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.
The article isn't too bad, as far as facts and figures. Perhaps it will cause a few readers who stumble across such a write to be more involved with their financial future.
So, before folks run to a "SIMULATOR" to determine the yet unknown they fi…
Hi Mark and @David_Snowball
No heavy lifting with this question, just a "top of your head" thought; as I'm not going to take time to research any of Rob Arnott offerings or managed for Pimco and such.
But, are there any of the RA related products …
@Mark
Yes, I forgot to mention that. You may drag the days bar from either end to shorten and also right click onto it for default ranges. Sometimes, like with this chart; I shorten the time period to 100 days or so, and then click and hold the day …
Hi @Mark
I've monitored, but not invested in MTUM; and the below chart starts with 2018, as this will let you view the moves during the short market whack in early Feb. as well as the big down on Dec. 24, 2018. I included DSEEX as a pseudo momentum …
Hi @hank
You noted: "looking at the situation I was trying to illustrate, at the end of 6 months the equity investor had a 20% gain in his pocket and the guy with the Treasury bond had a 1% gain"
>>> Uh, no on the 1% gain for 6 months (un…
Howdy @hank
NOTE: I didn't read the linked article, just my 2 cents worth.
Here is a one year chart for a decent intermediate term bond fund. The fund consists of investment grade corps and some government stuff. The fund moves long term in the u…
Thanks @davfor
Still lots of "things" continuing to change since the market melt.
The below quote is from the beginning intro voice line used from the tv series "The Naked City" (NYC location). For whatever reason, this phrase has stuck in mind for…
Hi @Edmond
Warning label: I have something relative to bronchitis, fever, meds, tired of sleeping, feel like crap, should be doing work outside.......meditating to some benefit.
However, @johnN edited/removed his additional comment to which you ref…
@johnN
Knowing you, friends and family are all likely federal tax payers; tis you, them and a few million more folks who are paying for the drone and other, eh?
And what the heck does your "in other news" have to do with this thread???
Start anot…
@davidrmoran @Mark
Mark, I recall you did a test transaction. Yes, the transaction fee would apply as noted by @msf; but one also knocks down the e.r. with DSEEX. Depending on the amount invested, the fee would be recovered fairly fast.
I also tr…
Hi @ hank
@Bobpa wouldn't have to move to Vanguard for the VWINX purchase.
I had an indirect account with Vanguard many years ago, but only for the purpose of having a 401k placed there by the company, and there was no brokerage feature.
But, all …
@johnN
Your words: " peak Before crash"
Absolute.
You may tell any family and friends who are invested in the markets that "Catch" says so, on this 20th of June, 2019. He/she/they should take action now to position their assets accordingly.
Th…
--- Inflation rate
A common measure of inflation in the U.S. is the Consumer Price Index (CPI). From 1925 through 2018 the CPI has a long-term average of 2.9% annually. Over the last 40 years highest CPI recorded was 13.5% in 1980. For 2018, the las…
Thank you, @msf
Available fund investment returns for "x" years historically would keep one ahead of the 2.9% annualized inflation rate, prior to the cash position noted.
Perhaps it is time I leave the stage.
Catch
@Edmond
Don't misunderstand. I'm an equal opportunity critic of politicians. Trump happens to be in the hot seat at this time. If a president of another political party was acting in the same manner, he/she would receive the same poke. I don't find …
Why wait? @Ted
My military service to this country and other moral and ethical pursuits to the public and private good, will have been for not.
Deep despair would be the feeling of the day. Especially for the young ones of my family and friends.
…
@msf
You noted: "The Fidelity annuity does provide an income guarantee, but like many annuities, that guarantee locks in a fixed monthly payment amount. No more VIP Balanced Fund. The options offered by the Fidelity annuity are extremely limited: on…
Hi @msf
We've been down this discussion road before; but I would still opt for Fidelity's annuity offering.
With the offerings available, one should not have a problem with beating inflation; and with fairly low risk, IMHO.
Even with a somewhat agg…
Hi @MikeM
Being curious, a Chart-O-Matic of 2 gold funds, 2 gold miner funds and a compare against FBALX. The backward look is limited to Nov., 2009 based upon inception of GDXJ.
Chart
Nothing against precious metals, and we have played in the pas…
@cristinaperry
I'm not able to travel to London (UK) today to sell my gold for cash.
Your post has been flagged to management for solicitation. You must have missed the sign, "No Phishing allowed here".
Go phish elsewhere.
Why the ruffled feathers, @Ted. Sure this is investment related. Many investment areas today, with the "tariff" wars increasing, are being impacted by these actions.
I know folks who have money in India investments, as with MINDX and etfs; who pay…
S&P sectors....okay.
Guess its how one identifies a sector.
Materials sector, XLB is 14.8% YTD. XLK, IT sector is +23.8 or so, YTD.
Tech. broad based is doing fine.
FTEC, Fidelity Tech. is +24.2% YTD.
Don't believe June really matters all t…
@Mark
When I read a headline like this one and knowing what we know about the current global market circumstances; I always try to presume that this type of article will help the new (er) investor have a better understanding of how money things func…
I agree with those who have pointed the finger towards a browser function. Periodically, and without any apparent reason; I'm asked at a few login web pages whether I want to save the password, etc. (to make it easier the next time accessing the pag…
HI @Puddnhead
We've been transitioning some money since early 2018. The below holdings have been in place for several years and have had adds since early 2018. Note: all of this money is in tax sheltered accounts, so we are not concerned with tax ra…
@Puddnhead
At this house, we will likely start to fade the meddling of the past 40 years and travel towards a fund as FBALX. Too hot towards the equity for old timers, for some perhaps; but everything won't be in the fund.
Option 2 would be a 25% e…
A chart look, under the hood; of those funds mentioned prior.
The backward look period is limited by PONCX inception.
Of consequence during this period, WHEN some of the market melt of 2008 had already begun is the effect of strong performance of …
Howdy @Junkster
ADP report from a few days ago suggests latest add to new jobs will be about 27,000;
which is a way down in the mud number. ADP's numbers are generally close to being correct against government numbers.
This number should be baked …
Ya, @Ted You're such an inconsiderate person for those who don't have your financial knowledge. @bee took the time to offer a link of value and you have nothing to offer but a smart ass comment.
The site link I added has helped friends and family …
Hi @bee Thank you for the mega list calculators and related.
I'm including this link of 18 common calculators directed to household financial considerations. Although this link is via AARP, I've found these newer style calculators at other sites…
Thank you @JoeD
I'll place the link below for those who are curious about his Tweets in real time.
You will notice individual sections. Each one may be "clicked" to further open to read replies via scrolling. When finished with a section, you will …
ADD:
AS the past decade was mentioned, here are the total return numbers starting at March 9, 2009:
--- TEFQX = +621 %
--- FSPTX = +602 %
--- SPY = +403 %
Apparently, Fidelity Select Technology also "walloped" the market.
TEFQX vs FSPTX vs S…
