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.
Hi @Derf
You noted: "How many MFO's received the stimulus check & how many REALLY need it ?"
A valid point for many here.
Our local food banks were able to be more supported by us, due to the stimulus.
Changing NAV's.
I periodically view a watch list I have set, at Google Finance, and "see" the changing NAV's throughout a trading day.
Remain curious,
Catch
This article is a quick read. Supposing that they have a better mouse trap method/modeling to discover the "trend", perhaps there will be success of consequence. I attempt investment modeling in my brain, either from observation or technical data or…
Hi @carew388
I can think of several combos for the letters.....Madoff Fund, Market Advance/Decline Fund and a few that have "naughty" words that I won't write here. :)
But, I like the premise of the fund. Will the fund have the standard disclaimer n…
Hi @davfor
ALSO, when in the bar chart mode for comparison; one may right click anywhere on the chart and select the last item in the drop down menu....."Performance sort ON". With this, regardless of the order one has entered the "tickers" original…
I read David Rosenberg for a few years after the market melt of 2008 and agree with @yogibearbull, that Mr. Rosenberg, much of the time seemed to be on the edge of "don't invest in equity right now". Perhaps his investments were heavily damaged in …
Hi @bee
Wouldn't fly at this house.........too many restrictions.
IS S-mode Windows 10 already installed on a low end device you purchased? OR are you considering using this mode with a normal laptop that has a lot of ram and storage available?
K…
The portion of value for the below link, is the calculator link near the end of the discussion (from a prior MFO discussion).
Compounding of the growth over time, being the item of value.
Calculator link, MFO
Hi @davidrmoran et al
Being curious........
A chart of VONG v QQQ v FTEC v FSMEX starting at Oct. 2013 to date. The chart begin is limited to the inception date of FTEC.
Remain curious,
Catch
Hi Ron, Nice to read what you have written about the desires of this young man.
I've pushed Roth IRA's for minors and +18 year olds with our extended family and friends for years. Sadly, few takers for follow up information.
I'm biased towards Fi…
@hank
Thank you for the balancing pictorial. A "Zen" moment of the mind; but a tough balance to build in the real world. A bit like attempting to build a balanced portfolio, in an ever-changing dynamic investing world.
Remain curious,
Catch
@MikeM
Yes....don't have a clue, of course. Hopefully, not a 2018 December puke.
Dec. 1 thru the bottom on Xmas eve produced a -15.6% for SPY, with recovery even level price on Feb. 20, 2019.
Howdy @hank
Just fiddl'in here. I compared a few of the previously mentioned funds; being JHQAX , SPY (baseline), TMSRX and ABRZX.
Each chart is a 6 month before and after using SPY as the benchmark; at its low price during the period.
Chart 1 co…
BaluBalu
Being curious was the main adventure of my post. Having observed "alternative" funds over the years has not caused me to need/want to travel that path, as our mix has provided. The chart allows for an observation for whomever to reflect for…
BaluBalu
JHQAX
Per your initial post:
As an aside, its performance from inception (2014) until the beginning of Covid is about the same (more or less) as a good high yield fund but bond funds had falling rates as a tail wind - may be not a fair c…
Hi @Old_Joe
Thank you for the information. As for Mr. Palmer, well over my long exposure period to "humans" and encountering the various types from many cultures and countries; I still have problems understanding a "two face" as with his type.
Thi…
Hi Ron, I was hoping you would respond to this post; as you have full insight into the functions of your township government and the process involved with accepting the monies offered.
I believe the monies offered, in most cases; will benefit the co…
Just for the heck of it, the 3 funds.....versus SPY.
CHART for the 3 funds starting at Jan., 1999 to date. The inception dates were much earlier, but this is a chart limit for the site. One could always play with PV, Portfolio Visualizer for the ful…
Well............could be as much fun as electronic, online gambling in Michigan, eh?
However, without setting/guessing a number; I'll cheer for the continued upward U.S. equity path, as we sit at 69/31% ,equity/bond mix. Perhaps a bit too HOT a mi…
Hi @hank
I looked again at what I wrote, and the expression of my language is pretty crappy.
I was picking on the folks who seem to think they are able to see the future so far away. The big kids have had too many forecast misses for interest rates…
Comments and questions for Old_Skeet should be directed to him on the Big Bang Board. I believe his handle "Old_Skeet" is still in "timeout" on the MFO Board
HIS handle is one in the same. Both of HIS pseudonyms are one in the same person; and obvio…
Yes, I understand what you're expressing/your point. Charts lend a nice view, for me.
When bonds had more correlation to equity moves, this chart provides an interesting view. If one was really astute about market moves, a sell/buy rotation between…
This CHART is TAIL vs SPY for one year (253 business days). You may drag (left) at the 253 day area and travel backwards for a moving one year period, OR you may right click the 253 day and select ALL (or other choices) to view the total pattern bac…
@bee
Thanks for your efforts with this topic. The thinking process with be of benefit to someone here; and/or to pass along to their family or friends.
Remain curious,
Catch
Wanna chase a dividend, eh?
Here's what is in your bowl of REIT chili:
AGNC Investment Corp. (“AGNC”) is an internally-managed mortgage real estate investment trust (“REIT”). We invest predominantly in agency mortgage-backed securities (“agency M…
@hank
Better keep and buy more bonds. They do have positive returns, even into the negative yield zone; as with German Bunds.
Would be nice to be so prescient and and confident as the folks who are able to see into the future of 10 years, or whatev…
Hi @Derf
The trick to truly active management is to take advantage of the periods when the market is
moving from below trend to above trend, (i.e. capture those above-trend returns) and then protect
on the downside when the market moves into drawdow…
@bee
Agree. One should/may choose over many years to continue to adjust an equity portfolio, as industries and offerings change; to match what one and others "use/want/need".
These methods are part of our continued/current exposure to healthcare as…
@johnN
Plan F is no longer available. Yes, this plan had more coverage, but also cost more; as is the case for all insurance products, so don't fret about this.
You should reference the Texas Health Agency site for study about comparing plans as pr…
