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.
Exactly, I think some has missed the point that this exercise was not a recommendation on particular funds but a strategy that will not shoot the lights but produce somewhat more reliable acceptable returns by taking advantage imperfect correlation…
I think the subject line should be subject and the board software should be modified if this is so important. I am OK if you guys want to include your login in the subject but I will not be following that convention.
There is certainly enough space…
Stockless portfolio that provide stock like returns does not mean a riskless portfolio and in fact the suggested portfolio could be riskier than a better diversified portfolio that includes stocks.
If you want stock like returns you will expose you…
The fund should adopt a more global benchmark or create a synthetic one meshing up a domestic and international one for a more appropriate benchmark. A lot of funds play this benchmark game to exaggerate their performance.
FYI: note to investor: Adobe Flash Player versions 10.2.159.1 and earlier are affected.
Adobe Flash Player - multiple vulnerabilities.
1) An information disclosure issue.
2) Multiple remote buffer overflow issues due to a failure to properly
bound…
Ah, OK. I though, you checked the box but later avoided going to the problem site and used my alternate video post.
Anyway, you should have all your flash plug-ins in synced. A full uninstall and re-install can clean up issues dealing with mismatc…
MJG,
You need to do the formatting on Notepad (assuming using Windows) and paste here between the tags. The default message editor here is using a variable with font so it is hard to align things correctly while composing message in the box.
Prep…
You should check if clearing "Enable Hardware Acceleration" solves your problem or not. I see no point in delaying the check. If it freeze your computer again, all you have to reboot. I don't understand the delay here. If it does not work for you, y…
This is not a problem with your browser but rather with Flash player.
Problem seems to be your flash player. Unfortunately, ever since Adobe added Flash video acceleration via your graphics card there has been issues due to bugs in video drivers.
…
I could not embed it directly from Wealthtrack (it did not work). I found it on blip.tv. Sometimes they make it easy to embed the video on another page by providing the HTML code via a button on the video player. This one does not have such.
This …
I formatted your text in Notepad (or your favorite text editor which uses fixed with fonts) and placed it between the following HTML tags.
.... your pre-formatted text goes here ....
MJG in FA used his analytical skills to demonstrate the need to reduce volatility to improve investment success. Looks like SPHB vs SPLV is a verification of that concept.
Compare the 10 year returns of both portfolios.
However, note that the pas…
I'm glad Cathy that your are making progress but your comment about diversification shows that you still need some more time to sink in these concepts and fine tune the expectations. Also, diverse opinions on this board is probably creating confusio…
A few comments. To produce less correlated results and have more consistent diversification and counter balance during market panics/sellofs, Merriman portfolios actually use US government/treasury bonds.
However, as is typical of the people in thi…
ADV Form Part 1 and Part 2 are the registration paperwork of Advisor with SEC.
ADV probably stands for Advisor.
Here is a quick description from SEC.
http://www.sec.gov/answers/formadv.htm
1.5% is a bit steep fee which I would consider excessiv…
Are the fund all selected from loaded funds?
Some advisors can get front load funds as load waived but these typically charge a percentage for assets under management. Even so they might be getting compensated by the fund company via 12b1 fees (the…
Dave if you view of the fund has changed and you find it unappealing why don't you take a bit of your investment back. Sometimes, we should admit mistake, take a loss and find a more attractive home for our money. The moves need not be all in or all…
Cathy, that adage is still true but you shunned the category of bond funds that behave that way and choose to invest in bond funds that have higher correlation with stocks. Your bonds still does provide diversification but not in these shorter time …
Scott, nice deliberation.
To be fair, there is some blame to go for Yahoo as well. They found this at the end of march and waited to notify investors after over a month. But it does not rise to having the board of the company being kept in complete…
If the downgrade comment is referring to star rating, it is purely backward looking quant rating. However, the downgrade comment is probably about analyst opinion piece.
I have no problem as the issue was mandated by the government. But, such a divestiture should be brought to the board and have board make a decision how to go about this and perhaps find a better deal. If the board is not involved in such corporate …
Thanks for the head up JR. An alternative way would be to get in to AGQ and SLV today and sell to bounce tomorrow morning. Still a very high risk play as these ETFs (especially the levered versions) seems to having wild swings.
This is probably just the tip of iceberg of private information leaks. I am glad they caught him...
He was found guilty on all counts. He can appeal but I have the feeling that he will not get away.
My reading of the blog article is different. While Hussman in his early life advocated 200 day SMA, he is now using complicated hedging these days... The author is arguing that if Hussman has actually used 200 day SMA, it would actually yield better…
I read a broad range of sites. The following is not a complete list and does not convey a particular preference:
News, etc:
Bloomberg: http://www.bloomberg.com
Reuters: http://www.reuters.com
Market Watch: http://www.marketwatch.com
Google News: ht…
Here is Bloomberg's take on Fidelity data.
http://www.bloomberg.com/news/2011-05-11/average-u-s-401-k-balances-reach-highest-level-fidelity-says.html
Average account balance grew to all time high of $74,900 while average for those with at least 10…
Mike, at work, your company might be re-routing your internet through a proxy server. It might appear direct but sometimes these (overloaded, outdated) proxy servers have less patience with somewhat slower sites. They do this to reduce internet conn…