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.
Good article Ted, thanks for posting. I have a couple of them, RHS, PKW that are more basic, and a few sector etfs that may qualify. Managed funds still make up a majority of my holdings, etfs second highest, with stocks a smaller portion of equit…
@PRESSmUp Makes perfect sense. Regarding too many funds, I have a large corral of funds myself, only one of them is income, since the 40% allocation of bonds and cash is in mainly individual bonds. However, next year one of them will mature, and I…
@PressmUp: Curious as to why so many income funds; no disrespect intended. I hold OSTIX and individual muni bonds (half of which is callable in a year). Is most of your portfolio bonds? Im 68% stocks 32% bonds and cash; 64 years young :)
Added to ARII ( American Rail). Its a bumpy ride, and transports certainly have their issues for the near future, but nice dividend and I will just have to be patient. Scott, you still in?
Excellent. Should be required reading, and I certainly would not be upset if the New Wall Street Week went back to the type of setting that the original had. The backdrop on the new show is distracting. I too, stayed home until Rukeyser was comp…
Reduced ODVYX and put proceeds into MINDX. First time into a region or country specific fund. Have HIEMX, so decided I could reduce the second fund and will see how remaining shares do over time. I still have developed funds OAKIX and ARTGX
@bee: I would think the main reason we don't discuss UMBIX much, is the fact that David Williams, the long time manager retired in 2012 I believe. He quietly amassed one of the best records of beating the S + P on a fairly consistent basis for year…
Love solar panels but I stay away from solar stocks or etfs that have them. I had solar panels installed in 2010 and have not paid an electric bill since:) We get 300+ days of sun here, a no-brainer.
Got stopped out on Union Pacific which I held for some time, will hold the cash for now. Its still below my sell price. Rebought ARII, will hold on for the next wild ride. What I wish I had not sold was SKX, sold when i hit 35% profit, now its up…
Very sad. Had the pleasure of attending two of his concerts in the last ten years, and I thought his voice was even better than in his earlier years. RIP BB.
One of my personal favorites:
"We made too many wrong mistakes"
Wonder if we will ever see that in a mutual fund commentary. Or this one:
"Slump? What slump? I ain't in no slump. I just ain't hitting"
Similar story on my intl small cap OSMYX, its up 12% ytd, not quite as good as yours, but will take it :) I consider this category part of my aggressive sleeve, strictly for my roth which likely won't get tapped for at least 10 more years.
I have two similar looking etfs that provide an example of this very thing. I decided to split my allocation fairly equally between the two, RHS and XLP
@BenWP: thanks for the heads up on TRN . I have HDPSX which has a chunk of it in top 10. If I had seen the news about the new regs before I sold arii thisam might not have sold, just raised the stop.
@scott: thats because I sold it : / Whenever I sell a stock, it goes up or news comes out that gives it a bump. Since I made money on it once, I guess that will have to be enough. My trading stocks are a very small portion, I like them I think it…
Decided to sell ARII today. I had bought it last year averaging $62, sold at $80. Rebought it this year at 56 and although it had a blow out quarter and climber 12% over the last two days, I was sitting at even this time around, and figured light…
@msf: What the article in your link failed to show was the redevelopment of downtown Baltimore starting in the early 80s primarily through the efforts of the then Mayor Schaefer (he became governor later) and the significant economic impact via tou…
Noticed that they changed it up a bit this week, darker behind them with smoked glass and new panelists, change in basic format. I imagine we will see lots of changes as they move forward trying to find a format that people like more than last week…
One thing I found annoying was the backdrop, Times Square at its most garrish, with commercials flashing behind their heads when they were talking. I will give it more time, but it appeared to me just another CNBC clone program. I miss the class o…
@Old_Joe in regards to BobC, to me he is like the old commercial for E.F. Hutton "when BobC talks, people listen" :) He does not comment very often, but when he does, I find him always informative and a voice of reason.
That tune has been running inside my head since yesterday. I watched more than a few of the videos from the show last night, and watched Mario Gabelli as a young man; his philosophy has not changed over the last 25 years, always liked him, just ne…
@ msf: I remember when Murray the K was on WINS, before it became all news, then later WOR FM.
I also remember listening to 77 ABC from Kent, Ohio while in college. It came through loud and clear in the winter, not so much in the summer.
Nice str…
I had always lived in major league cities until I moved to New Mexico, and I initially missed my time seeing the Orioles and before that the Cleveland Indians. With a new stadium and fans starved for baseball, going to a minor league game was a pl…
@Maurice
Guggenheim Investments seems to be the one who has the most equal weighted etfs, there are 14 of them. I have RHS, which is beating the my other consumer staple etf XLP 6 of the last 9 years. There are more than a few equal weighted inde…
I stopped drinking colas when I started using them more for getting rust off chrome bumpers (yeah I know I am dating myself) and for cleaning toilets. I figured if it could do that, what was it doing to my insides?