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 decided to start a position at VVPSX, very insignificant size right now with respect to total portfolio size.
I was going to do this anyway so it is not particularly related to market action.
Reply to @VintageFreak: I did not invest in Nakoma but I did invest in Utopia Growth (UTGRX) in 8/2007 and 9/2007. I sold those positions at a loss in 2/2008 and 5/2008 and finally 6/2008. Fund liquidated in 12/2008.
Reply to @Accipiter:
* We already have a poll feature on the site that can be attached to the polls on the right column. Few people actually use it, Why do we think that folks will be rushing to create a lot of polls that involve fund tickers?
* …
Reply to @chip: Thanks for the explanation. My experience in recent days have been positive. I did not see the posting issues others have experienced. I might have been lucky...
Reply to @chip: Thanks for allowing the mobile version changed.
What is the concern about allowing folks to create polls? What sort of potential problem you and David are concerned?
@Art, I have pretty much maintained my equity exposure despite having some sideways fund changes.
I personally do not find the valuations too excessive and the economic news have been on an upward trend. So, the market can go up more from here. …
For comparison take a look at the Credit Suisse Investment Returns Yearbook 2013 edition. I have posted a link to the pdf at this thread. They did look at Reversion To Mean and estimated equity returns. The folks are from London School of Business.
…
I am not sure I understand this right... Roth accounts are individual accounts. They are not shared like a bank account. If it is an account held at a Financial Institution for him/her, you don't have any legal claim. So, you have informal agreement…
Reply to @Investor:
@Accipiter reminded that the RSS feeds are available via:
http://www.mutualfundobserver.com/discuss/index.php?p=/categories/all
However, I did check and only the opening post of the thread is available in RSS feed. In other w…
Reply to @Accipiter: Specifically this is what I said privately...
Hi, could you remove "Mark All Viewed" and Summary buttons from the mobile version of the site just like "MGR" link does not show up on the mobile version of the forum. As it is rig…
The Vanguard funds listed below earned taxable income and/or realized capital gains for their fiscal years ended December 31, 2012 or January 31, 2013, that were greater than the amounts distributed in December 2012. The remaining taxable income or …
No. But threads are available through an RSS reader. You can get something closer to what you need through that mechanism.
I do not remember the URL for RSS though... Someone else can chime in.
Reply to @Hiyield007: Fidelity 'Series' funds are internal funds created by Fidelity to serve other funds. Those are not accessible to the general public. That is why it is listed closed. It is not even offered to public...
FFRHX has higher quality…
Reply to @clacy:
Growth is the only way out... With growth you can divert a portion of growth to paying back debt.
Without some growth the ability pay back those debts diminish more. As economy slows down due to austerity, more companies lay of m…
Reply to @Hiyield007: In general Fidelity funds are only available through Fidelity. They may be available in some non-Fidelity retirement plans. If they are available in a brokerage, they are typically TF or limited to advisors (so it shows up clos…
Reply to @Hiyield007:
Good question. Unfortunately hard to answer. Here are the thoughts I have. Floating rate funds are obtained by companies that are typically in low credit ratings or they are in a rush to raise funds so they cannot do a normal…
Reply to @Art:
VVPSX is actually interesting to me. Thanks for bringing that up. I am actually considering it as an alternative to ARIVX which I recently sold down to a token.
I like the fund has a very reasonable P/E of 14 at the moment. Very de…
I would pass on this and similar issues. There is this fascination of some people with these stuff which are more illiquid, fee-laden and more black box in nature but at the same time they avoid investing in stocks of even the stable blue chips.
D…
European countries tried that in response to recent financial crisis instead of trying to stimulate growth an they clearly failed. There is the experience of 1930s. When money supply could not be increased it caused a depression and failed banks in …
Reply to @johnN: I would be very cautious of this offer. Just very high interest rate on a short term bond... If they could get money cheaper from any other sources they would do so. This is a very very risky operation.
Reply to @Daves: if you have your rollover at a discount brokerage you can buy individual stocks.
Good luck with stock picking. Hopefully you can find some long term holds as you will be competing with mutual funds, hedge funds, pensions and other …
Reply to @SteveS: Steve,
Your Dad and your uncle must have been very early investors in Walmart. In fact, before Walmart even had the first store in 1962. As far as I know, Walmart offered first common stock to public in 1970 (ref).
Anyway, the da…
This is a known issue and an oddity of the board software. If your title starts "ping" the thread cannot be opened. However, the thread owner can edit the opening post and change the title from the main listing. Hover your cursor on the rightmost ar…
Reply to @JoeNoEskimo: When I saw this on Google News today, I looked at the article and got curious about the site. They call "John Birch Society" as their affiliate. Here is their staff. Robert Adelmann is the guy that wrote the article, also a JB…
Reply to @David_Snowball: I think those still have significant stock risk. Real estate is itself a sector. I would not pick a sector within a sector (actually we have increasing number of ETFs just for that). That is why I like FRIFX. It has stocks,…
If I had a lot of cash, I would consider RPHYX for some of it to earn some return on it. David has a good analysis of this fund and there was a good discussion held with the managers. Read the fund profile and listen to the interview.
BTW, it is no…
Reply to @Skeeter: No, it is ok if you post. I am posting frequently enough but sometimes as work schedule gets more demanding and I stay back. Also, I don't want to dominate the board.