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.
Sven, in the same space, I am going with VEIPX. YTD it is down 2.42%, and while close, it has superior 1- and 3-year returns, a lower beta, a lower SD, and higher Sharp Ratio. The ER on OIEIX is .96 and .28 on VEIPX.
That said, Matthew Hand at Wel…
That's too bad about ARTKX. I didn't know that. It seems like they're working on two other funds,a global value one, ARTGX, and an international small-cap one, ARDBX, but they're not the same.
I own ARTKX and SIGIX. While I realize that they fill d…
I check my portfolio daily performance relative to PRWCX and also the daily relative price movement of portfolio constituents. I check my cash balance occasionally (no schedule), depending on how aggressively I am buying or selling. I check my por…
M* classifies HSGFX as long-short equity, which from the portfolio, it is. He's basically short the broad market and long his specific picks. If his picks do better than the indices, like this year, it works: up ~ 15% ytd. HSAFX is for sure less vol…
@Ben, while the M* Portfolio Manager in T. Rowe Price is just about the same as M* Legacy Portfolio Manager, it is licensed from M*, and separate from M*. It is free and so far, there is no indication that the M* Portfolio Manager in T. Rowe Price i…
I use Legacy M* Portfolio Manager Watch List that is licensed to T. Rowe Price. I run it in parallel with free M* Watch List. The view is almost the same. However, I think that there may be a few M* versions licensed to T. Rowe Price. For example, l…
Your link works fine for me, and I'm not logged into Vanguard when I try it.
Yes, the link works. The problem is when you go to T. Rowe Price in the "Fund Family" drop down menu.
My impression with bond funds is you still get a portion of the interest based on how many days you held it during the quarter, although this would not be true with a stock paying dividends.
That's true for daily accrual bond funds, which is how m…
@mona, Fido AM40 FFANX and VG LS-Conservative VSCGX would be appropriate for that mix (34% Cash, 34% US Stocks, 6% Non-US Stocks, and 26% Bonds). Clearly, no benchmark would have that much cash but you can evaluate later how your decision to hold th…
@yogibearbull said "BTW, does that cash include some SVs?"
Yes, 9%.
@Derf said " If you combine cash & bonds as one, you could luck out & find one."
I am putting my stable value with cash. Combine cash, stable value, and bonds all in VFS…
Which Vanguard Target Retirement or Life Strategy Fund is best to use as a benchmark for a portfolio that is 34% Cash, 34% US Stocks, 6% Non-US Stocks, and 26% Bonds?
Thanks!
Let it go down, please. The more, the better...for me.
What I find funny is when someone "knows" the reason why it went down. So many predictions by so many "experts" have been wrong(link).
So why did stocks go down? The only true reason is because …
CRSP indexes make gradual changes/transitions, unlike Russell indexes that make all changes on a single preannounced date
I see that VTSAX is currently 29% LCG and 16% LCV. I assume this happened as a result of the run up in the FAANG stocks. Will…
That is why we have resisted conversions of our VG mutual fund accounts to VG brokerage accounts. I think that VG will finally force that in 2022 but we may be the last ones. We have Fido and Schwab brokerage accounts, and we don't/won't hold anythi…
Once again FD can't resist telling us how great he is and how he never has lost a dime regardless of the market situation. Perhaps he feels a need to remind us of his prowess from time to time, in case we may have forgotten his amazing record.
Count…
Hi guys, In viewing my portfolio in M*'s Portfolio Manger this morning (Saturday 10/2) around 5:45 AM, I am finding than a good number of my mutual funds have stale pricing from Thursday's market close and M* has failed ... yet again ... to update m…
Mona ,would RSP etf meet your needs?
RSP seems to be an equal weighted 500 Index product and is available at Schwab. For no good reason I gravitate to OEFs but if one is not available, an ETF will work. Thank you.
Good thread @bee. The Sept 17 episode is quite thought provoking and actionable.
I am aware of Schwab's Fundamental Index Funds. Do they have an equal weighted 500 Index mutual fund?
If there's nothing stopping one from gaming the system, one could then immediately combine those multiple accounts to meet the $50K Admiral share requirement.
I only gave an existence proof that even if one is not a flagship customer, once one has …
"But if you want to game the system, why stop at $25K/account? Vanguard allows shares to be moved from one account to another existing (not new) account. Sure, it took me over an hour on the phone with Vanguard years ago when I converted some shares…
Exactly. Vanguard only allows cancel order early in morning. Other times are not okay even if you call their agents.
I will talk with their Flagship service first to see if I can get into the Investor shares first. Afterward i can add up to $25k…
@msf, thank you. I am interested in Capital Opportunity fund.
Since Capital Opportunity is also closed if you are not Flagship, you might want to look at Primecap Odyssey Growth POGRX.
The short version of my most recent experience with Vanguard.
For the past two months, Yodlee has not been updating my Schwab account when I log in to Vanguard. It appears to be a 2FA problem. I have sent countless messages to my Flagship represen…
Kiplinger says that Vanguard and TRP "declined to participate". Perhaps what this means is that Kiplinger is still waiting on their customer service departments for responses:-)
That is funny. TRP has cut back on many services. I used able to acce…
Is it just me or have others felt that the reps are quite young vs the other brokerages. In the few times I have had to contact Vanguard in the past year the reps sound like they just got out of high school. My other brokerage reps are much more mat…
My personal feeling is that the market has been supported artificially for a long time now. We haven't been getting a lot of breadth, and equities, barring certain sectors, has foundered. All kinds of health (and economic) concerns. Short-term? …
@Mona , I've noticed that Vanguard is using Yodlee to authorize funds transfers from other brokers, like Schwab and I brought up to their management that there is a problem on their site with Yodlee.
Anyways, I was able to escalate the issue to th…
Morningstar must still be asleep this morning...
Yep. And they joined the ranks of Vanguard.
Morningguard? Vangstar?
For years I have used Yodlee on Vanguard to aggregate my Schwab account. Worked great. For the past few months, I can't get it …
Hi @Mona, nope, haven't posted on Armchair. I'm just doing my own investment thing and spending a lot of time helping get a startup nonprofit off the ground. You must be enjoying the junk & semi-junk muni ride; that and securitized credit have b…
Good posts, @dtconroe. That's my investing style too. Loving the hy munis right now, and the Semper (and others') bounceback has been great. All the best -- Former M* McMontana.
McMontana/AndyJ, like dt, I always enjoyed reading your posts on M*. I…
schwab has the best MUTUAL FUND in america.
it is SWPPX ( S&P 500) and it has cost factor of 0.02%
vanguard, everyones favorite though not mine, offers Admiral shares VFIAX (S&P 500) at a cost factor DOUBLE schwab 0.04%. tell me now that sc…
