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Some of these comments make me wonder if the poster read the MW article (Hulbert is a smart and prudent cookie, in my long experience of reading him) , much less the original paper, downloadable here: https://papers.ssrn.com/sol3/papers.cfm?abstract…
It turns out that deferred accounts are deadly for some widows. The following is an estimate I have made of the federal tax and Medicare B consequences of my husband's death.
Although my income including RMDs from both accounts goes down 19.12%, my…
Good news: Jason Zweig answered my question (without being asked). In his column this weekend (see other MFO thread ongoing) he gives a live link to the January 1990 Federal Register, which is when the SEC proposed the use of a broad index as part o…
That was very helpful, yogibearbull (gives new meaning to the phrase "regulatory burden"). It makes clear that at present, a comparison of fund performance to a broad-based index is an SEC requirement. I wasn't sure.
But this version of the form me…
He left out the 5th, or first one, which occurred toward the end of the War of 1812. Lenders in New England were issued short term bills toward the end of the war. It was not possible to redeem them at the time the war ended, and for some years th…
. Unclear why he recycled 5 yr old stuff.
https://twitter.com/MichaelKitces/status/1553821828153577475
Probably because the first six months of 2022 caused a lot of panic among the SWR crowd, with stocks and bonds falling sharply together, thus th…
Bengen has been in the press quite a bit lately, with still other values for the "safe" rate: https://www.marketwatch.com/story/why-retiring-this-year-could-be-a-worst-case-scenario-11655488295?mod=brett-arends.
If of interest, the Trinity study is…
Here's a link to the original Bengen paper from 1994 (he of the 4% rule): https://retailinvestor.org/pdf/Bengen1.pdf
Kitces or Bengen, what I like about the research is the reminder that 1929 was not the worst case--the mid-1960s were the worst ca…
If you are concerned with performance over a brief interval like five years, especially the most recent five years, I can't imagine this discussion is relevant. Either EDGAR will give you the report(s) you need, and non-EDGAR sources will often be e…
Arbitrating between yogibearbull and mfs, there may be a browser interaction issue.
When I clicked on the middle link in mfs' initial reply:
This "SEC classic" page links to filings all the way back to 1994.
https://www.sec.gov/cgi-bin/browse-edg…
As a further update, and in the spirit of leaving bread crumbs behind for anyone else who wants to attempt such a search, on some other mutual fund:
-Even classic EDGAR stops about 2001, limited to trailing 20 years at a guess. Even entering the ol…
There is a "classic" version of EDGAR? Who knew?
Love the dig at New Coke. A staple of branding lectures for years when I started teaching in the 1980s.
Thanks again, msf! And thanks to everyone who keeps this board going, it has already prov…
Thanks msf. Looks like a trial subscription in my future, one two-week period to download them all :-)
PS: daily data never of concern in my "ancient history" world; monthly data is a bonus, annual data is key.
A question for veteran M* users/those who found something better. The most valuable feature in the old M* for my (quite idiosyncratic) purposes was not the portfolio tracker. It was the ability to export historical performance into a spreadsheet (a…
I don’t think this is what you are looking for - but interesting, none the less.
https://www.marketwatch.com/story/these-4-funds-launched-before-the-great-depression-still-deliver-for-investors-2017-01-07
Thanks Rbrt. The oldest closed-end fund i…
mfs, do you have a blog or other publication outlet? I want to follow :-)
Astonishing about the T. Rowe Price acquisition. A reminder that any time there is an old date for a name that doesn't match slightly younger yearbooks, Morningstar or Wieden…
Pioneer Fund was founded in 1928 by Philip Carret as the Fidelity Mutual Trust (not on any list in the SEC study).
https://www.corporateknights.com/responsible-investing/a-short-history-of-responsible-investing/
On p. 735, both Loomis-Sayles Mutu…
Here are a couple of threads that may help:
Oldest Mutual Funds Still in Existence (2019 thread)
Second Oldest Stock Fund Is As Nimble As A Teenager (2014 thread)
...
Much obliged, msf. I had seen the 2019 thread but needed to reread it (e.g., your…
Vanguard Wellington is reputed to be one of the oldest surviving funds, with an inception date of 7/1/1929 .
But those are the easy cases: Wellington and Mass Investors Trust, still around, still the same name, performance record from the beginning …
