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.
My last nerve got worn out on PAUDX and I replaced it with RSIIX. This was in a taxable account, and I'm using it as a holding in my pre-retirement bucket 1 build-out. I've held the same in retirement account for a bit, and have been pleased.
As an…
I'm one of the very few who are making out like a bandit on this
Hi Vert,
There must be many others making out like a bandit as well as being enticed to leave the work force prior to eligibility for Social Security.
That's me!!! Is there a prob…
Mr. Snowball...per M*, "As our baseline criteria, we looked at actively managed funds that have outperformed their benchmarks on an annualized basis during the past 10 years, that have managers or management teams with at least 10 years at the fund'…
Well Vert...I'm about the same age as you, and plan to continue my coverage at the Cleveland Clinic under the Affordable Care Act when I retire. Frankly, if I can buy a plan at around $500/month, I will be happy as a clam. I've not explored the deta…
Joe...medical expenses are the #1 cause of bankruptcies, so it will be interesting to see how this statistic is impacted.
Frankly, the ACA will allow me to retire early (hopefully later this year at 59 1/2) since I will be able to buy some insuranc…
Oh yes, and we implement a health care system which seems specifically designed to crush the middle class (not those like me, and perhaps cman is in similar shape, who can almost completely control their taxable income and therefore can make sure t…
LLJB... I have discovered that the "other somewhat popular website" is a reasonably good source of raw data, but a rather mundane source of opinion and advice. Frankly, I am more than pleased that there is limited (or no) coverage of the many funds …
So it looks like the oil from the Keystone pipeline will remain in the US mid-west as it current is, instead of the extension (XL) taking it to Texas for shipment to China.
I have got to think that the founders of GP are justifiably proud of their achievements...and their shareholders are also pretty much happy as a clam too. What a nice achievement for both. Me included.
And, kudos to Mr. Snowball for introducing th…
The last official act of a 9 year old Compaq running XP which I use for non-business activities was for doing taxes this past weekend. I will mothball it, as I bought a beefed up Dell a few weeks ago. So I'm good for another decade.
This is just a great set of tools...thanks so much for your work and effort in making these available. And thanks, I guess, for poking me in the side with stick to remind me that I jettisoned 2 D&C funds at precisely the wrong time.
press
On Wednesday, I bumped up a YAFFX position to what I consider a fully funded status. From where it was YTD, it basically was a bet that it will finish the year in the black.
Thanks Crash...that's a really nice shareholder tool. One thing I didn't realize, is that Mr. Foster is progressing faster than expected in his charter to expand beyond his earlier familiar territory. Fully 1/3 of the current holdings are outside of…
I think Kernan would feel more at home on FOX Business with Stuart Varney and Charles Payne. FOX Business is like FOX News with a stock ticker on the bottom of the screen.
@PRESSmUP: I am quite sure that Dan Dan the Vanguard man knows POAGX is closed to new investors. That doesn't mean he can't like Primecap superior fund returns, plus existing shareholders can buy more. I think your being a little picky.
Regards,…
Kind of a middling year Charles, but I'd be happy as a clam with an 8% gain. That would seem like a consolidation, which is good. And thanks for pointing out the FI direction...as my FI sleeve is serving as needed ballast so far...exactly as intende…
Bee...good note, thanks...the sub-advisers tend to fly under the radar. In the case of Primecap, and as I am a long-term holder of two of funds you mentioned, I am a huge fan. I also held Vanguard Primecap many years ago in a 401K. The Primecap …
PressmUp,
I think it depends. A health care fund like VGHCX holds largely defensive positions because of its significant holdings in big pharma. Due to its large AUM, it can't take meaningful (sizable) positions in biotech stocks. This is why I lik…
An interesting comment from the linked article.."many investors have been pushed into equities, and in the process went for the sector they viewed as safest — health care — though in buying the sector, via funds and ETFs, were also at times getting …
I need to begin pondering what to do when I win a billion dollars with my perfect NCAA bracket. Absent perfection, I do need to allow for a slight miss...and a $100K win for one of the top 20.
Hi Ted...I would disregard most M* opinion on CEF's. If interested in this area, the forum devoted to CEFs on Morningstar have several posters with skin in the game who know much more about this than any article author that I've read on that site.
…
I've shifted some equity profits into ST bond holdings (carefully selected from a short list of Morningstar funds with only 1 star), and am simply letting dollars accumulate from across the bond sleeve into cash. My tax advantaged account is now sit…
yes...as I said. It's merely a dream.
Which brings up a point. I sensed that the author of the article you originally referenced saw the 25 year old investing in dividend paying stocks as some sort of oddball. If so, I think that does the young in…
thanks Ted...pretty impressive. Of course, if you're 25, the challenge is to identify those companies that will thrive (or at least survive) over the next 30 years.
So... a 25 year old buying established companies that pay dividends. Smart move.
I only wish I would have bought stocks like that when I was 25. Those were the type of stocks my dad would buy as he was approaching retirement. But I couldn't be bot…
Only a few outliers from what you might expect on such a list, but I do strongly agree with one of the comments posted...limiting the data on returns to one and five years is not helpful. I assume that most folks using that article would see it as o…
Thanks Bee...I've been a fan of Ms. Sonders for some time, dating back to her appearances on Wall Street Week (aka the good old days). I appreciate her style of communicating to the public, and I seldom have noted an area where I hold a completely d…
Such constructs are neither good, nor bad. They simply represent a form of shorthand to represent a broader idea. BRICs as an example....referenced a slice of foreign investment. Just because the term is used doesn't mean it's good, but it could lur…
Sorry, it's not clear that she fully understands the concept of "buckets". Very disappointing articles...aggressive, moderate or conservative. This simply reinforces my thought that Morningstar is good at delivering data, but not so strong in delive…
Ron...over the past few months, the monthly commentary on this site has noted the change in M* rating due to the (mis)characterization of funds, with OSTIX being a prime example.
It dropped 2 stars, due to the re-characterization of the fund to hig…
