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.
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Devo
TIPS pricing has improved compared to 1-2 months ago. Nothing quite like Ibonds unfortunately.
Scott Barbee's investor letters are a must read for small cap investors. True, there are a lot more names in that category now and thus better pickings. False, that these or any other stocks wont get penalized if the broader market turns south. Some…
Thank you Sven. I enjoyed listening to (and trying to keep up with) @davidsherman too. I'll have to request him for another such opportunity to help the readers parse current market environment.
Thanks @ybb. Great points. To truly open the veil behind any fund is so difficult. I read somewhere that Buffett below the top 10-15 stocks rotates the portfolio at a very high rate. Have not checked tbh. I don’t know yet the healthy benchmark. What…
Suppose one knew all those turnover numbers from last 10 years annually. Assume also no inflows of outflows. What would you then try to divine from those numbers? Is there a different way of getting that place?
In my opinion, your contributions are unique because you contribute a lot and are not expecting anything in return. @Jasonfurman on Twitter is another that comes to mind. Many serial posters at Twitter want something in return but that’s probably t…
Curious @ybb your take on what discussion board postings are less than before. I’ve noticed the same. I think many posters get enthusiastic in the beginning but difficult to make real conversation possible.
If we can separate the challenge of strategically rebalancing from tactically positioning, there is a lot of opportunity there assuming taxes are manageable. Hopefully that works out for each of us who puts in so much time into thinking and analyzin…
@hank to get straight to the finish line, it’s all about getting the timing right. And we all know that we can get a lot right but getting the timing right is a different level of problem we have not applied ourselves to and difficult to have edge i…
Did I ever tell you the daily prayer of the Wall Street options trader who used to express gratitude to the retail investors trading options while he dropped off his children at private schools on the upper east side costing 65000 a year ?
@david_snowball I am surprised (shocked) that you find it difficult to identify and buy the 50 stocks in the S&P 500 that are up 56% this year. I might just have to start traveling on other discussion boards at this rate.
https://www.bogleheads.org/forum/viewtopic.php?t=261718
Bogleheads debate on forever stamps humorously fluctuates between replacement to TIPS vs quality of glue on those stamps.
Reits are investments people got into when rates were low for income because they couldn’t get it from bonds. There has been a phenomenal outflow from public reits in the last 12-18 months. Everyone must feel the pain. Even if it’s the post. Even if…
Bond is certainly a 4 letter word right now among investors. With the fed stepping out of the way and tremendous uncertainty in the path of inflation and growth compared to any other time - please read that as no one knows how to get numbers right -…
a contrary opinion to the property doom and gloom is found in this :
https://www.baronfunds.com/sites/default/files/Baron-Real-Estate-Fund-Quarterly-Letter-3.31.23.pdf
The results of the fund BREIX in multiple periods means the manager knows what …
In addition, I would also recommend Lynn's article on helping his friend "Carol" a useful read for those who are helping others figure out personal investing on a friendly basis. There are a lot of links of great help there. The article is written i…
Yes its meaningfully high. highest ever perhaps. twitter has a lot of charts on all this but I haven't figured out how to paste a chart into MFO discussions yet :(