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.
great owl? wrong bird...turkey maybe. here are yahoo per - centiles for various time increments against itss catagory. what are we missing?
mid cap blend catagory:
Year To Date 82 %
1-Month 86 %
3-Month 100 %
6-Month 37 %
1…
ted, i found this link worked. philpill
http://online.barrons.com/article/SB50001424053111903320604579107510908049226.html?mod=bol_yahoo_myyahoo#articleTabs_article=1
using figures from ezbacktest and betas from yahoo for 5 year period results show:
FPACX beta 0.92 total return 47.4%
YACKX beta 0.93 total return 108.3%
In this case i prefer an OFFENSIVE FUND.
maxl, not to belabor the point but my tea leaves show yackx return for ten years at 12.1% and a beta of .76 while prblx is 9.5% and .87 beta.
am I missing something here...
I
maxl,
no, try comparison with yackx...better beta, better std. deviation, better up/down year ratio and better absolute returns and more conservative results.MPGFX limits to midwest and you are better with whole us market.philpill.
mjg...don't go to vegas...Go to Arches National Park in Utah and do the fiery furnace trail. A world class experience that will be so much more rewarding. philpill
Old sailors adage,
After a good run before the wind it is time to lower the sails.
i agree with bob c...a correction seems due and therefore to be defensive my major holdings are:
mapix,macsx,mapox,tbgvx,yackx, prwcx, and in case of error , lesser a…
I second Max Bialy. With investing, a major parameter must be risk management and his choice of two funds MAPIX and TBGFVX mirrors my thinking. Both have the lowest betas in this irrational field. The other funds others are too risky for my aged bo…
Sage observation HiYield. this is a personal choice dictated by by past career as a research biochemist in pharmaceutical industry. new products are engendered by people specializing in biochemistry and molecular biology. the old line drug compani…
Investor
good suggestion, but I did not realize error until post post. what then?
I am very happy to be "still stuck with fundalarm," as it is , for me, the very finest information source on the Internet.
this side conversation is egregious.
rono, I suggest you explore another very good Matthews fund MCDFX which pays over 3.7 % with a low beta. It is pan Asia but concentrates on large dividend paying Chinese stocks. for Roth IRA this seems a good choice and I have been pleased with it.…
TNK is correct...my tracker makes no provision for autmatic dividend updates and this must be manually inputed under "edit".
Decrease cost basis by amount of distribution and it is current. Still I like it becasue i am sickened by current poor p…
I feel this is best choice known to me . regrettably I have in the link that MAY or may not pop up, my portfolio but I have eliminated dollar overall amounts so you can't see if philpill is croesus or a mendicant.
click tsuris 1 and voila.
PRE…
Dear MJG
"passivity just might be the key that unlocks the door to treasure booty. Within the last five decades much empirical data have been collected that underpins this wisdom"
I feel Passive Portfolios work, maybe and then again maybe not.…
"What are the true values of anything into which we invest? Perhaps our house should just grab the best 10 balanced/flexible funds, and let the money ride upon the high crest of the "funny money" and hope to also retain our mental balance at this h…
David, as a new yorker, let me urge you to take the staten island ferry round trip (free) from south street. nothing can equal this panorama of NY. Allow 2 hrs round trip and also after trip walk up Broadway to wall street, explore the caverns, and …
here is URL:
http://www.dailyfinance.com/quote/djindices/real-time-dow-jones-industrial-average/$dji
sorry, error is from daily finance not Yahoo, though yahoo is guilty of many past mistakes.
Reply to @catch22:
catch, first I admire your portfolio and literary comments about choices you detail. your results are consistent while engendering little angst and you surely sleep better than Philpill.
still, the market is a study between …
I would not buy it because I think MACSX is a better investment, at this time.
My experience with david's evaluations has been excellent and I hope you are not disparaging his cogent evaluations.
am I the only one who views this as a commercial advertisement. MFO should be no place for shills trying to boost investments of an untested fund. philpill
