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.
@hank: Page is not the first voice out there talking about upcoming opportunities in small caps. I maintain a healthy exposure to SC, so I hope the predictions come true. I also have been told that some predictions for positive outcomes are contrari…
I also add my thanks to @Old_Joe for compiling these lists. There are now so many charges against DT and his merry band that a gullible person might give credence to their claim that it’s all a government plot to get them. They acted like gangsters,…
@Derf: thanks from all of us for reading those 206 pages. Where would we be without you? I was organizing some files yesterday and almost threw out all my statements from GP, now on the chopping block awaiting the fall of the blade.
@hank: I’ve never built a Treasury ladder and I am loathe to let PLW do it for me. It went to the top of M*’s class by losing 3.76% in 2021, 19.97% in 2022, and 0.99% YTD. It must be a tough racket, that Treasury stuff. How much did the middling or …
@WABAC: I agree that bonds are like children (at least those of my parents’ generation). They should be seen, but not heard. Send the kids off to bed early. Similarly, buy an allocation fund so as not to be distracted by contradictory talk of durati…
@davidrmoran: the article made (im)perfect sense up until this line: "The obvious answer is the end of Long Transitory, ie recombobulation...." Do you really read this crap and understand it? I did read it and I don't understand it. Are you putting …
@Old_Joe: he may well have started someone clever on the path to creating the latest-crazy-idea ETF. 2X futures contracts on America's favorite breakfast drink, with a large chunk of Florida real estate short holdings as selected by associate portfo…
We know that compounding on investments made early in one’s lifetime makes a huge difference in one’s financial success. Even though I was a very low earner when I started my career in 1970, we still were able to buy a house in 1973 based on my inco…
@hank: that’s quite a tribute to a Mercury, a brand that hotrodders loved in my teen years. It did not retain its cachet. A friend of mine got stuck with a Mercury SUV lemon, manufactured north of the border, no doubt. Once he could afford to unload…
I have never followed Mr Giroux’s fund, but I do think his ETF can work for me. I’m dialing back on aggressive growth, so TCAF’s GARP makes sense. The three medical device companies highlighted recently (BDX, RVTY, FTV) were all up today. They have …
Ronnie promised the moon to the working class, but left the country with massive deficits. A true hood-winking. Old man Bush beats one of the worst candidates the Dems ever nominated and gets to name Clarence Thomas to the SC. Talk about a decline. …
Champlain used to be fine funds. CIPSX and CIPMX still have M* Gold, but have dropped to four stars. MFO Premium correctly rates their last 5 and 3 year performances as a “3.” They attracted a lot of money, closed the SCG and MCG (maybe too late?), …
My best wishes to Chip for a rapid recovery @David_Snowball. An MD friend of mine, one who had volunteered at testing sites early in the pandemic had remained Covid-free during the entire emergency up until the time last month when she went on a saf…
I have CapitalOne in my wallet. The company has repeatedly asked to to enable the virtual feature, but I have not because I don't fully understand it. Thanks for the above links and info; I'll try shifting my brain out of neutral.
@hank: really good points regarding the "whys." Your mention of the loss of defined-benefit pensions could be expanded to include the factors that have all but wiped out what we used to call "the middle class." It's not that the social stratum itsel…
@dtconroe: thanks for your very clearly expounded review of your situation and how your current portfolio evolved from something quite different from what you are holding/managing today. I had forgotten what you reported doing to your portfolio last…
Thanks, @Old_Joe. I did read to the end and was rewarded. BTW, I crossed the four-score line in 2022, but I know you to be far more mature than I (lol).
Somewhat related: I do worry about leaving a complicated portfolio for my wife, say, who has n…
@dtconroe: I am intrigued by your explanation of how you use of CDs and their multiple maturity dates. I spend what some would probably call an excessive amount of my free time juggling MFs and ETFs. However, I did put $10K into a CD for the very fi…
Sad to think this transformation occurred during the years when I was employed full-time, 1970-2012. In my sector, higher ed, we fought like banshees to get a union recognized, then fought some more every 2-4 years to try to carve out some portion o…
Despite urging from more than one source, I waited until this AM to read the “annotated” versions of the indictment published by The NY Times. Un f’n believable, or UFB, as my college buddies said. MSNBC and CNN reporters and analysts all were sayin…
These three stocks already figured in the fund’s holdings, so not new buys for Giroux. Surprising strength just judging by how well they have held up the last couple of down market days. RVTY defied the big drops in all indices on Wednesday.
Anothe…
@BaluBalu: Thanks for that link. After doing my best to understand what this fund purports to do and how, I wondered if the people in charge might be running a seminar at my local Holiday Inn for people like me.
@BaluBalu: I never have owned it. Before just looking at a M* listing of all the Artisan funds, I had not realized that ARTTX is their only domestic LCG offering. A single manager has been running it since inception; I don't see Christopher Smith as…
CNBC noon show today featured a short discussion on prospects for healthcare in the near term. Both participants were cautious to negative, one saying that despite the return of growth stocks this year, biotech has not seen any rally. Merck reports …
To be perfectly honest, and totally conflicted, I am not in the least bit proud of holding some healthcare companies, either their stocks directly or indirectly via my funds. I just found out that one fund I hold has a big position in Phillip Morris…
@Puddinhead: I recently sold XLV, but I am holding on to BHCFX. My inexpert opinion is that uncertainty (as alluded to in above analyses) will hold healthcare stocks back. However, an aggressive fund, such as the Baron one, might be able to find goo…
How do I get to be an influencer? I'm planning a run for Congress, but I need a launch pad from which to hurtle into fame and fortune. I have never read such hooey as in the linked Sun article. How did I not know about these people and these phenome…
Back to the original topic…
Amy Zhang was supposed to be a star SCG and MCG manager at Brown Capital. She got hired away by Alger. However, her record there leaves a great deal to be desired. Not that her former fund BCSIX has shot the lights out s…
@rforno: CGDV certainly looks like a good idea based on what it’s done in its short lifetime. What I find surprising is that last year’s dividend darlings SCHD and GQHIX, to name a couple I have followed, are really sucking air this year by comparis…
