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.
Lots of good examples. I agree he could have listed a few, but with ETFs it is very easy yo buy energy, industrial firms etc.
Look at INFL it is 25% gold and basic materials but also lots of energy and financial firms
I can't remember all of them but during previous shutdowns, I am sure our practice was not paid for some of them.
Medicare was almost as bad a payor to work with as Trump. They would always delay the late September check to push it into the next f…
This is more updated ( But we are still stoopidest "advanced" planet on face of the earth, run by a political party whose ONLY policy objective is maximal cruelty to the most number of citizens possible)
https://www.beckershospitalreview.com/finan…
@bee
I looked at material Check Capital sent about their returns since 2000 through 3/31/2025.
They give cumulative and annualized returns for both of their fee programs, the fee based at 1% per year or the 10% of profits only
Cumulative 10% has …
I asked my Schwab rep if they had a similar lock function and he said no.
Independent vanguard adviser reported this yesterday, but even Jeff could not get a response from Vanguard.
https://www.independentvanguardadviser.com/weekly-brief-lock-it…
Ah Global Crossing. Lost $5000 on that one. What about MCI.
I sold CSCO in my IRA at a profit of something like $40,000 but my wife pulled a Warren Buffet ( holding period forever etc) and in her taxable account we rode CSCO down.
We kept ORCL.
…
@bee
The only investment firm I have ever seen with an incentive arrangement is Check Capital
https://checkcapital.com/performance-based-fee
It is for Qualified investors only $1.1 million in their account or $2.2 million net worth.
they get 10%…
What does anyone else think of Brown? I read a lot of their stuff for a while but then ran across a piece he wrote to the rest of their firm emphasizing how important it was to grow the AUM. That seemed to be his top priority
I am leery of this class in general in a slowing economy with increasing consumer stress, especially auto loans etc.
If the manger is exceptional, may work out, but i would be cautious and these things will probably be a lot cheaper in the near fut…
I got burned several years ago by NAV based on models. They probably work better for Interval funds, as the Company knows ahead of time about withdrawals and can limit them, but they are still guesses.
Remember IOFAX? NAV dropped 20% overnight!
…
Roth as always makes sense, especially with combining TIPS ladder and Stocks.
Glad he seems to have recovered from his emergency CABG and Valve surgery.
@rforno
I have seen many profit making Assisted living communities promise the monn and then Poof! Away go the great meals, support services and goodies. If you pay in you are stuck
I would only look at non profits that have a solid endowment, p…
Private equity bought the hospital I admitted patients to.
It had been poorly run for years because the CEO packed the board with his cronies and let it go down the tubes. There was a failed merger with the local Catholic Hospital, who refuse to l…
My favorite dead ETF is WSKY
Focused on stocks of Scotch and Bourbon companies.
Unfortunately when they closed, they did not pay off in bottles, just dollars
Mine still works in Legacy mode.
For what it is worth Quicken has a Morningstar portfolio Manager link
It is not as detailed as the online version but OK
Does Stock intersection, % equity, sector, geographic location and stats ( but won't drill …
I have long been convinced that gold and other "hard assets" are a compelling investment, because they were ignored and despised for so long.
Gold provides a pretty good counterweight against currency devaluation and inflation.
Do you really th…
this is worse
"George Soros, and his wonderful Radical Left son, should be charged with RICO because of their support of Violent Protests, and much more, all throughout the United States of America," Trump wrote on Truth Social on Wednesday morning.
@larryB
I do not consider your #5 as an ending. It would just mean that the US has truly become an authoritarian dictatorship.
The BIG MONEY you refer to is Heritage Foundation, Vought and Christian Nationalists who truly believe this insane stuf…
Unfortunately I do not think this will end until
1) there is a series of major riots with thousands of deaths from US Army and National Guard Gunfire so the middle class takes to the streets in every city in America or
2) the Business community…
I quit Longleaf 10 years ago after they went out on several concentrated limbs. They have great reports and great explanations but all there of their funds ( Partners, small cap, Global) basically preform the same and not very well.
Other old time…
PVMCX still has pretty good but too short reports. The manger has a more or less monthly blog where he opines about investing, but for the last few years it is "everything is too expensive
Unfortunately since everyone else is getting away with it,…
A firm I read believes that if DJT fires Powell, and forces the fed rate down to 1.5, ALL deficit funding will be short term with disastrous consequences for LT debt. While there will be a surge in economic activity, inflation will soon blow up, sto…
@BenWP
Isn't this a little late to the D party? I have heard that story for months now. D still has a better yield than a lot of utilities but NEE may be less overvalued
I finally gave up trying to pick a utility winner and used BUI or RSPU
Yo…
I have used both as MD and patient, although I haven't used Cerner since 2020
Back then Cerner was far easier to deal with as a provider, and Epic was far far too complicated. EHRs were designed as billing and revenue capturing platforms not to en…
Looking at both GLIFX and BILT, the over concentration that seems most stark is in Utilities. Both are over 50%.
Blackrock has a pretty good record in "Utilities and infrastructure " funds, like BUI. The latter, a CE, however is now trading at a p…
Indeed this up and down TACO "negotiating position" is forcing the rest of the world to realize that the US is no longer a trustworthy trading or defense partner. Even with DJT out of office, why would you sign a treaty or agreement, knowing with t…
DOGE cuts to BLS had nothing to do with these revisions, of course!!
"The Consumer Price Index is more than just the most widely used inflation gauge and a measurement of Americans’ purchasing power.
However, this gold standard piece of economic …
It is interesting that people defending DJT running ram shod over dedicated public servants want us to believe the BLS is like a public corporation which produces earnings and profit statements from their own data. Therefore the fact that numbers we…
While this time it is different than the Dot Com bubble, when most of the big stocks had no earnings, I still think it takes a lot of faith to believe that TSLA for example is going to "grow into" it's PE of 180 or PLTR grow fast enough to make it's…
@gman57
I share your concern about login credentials. this is a potential issue with all "aggregators" most of which (Fidelity retrieving your Schwab accounts etc) in the past used Yodlee.
Schwab has enhanced it's security for Quicken and other a…
I do not see how of all of them, the Brazilian ones stand. DJT has admitted why he imposed them and his reasons have nothing to do with any of the legal requirements.
@yogibearbull
Thanks for these ideas.
I still find Quicken to be the most useful PM. It easily and seemlessly aggregates my data from multiple accounts as often as I click "update".
While not as flexible in it's categories ( but most of the c…
