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.
@Crash I think you may be correct... Bonds may just be poison. I'm looking at my FUAMX , FXNAX , FNBGX and wondering what the future holds. I don't like making changes either but what does the next 2-3 years mean for bonds? It seems like foul weathe…
I’m currently in WACMX (closed) but I had such a hard time choosing between it and MSSMX that I decided to add MS it to my mix. Hope the long term success continues. (edit: sorry mean't MSSMX) but I do own MGGPX and it's good too.
It takes some real effort to avoid overlap in Large Cap/S&P500/Growth and Aggressive Growth funds. Almost all of the best ones have the usual suspects: AAPL, MSFT, FB, AMZN, TSLA, BRK... and many of them have Adobe, Tesla and Salesforce. Even my…
@jimlenz Just curious. ARTYX is a great fund with what seems like lower risk. I'm wondering what gets you to add MDDCX vs. adding more to ARTYX? Lower turnover? First one's manager tenure is longer but MDDCX is up in the short YTD ... so I'm just cu…
BCSVX is an interesting share. One I will add to my watch list. This is probably too much of a generalization but... Emerging Markets is a riskier area. Now add Small Cap to it... a bit more risky. So, when I look at 10 plus years of returns on thes…
@Derf That's fair. I won't receive any stimulus money - I'm not eligible. But I recently took a trial with Steele Mutual Fund and after playing with it for a few days, I think it's not serving me. Perhaps I'm not sophisticated enought to customize i…
FSEAX compared to the others mentioned: VAESX, WAEMX, GPEOX - looks very promising. MEASX ... too much of a slump... I may have to look further into FSEAX. Up 5.50 ytd BTW.
@Crash I feel your pain on this but allow me to offer a slightly different viewpoint. I use a password manager that is solid. One master password is all I have to remember. It keeps 100's of other passwords for me (I have more than 500) and they are…
Realizing this was posted a couple of months ago. @bee brings up some good points. However, I would almost always choose a direct transfer roll over to an IRA (and it could stay with Fidelity) over transferring to a new employer 401k or new/existing…
Marketwatch story on the volatility of Bitcoin. The story was interesting (especially the table comparing bitcoin to gold and stocks etc). However, the first comment to the article by Larry Horowitz was also interesting and repeats what @bee said ab…
I hope I'm posting this question in the right discussion. Here goes...
Using Quick Search criteria:
Category – Large-Cap Growth
MFO Rating – 4-5 Above Average
Display Period – 10 years
I picked 3 random funds in the top APR
FBGRX = 4 MFO Risk,…
@Sven thanks for a great explanation. Makes complete sense. It's interesting because for the Buy and Hold investor that invests in let's say just Index Funds or the S&P 500 with a 10 year or more horizon... they can lose sleep too. If they jump…
Year-end portfolio tinkering.
Me thinks perhaps the market forces the Fed unleashed in March 2020 will continue to play out in 2021 as vaccines get distributed. With that in mind, a couple of "exotic" funds were added to the fund portfolio.
Bond …
@lewisbraham and @old_joe if you are going to mention Camel Camel (nice app) then you definitely have to mention/use Honey. The honey App / Chrome add on has saved me a ton. It's free. Now you never need to search for another Promo Code again. Cheer…
Ok... I somehow can't take my eyes off the drawdown on those sectors. So, given that, what is the takeaway? Because from various articles, energy and financials and small and mid caps along with emerging markets are supposed to be the 2021 winners. …
That was very helpful and I can understand where you are coming from. If I panicked in March 2020, I would have missed out on a huge finish to 2020. I know we can't time the market and I'm nervous after having a great 2020 year but I'm not retired o…
So I'm brand new to MFO and this afternoon session was exactly what I needed to evaluate MFO Premium. It walks me through the benefits. Awesome overview. Lynn's was also very good but I have a longer investment horizon and he's too smart for me (cur…
Grantham article is downright scary. Edit: Adding: So if he is right and interest rates are still at an all time low but sure to rise at somepoint ... where do you hide?
I know it depends on your investment horizon. For investors retiring soon or…
@Stillers ... I've done a lot of reading on FPURX vs FBALX. They are so closely correlated. Good suggestions everyone. Thank you! This is a good primer but would like your opinion. https://finance.yahoo.com/news/balanced-vs-puritan-fidelity-fund-100…
No Mark. You are correct. I don't own but I believe it was available recently. It no longer is. So I guess I missed it. Too bad because it looks like a great fund.
Looking at WAGTX, its a Foreign/Small Mid with a high expense ratio of 1.98 gross and a 2% redemption fee. If I'm looking for a foreign fund (without caring if its small/mid), BGAFX and MGGPX are stand outs to me. Longer track records and lower fees…
