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.
@lynnbolin2021 et al The 60/40 portfolio.
IMHO, several portfolios are too busy. I don't feel one needs the 10 holdings as listed; especially when some of the weightings are only 1% of the portfolio. Are these a typical 'spread' of investments th…
The graphic is set for the 5 days ending February 2, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame colu…
For those holding, UST issues, IG bonds and having those bonds within a fund, should find a nice price bump from the past 5 days; and perhaps a full week price performance, 'IF' nothing comes apart through Friday.
The graphic is set for the 5 days ending January 26, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame colu…
A question for anyone. Why does the TRP corporation function in the fashion as described by @msf? With the existing competition for retail customers, I don't read anything being positive to cause one to want to be a customer at TRP, nor provide a re…
@hank
You noted: Seriously … I’m convinced that moving from TRP to a Fido brokerage account several years ago took 2-3 years off my life. Horrendous experience.
Horrendous regarding which organization? Thank you.
Thanks @yogibearbull Your graphic posting is a nice and easy view.
Whomever is looking at these graphics and find some value, you all now have a thread to return to, and/or save the sites (2) for future use. They both offer a slightly different …
Hi @Derf As I had not yet performed my 'good deed' for today, I've placed the 3 month yield into the graphic. I could have also placed the 2 and 7 year yields, but the graphic becomes too busy. You are now obliged to continue or offer more monetar…
The graphic is set for the 5 days ending January 19, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame colu…
@davidrmoran et al
Starting Oct. 2000, chart of SPY v BAGIX, for 10 years, one decade.
BAGIX is a well run, 'plain jane' intermediate term bond fund. Likely not the best compares of the period, but a curious look starting 7 months after the 'dot …
@Derf Agree..... AARP and other similar groups talk about mental stimulation for the senior citizen crowd. I don't find one can do much better than this site for 'mental stimulation', at least in the category of investing. Kinda have everything a…
Hi @mcmarasco
We've not had to sell FZDXX to purchase anything else, as we have core mmkt. positions. I don't know what would be the case if one had only FDZXX as a mmkt. holding; as seems to be your point with this.
BUT, you provide a very good po…
The graphic is set for the 5 days ending January 12, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame colu…
@hank I corrected a typo.
--- And I'm NOT suggesting one place all the marbles into one bag.
And 'dispositions' help shape the markets, eh? I believe there were a few discussions here regarding the 'talking heads' and that many missed the market…
Hi @hank Using your noted PRMTX.....
PRMTX v FSELX v SPY simple bar chart , Jan 1999 to date.
You could have done much worse in many other areas of the markets. And I'm NOT suggesting one place all the marbles into one bag.
NOTE: I first began…
Hi @Mark Thank you. Looking at FSELX as well. We have FTEC (Fido tech etf), too. Perhaps we'll hang loose for a bit to discover how much 'cranial-rectal' inversion' remains in Congress for the next month or so.
@WABAC
Nice image !!!
One has to purchase FZDXX mmkt like a fund, and also sell, if one chooses to use the monies to purchase something else; so you'd have a few days for settlement of the sake back in one's core mmkt. So, it doesn't function like …
Hi @WABAC The short trade week seemed to start with money moving to some of the laggards from 2023; but I don't find much to have held. One week into this new year after 2023's large run in growth and tech. can't be used to measure right now, IMHO. …
Hi @howaya I can't inject a ticker into the Barchart graphics list, but I did a manual search and manually added EWW, Mexico etf as a separate line item into my recent post. And yes, it is worthwhile; if it is of benefit. Note: EWW had a 40.4% retu…
The graphic is set for the 5 days ending January 5, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame colum…
Hi @msf Agree, that other points need to be sorted. Although your points don't apply to us, but will for others. We plan to contact UTAH in 2024 for other information they have available about this money move. They're quite good with documentation …
Hi @MikeM et al You're welcome. The graphic link I use goes to Barcharts and doesn't include distributions. Generally, this is not a large problem to still allow for a quick and dirty look at an etf sector performance. The longer the time frame, …
The graphic is set for the 5 days ending December 29, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame col…
The question is then, IMHO; what becomes of the Bruce fund if the son becomes impaired or otherwise. Disclaimer: We're not or have ever been invested in this fund.
@Tarwheel , as per YBB note for Fidelity. Login, and you'll see this choice to the right side of a line of choices. Once selected, you'll see a list of all your investments and current settings for how dividends and cap. gains are currently set. Sel…
The graphic is set for the 5 days ending December 22, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame col…
The Tappet Brothers radio program was great for advice and comic relief. They could have been stand up comedians. I explained what 'tappets' were, to my wife, in relationship to an engine. Adjusted a few of those in my youth, especially in performan…
Hi @yogibearbull I'm glad you added these etf's. From my personal watch list, there seems to be some 'fishing' taking place for sectors that are finding a rotation 'into' from perhaps profit taking in other sectors that have had large runs this ye…
The graphic is set for the 5 days ending December 15, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame col…
@Old_Joe and @Mark , et al. I forgot to include on a personal note, that while we know the possible evil side of this technology, one may dream about the possible wonderful uses available, especially in medical diagnostics, treatments and related in…
I posted a great quantum computing article a few years ago, but that is no longer available. Quantum computing is a major key. The 'newer' method is the major jump from the old processing technology.
A newer view is this 13 minute video. Select t…