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.
There has to be some punishment for breaking fiduciary duty. That is the basis of our problems. Integrity is no where to be found.
The CEOs of banks in banking crisis really broke their fiduciary duties. There are many examples of it.
As talented …
Possibly trading costs (from bid-ask spreads) which are the costs you do not see in expense ratio. Since these indices are not cap weighted they trade more often than conventional cap weighted index funds and since they tend to be more small cap wei…
Reply to @Greg: Increased productivity does not always bring growth or employment. In fact, right now US corporations have increased their productivity vs. pre recession but a the same time they shrunk employment.
We need to grow GDP which will in …
Reply to @rono: Each time Rono posts about unfunded liabilities, I see a newer bigger number based on yet more dubious calculations. Ron, did you calculate unfunded liabilities into the next 100 years yet?
Is this enabled yet?
I'm not seeing a list of thread participants...
Update: I guess the original poster is not counted in the list. Now that I posted this, my user did appear in the list.
However, I would prefer if this list was brought on top o…
The posts of Anonymous posters does not sort out correctly all the time in chronological order of the forum software (bug).
Anonymous posters cannot easily find out which threads are updated. Where the new posts are.
It looks like they cannot re…
It was a futile effort. He actually presented the ideas that were once favored by Republicans. They are not really against the meal but to the cook. God forbid, they do something supportive in an election year. They do not care about the unemployed.…
I don't think they are fundamentally flawed. Bloat is a factor but their area of concentration (Financials) is not working well. They have been pretty faithful to their picks thus until Financials start to perform well, I expect this fund family to …
David is doing a good job profiling new funds or under the radar funds. However, 100% success is rather difficult. I did invest in a few funds that David had profiled based on my further analysis and the fit to my own portfolio. While David had arti…
Reply to @scott: In a recent Show, Jim Cramer has recommending S&P 500 Index fund in a 401k. I was truly shocked initially butI understand why he said what he said.
- Perhaps, he was trying to motivate long term investment in a 401k as oppose…
According to M*, ARTKX has about 29% exposure to US based on the source of revenues of stocks in its portfolio.
http://news.morningstar.com/articlenet/article.aspx?id=393548
It would be really nice if M* published an alternate measre of country ex…
Reply to @CathyG: In a panicy environment and in this age of more connected economies and markets they do tend to go up and down in higher correlations. Traders do shoot first and ask questions later. A lot of higher quality companies that has noth…
Reply to @Maurice: I am not targeting you but 100% stood as an obvious distortion.
Your interpretation of tax rate for working retirees is wrong.
It is not up to 85% tax rate. It is 85% of your social security income will be included in your inc…
Reply to @CathyG: Cathy, these returns also include the 1% management fees (subtracted).
You also need to understand that the portfolios constructed are similar to their Ultimate Buy and Hold portfolio construction only varying the amount of bonds…
Reply to @Maurice: I hear that some in Germany want to leave Euro and return back to DM. Their currency would be so strong that their exports would get a major hit. Germany has been benefiting from Euro. In fact, their economy is so strong because o…
Reply to @CathyG: Check out the PDF file attached to the article
Fine tuning your asset allocation.
http://www.merriman.com/bestofmerriman/finetuning/
The bond/stock case is about asset allocation.
Reply to @Accipiter: The Japaneese date format YYYYMMDD would sort OK and would be human readable and would not require a computation.
If these are kept in a SQL table, adding another column and apply a SORT BY would solve the problem very easily…
I understand. I think the frame work and banner graphic would be alright if they also extended the full with of the browser window. For navigation, you need to center it but the background colored band could extend the full width.
I know, I've actu…
I personally believe EM equity is actually a better value right now. EM equity has been under-performing a while and valuations have corrected to a significant degree.
On the other hand, I believe EM debt is over-priced having a narrow segment exp…
"Fact is, “most people” (a huge and vague group that, in this case, includes me) are unable to change their outflow enough to accumulate even the 60% or 75% they “think” they’ll need, regardless of investment strategy or risk tolerance."
I have an …
Reply to @Maurice: The contents of the box was based on the original box. Yes, the font of fund name was bigger than the rest (as was in the original box). Accipiter took the idea and made some adjustments. I think it will be much more useful if Chi…
Reply to @Maurice: No. Please disregard the current popup. It's what we are trying to replace. Yes, the current popup is too big and does not fit.
Please concentrate on the light yellow area on the bottom of the first post. That would be the repres…
Another article with a video.
http://money.cnn.com/2011/08/30/markets/bondcenter/bonds_pimco_bill_gross/
"Do I wish I had more Treasuries? Yeah, that's pretty obvious," he said to the London-based newspaper. "I get that it was my/our mistake in th…
Reply to @Maurice: I wonder what your screen size is? This size 480x360 should fit to any computer screen that has VGA resolution and up. In fact, the minimum resolution that Windows XP and up support is 800x600.
I suspect your little screen is a c…
Reply to @Maurice: I agree STD Dev. of 14 is not something to be alarmed about. It is a moderate standard deviation. Than again, it is incomplete. It should be paired with a time period and he should have given the comparative std. dev. of a benchma…
Reply to @MikeM: I'll second this link.
Also of the people that you interview ask their ADV Part 1 and Part 2. Part 1 is about their criminal and disciplinary status. Part 2 is about their investment strategies and how they are getting paid.
Also…
Reply to @Anonymous: It looks fishy to me. Here is a pretty good discussion of price implied default rate of bonds.
http://speroconsulting.com/2008/12/02/price-implied-default-rates/
Reply to @CathyG: You definitely have to read the prospectus for these structured notes. Most likely, the dividends are not included but there may be other additional restrictions to know before you get in.
