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?
Not everyone's cup of tea, but I have been getting added yield by buying "callable" bonds where the "next call date" is a year or 2 out there. I'm making the assumption a 5, 10 or even 20 year cooperate or gov. agency bond will be called at first ca…
...yes sir, and that was also a major factor in the creation of the Off-Topic section- to move at least some of those debates out of the financial sections.
@Old_Joe, I've decided not to go to the Off-Topic section anymore due to 1 person who, for s…
I've never thought of Motley Fool as an investment house. I always thought of it as an entertainment site that makes money through advertising. Even their stock recommendations seem to be subpar.
@hank, fwiw, a guy at work is looking at the Lexus ES 350 ultra luxury car. Beautiful car in the pics he showed. Lexus, of course, is the up-scale Toyota brand.
@catch22, I agree with asking for a mechanic's opinion on car reliability. My wife ask…
Problem is @yogibearbull, Most, I think, are on a platform like FB to connect with or keep up with what friends and family are up to, I'm not sure what the purpose would be to connect to an interface where I have no "friends".
@Old_Joe, I believe we need to wait until the stated "settlement Date" listed in the description, 11/29/2024. My status for that bond is also still listed as open. As I mentioned before, I have waited a few days on other bonds like this but never ha…
For the past 20 years, it has been my belief that Dodge/Chrysler/Jeep (aren't they the same company?) along with Nissan have been at the bottom of every reliability poll, year after year after year. It's a bit of a surprise to see Dodge and Jeep sit…
@Old_Joe, to be honest. I don't know the timing between order submittal and actual filled status. I have had a couple of these buys sit in 'open' status for days until accepted, but I have never had one not go through. Accepted date may be "First Se…
Scotland - they need to be punished for inventing golf.
@habsui, that must be tongue and cheek. Golf is my summer love, the joy of life, though Pickleball has now become a very close second. :)
I've been doing to same @Level5 for much of this year, buying higher yielding long term callable bonds where you can still get at least 5.5+% until called. I just put an order in for a 10 year from DEUTSCHE BK yielding 5.75% at call. The next call i…
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…
