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 @BobC: Well said Bob. I agree with you completely. Doomsday predictions sells. I guess I am also biased to see the positive among many negatives.
Perhaps it would have been useful to establish an explicit "Economic, Financial and Market Discussions" group.
Anything of economic and financial nature (including markets and individual securities) that does not directly fit with (Mutual, ETF, ETN…
Reply to @PatShuff: Keynes has gone almost bankrupt a couple of times before converted to being a value investor. After that he has done wonders for Kings College endowment and the insurance company funds he was affiliated with. I'll find the book …
Reply to @AndyJ: These funds are indeed similar. FMIJX is a bit more growthier as opposed to valueish ARTKX. FMIJX seems to avoid Consumer Cyclicals and Financials (Cyclical stocks), has even bigger allocation to Industrials than ARTKX. Scanning th…
Reply to @David_Snowball: Thanks David. I think GLRBX can play core holding role in a portfolio (core and explore type of construction) where you need a pretty steady fund.
BTW, a while back I mentioned to you about FMIJX. I hope that you take a l…
I think it is a conservative International Fund. I own FMIMX and satisfied with it and am considering adding this fund to my portfolio as an additional managed fund beyond ARTKX I have.
I've asked David to have a look a while back. I'm hoping that …
Reply to @Sven: They have been pretty successful in adjusting the mix. In 2008 the fund lost significantly less. It has very favorable upside/downside capture. I have a portion of my self directed 401k in this fund.
These funds are typically feast or famine type. I personally would not invest in these markets unless you want some adventure and investing a very small percentage of your assets for fun.
Reply to @johnN: I would be cautious of those additional deductions that tax preparers find to get your business. Some are known to include questionable deductions to get your business and make a justification for being. However if IRS takes a look …
I own FSICX. It has an emerging markets component. If you want emerging markets bond fund, I think FNMIX is a good option. After thinking a bit on this subject, I decided against splitting my bond monies into too thinly. FSICX meets my need in many …
I've read a book on Keynes' investment style. After trying a number of styles, in the end he turned out to be a value investor and a very successful one at that. He was in charge of a endowment and an insurance company stock investments in his lifet…
Why not? You can argue about classification but in its classification it was in top 15% in 1 year, top 1% in 3 years, top 15% in 5 years and top 1% in 10 years. It is all about how it performed in the past in its classification.
Reply to @johnN: Even being a couch portfolio requires discipline. It is not easy to be a passive investor when you keep reading endless possibilities for both outcomes.
BTW: I am by passive I am referring to the investor, not funds. Your funds cou…
Wait. I was chained to my desk the last 2 weeks to finish the project.
Oh well, I might be late to the party but party is just starting for year long celebrations.
Your insurance agent is not telling your the truth at least not the complete thing. Just on that basis, I would not consider rolling to insurance company annuity. The guy is certainly very interested in the fat paycheck he will get from the commiss…
Reply to @msf: That article is about after tax non-deductible contributions to a traditional 401k and I can see complications if the cost basis of non-deductible portion is hard to come by. However, there are really no problems rolling Roth 401k to …
Reply to @scott: When Fed actually raise interest rates, I believe we will start to see outflows from bond funds. Until then people will probably hang on.
Reply to @David_Snowball: I think it may be useful to compare FOBAX to GLRBX. GLRBX is much more tame and may lag in strong bull markets but it provides better downside protection.
MJG, this is not a normal situation. Apple is sitting on a huge cash hoard that is more than needed. So, they are returning to the investors a portion of it. Still, the remaining cash is more than enough.
Why do you say that. From other posts it looks like you have to login each time. It cerainly indicates a cookie problem. You should be able to select this site a safe site to accept cookies . When so, your login will expire once a month but apart f…
Reply to @Old_Joe: Having late dinner?
I saw the Morningstar image embedded in a page with today's returns. I've recovered the URL of the image (pasted in my post above the image). Checking if the image will be updated automatically tomorrow.
Reply to @Old_Joe: I am sorry but there is a huge difference here. One is copying the technology by imitation and other is outright theft. I am sorry but there is outright theft of our future going on on a large scale now that we are no longer a man…
Um, your URL is not complete.
Here it is again: http://finance.yahoo.com/blogs/daily-ticker/pimco-bill-gross-qe3-inflation-muted-growth-way-115229488.html
Reply to @johnN: Often you can trim out the junk at the end of the URL. First test it if it works without the junk and post trimmed out URL
http://finance.yahoo.com/blogs/daily-ticker/pimco-bill-gross-qe3-inflation-muted-growth-way-115229488.html
John, since IRS does not have any cost basis info for your holdings and they only got sales info from your broker they are calculating your taxes as if the cost basis was 0. You need to file revised return with your cost basis properly entered into …
Reply to @rono: The dimmable CFL's are dimmable in a limited range. Here is a review: http://ths.gardenweb.com/forums/load/saving/msg101445157058.html
So, for true dimmable bulbs you either need new efficient (halogen) incandescent bulbs or LED bul…
Reply to @ibartman: GASFX It is not a Nat. Gas fund. It is a utility fund and mostly benefits when gas prices are actually low and electricity prices and demand are going up.
Reply to @Accipiter: Here is a (very) minor quirk:
If you follow the following process you get both Home buttons visible.
Visit http://www.mutualfundobserver.com/discussions-3/
then click on "Discussions" link on black menu bar (belonging to foru…
Reply to @hank: It should be something related to iPad. I am typing this on Safari 5.1.2 on MacBook Pro (still Snow Leopard) and it is working well for me.
Is Javascript enabled on your iPad? Perhaps that is the culprit or perhaps Safari on iPad is…
