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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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
I see financials at levels I've not seen in years ... BAC under $20, WFC under $30.
I think these are sales for long-term investors.
I suspect the folks at D&C are well prepared and are working overtime to capitalize. But after this past week,…
The bond market probably does need better pricing mechanisms for lightly traded assets.
On no further information, I think this turned into a classic run on the bank. I suppose they could attempt to stop redemptions, like Third Avenue did if I reca…
Of course, next week markets could close if the nation does indeed lock-down. They should probably have closed this week, like they did after 9/11.
I just don't know how far down it will go.
20-Mar 17.2
19-Mar 10.7
18-Mar 2.7
17-Mar 1.9
16-Mar 2.…
@Rono. Yes. When my home state of CA ordered everybody to stay home yesterday, that got my attention. Factories like Tesla closed. At first I thought this would be like 1987 or 9/11. Quick because it is event driven. But the nation's fragmented resp…
@linter. Good job. The signs were there last week based on their past performance ... the fund never goes down! So, when down 7, it signaled something was wrong since less liquid assets are hard to price. But, I figured in comparison to core bonds a…
Down another 17% today.
So, clearly, everybody running for door (including me) and no willing buyers.
Extraordinary 5 years, until it wasn't, like Mark and Mona posted.
Really, really hard couple days.
Until today, it had actually been tracking to core bond funds, like DODIX, down about 9% from peak. And, it continued to do a bit better than PIMIX, down 13% ... it dropped 2.5% today as did ZEOIX (double ouch). I saw a dislocation in REITs earlier …
@Mark.
"I also could never figure out how to use the MFO premium site but that's a whole different lesson plan for another day. "
Let's hook-up. I'd like to walk you through it via screenshare.
Please email me ([email protected]) a g…
@bee. Yeah. Tell me about it.
Apparently iframes are not allowed on the discussion board.
And, last year jing (and snagit) started employing iframes.
So, gone it seems are all those nice graphics we used to present on the board.
Unfortunately, I…
@Mark. I'd say every one of them should be seriously considered ... to the extent any fit your risk tolerance and investment horizon ... and, ultimately, your portfolio composition.
Yes, thank you! Corrected now. Caught most of them on both MFO Premium site and our main site, but this one slipped through. Love you guys.
Here's link too to price increase announcement:
Premium Site Updates: Fund Fee Rating, Category Averages, a…
This month Vanguard has 25 funds on our Honor Roll and none on our Three Alarm list, which I find extraordinary.
American Funds has 8 funds on our Three Alarm list and none on our Honor Roll.
You can read more here about the monthly update.
I remain a Meb fan. He's helped shape the ETF landscape these past 10 years. His seminal paper on trend following, entitled A Quantitative Approach to Tactical Asset Allocation, remains the most downloaded paper on SSRN. His straight-forward books, …
And, speaking for myself at least, the belief that as we continue to improve the Premium site, more folks will subscribe.
Bolstered by feedback (from folks in/from the business) like:
"... it is an amazing site."
"... the best bargain in investin…
