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.
Since bond funds surfaced in the discussion, I’ve attempted to utilize a share option in my Barron’s subscription to link an article. I hope it works. This one on bond funds I found interesting.
Barron’s - Actively Managed Bond Funds Outperformed…
If it costs more for a vehicle built in Japan, Mexico, Canada or China (due to tariffs), won’t companies who build similar vehicles domestically just raise their prices to compete? Why would domestic manufacturers not raise their prices to whateve…
Thanks Ben. I’d always figured a lot of them fooled around with the nice looking female flight attendants on those layovers. Shows how little I understand about flying.
Unfortunately, I think @JD_co & @Observent1 are correct. Better in OT. The real problem is the country is fractured politically, and in many ways socially as well, to the point where rational discussion of a President’s policies (either par…
I don't pay attention to any "experts" only to my system.
He moves in darkness as it seems to me,
Not of woods only and the shade of trees.
(Robert Frost)
@bee / To pull up the limited available stocks M* carries just type in the ticker symbol in the same field where you would normally enter a fund’s symbol. When I’m logged in it’s near the top of page. Says “search for investment…” I just did a…
Unsure whether bonds are better opportunities than stocks in light of the high valuation? Feel like the time period prior to the 2000’s internet bubble.
My equity exposure only climbed to 41% after last week’s messing around. A bit of a relie…
I have access to the individual stock evaluations, too. I'm not sure if ALL of them are human-written. But they are more specific than almost all of the fund-AI-generated drivel.
Yup. I get them and agree. They’re better.
Agree @Observant1. You said it well. However some of them don’t seem up to AI standards as I understand it. Crediting them to AI may constitute an insult to Artificial Intelligence.
Is M*’s writing getting worse or part of it generated by AI?
Seriously wondered the same. I know their medalist ratings and pillar reviews are done via AI. They are horrible.
As a subscriber I can attest the writing is not getting better.…
Are you watching what you posted or football? @hank
Neither. Just pointing out that the cable networks have moved on to other eyeball grabbing stories. The public gets weary of the same stories ….
A source I follow says long-term bond rates will continue to rise until the stock market “breaks.” Then a rush to safety will supposedly cause bond rates to fall. Mere conjecture. No specificity as to when this all might happen. I’m loath to cite t…
That's why I'm at MFO and at none of those other "social" whatever-they-ares.+1
”Critical thinking was taught in my college days.”
I had such a class myself in college, taught by an extremely gifted history instructor. He was light years ahead of t…
I recently saw Neil deGrasse Tyson talking about AI and how he thinks it will obsolete social media. He feels people will get so fed up not knowing what is real and what is not real they will abandon it. I think he may be on to something. I use it…
I’m in a one-year subscription. Was advised by many here it’s free at various sites. Color me dumb. There are periods, like the past 3 or 4 weeks, when I use M* 10-25 times in a day. More than most I’d guess. I use the performance numbers in invers…
Comparisons are hard to come by owing to the recency of ETFs that replicate (or approximate) a longer standing OEF. One target that sheds a little light on the subject might be the Leuthhold core investment funds. Over 3 years (according to Morni…
Sold all the CEFs purchased in the first couple weeks of ‘25. The last one acquired, RLTY (bought 1/10), did best. All bounced after rates on the 10-year reversed trend earlier this week. Pocketed a 4-5% gain on the CEF collection (including 2 pe…
Yes, I've seen pictures of the damage... about a 6 inch hole in the leading edge of one wing. How nice. How thoughtful. F'ing idiots.
Makes you wonder where this will end. Drones will only get more sophisticated (perhaps an oxymoron?). Can you sho…
A typical grass fire is easy to contain. It’s on the surface. Wet down the surrounding area and you got it. But a forest fire is a different animal. Not only does wood (trees) burn at incredibly hot temperatures but the very extensive root systems…
Stack advised followers to iniatiate a 3% position in 1X Inverse S&P over the weekend. I’ve found his timing calls of questionable value. Did not indulge.
+1 Congrats @rforno on the 33% gain.
Added My LS fund (CPLSX) has been behaving like an …
I worry that in a market rout, the heavy reliance on ETFs will amplify the downward spiral. With an OEF the manager has some discretion (albeit limited) when and what to unload. With an ETF it’s a direct pass-through. Owning stocks in an ETF may su…
Sold part of my ”tread water” funds (CVSIX / LPXAX) yesterday. Reestablished a position in GAA this morning at open. Had sold it 2-3 months ago and it’s off a couple percent since then. This should raise my equity exposure from 33% to around 40%. …
@hondo - Thanks for the feedback. My humorous comment was not intended to criticize the post. Probably a good idea to re-check all your auto settings at VG. Excellent post. I’m a bit OCD and so always check, check, check & re-check those sorts …
@Observant1 What drives you to purchase addition share of this fund? A quick look on yahoo fin. shows it to be running "way behind" in the category over 1 & 3 years!
If I may opine here, when I look to buy a new car, computer, piece of furnit…
S&P Returns by Year
2024 +25.02%.
2023 +26.29%.
2022 -18.11%. (neg)
2021 +28.71%.
2020 +18.40%.
2019 +31.49%.
2018 -4.38%. (neg)
2017 +21.83%.
2016 +11.96%.
2015 +1.38%.
”If it walks like a duck and quacks like a duck …..”…
Or you could just calculate the amount yourself on one of the dozens of free calculators available online and then make a note on your calendar for the day you intend to pull it.
Or say, “Hey Siri: Remind me to …..”
If you’re able to manage y…
Some say the world will end in fire,
Some say in ice.
From what I've tasted of desire
I hold with those who favor fire.
But if it had to perish twice,
I think I know enough of hate
To know that for destruction ice
Is also great
And would suffice.
…
@dtconroe said, ”Thanks for your information Hank! Your comparisons are actually to those of "bee", which I quoted in my post”
Yeah - @bee and I both taught. Probably some similarities to situations. We’ve both been here through thick and thin ma…
”hank, are you willing to provide more personal details about your situation, so your opinions have some context?”
Which opinion? I’ll try to compare my situation to yours but not sure if that affects most of my opinions about investing or finance…
Thanks @hank. But respectfully, I still wish he would never post here again. But since that isn't going to happen, I can remove myself from his antagonizing BS.
HA - Ignoring provocative threads like that is great advice.
In FD’s case, he does c…
Regarding Reverse Mortgages -
Wouldn’t it be smarter to do a traditional refinance of your existing home for whatever you can pull out? Then invest the money and draw it down as you need it? The bank or other institution would of course hold a li…
