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.
@Crash- Unfamiliar with the designator "WTF"... is that an airline or a destination?
It's what you say when parts start dropping off the airplane you are on.
It's useful at other times too.
WABAC,
My plan penalizes rollovers for those under 59 1/2. -- The punishment is 6 months of no contribution (which means I pay more taxes this year) -- which also means 6 months without a 7% company match.
Thanks. I was jumping the gun. You still…
What do QDSNX and PVCMX (and BLNDX) have in common?
They all managed to net positive gains for investors in calendar year 2022, a feat not accomplished by many mutual funds. Even bonds were beat down in 2022 - only commodities were in the green.…
For what it is worth, an M* article on AQR, and its strategies.
I did not read anything that encouraged me to spend a lot of time learning about the funds underneath the fund.
From the metrics tab I would also look at the Treynor and Kalmar numbers. Along with Sortino, they can help make a little more standard deviation a little more palatable, to me at least.
Now I'm wondering how hard it would be to add these calculati…
Lawsuits filed.
The media company that Donald Trump recently took public is suing its co-founders, accusing them of failing “spectacularly” to get the company off the ground and then trying to “thwart the deal.”
The lawsuit filed in Sarasota County…
@wabac I think the exercise can be pushed a lot farther. There is no points for perfection. If the fund doesnt prove itself useful through a simple lens and with enough history, then there better be good reasons.
@Devo, I wouldn't begin to know how…
why is that i am not able to open your PV links?
It's nothing personal. :).
I really have no idea. I don't have an account there. I'm using the free access features. That hasn't been a problem in the past. Maybe there is new fine print?
I'm not sure I understand what you're visualizing, but most people probably shouldn't be fiddling with their positions all the time.
I enjoy the process of replicating a portfolio--as you described it-- because at this stage in my life I have becom…
MStar. Currently showing: 0.11 / -4.48 at 5 / 10 y for VSMIX, which is a notable improvement in just a couple of days. One might say that m-stars are moving in your favor...
Thank you for the info. I forgot they have five and ten year numbers under…
@yogibearbull above you said, "No point analyzing the results in hindsight, just as it's pointless to analyze races that have been run, or games that have been played.
I agree on the first part, but from just as it's pointless to ..... I'm of the …
The difference between the value funds in my accounts and PVCMX might be the commitment to the value stocks identified. I don't see how a value oriented stock fund can make much progress if it is unwilling to back its best stock picks past 17% of ho…
Cambria is doing a similar thing with its shareholder-yield thesis. They now have a micro/small cap version.
IDK. Maybe you should just focus on the best stocks in the thesis, rather than splitting them by cap boxes.
I have always invested in value funds. I hold several today between the taxable and IRA accounts. They are a large part of my holdings. I go by the style box, or Lipper classification, rather than M*'s generic classification.
The difference betwee…
To achieve "absolute return" PVCMX relies on discounted cash flow (DCF) analysis. I learned that on their home page.
Turns out that DCF is the formula behind absolute value investing.
Does any other fund employ DCF analysis? MOAT does, for one:
th…
PVCMX quacks like an allocation fund to me. The fund has never held more than 17% stocks.
The stock sleeve just happens to be in SCV. The bonds are in T-Bills, and then there is a MMF and some gold and silver. So it came through 2022 in the green.…
What would be a bull market without speculative plays? Meme stocks, SPAC M&As, IPOs, ODTE options, cryptos, gold?
It would be nice for my IRA if some of the animal spirits could spill over into miners and bio tech.
Thanks again @Observant1. I always forget about the library option. I'll have to see if ours participates. M* used to have a fund similarity tool that was useful.
@Observant1, Thank you. Much appreciated.
I remember when M* used to have a one page report, but I don't remember seeing one lately.. Is it a subscription feature?
@BaluBalu, DIVO offers monthly commentary.
From an options standpoint, we were active and tried to capture premium as volatility picked up periodically throughout the month. We sold new calls during the month on Apple (AAPL), Caterpillar (CAT), Cisc…
@BaluBalu. You gave me a good laugh. I'll keep it on the watch list for now.
I'll need some cooperation from Mr. Market before I have more cash to sink into equities for the IRA. And then I'll have to think about whether I want more of the equity …
One of the things that convinced me to take a flyer on SYLD is their screens only include companies engaged in net share buybacks. Their screens for shareholder yield also include paying down debt.
I tried watching the video, but I find it hard to…
Buying DWAC in large quantities.
I want it all to myself, so please refrain from buying. Plus, what a great way to support a fella that has gone through 6 bankruptcies, though is touted as a great businessman.
All yours compadre. :)
Hi, @Mark, most people don't get wound up about it. When I was working, I often ran into the types that do.
I have never been able to come to any conclusion about why some people gravitate to one system or another. But they all say pretty much the…
At the end of my non-profit career, I worked for an e-recycler; reuse being the highest form of recycling.
I have had my hand on lots of different hardware, including vintage McIntosh; but that's another story.
Apple operating systems are sound. B…
@Observant1, etf.com is a great site for a quick breakdown on etf strategies.
QUAL.
JQUA
@BaluBalu, hard to beat DGRW or VDIGX for the growthier side of dividend strategies. If someone comes along to tell me what I've missed, I won't complain.
I…
@BaluBalu, PEY & SCHD look back 10 years. FDL (M*) looks back 5 years. Those are just a few that made it through to my watch lists that are based on looking back.
Wisdom Tree has some interesting dividend strategies that aren't reliant on look…
So I was curious enough to look at VEOIX. For starters, it holds 19.4% of assets in the yuan renimbi. Darn near 20% of its equity exposure is to China. *
Just looking at sectors, VEOIX isn't wildly different from GRID in its exposure to industrials…
