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.
Anyone know if RFK’s former running mate, (somebody) Shanahan steered her millions into the Trump campaign at the time they folded their tent and endorsed DT? She’s worth more than enough to purchase a cabinet appointment, at least in DT’s transact…
@WABAC: not sure what putting down markers means. I have marked my territory in AIRR and PAVE, but I no longer own FIW. I think you have done OK in GRID, IIRC.
I had thought that Leonardo da Vinci was one of history’s most prominent lefties; however research reported by the Smithsonian gives strong indications that he was ambidextrous. I have faith in Ken Burns and his team to provide a great documentary. …
Something stupid on a string dropped down from above the stage if a contestant said the « magic word. » If I’m right, what can I do with my 20 points, @Old_Joe?7
@BaluBalu: now more than ever, AIRR makes sense. Domestic industrial SC 90% and regional banks 10%. Last week saw a 12+% gain for the fund while IWM, RJW, and AVUV rose 8+%, respectively.
I still remember how stupid I felt in 2016 after predicting that Trump’s win would be the death knell for the stock market. A fool and his predictions are soon shown to be as worthless as a farthing.
@BaluBalu: I had the same problem getting the other charting apps I tried to recognize the index symbols. I should have warned you about that. I’ll go back to M* on my desktop to see if it works there.
Comparing the 3-yr performance of the index a…
@BaluBalu: here is the link to the M* pages devoted to the Composite Index, symbol
MSDIMWMT. You’ll find all the relevant data and a chart therein.
https://indexes.morningstar.com/indexes/details/morningstar-wide-moat-composite-FSUSA09PF6?currenc…
Quite frankly, and despite my desire to get bargains wherever feasible, some reward programs are simply too complicated for someone born half-way through WWII. We have traveled far and wide and recently our Delta miles, without my knowing why or pla…
@BaluBalu: thanks for the idea. I had not thought of contacting a company about offering a new fund. The outperformance of the Composite Index may very well due to the Mag 7 and other high-fliers being well represented. History tells us that these s…
As we get older, I find it more likely that one of us could have an “adverse event” before or during a trip, resulting in the need to cancel the whole reservation or part of it. Previously, I never considered insuring our trips. One travel agent con…
@BaluBalu: MOAT’s largest allocation is now to healthcare (22%), not a hot sector these days. Mid-caps XMMO, XMHQ and VLIFX all had good days, in contrast. I have wished that Van Eck or another fund company would offer an ETF based on the M* Wide Mo…
I agree with @BaluBalu regarding the extremists who may be appointed to key positions. Michael Lewis pointed out that in 2017 the Trump administration failed to take advantage of its chance to seize many federal functions and departments simply out …
I don’t know much about it, but SPHQ looks attractive. Invesco quality screens seem pretty effective on MCs. SPHQ may be a blend fund, but it scores relatively high on value.
Still with CapitalOne at 1.5% for everything, no fee. No problem paying most recurring bills. The customer service is exemplary, something I’d not want to lose for half a percent. Schwab Visa used to deposit 2% directly into brokerage account, but l…
The bizarre weighting scheme of the DJ 30, giving greater weight to stocks by price not market cap, means INVD will be pretty far down the list. This despite the fact that Nividia and Apple are neck-and-neck in the race for biggest company. Stone Ag…
I have been a Yankee fan since the early 50’s and I cannot recall an inning in which they played worse baseball. As previously mentioned, the Yanks stars (Judge and Cole) committed bone-head plays and the supporting cast chipped in as well. Cole’s f…
Unfortunately, people of our vintage are adversely affected by noise in all settings. Just last week I agreed to meet a friend at a Starbucks I’d never visited previously. I had hoped to find a quiet café where two old dudes could chat, but upon ent…
I think the runner-on-second rule came with the time limits between pitches, for pitcher changes, and visits to the mound, etc. The over-all effect of speeding up the game has been truly a positive reform. Just eliminating the time for the f’n batte…
There is a lithium mine in Nevada which the company exploiting it claims could meet our needs. I think it’s still getting off the ground as site approval is only two years old.
https://lithiumamericas.com/thacker-pass/overview/default.aspx
Ever si…
Does the WSJ still publish stock picks by “experts” compared to picks by darts thrown at stock symbols posted on a wall? For some reason, the NIXT methodology looks about as random as the dart method (not that there’s anything wrong with that…).
@Derf: no pocket radios in 1955, you are correct. Conflated memories in my old noodle. I do recall listening to Yankee broadcasts after bedtime on a radio in my room, starting about 1951, Mickey Mantle's rookie season. FWIIW, the first night game at…
@davfor: the interest in the ‘55 series pushed my father to buy our first TV. Even so, I doubt that I saw Sandy Amoros rob Yogi Berra of at least a two-run double by running down a fly ball deep down the left field line in game 7. Brooklyn won 2-0. …
NFC North is suggesting that parity does not exist.The NFC West is a cesspool and NFC South is pretty bad. Outlandish theory: football talent is moving away from disaster-prone areas in favor of areas where weather is normally considered a deterrent…
After WWII, my father opened a small airport on the shore in eastern Connecticut. The airfield could accommodate both conventional small planes as well as sea planes. He owned a Republic RC-3 Seabee, as described in the Wikipedia link. One of the mo…
I was quite relieved to read of the Georgia judge’s decision, but still worried because he kicked the can by limiting the ruling to this year only. There will be an appeal from the deep-pocketed R’s and the issue is unlikely to go away. In a somewha…
@Derf and @hank: your pain reminded me of a self-inflicted wound. I change the oil on my 300ZX every year. Not long ago I completed the job and took off to do errands. About a mile from home, I hear. a loud muffled pop or boom. I pull over and see t…
Thanks @hank for doing the legwork and posting this. From what I gather from rapidly reading from the links provided, most of those who participate on this board may not qualify for the new ETFs. The strategy appears aimed at people who have north o…
You have spoiled my Xmas shopping plans. Had planned on giving three watches to my daughters’ husbands/partner. I had forgotten about the shoes, which must surely have a good provenance befitting such high-quality footware. First I have to pull some…
@Observant1: I think you are correct about no deal on automation or any scheme to prevent erosion of the bargaining unit. STM, that the suspension of the job action permits merchandise headed to retailers for holiday shopping, but that the sides hav…
