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.
Reply to @hank: I remained fully invested through the '08-'09 Crash, and kept adding to my portfolio, every single month. (Stopped---at retirement, in 2011.) So I'm not among those who missed the substantial gains when the Market took off again late…
I'm retired, wife isn't. A financial expert guy lately told me that up to 70% equities would be appropriate. She's just 40 this year. Bonds? Seems to me that holding bonds to any substantial degree is to shoot yourself in the foot. Took an expert to…
We are here. I don't see anything else that is required in order to expect to be able to live a decent life with freedom and dignity. Part of living with dignity is not being required, anytime, anywhere, to work for slave wages. ...Yes, all things a…
Reply to @Investor: Hello. You're absolutely right. However, it is the LIE that I object to the most. Nothing worse in this world than a LIE. Which is why the politicians can't convince me of anything. One party lies out of one side of its mouth, an…
"If you engage in certain type of business, the percentage of U.S. made content of those products U.S. must be disclosed. This applies to products like automobiles, textiles, wool, and fur products. There’s no law that requires most other products …
Conclusion: "I wouldn’t feel too smug pointing at the perceived failings of those smarter than us. At least once in a while a scientist will change his mind. Most people have never significantly altered beliefs that took root while they were young. …
It is doing better than MACSX, which is the old fund he used to run at Matthews. Not by a lot. MAPIX is doing rather better. I'm holding on, waiting for SFGIX to catch fire. Can't complain too much....
I think that's wise. But beware. Do not let him "sell you a bill of goods." If you simply say, "OK" to everything he tells you, you KNOW what will happen: you'll be invested in funds that give HIM the best kickbacks. You should always go with NO-LO…
(Quoting J. Zweig from the article: Are US stocks too rich, now?)
..."In fact, whether stocks are overvalued or fairly priced isn’t the question that investors should be asking. Instead, what you need to answer is this: How much can I stand to lose …
I, for one, was a bit disappointed on Friday, to watch the R2000 rise heftily, but my small-cap fund rose just a penny. MSCFX. Anyhow, its sister, MAPOX is higher than ever. I own more there. (Hybrid, US companies and bonds.) I can't, I simply CAN'T…
Reply to @bnath001: If I'm too stubborn, it seems like you're too nervous. Therefore, a professional to whom you can entrust your portfolio is essential. ESSENTIAL. Let him/her make the decisions, and you can simply watch it grow. No need to drive y…
AMANX is up rather nicely. You did well to take profits. You have not been in it for very long, though. Expect SHORT-term gains, and the higher tax that goes with it. If you have a plan, stick to it. Then all this market-hype will not be what makes …
That's very clear. I thank you! Our fund's ticker--- if memory serves me--- is a proprietary ticker, identifying that account, in THAT fund, is a 403b annuity thing-y with Mass Mutual. The people at the employee benefits office are freakin' clueless…
US domestic small-caps are 3.2% of my portfolio. MSCFX. I will harvest profit and transplant it into my MAPOX after the first of the year. It has indeed been a stellar performer for me, over the past 16 months or so. M* number says it's up +40.6% ov…
Stupid things overheard: I was called down (chaplain) to the ER. Dreadful accident, doctors worked and worked to save the man. His family shows up, all nervous and concerned...A young doctor has to come out and tell them (with me) the bad news. And …
........"LOL - Reminds one of a couple of old sayings --- "If you can't stand the heat ... ", and "Don't feel bad - your fund doesn't know you sold it."
What?
Reply to @linter: My next "project" will be to find a way to trim the size of my MAPIX position. It is every bit as oversized as PREMX was. I'm continuing to hold and watch TRAMX (Africa/M.E.) growing. I will harvest its profit and give it to PRWCX…
I was just down in Beaufort, SC near Parris Island last month. Reminded me of my dad---before I was born--- torturing those recruits. Dad was a D.I.
I will go as far as to say that we must honor the service of all those who have served. Credit whe…
AMANX looks very good. Are you intentionally wanting to be sharia-compliant? BERIX is great, though conservative. I own a similar styled "balanced" fund: MAPOX. And MINDX? India is certainly unloved these days, if you went looking for a bargain. I s…
I agree, J. I'm certainly no pro. 99% of the time---having already made my plays--- I am "busy" spectating. Down days and even entire periods in the doldrums are to be expected.
