Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

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.

Support MFO

Donate through PayPal

Charles

Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c

About

Users name: Charles
Joined: March 2012
Visits: 9,449
Last Active: April 20
Roles: Administrator, Premium

Comments

Yield’s getting harder this year. Unless you can stand volatility via leverage perhaps in a CEF or something like XOM or XLE.

in PIMIX Distribution Drop Comment by Charles September 2020
Like 4% going forward?

in PIMIX Distribution Drop Comment by Charles September 2020
Yep. It’s been going around.

in PIMIX Distribution Drop Comment by Charles September 2020
Yay, I like DHHIX too. And Dennis' RCTIX. (See his profile.) Don't forget PIMIX.

in VWINX Comment by Charles August 2020
@expatsp. That's beautiful.

in Cramer: all sound and fury Comment by Charles August 2020
Good thread!

in Cramer: all sound and fury Comment by Charles August 2020
Next favorite is MultiSearch Input Page (Expanded View) ... shows all screening criteria available, more than 100.

in MFO Ratings Updated Through July 2020 … New Bull Market Comment by Charles August 2020
UBER, TSLA, APPL, RMBS bond funds, DODIX, JNK/HYG, AGG, EMB all up. Financials, industrials down. Like just about every recent day, momentum up, Fed backed assets up, value down.

in Thursday close Comment by Charles August 2020
Sorry to hear Old Joe. I hate fire season! Please stay safe and healthy. c

in Bankruptcies Expected to Skyrocket in the Months to Come Comment by Charles August 2020
Just updated the screenshots on Welcome page. Best one probably Compare Tool Page, which shows full suite of ratings and metrics available in MultiSearch ... more than 600 in case of funds like DODBX. Pretty impressive!

in MFO Ratings Updated Through July 2020 … New Bull Market Comment by Charles August 2020
@Sven. High hopes for VGWLX and VGWIX. I do believe that every D&C fund 'cept DODWX has beaten its peers since launch (or at least back to 1960). Give it time. But yay, I picked wrong in 2002 going all in on "one fund for life" DODBX instead of …

in Dodge & Cox Emerging Markets Stock Fund in registration Comment by Charles August 2020
@msf. Very cool. Thank you.

in IOFIX Imposes 1% Redemption Fee Comment by Charles August 2020
Here link to video: https://1drv.ms/v/s!AmF1g-5ef-jInOU6Ys72DlOwbRvntQ

in Latest MFO Premium Webinar Briefing and Video Comment by Charles August 2020
Ha! I received a tip from a friend.

in IOFIX Imposes 1% Redemption Fee Comment by Charles August 2020
@Shostakovich. "Global Balanced Fund" I like that!

in Dodge & Cox Emerging Markets Stock Fund in registration Comment by Charles August 2020
Ouch.

in ZEOIX misses Comment by Charles August 2020
@rforno Thanks good!

in Dodge & Cox Emerging Markets Stock Fund in registration Comment by Charles August 2020
Cool.

in US CV-19 Deaths Comment by Charles July 2020
I absolutely agree. A fallout of the current crisis is to be much more aware of these statistics on life expectancy, cause of death, by country, by age. A remember being stunned to learn that more folks actually died after 9/11 from fear of flying…

in US CV-19 Deaths Comment by Charles July 2020
Thanks msf. At this point, I did only want to focus on death rate. I find it easier reconcile, sadly perhaps, like P/S or EBITDA. c

in US CV-19 Deaths Comment by Charles July 2020
Yeah, I saw that too. MLB had yesterday's Yankee game blocked because it was being aired on ESPN. Seems hysterical! But, nonetheless, Go Yanks!

in Black out Comment by Charles July 2020
Thank you all once again for joining. Very much enjoyed. Here's link to briefing deck: https://1drv.ms/b/s!AmF1g-5ef-jInOUzGhmW61HQ0kY9gw

in Latest MFO Premium Webinar Briefing and Video Comment by Charles July 2020
Stunned at how wealthy Mnuchin is. Wow.

in Depressing Article about Mnuchin Comment by Charles July 2020
Can't believe a bank officer would make such a statement on record.

in The S&P 500 will fall 8% by the end of 2020, according to BOA CHIEF Comment by Charles July 2020
Good grief.

in The S&P 500 will fall 8% by the end of 2020, according to BOA CHIEF Comment by Charles July 2020
Good stuff, Catch.

in Why Own T-Bills? Comment by Charles July 2020
Yay!

in Latest MFO Premium Webinar Briefing and Video Comment by Charles July 2020
Chock full ... I think it says stocks are expensive. Thank you bee!

in JP Morgan: Guide to the Market Comment by Charles July 2020
Just added link to Andrew Miller's study mentioned in road trip piece ... quite good: https://alphaarchitect.com/2016/06/07/will-bonds-deliver-crisis-alpha-in-the-next-crisis/

in July 2020 MFO Commentary is up. Nothing follows. Comment by Charles July 2020
But the article also talks about the positives as well as opportunity to ameliorate the doomsday scenario. It was actually quite broad and balanced. But that does not generate clicks. So, the sensational title. And I subscribe the The Atlantic! The…

in The Second Great Depression - The Atlantic Comment by Charles June 2020
Good grief. How to win friends and influence people. c

in The Second Great Depression - The Atlantic Comment by Charles June 2020
Good thread.

in MetWest Flexible Income Fund - MWFEX, MWFSX Comment by Charles June 2020
Yay! (Me too.)

in Rebound Continues … MFO Ratings Updated Through May 2020 Comment by Charles June 2020
Yay! Just beautiful Charles.

in Charles Bolin (MFO), low risk fund portfolios in high risk environment..... "outstanding work" Comment by Charles June 2020
Good stuff in this post continues. Thanks for sharing!

in Bond mutual funds analysis act 2 !! Comment by Charles June 2020
Looks pretty sweet given what we've been through ... and are still going through looks like. c

in Reviewing Funds YTD - with comments Comment by Charles June 2020
Not sure it's ever easy.

in Front Running the Fed: Junk-Bond Buyers Score Easy Profits Comment by Charles June 2020
I've added this table to article. Thanks Catch!

in Hi Charles, June commentary clarification please. Comment by Charles June 2020
Hi Catch. Please see link below and refer to the maximum drawdown (MAXDD) column, which is for period referenced. If you still think this is wrong, please let me know ... I mess up a lot! I hazard for those who practice "Ready, Fire, Aim." c https:…

in Hi Charles, June commentary clarification please. Comment by Charles June 2020
Here's link to April marketing brief: http://alphacentricfunds.com/funds/IncomeOpp/presentation.pdf No mention of liquidity crisis. Just: "Turn in Q1 2020 Marks The Sharpest Reversal in History" Once the Fed stepped-in and the redemptions stoppe…

in IOFIX/IOFAX marketing materials/prospectus Comment by Charles June 2020

More Comments