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.
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MikeM
I know you are not a fan of his, Mona (understatement :) )
Another Bills fan!!! Junkster just sent me a note saying the same. GO BILLS! They will be right down the road from me when training camp starts next week at St. John Fisher College. But tickets sold out in hours, so I won't be going. Are you from the area, Western NY?
He is obviously appointing his loyalists to positions, qualified or not. I'm guessing qualification is not a consideration for Trump because he believes he is the supreme decision maker anyway and he makes the final judgments. The appointed are just…
I'm leaning towards adding more to the LS/market neutral funds I have.
@staycalm, I've been hedging my bets the past few weeks, adding to midcap fund HFMDX and market neutral QQMNX in equal allotments.
The secret (or not so secret) committee comprised of Putin and his team of Russian oligarchs, Netanyahu, authors of the 2025 right wing manifesto, Linsey Graham, Kellyanne Conway, billionaire buddy Musk, nut case RFK, Leaders of the Neo-Nazi, skin h…
I fear all the topics catch22 mentioned above, but my immediate anger with this election is towards the democratic party in general and I think Biden specifically for not stepping away from reelection, much-much sooner.
It was apparent to most Joe…
@BaluBalu, FWIW, I really like the Capital Group ETFs, particularly CGDV for LCV. Not sure what 'quality factor' means so I can't say it "overweighs" it.
Curious with the talk about mail-in ballets. In my state we can go in person and vote any day during the week before election day. I went to our town hall and voted yesterday. Does any other state have early walk-in voting besides NY State? It is re…
@Crash, I know you are a big proponent on yield. Myself, it's all about total return. And, I'm a graphic trend person. Here is some total return data for 5 of the funds mentioned here. I'll give total accumulative return starting from 2021, 22, 23 a…
Is selecting THOPX performance chasing and I am going against my original criteria-low risk?
Probably both. It is not in the same low risk category as RPHIX, but it appears to be a decent short term bond fund over the long haul. Not meeting the low …
It is the same fund @Old_Joe. I own CSOAX through Schwab. I used the institutional version CSOIX in my trend chart because, for some reason, Stockcharts doesn't recognize CSOAX.
Agree @Old_Joe. I own them all, except WCPNX. I've been adding to bond funds since late 2023. CSOIX is a 5*, but maybe more meaningful it's a Great Owl, Steady trend lines are a big seller for me. THOPX is the newest addition. There's been a lot of …
I'm not good at links. I'll try again. If not, just input the funds shown to stockcharts.com
https://stockcharts.com/freecharts/perf.php?RPHYX,FLRN,THOPX,CSOIX,ICMUX,WCPNX
If M* can be trusted:
Sometimes a picture paints a clearer picture @Crash. WCPNX has more volatility than others with less return to show for it. I'm sure it is a fine fund, Weitz is a good bond house. It's just that M*s glowing statistics compared …
I believe RPHYX is no TF at Schwab, but that doesn't help you with the higher than normal ER (1.19%). I don't think to much about the ER since, even being on the high side, the risk reward is so good. FWIW, I've also held FLRN (SPDR Bloomberg Invest…
Thanks @Mark. Great read. I especially liked the probability curves set on their sides to illustrate the potential return outcomes at higher risk. That was enlightening, to me.
I have great childhood memories of following the Orioles back in the 60s and 70s. Our Rochester triple A Red Wings were their farm team for many years. I read the box scores of every game every day while eating breakfast. But I have to admit, I have…
@Derf, Go Pack Go!
Cooper had a nice debut with the Bills. 4 catches and a touch down. I think the other receivers we have will absolutely benefit from this addition. We needed a #1 receiver, and now we have one!
Ahh, and yes, the addition of Dev…
@hank, Phil Spector never managed the Beatles. Just helped produce a couple records with them very late in their careers. Brain Epstein was their manager.
Yes, @shipwreckedandalone. And IAU up 30% YTD. I forgot about this thread. I have to laugh at a couple of the (divisive) comments. Every category has its day, so might as well ride the wave.
I agree with every topic in that song. Imagine. He died so young. I always wondered what other mind-stimulating lyrics he was meant to write but never would.
Since the Patriots are no longer relevant, there isn't a team or player I dislike more than the Jets and Rogers. The GB fans I know are glad he's not a Packer anymore.
That completed Hail Mary was due to more bad coaching from the Bills. Rushing 2…
Thank you @hank for clarifying a bit more. It's just BS to say this fund did well in this time frame but didn't do well in another, so you should have magically known to sell this one to get into that one at this precise time. The question is, does…
The SP500+QQQ has been great since 2010. From 2000 to 2010, the SP500 lost about 10% and QQQ lost almost half.
FAIRX was a great fund during 2000-10 but has been far behind since 2010.
ICMUX made more than PIMIX for 3 years (chart)
But PIMIX made mo…
It's my perception that people who move in and out of funds are "fund" investers, maybe even collectors, not over-all "portfolio" investors. My hope is having a portfolio that trends upward with the least amount pf volatility I can obtain. The portf…
@WABAC, you may have sat in the station too long. The bond-train left the station when discussion and anticipation of lower rates started, around the start of 2023, right around the time many were heavily focused on short-term bond safety. I still b…
I'm just looking for some things to beat SPAXX
My goodness. No jumping needed. Any of the Riverpark or Crossbridge funds have been doing that since the start of 2023 with the smoothest ride you can ask for (RSIVX, CBLDX for example). Heck, even the…
what percentage of your portfolio makes up alternative funds
Hi @BaluBalu. About 20% total. Hedge/options funds make up 15% of portfolio. 5% now in a market neutral fund (traded out of BLNDX to buy).
Options trading funds
JHQAX 12%
PHEFX 3%
Mar…
FWIW, I asked Google, "are bonds in Nordic areas a good investment"
Answer:
It found that in the 20 years through 2022, Nordic companies “have outperformed their global peers on value creation, delivering an average annual total shareholder return …
@gman57, to quote Billy Jole:
You may be wrong but you may be right
I hope they know they came out a winner already and just play the diplomatic game. A war with Iran would be really bad for everyone, including Israel, the US and the rest of the wor…
Well, it drove oil prices up today.
Hopefully this is seen as just a well telegraphed saving-face action by Iran and Israel's response will be tempered, much like a few months ago.
I pulled the trigger a couple weeks ago @fred495. I traded in my BLNDX money for QQMNX. BLNDX has been a fine fund, I think, but the ride can be as bumpy as the S&P 500 at times. I did want something less volatile to contrast the market, which Q…
Where are these watches made? A mystery.
It's unclear where the watches are being manufactured or the maker, with the website only noting that the Trump timepieces "are not designed, manufactured, distributed or sold by Donald J. Trump, The Trump Or…
Energy seems to be one of the only sectors that seems undervalued. I've been playing with the home builder stocks also as mentioned earlier, but they may have already priced in the current rate cuts.
Have been buying CVX (Chevron) to play energy. …
@Crash, Gifford was a half back. A 'flanker' is an old term used for a specific receiver position. I think that position has morphed into what is called a slot receiver nowadays.
I remember all those old Giants names too. I liked them but as a kid…
A Bills - Packers super bowl would be a dream game for me. Bills have suprized me out of the gate. I new they would have a good defense again, but the offense, specifically the offensive line, is just rolling over teams that I thought would give the…
