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.
Reply to @Mark: I am on iPhone right now and will try to reach your URL later on a laptop.
You cannot expect your individual inflation to be the figure that government uses for macroeconomic decision making. This is where most discussions about CP…
Reply to @Kaspa: I have also GPGOX and GPIOX which are managed by former managers of WAGOX WAIOX.
I like those as well. The decision to sell ARTRX is set for me. The decision to put the proceeds to ARTWX or add to GPGOX is open. I am leaning towar…
Thanks. I used to post these. I stopped as I did not get the feeling that anyone was interested. It is a good summary of what has happened and what is up for next week.
Reply to @Mark: Mark, I can't access your URL. This graph is not denying that food prices has gone up. In fact that is not the point I am making. What I am saying that food is a small portion of what Americans spend their money. So, food inflation i…
Reply to @Hogan: You can select all your text and copy to clipboard on iPad, iPhone etc. before posting. So, if there was a problem you still have your text to paste.
The federal government's biggest asset is obviously its (mostly) younger citizens getting education and becoming productive citizens many decades to come.
Good article. Much more useful data.
Are you still doing rebalancing at monthly intervals?
Can you add average to the 3yr and 5yr rolling data?
Finally, you chose a different strategy to employ for yourself (75-25 and 25-75). What made you decide…
One thing about the Student Loan's is that you cannot easily walk away from the loan.
http://www.money-zine.com/Financial-Planning/College-Loan/Student-Loan-Bankruptcy-Options/
Since the person obtained the loan is often young, the person will be …
Related to the rail transport Buffett's rail company is launching a project to test natural gas powered engines. Such engines will be able to go longer distance at so less refueling is needed and since natural gas prices came down it will also be ch…
Reply to @andrei: I know. I had actually invested in ARTMX in an older 401k. Unfortunately, when I had rolled over that 401k, I could not bring it to my Rollover IRA.
ARTRX was a different fund early in its life. It was named "Artisan Opportunistic…
Reply to @hank: It is a point of view. Central banks are doing what central banks do. Their main job is to backstop the financial system and banks. It is from this need they were borne out.
Now do I believe that we are worse off than 4 years ago? N…
Reply to @andrei: I have both ARTHX and ARTRX. I really like ARTHX more (despite recent manager leaving) and I will probably keep ARTHX and consider swapping ARTRX with ARTWX.
I would keep BBTEX, SEQUX and YAFFX. These have the lowest volatility and beta. Consistent performers.
If you have to pick two keep the first two they are closed.
Reply to @fidia: I would not just sell and sit on it looking for an entry point. If the market goes up from here, you will probably miss out and possibly even try to jump in and catch-up at a worse point. If it goes down from here, you will congratu…
Reply to @msf: Thank you. I could not remember that has both VGENX and VENAX.
VDE had too much of a divergence in performance to be ETF shares of VGENX.
Reply to @Charles: Most Vanguard ETFs are actually a share class of a Vanguard mutual fund and perform very similarly. Apparently, VDE is not a share class of VGENX. So, they behave differently. I guess, it is similar to PTTRX vs BOND.
Reply to @fidia: Wow. You do indeed carry a lot of interest rate risk. I would keep PREMX and PTTDX and dump the rest.
In particular, get rid of DEEIX, PGOVX immediately. If interest rates rise even a minuscule amount these will be hurt the most.
…
Reply to @johnN:
You do not have to be a computer wizard. Being an average user is OK. The newsletter archives are the 4th link at the top of banner of the site in huge caps against the dark green background.
Here is the direct link for all archi…
Reply to @Charles: Thank you so much for your patience with my requests.
Now, I noticed one thing that FIGFX is looking particularly bad in the bunch as its launch happened at a very unfortunate time (11/1/2007). So, life APR is particularly bad. …
Reply to @Charles:
ARTKX is a good fund but I did not recommend it because it is closed for new investors.
ARTGX is the global fund run by the same team that runs ARTKX. Can you include ARTGX in your graphics?
Can you also include FIGFX. Right n…
I invest with Yacktman and Akre. I wish them both good health. In this industry managers can work to late age. Their funds are low turnover and this require relatively less maintenance..
If they retire I will have to evaluate and find a similar fu…
Reply to @scott:
Everyone's inflation is different and no CPI does not reflect anyone's personal inflation. It really depends on what you consume and what services you pay for.
That said you acknowledge the difficulty of publishing a CPI number …
Reply to @Accipiter:
32% is bonds, cash and other. Cash and other are really small.
The percentages are the percent allocation in my total retirement portfolio (multiple accounts, includes spouse funds) and yes 100% includes cash.
The percentage…
Eliminated 2 funds (RWGFX, JATTX), sold down ARIVX down to token. With the funds raised, I have increased allocation to my existing funds GLRBX, YAFFX, AKREX, ARTKX, ARTHX, FMIJX, GPGOX, GPIOX. and finally added SFGIX.
SFGIX now looks more reasona…
Again, I see that the results are largely skewed by late 2008/early 2007 results. That is why I asked you to produce rolling 3 and 5 year results (of each rolling period) of the strategy.
Reply to @scott: Scott the procedures for measuring the inflation is very specific in comparisons. They do take care of the every shrinking size of the package while the price remains the same. It's a myth that such factors are not taken care of. Th…
Reply to @scott: The inflation in College Tuition and Medical care is extremely high if you are user of those services. But, in particular, the college inflation it is nothing got to do with monetary or fiscal policy. It has everything got to do wit…
Fed can hold the bonds it has purchased to maturity even as it gradually normalizes the rates. So, exit will be gradual and not so disruptive as some expect.
