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 @MaxBialystock: What is her success rate of past predictions? What is her track record?
If she is not going to use the correct data even for the most basic and accessible data to base her claims, there is no reason to waste time.
This is not new news. So, initial production issues have undercut the production but even with the lowered production apple is expected to earn $50 next year. If this is true, the current price implies a P/E of 10. Back out the cash on balance sheet…
One bond fund I like at Fido is FSICX. This is a multi-sector fund that has a pretty good track record. It holds goverment bonds, hi-yield corporates and emerging market bonds. So, it has a barbell like structure.
Of Equity funds, Fidelity has many…
I totally agree with observations made by @msf. You ended up pretty good set of funds after the conversion. However, I believe you can open an IRA with TRP and rollover your former employee holdings and re-invest in your popular funds again if you w…
I have largely done my repositioning for 2013 in the few days of December.
So right now I am about 66% equities in total retirement portfolio, a few percentage more than last year despite doing some sideways moves.
I am doing marginal additions v…
I went both ways.
I currently own just one fund in multiple portfolios at this time: GLRBX. I used to own PRPFX, OAKBX, LCORX, IVWIX.
LCORX was my biggest disappointment of these type of funds. IVWIX did not live up to my expectations. OAKBX per…
I would be interested in pitches by small fund managers but I am not sure 150 words will be enough. I think something like 2/3 of a page and you could fill the rest of the page with some fund facts (ER, minimum purchase etc.) and performance info an…
Reply to @scott: This is interesting but I am not quite sure it is a real store. The name of the store is simply taped to the door.
I think this is a startup designed to showcase store automation for other retailers. In other words, they are proba…
Reply to @Mona: I think you are right. We no longer live that life anymore. We say we want the same 'good old days' but not really willing to live like that anymore. At that time, it was considered enough and people were happy as they could plan for…
Reply to @Old_Joe:
Old Joe, There is still a lot of underdeveloped frontier in the US waiting for exploration and exploitation. I witnessed this when I have driven from Texas to Yellowstone and back and this past summer by brief travel to Alaska. …
Reply to @David_Snowball: The old SUBFX is being designated as Institutional while SUBYX is retail class. Typically Retail is more expensive and it looks like based on 12/31/12 prospectus update SUBYX will be more expensive than institutional shares…
Reply to @tgeno: I am using the password I started with this site when I first joined. I get logged out once a month or so when the cookie expires but I can use my userid and password (or email and password) to log back in again. I am not sure why …
Reply to @tgeno: Me too. I do follow this forum often from iPhone using Safari. I prefer the mobile version of the forum though. It is much more readable on small screen.
Reply to @bee: Even companies with 'junk' credit rating is able to borrow at lower spreads than before. Historically 6% spread is considered minimum acceptable so the market participants are dismissing the possibility of default at this time. This p…
Reply to @Shostakovich: Correct as long as your income falls under the limit.
I max. out my 401k and also contribute max to Roth IRA for me and wife.
Please note that contribution limit for 401k for 2013 is $17500 (up from 17K for 2012)
Interesting discussion:
Another link for risk adjusted returns is here: http://personalfinance.byu.edu/?q=node/869
All 3 measures can be used for comparison purposes. Although they are discussed under risk adjusted returns, in my opinion, they are…
Why do you re-request a new password? Why don't you type your existing password? You can set your existing password in IE and use the same password for logging in via Firefox.
If the password is not easy to remember, you can change it by clicking o…
One thing that I should add to Maurice's comments that despite the ethical issues that we have seen sometimes, funds have not disappeared like Madoff in mutual fund industry thanks to 1940 act.
Mutual funds almost always use 3rd party custodians f…
The Cookie settings for FF is found in FF button => Options => Options => Privacy Tab
or Hit F10 => Tools => Options => Privacy Tab
On this Tab there are several settings.
Make sure:
Firefox will: [Use custom settings for hist…
Ted, I have no problem logging in and staying logged in (for a month) using this site with Firefox. Perhaps you should accept cookies or not clear cookies. It could be an add on to FF doing this as well.
Reply to @catch22: Actually, IMF is dominated by Europeans while World Bank is dominated by USA. I am not saying one is better than the other but the prescriptions issued by these organizations reflect that dominating bias.
It is not the first time IMF prescribed wrong medicine.
As for "Amazing" qualification, I just copied the title of the article from Washington Post but it is still amazing that they acknowledged the mistake.
Reply to @kevindow: Assets were flowing from EEM to VWO while both ETFs were indexed to MSCI. Now that Vanguard dropped MSCI, institutions that insisted MSCI will stay with EEM. In fact, as far as I remember, Blackrock recently came up with cheaper …
These days TCW is exiting profitable positions in bank corporate bonds and riskier mortgages it thinks are overvalued in favor of generally higher quality, shorter-term securities.
"We're taking some chips off the table," says Mr. Rivelle.
I wish the winners good luck. The winners often do not fare well the next year.
http://www.huffingtonpost.com/dan-solin/morningstars-fund-manager_b_1270127.html
http://www.ifa.com/articles/morningstararticle532335.html
Reply to @forch: Here is a few funds to look at:
Domestic: RWGFX YAFFX AKREX FLPSX BCSIX SSSFX
International: FIGFX GPIOX MAPIX
Global: GPGOX ARTHX ARTRX
Actually you can consider FLPSX as kind of global as well. 1/3 of the portfolio is internat…
Reply to @fundalarm:
In this case, it was close enough. You basically transferred the 5000 to the beginning of the period.
If you want slightly better one use my formula (which treats 5000 invested in the middle of the computation period) for ove…
Fidelity posted the PONDX dividend that occurred on 12/31 last night after market close (1/2)
I also saw some last minute distributions for FMIJX and SUBFX as well.
I recommend you read the following article to determine what asset allocation you are comfortable before rushing to choose funds:
http://www.fundadvice.com/images/stories/fundadvice_images/finetuning2010b.pdf
Finding your comfort (risk) zone is im…
AFAIK, You cannot consolidate Retirement accounts (IRA, 401k) etc. under joint-accounts. These accounts are personal. You can only have joint accounts for taxable accounts. Am I missing something?
OAKBX fund is a balanced fund. I do not see a suitable direct replacement in the funds you have listed.
Options:
* As you said, you can transfer the money to self-directed brokerage account and buy OAKBX there.
* Or you can take the 60-70% of the …
Quote from newsletter:
" It all would seem to suggest that investors should mainly focus on picking quality funds from undervalued categories, rather than on the vagaries of public opinion, fears stirred up by politicians and even some economists, o…
