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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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
Hi PRESSmUP!
Don't think I've heard of high cotton before....so spill the beans, Big Guy, where did that come from?
"High cotton" is a colloquialism...dating back to the early to mid 1800's. It means, when times are good. At its essence...think…
I'm looking for a pullback in 1Q, and am positioned appropriately. Fortunately, the runup over the last few months has triggered a few haircuts on current holdings...quite a nice run of luck.
Zoneblitz...as an early retiree also, your desire to have money in multiple positions is sound, IMHO...and many really good options are listed in this thread.
I would also not overlook a handful of individual securities. There's a reason stocks li…
press, I don't think your comments are sour grapes at all. -- And are 'spot on' WRT the topic.
You say you don't understand. I don't understand either. But then the strategies, competency and effectiveness of ANY President's cabinet is not able …
@msf: Someone should tell Kiplinger Vanguard Primecap Admiral & Investor Shares are closed to new investors !
Regards,
Ted
Ted...the article references the most attractive actively managed funds most likely found in 401K plans, and thus availa…
What I don't understand, is that Trump is naming folks to his cabinet who have historically been against the very function of the departments they are now heading.
The education secretary wants to do away with public schools, the EPA chief takes h…
The FDA goes beyond the needs of safety. They are an inefficient bureaucracy.
prinx
The Trump team indicated that they would like to only verify the safety of a new compound before making it available. Currently, Phase I trials do precisely that w…
Per the article,
"The suddenly booming stock market has prompted fund managers who had been hoarding cash amid economic and political uncertainty to put money to work at the fastest rate since 2009. According to Bank of America Corp.’s latest surve…
He's gonna love his new job. A mere whisper with no substance can move markets and create instability around the globe. It used to be that the way to prevent the US from making an aggressive move against your country was to have nuclear weapons. A m…
Mrs. De Vos has a sufficient history in the state of Michigan to be concerned about the future of public schools.
But since her brother is Erik Prince, founder of Blackwater, I guess we know where the contracts for school security will be headed.
For the dividend payers, I had stopped the automatic reinvestment in January this past year due to valuations. That is now back on.
Just curious...how do folks handle the capital gains and dividends thrown off by funds...is this year different?
The market bump due to expectations of greater federal spending and higher deficits sounds Keynesian, and like something Obama proposed. That can't be correct.
As I have a bucketful of FNMA, I certainly hope the twins are set free, but I really fail to see how a Trump win equals a greater likelihood of this happening. The TBTF banks want what the twins have in the lucrative mortgage business....and both pa…
Lots of REITs are 20% off their highs. Yes, they may take a further dip with a possible rate increase, but the numbers are compelling. I added to WPC who had a recent beat on earnings, and it's paying a comfortable 6.5% dividend.
Thanks Scott...wh…
slick....I think baseball, at least at this point in time, still resonates with folks who grew up following teams largely on the radio before there was wall to wall TV coverage.
Growing up in northeast Ohio, I grew up a Tribe fan with earliest memo…
Sorry rforno.....I did not intend to infer that you purchased this due to the name. I also purchased a fund (SCHD) due to the similar underlying characteristics.
Hi VF...I also had a position in SCMFX, a 25% foothold which I then sold in June after a 12 month holding period....it just didn't feel right, though that's a rather nebulous reason to be sure.
Funds are going into VETAX, which appears to be solid,…
It's been almost 15 years since Rudy's book came out. I've not read it, but it received wide acclaim.
Unfortunately, it appears that he's not the same man as he once was.
I remember something which at the time seemed odd, but became more meaningful as time went on. The media described it as a series of building alarms nearby, or perhaps car alarms. In reality, what everyone heard was the sound of hundreds of the PASS…
Sven....what's been your overall assessment of this shift in your taxable portfolio?
I ask because I'm thinking about a similar approach. In my first year of retirement, I'm considering the distributions as the next year's paycheck from this accou…
The 5% pullback may only be the time to nibble.
Having a list of items you want to pursue is obviously called for, along with the requisite cash. Given the lack of meaningful correction for quite some time, I would be cautious at the 5% mark. We r…
Hi davidrmoran
The "space" I was referring to is the small/mid value category. In my 401K, I enjoyed dedicated funds within each of these areas and was looking to replicate this in my IRA. Your suggestions are worthy as well.
VF.....I also dipped the toes into SCMFX almost exactly one year ago, but sold out in 2Q of this year. I've had all sorts of problems finding a fund in this space that I had a high degree of confidence in. My current target is VETAX...Or PMDAX as al…
Ted...I'm seeing some skittishness on many of the classic dividend payers which have been bid up. The next few weeks will be interesting, and we may see a 5-10% dip from their recent highs.
Hi Alex,
Wanting it to "grow some" means different things to different people. If that means 3%, a short term bond fund could fit the bill. If you're looking for more, then equities enter the picture.
Given the current market, your parameters, an…
Off topic somewhat....I've been considering buying nieces and nephews coins as a gift, American Eagle or Canadian Maple Leaf. Somewhat for investment purposes, but mostly because it's really interesting.
Is this a crazy uncle idea?
The original article states that the recovery should be bigger/faster correlating to the size of the original recession, and uses comments by Kenneth Rogoff to support this thesis.
I found it curious that the author did not use an earlier study by …
I agree with the article, and with the comments by Lewis.
My current pet peeve is regarding the lack of movement on needed infrastructure updating. Spending on these clearly needed items would not only remedy the crumbling infrastructure, but would…
@Charles and Press - with FNMA at just 6-7% of the fund holdings how big of an impact are you expecting/anticipating from even a positive decision? Also didn't the fund have quite a larger percentage of assets in this holding at the start of this di…
