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.
@hank: I did that with PRWCX, converted from a trad IRA to a Roth after the fund closed. I held it with the fund directly.
Why would a taxable conversion to a Roth not count toward one's RMD? It would also count as a same-year contribution to the R…
I have been in the (unfortunate) position of having to withdraw small amounts from tax-deferred IRA held directly with the mutual fund company. It's pretty simple: just tell them you don't want any amount withheld.
Sometimes there is a button onlin…
@icyone: My mention of John Craighead reaching 100 was a perhaps too subtle reference to the age more people are reaching, and therefore the wisdom of planning investments accordingly. Maybe wisdom isn't the right word. Some assumptions about what i…
@Old_Skeet: You make sense.
John Craighead turned 100 Aug. 14. A name associated with early grizzly research, falcon research, much else.
http://mtpr.org/post/legendary-biologist-john-craighead-celebrates-100th-birthday
@catch22: I think MJG simply left out the subject of the participle. Try reading "When I hire."
"Multitasking capabilities" is certainly not a compliment. Multitasking means trying to get bunch of different things done and doing them poorly or inco…
Agree with respect to both F/B and the walking Zombies.
One memorable evening a patron at the CSO took a call during the performance and had a discussion. The conductor, David Robertson, stopped the orchestra, and all looked at the offender, who wa…
From NPR discussions with experts that I have listened to, the gathering consensus seems to be that FBI could access the phone but wants - badly - to establish a precedent.
A cybersecurity expert opined that NSA *should* beef up its decryption cap…
I'm fetched! Are kittens involved?
Rewards for helping out at certain price points?
Almost seems easier to play the stock market!
Hint: nobody funds cancer, whether in animals or humans, cuz that's a goner. But folks do fund survivors. So maybe you…
My PRHSX investment has a 20-year-plus time horizon. Back in the day, when VGHCX N A V hit $35, I decided that it was richly valued, and I wouldn't buy more. heh heh... It will still fund a significant chunk of the next season of life. I am aware of…
I'll echo the thanks of others to Old_Skeet for taking up the reins.
In the belief that health care will find a way to prevail no matter what, I threw a tiny amount into PRHSX.
And said good-bye to ACRNX, even though the fund had done better over t…
Pierre Boulez was at the top of my pantheon for 45 years. I expect that seat will remain empty now.
For many years he was Principal Guest Conductor of the Chicago Symphony Orchestra. One memorable occasion he and the pianist Pierre-Laurent Aimard an…
3 of the "best" funds for 2016 on the list are Select Portfolios (Aerospace and Defense, Health, Consumer Staples) and one is a real estate fund.
I can see the logic to holding a health care fund and a real estate fund (I own one of each long term).…
Criminal background checks have been required for any job worth its name for some time now (especially any jobs dealing with children or related to federal government work). I was first fingerprinted and mug-shot photoed 42 years ago, while working …
It's hard not to believe that he's paying more as a result of the ACA.
I don't think his increase is directly tied to the Patient Protection and Affordable Care Act.
To counter some of the strategic presentism abounding in this thread, I offer some…
From the Grandeur Peak website: total net assets of GPMCX were $14.9 million as of 10-23-2015.
($85 million in allocation was requested, but some folks got a haircut.)
Wait -- You folks have vacation?
The gig economy is in full swing. I can't see any future change in direction.
(The concept of weekend merits its own thread.)
Haha hah, yes! @VintageFreak: I was pretty sure MFO was doing all the heavy lifting for Grandeur Peak. And 7,000 to 8,000 new readers per month (per the latest Commentary) adds up to a bunch of ppl waving checks. May they now remember to wave a few …
Hi - I had an existing fund account at Grandeur Peak and faxed instructions (Monday afternoon) to set up a new fund account exactly like the old one. The new acct was established overnight (over Tuesday night). I had bank information in place. (It's…
@briboe69: I should mention that my remark about alpha order was based on suggestions in this thread (and so I could be wrong; my first name is also middlish).
Because I had faxed my expression of intent and had received no follow-up, I was concer…
The queue to be notified is pretty long; it had not yet made it to my last name, slightly more than halfway thru the alphabet. (Amy Johnson, Sr. Manager of Client Relations, kindly took the time to check for me.) I speculate the notifications could …
As I am sure this will be on many people's minds, here is the statement from the indication of interest form:
We plan to notify submitters of their allocation around October 12, 2015.
I'm thinking that "around" is the operative word.
But I guess yo…
@proman: Morningstar used to have, perhaps still has somewhere, basic articles on investing. On that site as well, you may post your options and talk things over under Discuss/Portfolio Design (and on several other fora as well).
For a basic member…
For those interested, Vaclav Smil, Made in the U.S.A.: The Rise and Retreat of American Manufacturing (MIT, 2013). So the Economist special section would be from 2013 as well.
He has some interesting things to say about the airline industry as well…
Actually, there is more quiet "reshoring" going on than folks are generally aware of.
Partly it is a quality control issue. Relatedly, some very large corporations maintain a mirror-image factory stateside for quality control, and to trouble-shoot, …
Rereading (carefully) the August 31, 2015, prospectus for GPROX (which I own). Under "Principal Investment Strategies": the fund may invest up to 90% of its total assets (under normal market conditions) in micro cap companies, those with market caps…
Roger Angell should be required reading for coeds - both kinds.
And maybe in all rhet-comp classes.
(But weren't some of them wearing team shirts? So that's OK? LOL)
Through successive ownerships, the Acorn Funds have been allowed to operate w/o interference, and to pursue their own path. Robert A. Mohn's retirement at end of 2015 as chief domestic investment adviser for the firm, following Charles McQaid's redu…
@davfor: Thanks very much. (I generally try to limit even free signups to sites I will use quite frequently, as a way of keeping down the number of doors and windows for viruses, hackers, and known bad guys to enter and mess up my life. ) I apprecia…
She holds an M.S. degree from the London School of Economics in social psychology.
She has done a good job of rebuilding some self-respect and credibility after she was trampled in the dirt by the special prosecutor. She did not emerge from that ep…
Requires one to log in.
Possible to provide a link that doesn't require a login?
Or perhaps just note which asset classes might not drown as badly as others, in GMO's forecast?
Thanks.
I wouldn't say they were stinking up the place, but my holdings in general are so valuey I worry about not getting enough growth (suddenly, those terms lost meaning). Current look-away funds:
YAFFX
VVPLX
TBGVX
Haven't heard anyone mention SLASX in …
