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.
IMHO you should not try to be a hero. The early bird may catch the worm but the early worm gets eaten . Best to wait till Thursday at which point the fog will probably lift and while there will be risk you may be able to evaluate it.
I think hospitals are the big winners and would go with FSHCX.
Investing primarily in companies engaged in the ownership or management of hospitals, nursing homes, health maintenance organizations, and other companies specializing in the delivery o…
I am a share holder. The funds recent reports suggested that the GARP(growth at reasonable price) has not been recently successful in the marketplace but they believe it will work out eventually. Perhaps some can clarify whether other GARP funds ha…
Actually I didn't think either of the first two links were really bad / The only statement that really bothered me was In fact, according to the Pew Research Center, a reliable source of neutral number crunching, household median income rose betwee…
I think we can agree that readers of forbes and visitors to thi sweb site should probably not pursue investments in My IRAs . I also doubt there many of those in the previous sentence would be eligible/ Still I think the article is too critical of t…
Its not a very good article because it fails to site the key fact that might make them attractive though probably not to most people on this site.
If you hold for 20 years you get a 3.5% annual return http://savings-bond-advisor.com/series-ee-intere…
I have not checked the records but have the impression that most of these funds have underperformed the bond index partly I guess because emerging market bonds have not done well lately and because all the experts thought for a long time rates would…
I guess I thought he was early then but might not be now. Also while Hank posted snippets from the pat I don't recall David's commentary ever being quite as bearish as this months.
None of this would bother me much but Gabelli Asset, managed by Gabelli, has underperformed in recent years AND perhaps the cause of underperformance has a VERY high expense ratio
Surprised to see so many bears (me too but mildly= just not making any purchases though I have the cash to do) . Maybe this means MFO posters know what they are doing = great minds think similar ways or maybe it sa bullish indicator. We will know b…
I have not done the work (sorry) but think the equal weight outperformance is mostly due to the bias of smaller average caps outperformance . I suggest that a 50% S+P 500 50% extended market index would mostly outperform the equal weight at lower co…
Good point John.
If you are reading this board (and therefore Ted's link) .... you probably shouldn't buy these funds.
I put 10% of a price target fund (an appropriate year) as a control on how I was doing.While probably not as capable as some on …
The managers see4m to have assumed the market would always be in a moderately large trading range. The allocation formula is many years old and since the $+P has gone up considerably in the last 5 years the allocation is mostly bonds.I would call it…
I thought expert thinking was that the bonds in a typical junk etf are overvalued because they are in an index and one is better off with an open end bond fund but i suppose a closed end fund at a discount could be ok
I will disagree but welcome arguments why I am wrong. It seems to me that historically most currency fluctuations were too arcane to be understood or acted upon by the average investor but currently we have at least two currencies (yen and euro ) wh…
I think the case for indexing large cap is clear. For other asset clas ses I would avoid those that indicate they will be fully invested .If that is their you will not outperform ina bear market. I like funds like T.Rowe Price Cap Appreciation and S…
I agree that the big decision is to hedge or not to hedge. One problem is that many great minds are trying to make a decision and its not clear cut particularly since hedging has an impact on the expense ratio..I am certainly not an expert on macro …
sort of agree with Rforno about the current version of NPR re the reference to USA today. Basically CNBC has few good /useful features per hour but most of the good onesappear to end up on NBR so its much more efficient if one can only devote a hal…
The following quote from this article has to be one of the most useless and least profound comments ever published in the WSJ which presumably has relatively knowledgeable readers.
"Mr. Hogan says investors should consider allocating 60% of a portfo…
I think Jeff was referring to last year.,A poor showing by international equities and bonds was probably the main reason diversified portfolios (including the asset allocation within funds underperformed as did exposure to small and midcaps Without…
Sort of agree with Hank/ My folks had a small portfolio =T and IBM. Because it was successful until after I started college I was at least a little interested in investing as a way to earn money and read a fair amount. I even subscribed to Growth Fu…
I do believe AIG and BAC will probably do ok in the next 3 years (I actually own them) so I would hold this fund for awhile if I had a gain. If no gain why not take the loss and buy those two stocks. Still I can't imagine investing in such a non-d…
I am really disappointed in the majority of posts on this thread which seem to emphasize heat rather than light. I suggest reviewing your comments before posting. .
I would suggest 40% in Vanguard total stock market or ETF 20% in a municipal bond fund (I don't know much about you but a reference to 100k as fun money suggests at least a fairly high tax bracket. Total stock market is relatively tax efficient and…
Selling winners also generate taxes. I suggest you stop reinvesting the dividends and capital gains and to the extent you don't need the money reinvest in index funds,. With your FIDO funds putting money into Spartan Total market should work fair…
I think it really depends in your lifestyle,where you live and your budget but if you don't want to hire a professional who will makea carful study of your situation its certainly a good place to start.,
Sequoia is not having a wonderful year but tends to outperform when the market is weak>I would take steps to keep it while recognizing it should not be the only fund you own
