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?
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…
Been adding to home builder stocks, DHI (DR Horton) and PHM (Pultegroup). Still pretty small positions overall but I want to play the trend. My biggest holding in that arena is BLDR (Builders Firstsource) which I've bought and sold a few times over …
Maybe you are too young for this saying:
Hypocrisy
The idiom “the pot calling the kettle black” is used to point out hypocrisy12. It means that someone is criticizing another person for a fault they have even though the criticizer is also guilty o…
FD said: This is no different than what some posters do on investment sites.
They regurgitate essentially the same information (with minor intermediate changes) ad nauseam.
Wow. If that isn't the pot calling the kettle black, I don't know what is.
Who wants to risk 10% chance of having no money?
And the invers might be, who wants a 90% risk of not enjoying life to its' fullest.
That said, I personally won't be taking 5% because I don't need to, but the thought of taking 3% sure sounds safer.
Not sure why there is so much interest in this fund now. Its YTD performance is 48 percentile and it is a $62B fund with idiosyncratic sector allocation.
For me, if you are going to hold one fund forever, this would be it, (unless something drasti…
@msf, my 401k from a past employer transferred from TRP to ML last year. I've only kept the 401k because I cannot transfer PRWCX in-kind from a 401k to an IRA. The odd thing about the ML 401k account is the account is not direct from the Merrill Ly…
Thanks for the heads-up @WABAC. I have wanted to add-to PRWCX in my 401k at Merrill forever. It would never allow me to do so in the past. I just put in an order to do so. Seems to have been accepted. Has a $49 TF but I'm ok with that. Fingers cros…
The 4% "rule" is not a rule at all. It is a guide. Adjust it as you may, but it is a starting point for decisions. Also, it has nothing to do with SS or pensions. It is independent of that. It has only to do with the life, or probability of the avai…
