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?
Asia may be the future, just not likely in my life time.
My EM fund is SFGIX which tends to over weight Asia. Also bought into MAINX last month in hopes it does better than domestic bonds during increasing interest rates.
Trends in total returns will answer the question 'is PONDX to bloated'. So far the answer is no, but as is the case for all funds, that is worth watching. I actually don't own it right now, but if I were looking for a diversified multi-sector fund I…
Good question and likely many personal answers. IMO, holding any fund at 2.5 % or less is mathematically window-dressing in regard to having much affect on your portfolio. I just don't have any use for toe-holds or foot-holds. I have a simple brain,…
I remember going to one of his concerts around '73-'74ish. He was probably an "ancient" late 40 year old guy at the time, but still fun to watch with his low slung guitar as he pranced the stage. Pure early rock and roll.
Regarding ACITX and the like, any reason you have not moved to "short term" version of the fund?
@VintageFreak, what American Century "short term" TIP fund are you talking about? What fund do you hold?
You don't need it, but I think EM bonds may do better than domestic bonds going forward. Not recommending for anyone else, but I've decided the bond funds I invest in now, besides the balanced funds I hold, should match interest rate hike expectatio…
I would also choose PONDX, but COSIX is load waived at Schwab and I'm sure other supermarket brokerages. Also, PONDX is not listed as non-traditional FWIW. It's listed as multisector, but I couldn't explain the difference.
Sounds like the TRP version of a robo-portfolio. There shouldn't be an advisory fee if they are using their own funds. Sounds much like the Schwab robo I use. No fees other then the use of their ETFs.
Probably a good idea for many. Wonder how it d…
Huh, I finished reading Bee's post and then found this in my email (I subscribe to USA Today). No idea how this quickly-fashioned health care replacement will work, but it is a little unsettling. I don't get it. The GOP railed on Obamacare for 6 yea…
I've thought about using an IRA to invest in physical real estate for an income stream. For example, buy a condo or townhouse or 2 within an IRA, rent them out, and collect the income as taxable from the IRA. If you can make the rent minus costs be …
@VintageFreak, I see where M* puts FVALX under long/short category, but the portfolio allocation doesn't show any short equities. The M* category seems strange to me only because I remember the fund as a large value fund that goes heavy into cash. N…
Thomas Forester's claim to fame was being mostly out of the market and in cash during the great recession, end of '07 to start or '09. So, good guess on his part for that one. Problem is he gave all that gain, or lack of loss, back as the market wen…
Been in the Rochester area all my life. My wife graduated from the U of R, but I've never attended a Yellow Jacket game sorry to say. Always followed "the Cuse", just down the thruway a bit. Used to LOVE the Big East. Now the ACC! - not as much fun.…
... so if your position also went down at least you know who to blame.
Thanks A LOT @Old_Joe. I guess no one mentioned this possibility when the question of 'what can go wrong' came up :)
I'm enjoying all the interesting facts and discussion on this fund, especially all the facts you have supplied @LLJB. You found information I couldn't find on my own. But all this talk about this "could" happen to the fund or the fund "could" be sus…
- I don't see DSENX as an alternative fund at all. It invests in value sectors of the S&P 500
- nothing akin to MFLDX in it's method. No manager guessing at allocation.
- don't see it as black box either. It is pretty well spelled out what it do…
@msf, thank you very much for finding the data that you did. I don't know why my eyes didn't readily see this when I looked at their web site. I guess the next question would be, how often do they check the sector status and in turn how often do the…
Well, we pretty well had Dex, DH, and SW figured, but evidently there was yet another "mole". This is getting exciting!
You are more observant then me Joe. I didn't get the Sandra and MaryKay aliases. They did seem obnoxious, but I figured they need…
:) some times when I get frustrated with the Bills I think, I'd love to love the Browns. I was a fan as a kid in the early 60's (probably due to my father). Jim Brown, Paul Warfield, Leroy Kelly... Same blue collar fan base and also on the Erie. Bu…
@DavidV, I am mistaken. I looked quickly at M* and gave the benchmark value. My mistake. You are right. I have tried but I have never been able to find the exact sector make-up of the fund at a given time.
I'm a Bills fan FWIW
Thank you, and all the chicken-wings you can eat! I always figure how fun can it be to be a Patriots fan, or a Packers fan, or a Steelers fan... all they do is win, how boring... :(
My 2 cents; I think if you play in and out of any sector, even HC, it is not worth guessing whether to or when to increase or decrease the overall percentage in your portfolio. Heck, that is what your fund manager is doing. Why second guess and coun…
Thanks @Old_Skeet for sharing your data.
Comment though, the barometer value is easy to follow and understand, but I get lost when you give a lower value with "stops" removed or when you just talk about "technical strength feed" value which I assu…
@Old_Joe, similar circumstances. The troubling thing was the savings dipped so low it was hard to find a "good" nursing home for her to apply to. She had to show liquid assets of around $150k for her to have a choice . Her house which we held on to …
@msf , you make a good point about the length of time in a nursing facility. But many of those people who end up in a nursing home have taken the progressive old age road to needing nursing care. And that road isn't cheap either. For example, my mot…
You said: Is it time for a separate political section?
John, a neutral thread! What's that mean. You asked a question and people responded - with a differing view... Geesh.
That's a pretty good return catch. I'm sitting more conservative than you at around 50-55% equity between my robo and self managed combined and up about 4% ytd. Good for you. I expect to give it a back soon enough. No telling what the end of the yea…
What the heck will this fund invest in when apparently most every company in America is anti-Bible by THEIR perspective? Anybody jumping on this one (he says sarcastically)?
avoid buying shares in companies that have “any degree of participation i…
...he is giving voice to... most notably the inner city, underpaid, and African Americans. Oh my gosh, that did bring a chuckle.
@MaryKay, he hasn't accomplished anything yet! Just words so far, and many scary words are out-Trumping the good one…
From @Old_Joe Unfortunately we were much too early for index funds, but we did the shoveling away into American Funds and American Century predominately large cap and balanced funds. An S&P 500 index fund, had such a thing existed, would have wo…
Haven't looked in a while, but I see SFGIX is now 15% in Latin America also. I'd like to say I wish Mr. Foster would lighten up on Asia, but what the heck do I know. I wouldn't trade this EM fund for any other.
