaningful given variable time periods of life. CSMVX +13.09 FCPGX +13.71 BRUSX +13…
  • I own WAMCX and MSSMX ... the latter can be much more volatile and has had a tough year. I wasn't aware of CSMVX but @gk3105gklm keeps mentioning interesting funds to me. To your question... it depends on if you can stomach the volatility in SC for …
  • @stillers - it auto defaults to 1985 but the results themselves are constrained by the earliest fund in the comparison. Because I chose SPY vs. Vanguard 500 Index, it started from 1994 vs. 1990 if I had chosen Vanguard. Nevertheless (as opposed to n…
  • @Sven - thanks for mentioning and including the comment on Wasatch. I noticed that with WAMCX I can add to the fund in Fidelity but it has a $250.00 minimum investment. No issue there. Unfortunately, this Wasatch fund no longer appears in Fido resea…
  • @BaluBalu GISYX is closed to new investors on Fidelity but I see you said "add to it"... if you have it.
  • @catch22 yes the PV chart looks a bit different but those funds are impressive all the same. Link: SPY vs. FDGRX, FLPSX, FCNTX
  • Have run a few PV on all foreign/world funds mentioned in thread and cannot find one that outperforms MGGPX or PRGSX on LT basis solely using results from PV. Doesn’t mean they are best but interesting nonetheless. Also find the US Mkt Correlation t…
  • Great share @bee . Glad the video author mentioned one very important problem with the Insurance Annuity - survivor benefits. IMO the Annuity is a terrible idea for many reasons. Spousal (if applicable) benefits is a consideration for either scenari…
  • Thanks for replies…between posts from OP to now, plenty of good suggestions. PRGSX has been a good recent add for me. Will do more research on funds suggested.
  • I think there may be some interest in a discussion on World and Foreign Stock funds or International as some were mentioned in @KHaw24 thread on Large Caps and @MikeW and @Observant1 weighed in with some good commentary on LC and Foreign. So, I as…
  • Good post @KHaw24 . The OP mentioned growth, blend and value. But just focusing on Blend for the moment - I agree with @MikeW on PRBLX over PRDGX for the reasons he mentioned. I don't own the fund because every time I look closer at it - I compare i…
  • If only I could do a 100 of these per year. Side note: every time I add an emoji to the comment, it deletes everything after the emoji. Must be some kind of bug. It’s the 4th time I’ve tried making a comment. There’s no free lunch.
  • Found this thread to be very informative to me when selecting Foreign / World funds for a portfolio. Returning to this thread after some time has passed. When looking at the performance this year - it appears that Foreign Large Growth has outperform…
  • @stillers - thanks for the response. I DID buy MSSMX at the high this year but have no issue holding on to it and it's volatility. It's delivered over the LT. I was just looking for more color as to why MFO rated it so low for 1 year when the return…
  • Taking a closer look at two small cap growth funds - MSSMX and WAMCX in a port. MSSMX - I am not understanding the MFO Rating of 1 for the fund over the 1 year period. It's had an APR of 81.2 and Martin is 9.48 (which is not best for the category)…
  • Worth investigating: FDGRX (closed to new investors but similar to FBGRX), MSEGX, LCGNX, CPOAX, FOCPX and TRLGX previously mentioned. Have been impressed with LCGNX in one port. So many good choices in this category.
  • Read this with interest: https://www.barrons.com/articles/multi-asset-income-fund-51634081480 FMSDX- A Flexible Fund for Income-Hungry Investors via Barrons “ The challenge with such a flexible strategy is having the analytical skills to cover suc…
  • @Simon … @InformalEconomist mentioned two great investing forum websites with a wide investment style coverage. I’ve personally found the two mentioned offer a refreshing benefit of learning about different investment strategies and perspectives wit…
  • @hank I find the most interesting feature of the Air Tag - it’s use of other iPhones and iOS devices in the area to locate your Air Tag. This uses less battery. So, the next time you are in the supermarket, you can thank everyone you see with an iPh…
  • @davidrmoran I looked at active equity and stock etf’s: https://www.fidelity.com/etfs/different-types-of-etfs. AND I was very up front about not knowing a lot about ETFs. I don’t have an insatiable need to be right. I don’t take joy in putting othe…
  • @davidrmoran Don't assume I didn't check. In my humble opinion, (using @msf numbers) - 3,582 mutual funds vs. 85 ETF's "seems to be a limited number to me" in comparison. I've offered that I don't own ETF's and am interested in learning more about w…
  • VALUE vs. GROWTH: Circling back to this and @stillers mention of PARWX ... My MSEGX (LCG) is down 1.30% YTD and PARWX (LCV) is up 24.65% - YIKES! A quick comparison scan of Fidelity Growth vs. Value Index funds shows the same . . . a massive move fr…
  • Partly @msf. I was looking at 7 or so active ETFs and 28 stock ETFs. Recently started looking at FBCG vs FBRGX as I own the latter in an account. That said, I’ve been happy with funds and have never found myself wanting more control on real time p…