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rjb112
Well thanks for all your great instruction and telling me about it.
@Ted: I'm mainly looking for things that will hold up well/provide ballast to a stock funds heavy portfolio, not so much for income per se. Protect and hold up well during bear markets and times when stocks are going down. In the past I always rel…
@Ted: Ted, do you like any of the alternative strategies funds? Any 'absolute return' funds you like? Also, what funds do you like for fixed income assuming that rates rise in the future? I find stock funds easy to select. Not so with fixed inco…
@mman: I watched the most recent Wealthtrack interview last night, as an interested day one investor, having been very happily invested with David Winters in Mutual Beacon.
I was pleasantly surprised when Consuelo Mack asked him about the expense r…
I think ETFs, and the price competition going on between ETF providers to have lower and lower annual expense ratios on them, is one of the best things to have happened in investing. Opens up a world of possibilities, regardless of where you have y…
"Price/Prospective Earnings" and "Forward Price/Earnings" should be two terms for the exact same thing.
"Trailing Price/Earnings" and "Price/Earnings TTM (Trailing Twelve Months)" should also be terms for the same exact thing.
"Current Price/Earni…
"In addition, my reference sources are indicating that the market as a whole to be at about a two percent premium with the S&P 500 Index trading on a Forward Estimated P/E Ratio of 15.6 and a Trailing P/E Ratio of 17.7"
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@Old_Skeet…
Bill Miller needs to learn a little risk management. I own his Legg Mason Opportunity fund. I'm used to it either performing in the bottom decile or the top decile. Just no way to have a clue which one it will be in a given year. Not an easy fun…
"Here is M*'s latest market barometer...2% above fair value"
Where on the Morningstar website do you find the above data?
Coverage Universe: All Rated Stocks; Today's ratio?
That's good stuff. I'd like to check that periodically
checked again: the info currently on Morningstar is from the close on 3/26/14; the fund company currently also has the 3/26/14 info posted on their website
I've obtained medallion signature guarantees (to link mutual fund companies' accts to my bank acct) at my local bank without the bank requiring any information other than my identification and the forms from the mutual fund companies to stamp and si…
Interesting article. There is one error in the article though. The article states:
"In 2005, target date funds held less than $100 million in total assets. After several years of double-digit growth — in some cases as high as nearly 50% annually —…
I had never heard of Rick Ferri until last year, but I find his articles to be well reasoned and logical. One of the good guys out there as far as I'm concerned
Looks like they only kept the fund open for 6 months! I wouldn't call that "giving it the old college try". Not much of a commitment. My guess is that they see that Emerging Markets have not been a 'popular' place to invest since the fund opened …
?Time to tilt the portfolio away from small caps and in favor of large caps?
Morningstar says that DIA has a forward P/E of 15.01; S & P 500 forward P/E: 16.0
Russell 2000 forward P/E: 18.94
Harry Dent.........He is adamantly forcasting a major bear market starting in a Month or two, taking the Dow
down well below 6000 and lasting for years. !! Anyone here follow him ? or can give an opnion
on the accuracy of his previous forcasts
Th…
@JJM58: Which floating rate funds are you in? By the way, I watched Yellen's news conference. You mentioned, "Last week Yellen "slipped" that Fed Funds or the Discount Rate could be hiked in 6 months or so". Actually, her '6 months or so' commen…
Interesting. Wish I had found it 15 years ago! Quite an amazing 15-year return. Price tag a bit high, 1.41%, to want to take a stab at it for an unknown future; can't believe that Mario Gabelli is doing much work with this fund but his co-manager…
scott wrote:
"What I want to know is this:
1. Hussman has had an overly complex set of options hedges on his funds for a while and I think he's been fully hedged for some time.
What I want to know is: had he not been hedged, what would the return…
and scott/cman, what are your opinions about John Hussman, who seems to me to be very honest and probably without conflict of interest (in the sense that he is free to form and express whatever market opinions he wants, as his mutual funds have the …
" But, the primary direction at any time as far as US stocks are concerned is always bullish with caveats (Economy is strong but don't be surprised by a 10% correction). "
Unfortunately, there's a tremendous conflict of interest for any person in h…
What was she saying in 1999-March 2000 before the bear, and March 2000, 2001, 2002 during the bear? And in 2007 before the bear, and 2008-March 9, 2009 during the bear? That would give us a good idea of how accurate her thinking on markets has bee…
