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.
Congrats on yet another fine monthly commentary, David. In fact, thanks to the entire MFO team for such a major effort month after month. There’s not another commentary that comes close to what y’all accomplish so consistently. And of course, MFO di…
Reply to @Charles: “Hoping to post all the MFO GOs this quarter shortly.” This would be helpful so thanks in advance! In early August, you (Chip & David Snowball linked, too) made the results available for the 2nd quarter, 2013 which included th…
Reply to @mrc70: Certainly. Some of the linked pieces by Ted and me, note that what Schwab has introduced is not new. But most supermarkets have primarily involved their own in house products and/or maybe one other issuer. What I’m hoping for and ma…
In addition to Ted's fine work, as usual, here is some more information about Schwab’s move. It looks like a win for investors, especially if other supermarkets follow their path. (Disclaimer, all our accounts are now at Charles Schwab. No, I don't…
Charles, Thanks for all your spreadsheet/chart work that benefits MFO so greatly. Thank you also for the STEELE Systems tip. This is just what I’ve been seeking. I now have a personal level quarterly subscription to that service and will let FundRev…
Reply to @catch22 catch22, Thanks for the follow up. I probably disclosed way too much on a personal level but was in a stream of consciousness mode attempting to get it all in and consequently veered too far off topic from your questions. I apologi…
Reply to @catch22:
"What is the opinion of your Schwab broker regarding an equity/bond mix for investments or bonds in particular?"
catch, Let me begin by letting you know how much I appreciate your contributions to MFO and I’m certainly not the …
Reply to @hank: Thanks, hank. Here’s a comment on Josh Brown’s blog post today by Burton Rothberg I thought adds perspective: “The bull bond market will be over when the boomers retire (pretty soon). Boomer traders came of age in the inflation of th…
My wife and I met with our Schwab broker Monday morning for a review. He asked me what thought about bonds. I basically said the same thing that Josh Brown (thereformedbroker.com) blogged about today: “33 Times,…” but I put it a bit more delicately…
prinx, One could do way worse than WSCVX. Check out David Snowball's fine profile from last September.
http://www.mutualfundobserver.com/2011/09/walthausen-small-cap-value-fund-wscvx-september-2011/
OJ, Thank you for the great job on the User's Guide. Even though I have dain brammage from my previous deathstyle, I can actually understand your steps. Nice. Now if I could just get a handle on how to link Morningstar charts using JING's "embedded …
Thank you, Ted. This one could be a contender. According to the M* X-Ray (Premium access), BRK.B is the only stock SMVLX shares with RWGFX yet both of these more focused portfolios are doing really well. Good find. Rick
kevindow, Thank you! This information is just what I was looking for. After looking at a Morningstar chart of a long/short fund I was considering (FMLSX) with GATEX and then comparing those two with an S&P500 fund (SWPPX), I’m not so sure an alt…
Check out SATMX-Satuit Capital U.S. Emerging Companies (formerly MicroCap). High expenses but fine return for such a wild ride. David Snowball noted this fund in his November 2011 Commentary. For something a substantially more tame because of large …
Reply to @Ted: Thanks, Ted. I mostly lurk. But I make it a point to read every post and link. Your contributions are still amazing. Ten years haven’t blunted your detective edge and enthusiasm. MFO is a good virtual place to “meet” so many contribut…
I signed up for the trial but was so intrigued by FundReveal that I went ahead and opted for the $150 package. The screener tool is useful for discovering loaded, closed, and institutional mutual funds with a high entry price tag. The screener offer…
Reply to @BobC: Did you jettison CFIMX-Clipper as well? I really want to appreciate Clipper again because it appears the new leadership since 2006 has learned some valuable (and expensive) lessons by recently repositioning with a new portfolio. OR, …
Reply to @Investor: Thanks for your comments. Please pardon my tardy response. I’m very slowly learning how to use the MFO board. Maybe with the new posting structure being proposed I’ll get better at this.
Poking around Schwab’s site I did find a…
Thanks so much for the responses, Mark and Catch22. Fundamentals was obviously a deep data driller who took the time to develop a portfolio for someone with my needs. Since Fundamentals posted his MM/LL in November/ December 2009, 2 funds (BPLEX &am…
Investor, I'm also researching TIIRX and JRMSX to see how they stack up against MVPFX and AUXFX. I'll bring this to the fund discussion board later. Thanks for your interest and help! Rick, the glampig.
Investor, I will only purchase NTF no-load funds for our Roth IRAs at Charles Schwab. Right now I’m researching LC-V & LC-B funds to use as a core. My three top picks at this point are MVPFX, AUXFX, plus an index fund, SFLNX, because they’re hol…
Thanks to all for the quick response. This discussion board is still the best around and doing a fine job continuing the FundAlarm legacy. ARTLX may be the ticket for a core domestic equity holding in the universe of 13 funds I'm considering for thi…
