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golub1
Other than Schwab where else but directly can you buy MRFOX?
Unfortunately the ER's of the BALANCED Funds mentioned are very high excluding INCM and the I Share allocation series. Both Vanguard, Fidelity and T Rowe have great balanced funds that are lower priced.
I own LCR which I wished was lower, but they…
If you buy Loeys theory which I'd like to do, which global equity fund would you buy? Which bond fund? I would be most interested in active ETf's because of cost and tax efficiency BINC is new but I like the idea of flexibility since I 'd like this …
I hold SCHY in my Roth IRA's and was told by Fidelity that it doesn't withhold taxes on Foreign Dividends. I had posed the question to 2 reps from Schwab and never got an answer. I hope Fidelity is correct.
Does anyone sense or know if Fidelity is becoming more restrictive in providing NTF status to funds? I've notice oftentimes smaller and newer funds are transaction fee with them, higher minimums for institutional shares, and oftentimes not available…
This makes me ponder how big can a large cap fund before even with a good manager it loses too much flexibility to perform it's best. I know there are many fund managers that continue to outperform with very large AUM. Would they perform even better…
HANK, on this thread in Oct. you commented, "among the alternatives. None, AFAIK, have perfected the “secret sauce” for managing risk in down markets." I could not find it at Fidelity is it the correct symbol?
Looking @ everyone's comments I think there are no single comparable International funds. I think though that a combination of at least 2 or 3 funds will be a better choice. PRWCX Equity holdings basically mirror those of a conservative large
Growt…
Most of the institutional news and commentary is BS. Just tell me what is cheaper that you buy. Adjusting comparisons because of price improvements is nonsensical. I can't buy a new car without the current technological additions. Leaving out items …
Thanks hank that is good information to know. I held the fund earlier in the year, but sold it when I came to the conclusion that it was too expensive. I didn't realize that they were doing any short selling, which can be expensive. I knew they were…
Since the publication of the Portfolio, I've bought most of the funds in two IRA portfolios. It's easy to do at Fidelity with the only fund I bought elsewhere was the Vanguard Fund which is tax managed so it's just fine with my Regular account @ Van…
I thought when lynnbolin revealed the Catastrophe portfolio that the inclusion of this FSRRX WOULD BE A GOOD SOURCE OF DIVERSIFICATION FOR WHAT WAS INCLUDED. maybe he will comment.
Finishing the comment from above: I love reading the monthly discussions from Mr. Bolin. He is providing a very useful information month after month. There always so insightful and analytical Yet it can be difficult to construct a portfolio becaus…
Thanks for the comments particularly MSF. A couple of things have changed in the recent past. SABA Capital Management increased their stake in SOR and now holds 9% of he shares. "Saba selectively pursues an activist approach where corporate actions…
This is an interesting fund that rotates between factors based on expected future returns but never has more than 35% allocated to any single factor. Read the pospectus carefully before investing.
DYNF
BlackRock U.S. Equity Factor Rotation ETF AC…
I HAVEN'T CALLED TRP. What does it mean to move a strategy? Are they moving the funds, or are they setting up a similar fund with the same Strategies. If there just moving the fund that doesn't theoretically allow for additional capacity for new inv…
MY IRAs are at Fidelity where I own a large amount of PRWCX. I'd like to pair it with VWINX but it's a transaction fee at Fidelity - not even their usual $49 but $75. I like how it's more value focus. Can anyone suggest a low fee Mutual Fund or ET…
Thanks Ted. this was a very informative article. I hold a few fundamental Index funds from Schwab. I think these are the same as the Pimco s fundamental index funds. However Arnott didn't mention Schwab when he mentioned the funds that were license…
As I read the comments, I thought did you read David's commentary this month. If you did you have your answer. This month and his commentary for several months going back. It seems obvious that the prospects for 10 years to get back to even is a ve…
I find though that the non-availability of the two funds I mentioned in my post is especially interesting because in David's write up he said that the the two fund companies were going to be on Fidelity and Schwab's platform.
