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.
Well ... Ted:
Perhaps, there will be new leadership, within the sectors, for 2015 ... Seems, the defensive sectors of health care, consumer staple and utilities have been the three big winners thus far for 2014. Not surprised ... as they generate …
Hi Ted, Junkster and others ...
My cat is named after the late Congressman, Joseph Wilson Ervin (member 79th Congress) who answers to Blackie (an all black male cat), came up with about the same year ending forecast on the S&P 500 as your cat .…
Hello,
I check my portfolio's day ending valuation around 7:15 PM, during the Nightly Business Report program through both Yahoo Finance and Morningstar's Portfolio Manager ... They were both in sync with each other.
Happy days are here again.
Ol…
Hi cspelhaug,
First I’d like to welcome you to the board as I see you are a recent new member. And, second, I’d like to thank you for your response and letting us know what Morningstar plans to do that no doubt will improve the mutual fund closing…
Old_Skeet played the October market decline as a set up for the traditional fall stock market rally that usually starts toward the end of October (which seems to have come early this year) ... and, currently I am up about 7% on this spiff.
For what it is worth ... and, form what I have been told. I believe each mutual fund is charged with the task of computing its net asset value at the end of the day and reportfing same to Nasdaq by 6:00 PM EST. Some funds may contract this out and…
Hello,
It is now after 7:30 PM EST as I write and M* Portfolio Manager has failed to up date all positions with Tuesday's 11/11/2014 market close even though the respective fund reports have updated held within the portfolio.
All positions held in…
Found you ...
https://maps.google.com/maps?q=9.761414,+124.395196&bav=on.2,or.r_qf.&bvm=bv.79189006,d.eXY&biw=1008&bih=565&dpr=1&wrapid=tljp141567331783510&um=1&ie=UTF-8&sa=X&ei=73VhVNOUA8KYNuqsgvAI&ved=0…
Hello,
It is about 7:20 PM EST as I write ...
All fifty two funds within my portfolio have updated with correct pricing by about 7:00 PM EST. I check it against Yahoo Finance and both are currently reporting the same pricing.
Anyway ... everythi…
Hi David,
Thanks for doing this. I had to start at the bottom of the ladder while you were able to start many rungs up above me. Perhaps, at least they will acknowledge the concern and provide an explaination as to why their systems are getting s…
Hello,
At about 9:30 AM EST I again phoned Morningstar and after going through the phone prompts my call was taken on the second ring ...
I detailed the concerns I experienced over the weekend to the service representative taking my call who note…
Hello,
It is now 9:00 AM EST as I write ...
I phone M* at about 8:45 AM EST and went through the prompts. Aflter being on hold for about ten minutes without being able to speak with someone I terminated the call.
Part of good service is timely p…
It is about 7:15 AM EST as I write.
In checking the price of SGGDX on its fund report and in portfolio manager it has now been updated as of it's Friday closing price.
At about 7:10 AM EST I called M* and got a recording that their office hours we…
Ted, thanks for posting.
I think the article makes some good points.
This is the very reason I recently just opened a starter position in SGGDX as I plan to position cost average this into a full position, over time, within the specialty sleeve …
Even the fund company themselves advertise FATRX as an intermediate term bond fund according to it's fact sheet which is linked below for those that are interested in viewing.
https://www.frostbank.com/SiteCollectionDocuments/Investments/Ratings/Re…
Hello,
As of Sunday October 9, 2014 @ 2:45 AM EST ... SGGDX has yet to update with Friday's closing price in both the M* fund report and their portfolio manager system.
So you can see this with your own eyes I have provided a link to the fund repo…
Hi Tamapbay,
I suggest you get your wife to contact Harvard and seek out an opportunity to run their money. In this way, she can hire you as an consultant. Mine told me she was not interested even though her portfolio bettered Harvard's. Perhaps…
Thanks Ted,
I use Yahoo Finance as my back up to M* ... I do like M*'s many features found in thier portfolio manager and investment tracking analysis system. Hope they get it fixed real soon. It is a real bummer when it is not working right and …
Thanks JohnChisum for your comment.
I access it through their web site.
I am thinking something is wrong at M*. I figure the best way to get it fixed in a timely manner is to make a post about this concern on the MFO board. Someone at M* no doub…
Hi again ... Old_Joe:
Seems my first reply to your question ... Why SGGDX? ... was taken down for some unknown reason to me. Checked my folder to see if I'd received any communication about this and none could be found. Must have been a system gl…
Hi Old_Joe,
In answer to your question ... Why SGGDX?
For starters ... Here are three.
1) It is about 80% invested in the miners and about 20% the metal. In reviewing rono's comments I took that rono's outlook was the nearterm better action woul…
I opened a starting position today in SGGDX, First Eagle Gold A, in the specialty sleeve of my portfolio. I plan to position cost average this into a full position over the coming months. During the past two day this fund is up about 8%.
Thanks Scott,
Thanks for your comment on CEF, Central Fund of Canada.
I have owned CEF in the past and use to trade closed-end funds from time-to-time. Just as the discounts can go to premiums the premiums can go to discounts. Those CEF's that a…
Hello,
I started traking a gold fund yesterday ... SGGDX, First Eagle Gold A ... which was up 2.47% yesterday. I have linked its M* report for those that might wish a look. It's holdings currently consist mostly of the miners but about 20% of its…
Granted its history as a poll is short but I believe they are on to something in doing this. It would be interesting if Bespoke would expand their market poll survey to include this type of portfolio survey as to one's current asset allocation.
Hi guys,
In the nearterm I think you are correct about the strength of the US Dollar. I am looking out three to five years as I said above .... The biggest thing I see here domestically is inflation. I am talking about taking baby steps in moving…
I have in the past held CEF. The metals are now starting to catch my attention. Currently, I am at a neutral position in cash within my portfolio at about 15%. During the months of November and December I’ll be collecting most all my mutual fund …
Hi JohnChisum,
Thanks for posting this asset allocation poll. I have added the link to my favorites for future reference. Indeed, it will show how investors are currently moving money and positoning.
I have provided the link below that contains …
Nice article on the professor.
Now at the age of sixty six, and with a degree in economics, I would have delighted to have had David as one of my professors when I was in college. Those that currently do … and who have studied under David in prior…
Hi JohnChisum,
Thanks for making a comment.
I agree, no doubt some folks get turned off by a sales load. But, once paid they are usually free to move around within that family of funds to other funds, through nav exchanges, without paying another…
Hi Catch 22,
Thanks for your perspectives ... and, calling attention to my goof with THIFX, much appreciated (now corrected).
Starting to get cold in the Carolinas. Monday night it was 26 at the airport and 33 at my home in the city. Last night …
Hi Sunshine (Tampabay) ...
Look at LALDX and NARAX ... both of these are short term bond funds and are kicking out a yield of 3.70% & 3.18% and both earned five stars. I have linked their M* reports below for your easy viewing.
http://quotes.…
