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davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
wonderfully accurate use of the adjective 'actual'
https://www.washingtonpost.com/news/wonk/wp/2017/12/01/republicans-are-looking-for-proof-their-tax-cuts-will-pay-for-themselves-they-wont-find-it
In these vehicles $10k has gone to ~$42k and $26.5k since you bought, so yeah, take your equivalent of $7k or a bit more from Contra and put it into Pimco.
OR ...
It depends on your goals and discipline and tenets. Are you a strict (re)balancer?…
tonight's summary is actually more shocking than the previous:
https://www.washingtonpost.com/news/politics/wp/2017/12/01/as-the-senate-nears-a-vote-its-worth-remembering-how-far-from-the-norm-this-tax-reform-push-has-been
Interesting. If you graph CAPE $10k growth over 4/3/2/1y/ytd you could argue CAPE tracks JKF (meaning its wiggles) rather more closely than JKE --- except for the last year, when CAPE has moved more like JKE. Fwiw.
2017, huh. The last two are even higher than ML. I specifically asked them (special contacts in hnw group blah blah) at the start of last summer about moving all ML assets to Fidelity, and then asked about reward for not moving Fido assets to ML, an…
MM,
It was and is my thinking too, to an extent, but DLEUX has not done as well as hoped (he said to the fates). Its performance (which is effectively ytd) notably lags OAKIX and FOSFX (yes, they have nontrivial slugs elsewhere, esp Fido's). I am n…
>> As I've posted before, the fact that Fidelity does not currently have a cash offer on the table does not mean that it has not done so in the past or will not do so again in the future.
Cool. Not in the 45y I have been with them, I think, …
? Not quite following the misapprehension, but:
- Yes, I am saying that Fido says one cannot buy DODIX for other than a $75 TF.
- And yes, I am saying that Fido says one cannot buy BCOIX for other than a $50 TF, and moreover with a 25k min except f…
DODIX costs $75 to buy at Fido, with no DoubleLine-like way around it so far as I can see, which is a consideration for someone possibly not holding for the long run.
Yeah, I guess this is settled.
Which dot is your situation?
https://www.nytimes.com/interactive/2017/11/28/upshot/what-the-tax-bill-would-look-like-for-25000-middle-class-families.html
and the hard questions:
https://www.ft.com/content/584e645f-fa5c-397e-933d-72e5cd7e62b3
@msf
>> It looks like you may be forgetting things. Here's your own post on how to circumvent that fee at Fidelity:
https://mutualfundobserver.com/discuss/discussion/comment/77431/#Comment_77431
?? It is unlike you to misunderstand or misrea…
?? $75.
BCOIX is $50 TF at Fido, but it says $25k min (self retirement accounts $500). PONDX, arguably better than any of these, is free, or, as noted if you're sure you're going to hold for the long run, PIMIX.
Not that one, so far as I could tell with various browsers; I checked first.
@MikeM,
Ted or someone has probably posted this one too, but I thought of your questions when I read it:
https://www.marketwatch.com/story/five-lessons-from-a-seasoned-f…
Fido says $75 TF to plunk down for DODIX, $5 each reinvestment if auto, for small outperformance (and depending on time period) at twice the size and way less turnover. Right, for some aspects anyone can research preferability.
Shoot, I should have anticipated more hairsplitting: 'The excess return of an investment relative to the return of a benchmark index is the investment's alpha.' And more insulting, now irrelevance in addition to silliness.
What I wrote was not bald…
Jeez. Your condescending 'courtesy' to me aside, plus impugning of my supposed misreading and refutation and silliness, perhaps you can speculate on how FTBFX delivers the alpha it does (or perhaps you disagree), given its, well, let me use your wor…
Oh, come on. Of course. (It is not like you to be disingenuous about 'non-charter' / 'guidance' prospectus boilerplate.) As someone who's written and edited bond prospectuses, including for Fido, I know when such boilerplate is malleable, to put it …
Well, good question, and I did it myself, though to no avail thus far. In general I think of Europe (and other international) investing along the lines of the JWaggoner articles I have posted --- not worth it for a host of reasons, and since the SP5…
Supposedly both funds vary duration based on market conditions, right?; it is not written in their charters otherwise, I think. They are supposed to be tactical about these things. Fido is typically slightly more aggressive / bullish in all respects…
>> don't think that positioning a bond fund defensively now (while achieving the same performance) is an advantage,
? You are saying Fidelity does not deploy the defensiveness savvy of D&C? That would show up in risk measures, right
I g…
Lipper aggregated rating is the same (ML uses that one), for some reason.
As are their 10y M* ratings.
Interesting that 0.02% ER difference (if I am reading it right) impacts both Lipper and M* fee ratings, a single rating level change. I suppose y…
Hard to see over 10/5/3/1y why you would ever want it over FTBFX (slightly less volatility, I suppose), much less FSICX and / or PONDX (similar risk rating). I did not check the Metwest and Doubleline competition.
determined to sell some DSENX next week in a Roth just to set aside cash for 2018 child needs, if I can stay resolved
perhaps premature, but really don't want to be kicking myself when it is needed next summer and the market has slumped under presi…
I can believe that the new FF has issues, though I am running it fine (I use chrome more), and 1709 actually was the first update that was unrefusable. I think. How much ram do you have? I would get more or, better, get a new tower, which is what I …
W10 latest big update 1709 can cause some serious problems that MS Win support is glad to help fix and will do the whole thing for you quickly and remotely. But this sounds either not that or bigger than that, plus SysRestore has not helped, so more…
