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.
@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…
My twisted brain sees him ending up as an inmate in one of his hotels, for which the Secret Service and other protective personnel are paying top dollar to the T organization for every square inch they occupy.
Brown Capital's link, above, did not result in my finding the 2022 estimated distributions. Curiously, several days ago it did work and I learned that BCSIX will make a 17% of NAV distribution. I have sold and will rely on NEAIX (which distributed n…
Your link, @Mark, is to M* showing no distributions at all in 2022 for SVARX. However, the fund made four distributions in 2021. The Advisors Preferred website appears to offer no help to investors seeking distribution estimates. Did you find someth…
I have not owned BRUFX for a while, either; however, I do not recall such a high cash allocation, low bond stake, and such a big commitment to utilities (32%). The latter might be bond substitutes.
Thanks for that clarification @stayCalm. Can you determine if the 11/15 distribution of 98 cents is the last one for 2022? It seems that the fund is not on a quarterly distribution schedule.
@stayCalm: SVARX does have impressive upside and downside capture ratios. Can you figure out what the bogey is? The fund appears to be charging an ER of 3+%, so that's one high hurdle to overcome. I looked at the Advisors Preferred website and got a…
The stuff that has been working this year are ETFs with a disciplined methodology: CDC, COWZ, SYLD, and to a lesser degree MOAT. New to my portfolio is SMOT, the S-Mid version of MOAT. Free cash flow, dividends, moats and buy-backs seem to character…
Mr Smith has an impressive bio, including doing investigations into political corruption. He looks like a tough cookie. Mr Smith will be going back to Washington from The Hague, but not just yet. The Times also reported that he’s recovering from a b…
I’m in agreement with Old_Joe on FB. I am frequently shown stuff that my wife reads and it’s rarely anything I need or that I missed on the various electronic news outlets I read daily. She’s right in saying it is a useful medium for keeping track o…
@WABC: thanks for the suggestion. We received two Echo Dots, not the latest versions, as gifts. I figured out how to use one on our lower level as an intercom. My wife can summon me by saying, “Alexa, drop in on all units,” while she’s listening to …
