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Right or Left whatever. Anybody that follows Cramer on CNBC is not a serious investor in my book. Fast track is another negative. The egos of this group is a stopper.
prinx
Skeeter is the pay for part of his service. If not have you tried a trial subscription?
I really like Ron and would be willing to pay for his services if you think it is worth while
Prin
Skeeter sorry about the above error.
I have been following the free weekly " All Star Invest with an Edge". It gives me a very nice view of the broad markets and sector performance. I am going to start with ETF's. to trade sectors.
I know you ment…
Skeeter thanks for your thoughts on the topic.
You mentioned you owned FDSAX. With the below information obtained from MarketWatch
What is your rational for picking FDASX over HDOGX. with the information below especially the 5.75% load and th…
Core funds
1. FPA Crescent FPACX
2. Permanent Portfolio PRPFX
3. Berwyn income BERIX
4. Vanguard Wellesley WVINX
For Small cap
1.Vanguard Small cap Tax Managed VSTMX
2. Fidelity Small Discovery Fund …
I can't thank you enough David. I also don't know how you do it. Over the past 2 years I feel more confident in what I am doing. The investors on the board have been most helpful and I want to thank the others for there help,
I am retiring in 2 m…
David I have been using Fidelity Tax Exempt Money Market for cash management. I would like to use RPHYX but at Fidelity where I keep most of my assets there are consequences for using a mutual fund that one may trade in less than 60 days other than …
Hey you guy's while reading you for a minute I thought I was listening to CNBC's Fast Money.
But go ahead have a lot of fun. I'm too near retirement age..... although I can still drink beer.
prinx
Max I agree and also hold MAPOX.
I have grown to appreciate Balanced funds in the unsettling environment we are in now.
Let the well paid experts earn their fees. IF you find a few good ones you can make a reasonable return but in bad times they …
Bee
I think that funds like BERIX , FPACX ,VWELX AND WVINX are especially good at this time. It is better to be in a balanced fund where experienced analysts are working all day long to make the right decision as to how to shift their portfolios ra…
My Funds are all no-load. Am I missing an opportunity by not considering some load funds.
Are there outstanding funds that brokers can purchase but the retail cannot.
A friend mentioned to me that he has a separately managed account where his brok…
David to clear some confusion in my mind with regard to your using RPSIX and RPHYX as money market substitutes.When you see an opportunity in a new fund you sell from either of the above funds. What happens if you do this several times in a 2 mon…
Thank you!
I am not a trader but I have set aside some money to run a small test portfolio where I am following the buy and sell program of the suggestions from reading No Load Fund X. They do not recommend trading as an investment program but the…
Another thanks for you David. I have been interested in CEF for the past 2 years. It is intriguing how you can look for the discounted CEF and add value by putting in limit low bids and waiting to get your buy on pullbacks.
On another note I noti…
Max, you have some very good small caps with MSCFX PRSVX and OTCFX. I have only one small cap FSCRX and it compares very favorably to your three.
I am looking for a good midcap fund. I have ARTMX Artisan Mid Cap. It has done well and I plan on ke…
Max with regard to avoiding the fund because of a high ER I have come to the conclusion from the above posts especially those that concern Wasatch funds that it is more important to look at the record of the funds success because the figures of thes…
Thanks Fredk for some very good info and tips. I now have a better understanding about PETDX. For me, some of Pimco funds require more time and effort to understand the basics of their operations.
I have a sizable amount of PRHSX T. Rowe Price Hea…
I have not sold out of bonds but have moved into multi sector funds such as offered by Loomis Sayles or Pimco.
Now you can appreciate the expertise of a bond manager and the expense they charge is well worth it. It is impossible for a single investo…
WSCVX Walthausen Small Cap Value. This is an outstanding record compared to other similar funds . Whats the story about this fund. Morningstar has no analysis on this fund.
prinx
Fundalarm ,
Conventional wisdom says that a relatively high ER makes it hard to ultimately get a good return. But the return of a fund is net of the interest rate. As long as the fund is doing much better than its peers with their low ER one keep …
Bee,I am trying to line up some open or closed end funds that deal mainly with MLP's.
No matter what the price of the energy source it has to be transported to an end point for use. The distributors of the product still collects a good fee for trans…
I hold shares of Yachtman. Should I be thinking of selling out?
Why would they sell out as owning the management would only get more valuable in time?
Prinx
In keeping with the trend of buying Junk, I just bought shares of AWF
Alliance Bernstein Global High Yield . I placed limit order bids for several shares on different days well below the asking price good until canceled. So when the general ma…
I am surprise that the MW article did not mention MPL funds. The pipe line oil distribution companies are less sensitive to oil prices . They are less sensitive to the price of oil. The oil production company funds are very sensitive.
Prinx
I just started to look at closed end funds trying to pick CEF's when the price per share dips below the NAV of the fund price to reach the discount territory. So far I liked PDT and Alliance Bernstein Global High Income AWF. I reviewed Dividend Det…
With the aim of adding diversity to my dividend portfolio, and reviewing the latest
"Harry Domash Dividend Detective"issue, I purchased AWF Alliance Bernstein Global High Yield income. It traded at a very small premium when I made the puchase. It …
Thank you Mike M for your comments.
You have a point but I do not think it is valid. It clearly uses the S&P 500 but I do not think that the editor of Fund Reveal intended for us to us to interpret it in the sense of a benchmark. Another way …
RE: Fund Reveal
Several members stated that a flaw in Fund Reveal was the use of the S&P 500 as a bench mark. It also bothered me because the arguments presented were definitely
convincing. I called the site and spoke with Ani one of the crea…
Thank You ibartman for year info on Ameritrade compare funds site.
So far it is the only site I could find that compares CEF,EFT, and mutual funds all at
one site side by side. It is very good. However it does not give the extensive information t…