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.
See USNews' link:
http://money.usnews.com/funds/mutual-funds/rankings/consumer-cyclical
and generally this link
http://money.usnews.com/funds/mutual-funds/sector
STB65 - (Reclassified) Happy?
However:
The National Review ... did an analysis of his wealth versus the returns he might have earned in an S&P 500 index fund and found evidence Trump might have done better by sitting back and relaxing...
Belie…
There would be a sweep [1] if the World Series had been restored [2] to best-of-nine games.
[1] http://fox2now.com/2015/10/08/did-back-to-the-future-ii-predict-the-2015-world-series-probably-not/
[2] https://en.wikipedia.org/wiki/1919_World_Series…
E.T.F. Specialist: A Closer Look at the New John Hancock ETFs | 10-14-2015
These funds effectively mimic Dimensional’s distinctive investment approach in an index format.
Morningstar's take: http://news.morningstar.com/articlenet/article.aspx?id=71…
Morningstar Fund Spy | Russel Kinnel | 10-13-2015
http://news.morningstar.com/articlenet/article.aspx?id=717290
The SEC has been shining a light on a dark corner of mutual fund expenses--sub-transfer-agency fees. Recently, the SEC sanctioned one fir…
New Link
CORRELATION TOOL
https://www.invesco.com/portal/site/us/investors/etfs/tools/correlation-analyzer/
from
TOOL CENTER
https://www.invesco.com/portal/site/us/investors/etfs/resources/tools/
or
TAX TOOLS
https://www.invesco.com/portal/site…
Powershares (SPHD)
https://www.invesco.com/portal/site/us/investors/etfs/resources/tax-center
https://www.invesco.com/us/files/1099-workbook.xls
See Lines 693 - 704 of xls, appears to be qualified.
iShares (HDV)
http://www.ishares.com/us/library/t…
Perhaps ... they want to "shake things out" (and see how the ETFs work for more liquid, larger stocks) before (if ever) rolling out an E.T.F. that "covers" the asset class for which they are most famous?
I don't believe Professor Shiller is getting "schooled" in supply and demand.
But certainly "schooled" in some sort of price-based discrimination. I believe the airline selected the Shillers because they had relatively inexpensive tickets, as n…
See my comment to Ted's Aug 15 post:
Is Your Small-Cap ETF Now A Biotech ETF?
http://www.mutualfundobserver.com/discuss/discussion/23079/is-your-small-cap-etf-now-a-biotech-etf
August 15
Ted: Thanks for link. It's more than just "small cap" invest…
CURRENCY HEDGING IN NORTHERN FUND?
I believe [unsure] that one difference between (at least the Lazard-managed-portion of the) Northern Trust Fund (NMFIX) is that they don't appear to hedge their currency risk.
Suggested by prospectus available he…
One use for such a fund....?
If the fund company allows you to establish withholding for your non-retirement fund accounts, then it would be an easy way to increase the amount of dollars that you have withheld with respect to your 2015 tax year....…
Based on this:
https://www.dimensional.com/media/documents/etf/Large Cap Index/rulebook/John Hancock Dimensional Large Cap Index Rulebook.pdf
available here:
https://www.dimensional.com/john-hancock-dimensional-indexes.aspx
on page 3 of pdf, woul…
For example, consider two international funds and one international sector fund from Vanguard:
1. VTRIX - International Value Fund
2. VFWAX - FTSE All World Ex US Index Fund Admiral
3. VGRLX - Global Ex US Real Estate Index Fund Admiral
The fund…
msf - Thanks - But in the case where you hold the fund in a 'IRA' account, there is tax withheld by foreign government, and you don't have ability to claim a credit or a deduction for the foreign governments' withholding.
As for Schwab saying (at …
Expense ratios are kind of high.
Reflecting MrRuffles' observation (thank you!) , I correct with strikeout.
I also don't see any sort of "target date" funds, which I thought had some sort of special "safe harbor" treatment as a default investmen…
September 11, 2015. The retirement savings plans are in flux at American Airlines
Fallout from American/USAir merger?
See links/below.
LINK: http://www.advisorllp.com/company-benefits/american-airlines/
In the coming weeks, according to Americ…
Pages 20 to 21 of the Yale 2014 Endowment Report contain review of actual performance and lists both their active and passive benchmarks.
http://investments.yale.edu/images/documents/Yale_Endowment_14.pdf
Crash:
1. In isn't clear (to me) that you have come up with an overall asset allocation that you want to "get to". I think that you need to do that.
2. As a TRP investor, I am pretty sure that you have access, on TRP's own website, to Morningstar…
Several questions.
Do you hold PRWCX in a taxable or non-taxable account?
If taxable, have you halted reinvestment of distributions?
If taxable, what gain (or loss?) do you have om PRWCX?
If taxable, do you have losses on any of your other taxable …
msf -
Thanks for note.
I understand that the math is not simple.
But I simply can't understand why the authors effectively buried their cost assumption - in the appendix of a whitepaper rather than include in the original article (or it was …
Re: davidrmoran
“This seems very strange, but I have a math question ...
Once you are down to the 2% and lower SWR, is it not the case that you might as well put it all under the mattress and take out what you need till it's gone, given life expect…
In the middle of this page, the Baron website has a bunch of interactive tools.
http://www.baronfunds.com/mutual-funds/baron-small-cap-fund/bscfx/?tab=Performance#growthChart
There is a tool called Growth of $10,000 chart, with a bunch of "radio bu…
meconti:
Thanks for note. I think [can you confirm] that you are talking about the table that appears on the bottom of "Page 9", which I agree is a complex mess.
HOWEVER, the linked document ALSO contains a table that appears on the left side of …
My other TRPrice funds do not/did not use a logarithmic scale - if that's what TRPrice used for their Latin America fund. [*]
They used increments that were uniform and regular. Somebody - at least internally - should receive a spanking here, IMH…
From page 11 of the fund's most recent semi-annual report:
http://individual.troweprice.com/gcFiles/pdf/srlam.pdf
I've added this link to the original post.
So - and one shouldn't be too dogmatic about this - based on current portfolio, and keeping it simple....
37% VEIPX @ 29bps Equity Income Fund [Also VEIRX]
50% VFIDX @ 10bps Intermed Term Investment Grade Fund [Also VFICX]
13% VBTLX @ 7bps Tota…
Thank you Old Skeet, hawkmountain and WallStreetRanter!
A picture IS worth a thousand words.....
I DO own VWINX.
But "suppose" I wanted to sell a portion of what I own, and maintain a similar exposure for probably a short period of time (if VWI…