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.
A retirement article that doesn't mention Social Security seems odd, but it's common. SS and my Mom's RMDs cover her needs, for the most part. The RMDs force the Traditional IRA/401k holder to take out between about 3-5% annually, each year with a d…
I would be curious if he mentioned gold or real estate. In January he mentioned both to Market Watch.
https://www.marketwatch.com/story/this-crazy-retirement-portfolio-has-just-beaten-wall-street…
I hope Chip is thriving. Toothsome intro, as usual. This had me rolling. "In 1860, that meant Sweden … though there was a short-lived experiment in peaceful coexistence with Norwegian Lutherans. (Predictably, that came to naught.) Garrison Keeler on…
And yes; surprised to see Bob Doll with a Deep South Texas firm. I remembered he was at Nuveen and Black Rock before that. I remember him talking to CNBC folks, from Princeton, for years.
Victoria Fernandez of Crossmark Global was on Surveillance within the last two weeks. I think she said if you aren't confused by the mixed messages of the market, you aren't paying attention. I liked that. I included their 2023 outlook PDF. Nothing …
@Charles or @LynnBolin2021 is it to much to ask what MutliSearch says about AANA for using 7 l ETFs: 14% each in SPDR S&P 500 SPY, iShares Russell 2000 IWM, Vanguard FTSE Developed Markets VEA, , abrdn Physical Gold Shares SGOL, ,iShares S&am…
Word. I had previously wanted to deploy a full 25% of my TSP account one time to minimize transaction fees etc. The deployment of the mutual fund window and the new back office is so bad I may just do the same thing with an equal amount in my curren…
It doesn't help that the rollout of the new TSP website and the Mutual Fund Window are horrible. Historical data and statements are gone. Auto-generated pie charts; gone. Daily price up dates are delayed. I called BNY/Mellon the MFW provider...no on…
Well I found out that Pershing is the back office site.
Buried in the site about the MFW of the TSP site:
"If you cannot access us through either of these
means, contact the clearing broker directly, at (201) 413-
3635, or for recorded instruction…
Whelp the changeover occurred so I can see my account. Had to re-register ;the usual stuff. The mutual fund window option is there but I cannot see the funds available. It says I CAN open the MFW but with the high costs and unknowns...not to keen to…
The blackout is going on till the end of this week or next week. The mutual fund window (scam....cough,cough) is not open yet so no one has been rooked out of those really horrible fees, yet. I can think of a couple of ETFs that I could put 25% of m…
My wife and I own....a lot, for a long time. Over 10+years it compares very favorably to the VG large growth ETF (VOOG)but in the last 4yrs it HAS gotten slammed. At the same time is BEAT a mid-cap growth ETFs since LARGE has beaten the snot out of …
I put this fund in my Mom's Roth. Equity exposure with an airbag. Can't keep up with SP500 or SCHD but the downturns are more shallow. I think it is performing exactly as expected.....out flows don't make sense, especially since decent performance d…
Interesting. Just shook off the COVID Bear Market; and then made money afterwards. TAIL was resilient during that Bear but doesn't seem to be able to avoid bleeding during Bulls. Some of my EM and PCI needed a new home anyway. Thanks.
I am doing this with income kicked out my CEFs. Also have been subbing out TROWE Health Fund for Sanofi, Merck, Roche. I little at a time. Combines healthcare with foreign as a boost. Morningstar's Wide Moat/Undervalued picks have been solid in smal…
From MFO premium site: The Fund seeks long-term capital appreciation. It constructs a diversified portfolio of securities that offer exposure to developing world economies. In pursuit of this goal it generally invests substantially in companies domi…
My neighbor has a Senior at Yale. They are of modest means and felt Yale was generous and when the Dad lost his job, Yale increased the financial aide. RIP.
Folks often decide to suicide in less than 60 minutes. Males often pick irreversible means. Just so sad. First Eagle, IVA, Mr Evillard and Mr de Vaulx were heros to me since I started investing around the dot com bust. Value investing has not been …
B shares converting to A shares was my wife's experience. Her Capital Group R shares have a low expense ration but I am not surprised that in some cases C shares and R shares are egregiously high. Further load-waived is common now.
