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.
@Rickrmf: I think your own portfolio is great. I am a great fan of COWZ and DIVI. I have never owned DODIX, however. One new SMID ETF, SMOT, has been shooting the lights out since the Oct 22 lows. I think SC will continue to do well; RWJ or BRSVX ar…
I have recently bought EYLD, along with SFVLX, as EM value seems to make sense these days. Like @WABC, I also have exposure to SYLD. One can always hope that the prognosticators are right this time about EM. I like Faber’s idea of buying companies t…
@LewisBraham: true about risk of clash between India and Pakistan. Comparing what I’ve read about the shenanigans that go on daily on the Kashmir border, these guys outdo what the two Koreas have done at their border since 1953. I have visited the D…
@Old_Joe: I use an external HD for backups and, as you suggest, these drives have about a 3-year lifespan. At least that's been my experience. I just replaced two Seagate drives bought about 4 years ago.
MEGMX and MEM are underweight China. M* has the country at 27% in the index, while the Matthews funds hold only 10%. As @Graust points out, one can avoid the country altogether.
Thanks, @Mona. I could invest directly with Seafarer but I dislike the extra record keeping. The new Matthews ETF, MEM, and the Cambria EYLD have my attention also.
Appears to me that SILVX is available at Schwab and TDA with a $25K minimum, but that the Investor shares (SFVLX) require $1M minimum, which may mean not available. Truly bizarre. I rather like the notion of EM value, but those minima are beyond wha…
I agree with what others have said here. What struck me in the letter was another GP mea culpa and that somehow the extreme drops in the funds could have been mitigated in 2022. The solutions, which sound to me like creating more committees, do not …
@sma: I think it’s tough to know which stocks may benefit from efforts to confront climate change. IOW, who will be the the winners? I borrowed from another poster’s research into clean energy and have been following ICLN, QCLN, and TAN. The funds h…
What worked was alternative funds. Had members exchanged their balanced funds either three years ago or just one year ago for REMIX, in the first instance, or PAEGX in the second, they would be crowing about their gains.
@LewisBraham was spot-on to…
I have been using Dashlane on my Apple devices for at least three years and I find it well worth the annual fee. I has the option to create its own password (mind-numbingly difficult to remember) or to use my own. It warns of multiple uses of the sa…
Healthcare lost me less money than anything else (BHCFX and XLV with a few health-related individual stocks). TIAA Traditional and TIAA Real Estate made money.
@KHaw24: Thanks for your suggestions. I own SYLD, which used to be a mid-cap value fund but which is large-cap as currently constituted. DIVO has also done extremely well in the LC realm. It’s concentrated and has a big wad of cash.
The report from the Times that the IRS is so short of resources that only one tax agent was assigned to Trump's returns is truly disheartening. I smell a rat when I read that Trump put people favorable to him into the IRS and favorable treatment ens…
I think that the rise of Apple under Steve Jobs showed how significant a brilliant CEO can be. From my perspective as a consumer, I was (am) willing to pay up for Apple products because they were so "cool" and obviously well designed. Sit in a well-…
Baron Wealthbuilder Fund is no longer building wealth(?) for us. Maybe Ron’s funds will be back, but they have a lot of ground to make up. TSLA is held by more than just the Partners fund in the House of Baron.
ChatGPT does appear to have the potential to make the traditional teaching of English redundant. (BTW, in Great Britain, layoffs are known as redundancies.) A teacher of literature and composition commented in the WP that this software would remove…
I think @Puddnhead asked about small-mid value funds. For OEF, BRSVX. For ETF, SMOT. The latter is brand new, a more mid than small portfolio of about 100 stocks meeting M*'s moat methodology. AVUV has an interesting approach to small value, resulti…
I really enjoyed “Skyfaring: A Journey with a Pilot,” by Mark Vanhoenacker. The author was a pilot for British Airways flying 747s. Great appreciation of the wonder of flight, the place of the 747 in aviation history, and the profession of aviator. …
@WABC: I just bought some SYLD after selling some MOAT. Foreign stocks were really cheap late Sept when I bought FNDF in hopes of a rebound, which occurred. Took some good profits and hope to repeat. These days, I’m trying to be less greedy and more…
@WABC: RWJ is a good pick. I am impressed that the Invesco methodology appears to work equally well for large cap (RWL) and mid cap (RWK).
I have been a fan of the Pacer Funds Cash Cows method, and I have made a commitment to COWZ. Historically th…
Thanks, @TheShadow. After making a big distribution in 2021, BCSIX will do the same this year. According to M* the fund holds 45% of its $3.6 billion in its top 10 positions. Concentration is great until it isn’t. Hard to blame shareholders for flee…
