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.
I have held Vanguard Hi Yield Municipal Bond Fund for about 20 years, through ups an downs, very happy, no plans to mess with it. You get the rock bottom expenses and don't have to worry about it blowing up because a manager decided to make a big be…
There appears to be and sounds as if there remains much discontent with Obamacare. A health plan promoted by some in congress and prior administrations has been the health savings account. An HSA, the promoters say, create a market based plan with …
I am so far under with vanguards precious metals. I think my only hope is to invest a little as it continues a downward spiral with the goal my kids inherit it and come out ahead. Can't deal with selling and taking the liss
Owned institution shares of first eagle overseas for more than 10 years nice returns real happy but will be moving on with BX taking over. Lolling for suggestions?
The municipals prefunded by treasuries would seem to be a conservative approach, it is something I am looking into. Would be interested in any comments from readers if they have PRB or something similar to it in a mutual fund. I am in municipal fun…
I hearing the public relations machine at the Fama-French mouthpiece DFA cranking up with a strident defense. With small caps, you need to be lucky to be invested in them during a time in your life when they are rising above the tide and not in the…
so you can take the total of the estimated distribution (income and dividends) and multiply it by the number of shares you own and obtain a dollar value
Ritholtz is no different than any of the other financial advisors looking to market their name and business to increase assets under management (AUM). AUM is the name of the game.
Getting in DFA funds (with an advisor and paying fee) is one thing. Getting out of DFA funds (getting rid of advisor and moving on) is something else. You will never hear Swedroe or other pro-DFA talking heads talk about the difficulty (and tax co…
I am a flagship holder at Vanguard and, in the past, they helped me get institutional shares of a mutual fund (front load) which helped me avoid paying the sales load and got me into the lowest OER. I may contact them tomorrow and see if I can get i…
Another fund with few stocks is Cobyx (I think) which is Cook and Bynum. Last time I looked at its website the fund was holding 8 stocks. Take COBYN and Fairholme and you can be a portfolio manager - - just keep up with their website postings and r…
I have been using this type of strategy for 15 years. Very happy with it. Whether you exceed S&P 500 is not relevant and that measurement (S&P 500) is a media creation, hype that says nothing about your individual situation.
I have owned vwalx since 1998. it goes up and it goes down; low expense ratio and can't go wrong with vanguard; in big melt down in 2008 it dropped to around low 9.00 range; luckily I bought more; I am primarily buy and hold and tend to buy mutual …
the prospectus shows a 5.75% sales fee, expenses at 2.79% (with a hefty waiver around .35%). how many times during the day does he look at the computer screen to tell him whether to sell or buy? the prospectus says this is team managed. why would an…
For every investment approach/strategy you will find a naysayer or, at least, someone questioning the validity. I have many of Swedroe's books and they have been helpful for my understanding. It would be interesting to get an update on the investme…
I have owned First Eagle Overseas Fund since 2001. I was lucky to get into the institutional class share without meeting the $1 million min.; the I class share as an expense of .90. I am very happy with it. However, First Eagle is changing. It adde…
