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STB65
Is RNCOX worth holding?
After looking at the M* 1 and 3 year numbers on this fund with its ER of 2.22%, I wonder if it's time to give up on it. It was once recommended as a core holding, but I'm not sure it's worth its cost.
Is anyone holding it with confidence?
seems like my comment posted mid sentence.
(continuing) How complicated is the tax paperwork for non-tax-deferred accounts? I couldn't determine the minimum investment.
While I think there is a certain (perhaps) "doing well while doing good" aspect to investing in these loans, it seems that one must have a separate IRA here to invest. Is there a method to invest from a TDA or similar platform? I couldn't determine …
Charles,
CHE puzzles me. Roto-Rooter and palliative care seem an unusal combination.
Sewer lines will plug and people will die, but the PE is 18 and the dividend is 1.1. What do you see that the market doesn't?
Also in the three funds, which might …
If the site ever goes premium, it will need an "articles" or similar heading, where Ted and others will post (or it will need an active "editor", which costs money, to rate the quality of the selected articles). I don't think the articles receiving …
To Charles:
Have you considered Target Date bond ETFs?
http://www.zacks.com/stock/news/90436/Target-Date-Bond-ETFs-Best-or-Worst-Fixed-Income-Funds
The link discusses them, although it's months old.
Doesn't seem all that radical. One is averaging in for 20 years, adjusting for 15 (probably 20 years realistically). Take the risks while you're young; might not have to take them later; and changing the investment pattern of the new money around 50…
Not sure how extreme this reading is, since it has been higher 4 times this year according to the graph, which is pretty hard to smooth.
It's usually best to invest into negative sentiment, but I'm not sure I'd portray the AAII members as the dumb m…
The "Bigger Fool" theory, I believe; I really miss Louis Rukheyser.
That's why, as my dotage approaches (or, if one believes my children, has long arrived) I am very reluctant to buy stocks without good dividends - and never too much of any particul…
Only what I found on Google and in the prospectus. A "hedge-like" fund that doesn't short; a rookie manager with 3 years experience as an analyst; a company that's not had this kind of fund before, that also hasn't produced excitingly positive equit…
I bought some SEEDX, so I guess I'm allowed to make a few observations.
Most large company funds don't outperform their index, so my main hope is gnerally that they will do better in a down market. If the managers have all their investable millions …
Now THAT was an interesting read.
While I got no dog in this fight so far, the article suggests an international bent may be necessary. Google reveals WDIV, which looks interesting: yield over 4%; 99 holdings. Newish (less than a year of history, bu…
Since several of the suggested alternatives hold less than the 18% EM of DODFX, perhaps this EM lack isn't a problem. If the taper brings money back from riskier equities, such as EM, this may not be the year for more EM; and it's possible that DODF…
EPD up 140% over a looong time for me. Probably best return I have.
MLPAX has done ok for me. 4* from M*, upward slope; low risk, ave+ return. Just how much adventure do you want?
KMR good long term - manages MLPs, but return not so good lately (sti…
"In the end, advisers “shouldn't be surprised if values rise above the old historic norms again in this recovery cycle, but perhaps should still curtail risk-taking before the upper end of the new valuation range is breached,” Mr. Paulsen wrote.
T…
"Why do investor shares of this actively managed Global Minimum Volatility Fund have a lower expense ratio than investor shares of Vanguard’s Total World Stock INDEX fund?"
Couldn't have said it better if I'd looked up the costs myself, (And I only…
Thanks, Bob C.
Lost my post and don't feel up to repeating it. I did read the prospectus. It's goal is 5% net of fees above CPI. Not a high hurdle, but their goal is to be net positive, not just better than an index. They failed in 2008, but recove…
A couple of not-very-helpful observations (or, the usual). Those who most need the advice yield too little income to the advisor using an AUM approach to be attractive or can't afford to "pay up" as a percentage of assets to buy the advice if using …
Useful information in the first chart (for me) and GBMFX is a no-minimum, transaction fee at TDA. I'd always assumed GMO was for the wealthy and the $10M minimum kept the riff-raff and me out; but now I wonder.
Has anyone used their funds and regret…
Seems to me that Artic oil made accessible by global warming (accelerated by fossil fuel combustion - there must be a moral there somewhere) will be less costly than Argentine (or anyone else's) shale.
At least 7% is positive; some of my M* driven stocks remain negative 6 years later.
I stopped my AIP with ARIVX, leaving the money, but wishing the ER were lower. I have some more in my TDA IRA, where my allotment is finally in the green. I check i…
Dunno, but seems a bit hypish to me. A good drug for healthcare associated or aquired pneumonias would be important, but an indication for skin infections and complicated UTIs is a bit ho-hum. Their drug reps may push it hard, but the insurances wil…
Agree, Joe, but doubt PRPFX does worse than Hussman. Wasn't recommending it above anything besides Hussman. Sold my tidbit of PRPFX over a year ago. Was just thinking VF might be better served switching to PRPFX than holding Hussman.
Nice sobering article and the "lost opportunity" quote has a nice ring to it.
However: 1) If all I'm earning is "enough to keep up with inflation," I must have already saved enough to meet all my projected needs at current prices. I'm not sure that…
Since, I think, we are into non-sequiturs, I wanted to get these in somewhere (courtesy of Oscar W.)
There is only one class in the community that thinks more about money than the rich, and that is the poor. The poor can think of nothing else.
(Is t…
I quit reading Hussman a few months after the slope of my funds smoothed out above the "dip", which obviously took a while. (So I only read the comments here.) Too bad he didn't pile 100% into non-hedged equities in 2009 to catch the rise, since he…
Thanks, Hank.
I promised myself I wouldn't keep signing on late at night saying stupid things, but I was going into withdrawal
The genie is out of the big data bottle and I have little faith in consumer protection lobbying unless we all pay up to…
Responses noted. Guess I was just recalling the comment in the original description of SEEDX: " they’re not all that concerned about attracting more money."
While I always feel guilty ignoring the scripture of St. John (Bogle), who tells the believers that they can sleep just as soundly investing in index funds, I have put a few sheckels in SEEDX, partly to keep my foot in the door and partly to keep me…
Waaal, podner, if we're lightin' flatus, all Ah gotta say is that the S&P PE at http://www.multpl.com/ is 19.59, above the average PE, forward or trailing, from her table in the linked article.
Not sure who's blowing hot air, if anyone. Maybe it…
TNK is exactly right and his choice of VTSMX appropriate for a 30 yr old. Look up the recommended funds from your broker(s) on Morningstar or Yahoo for 1, 3, 5, 10 yr results and compare them to Vanguard similar index fundsfor results. I did that fo…
I thought I read an article a few years back in which BB said he wanted to create something like BerkshireHathaway with enough funds to buy control of companies. That was partly why FAAFX required the $25K buy-in, so that the money might be "sticky"…
Not having read the studies, I may be way off base, but IF active managers show persistence in exceeding their benchmarks, the citations in other older posts that almost no fund managers exceed index funds through two market cycles seems contradicto…
"El Pollo Loco bank loan" for 1.9%. Guess that's me, since I just put my mutual fund winnowings into RSIVX. 8% sounds WAY too good to be true - nearing Madoff territory, but I'll settle for 4% and capital preservation for the next three years.
