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.
I called Fund Reveal and asked about the rating of Fairholme back in December before the FAIRX debacle. Ani the principal told me that the Fund Reveal Fund data
base system was already showing a FAIR deterioration of its grade in his system and pr…
AndyJ I have been using Market Watch Compare to do what I call a side to side comparison of up to 5 mutual funds or ETF's or a combination to see 1 wk 3 wk ytd
1 yr 3 yr 5 yr 10 yr returns and also all fees and loads and finally comparison of risk…
Thanks Accipter,
I really got excited about the site and wanted to share it with others. But I may be off base and missing something. So I want to find out what others think before I plunk down $100 annual subscription fee. I am wondering if I co…
I kind of like Fund Reveal. I ran my portfolio though it and found an outlier. I plan on selling some of it. I think it is worth looking at the 15 day free trial subscription.
prinx
Thanks to both Skeeter and Rono.
Rono I have just looked at Bob's site. I would like to use the Vanguard ETF site with particular interest in the following sectors.
Consumer Discretionary
Consumer Staples
Energy
Financial
industrials
info technolo…
Thanks bee this is a good start and I am anxious to use them. Would it not be nice to have a site which embeds your portfolio and sends alerts to you about better opportunities? I guess you can take this to an extreme which would be a revolution
…
Condolences to the Rubin family. I have not known Jerry that long but I have benefited considerably. He was a very intelligent but modesl person who loved to help others. We will miss him every Tuesday night.
Prinx
Thank you all!
That is what I am looking for a discussion group so that I can educate myself about individual CEF's. That is what I did with FA which has greatly benefited my portfolio.
I have also invested in RNCOX and I am interested in learn…
Scott
Thanks. Do you think it is worthwhile getting a subscription.
I recently invested in a fund PDT. Kt has a steady 6.5-7% distribution and 21% 1 year ret. The only negatives are a relatively large ER and a discount of < 1%.. All the divid…
This is a very important topic. I think many of us including myself find it very challenging in creating a core bond fund portfolio. I wish I could find a total bond fund which covers the the entire gamut but apparently the word total is misleadin…
Hi Catch
In calculating the percentages of your funds boat each month do you have a website where you can put in the new values and units of the fund and prices every month and it automatically calculates it to show if you are still in balance. It s…
Hi Catch,
Now I have been with MFO and FA for a long time but frankly I did not pay much attention to your fund boat because essentially I was a somewhat aggressive investor.
I suddenly had a conversion after the last market downturn realizing tha…
Hi MFS,
Thanks for the the savy comments . I note that you did not include Dodge and Cox DODIX.
Do you have any comment or thoughts on this particular fund?
Burt
Catch I believe that rndlx is composed of closed end funds besides bonds managed by Gundlach. I Am looking more for a core fund that is why I chose dltnx and Dodix to complement the core with mortgage and corporate mix.
Burt
David
Appreciate your comments.
Could you comment on the other 2 sleeves of the double line fund and whether this fund would be what I am looking for i.e. a fund that could be the single fund that can go anywhere but does it at the most opportune t…
No Max
Not an index Fund but a fund somewhat akin to FPACX where the manager has the liberty to go anywhere at his discretion. But in this case I am looking for a manager that can confine his expertise to strictly the bond world. When you collect a…
This is a dilemma. Buy a good manager and stay with him in a down swing or find another good manager to purchase while he is in his upswing. Of course you can always come back to the original manager unless the fund is closed. That is why when I sel…
How would you compare all the above named funds with the Weitz Short Term Bond fund WEFIX with regard to risk and return ? I am looking for a fund with a higher return than a M M to park money for the end of the year for an IRA required annual …
The fund is closing in 10 days and is a soft close so you can make more contributions.
The idea is very unique and sounds like it may work over long periods.
I don't think there is another fund like it
Burt S.---------------------------------------…
The name itself such as FRIFX Fidelity real estate income fund does not tell you whether it is a REIT or a real estate investment fund. IS that corect? Can one make a generalization that REITS are better for tax deferred accounts?
Burt S.
Ping: MJG
Would appreciate your comments on some of the dialogue in the past few days.
I think your original thoughts are intriguing and I wonder if you can expand on my comments and those of others.
Burt s.
I think you are missing the point. This is not to find a great fund but a combination that can withstand the volatility and risks through the market or business cycles over a period of years and still have a fair return to take advantage of the mag…
I would like to know how to set up a study to determine the the best pair to match with PRPFX. to do a back study going back 15 -20 years to see what would happen if the the 3 30% buckets would do through various market cycles or evaluate them b…
Yes ER matters but only if your net return is well below the net return after the ER is subtracted and especially if you are a pure buy - hold investor. I like MJG's concept. It would be scarry for most investment managers to find out that this is …
Dodbx -33 % 2008
Oakbx -16
jabax -13
If I were choosing a fund I would choose the lower of the 3 above provided that the Sortino ratio confirmed the above .
Also VWINX Vanguard Wellsely seems to be too over weighted in bonds to call balanced i…
MJG
I am still questioning in my mind how DODBX has such a high correlation with SP 500
where one is a mixture of equity and bonds and the latter is pure equity ?
Please comment.
Burt S.
Some of us have to get over the feeling that we have to be loyal to Berkowitz in view
the rewards we have received from him over the years. Just as we sold funds , some of us years ago, to invest in Fairx we must also evaluate Fairx as a buy or hol…