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rjb112
Well thanks for all your great instruction and telling me about it.
MJG, your main point is excellent. As a side note, it doesn't look like they are using the MSCI EAFE Index.
From the article, "For international-stock funds it's the MSCI ACWI Ex USA Index"
I remember when Twentieth Century Giftrust and Twentieth Century Ultra were two of the most famous mutual funds around. In their heyday, they had incredible returns.
"but I just learned that its invested in by some type (GMIB?) of variable annuity held in his IRA through MetLife".....
Which leads to this question: what is a variable annuity doing inside an IRA?
IRA's are tax sheltered, and so are variable annu…
By the way, there is an error in the pdf explaining this Blackrock Portfolio. On page 3, they go into the continuum of risk, but they got it backwards. On the far left it says "low risk", when in fact the far left is the highest risk in their mix,…
Absolutely inappropriate for her to be pressured into making a decision within a couple of weeks. There's no hurry, especially for someone who has had their money in CDs and is facing a new world of investment choices and possible risks.
Yes, of c…
What is the expense ratio of the Blackrock Global Tactical Strategies Portfolio. I didn't see it listed in the pdf. Also, what is the performance record of this Blackrock Portfolio? It could be compared with other tactical allocation funds, such …
Excellent read.....important for investors to know.
"Almost every major country has had a bear market in which share prices have dropped over 80%.........the Greek Stock market fell 92.5% between 1999 and 2012......someone who invested at the top in…
High expense ratios, and the "alphabet soup" of multiple share classes. Looks like you have the privilege of paying a sales load even if you make your own investment decisions. I'll pass on this
Interesting article. I'd like to see more articles about the modern/current market timers, with an analysis of their market calls and subsequent accuracy, such as Jim Stack-InvesTech; Dan Sullivan-The Chartist Mutual Funds letter; Bob Brinker; Ken …
Hi MJG:
"I hope you find my reply acceptable. If not, understand that I have broad shoulders and will likely learn from your perspectives".
Yes MJG, I found your reply to be excellent, as well as your detailed and well thought out posts that I have…
@Vert, never mind.
Found it, but not on the website you mentioned.
I found it here:
http://www.cabafx.com/trading-ebooks-collection/newpdf/Benjamin Graham, Building a Profession_ - Jason Zweig.pdf
It is in a book titled Benjamin Graham Building A…
@Vert, I'm trying to find the "entire short interview" that you discuss. I found the Graham and Doddsville website, but didn't locate this interview. Please provide some more information on how to find the interview. A URL would be great.....more…
@MJG: Extremely interesting Graham quote (below). Please be so kind as to reference that quote and if possible, provide a link where this can be accessed. Thanks!
Here is an extended quote from Graham that he enunciated late in his exceptional ca…
cman, if Buffett had said "I laid out what I thought my wife who is not an expert on stocks should do", then I would agree with you totally. Why pay attention to how Warren Buffett's wife's portfolio is invested, since obviously it will be a large …
Good post. John Hussman is worth keeping track of, even if he has been wrongly bearish for a very long time. He has a PhD in Economics from Stanford University, and used to be a professor of economics at the University of Michigan. He has a websi…
gindie, I was impressed with Bill Berger on a Wall St. Week with Louis Rukeyser show, and purchased the Berger 101 Fund. Very shortly thereafter the fund was turned over to
Rod Linafelter, who did quite poorly here as well.
also Dessauer Global Eq…
Not sure if the -39% return for 2008 is correct. The data on Yahoo Finance is not consistent with itself. Yahoo shows the 2008 return as -39%, but then they also show quarterly returns, and when I add up the quarterly returns for 2008, it looks li…
I got into Wintergreen at inception because I was very impressed with the job David Winters did as manager of the Mutual Beacon Fund. I felt that he was excellent at risk management, and getting a good risk adjusted return. Wintergreen is supposed…
Morningstar shows the portfolio as of 1/31/2013 as 102.67% long stocks and only 2.77% short stocks, with essentially no cash.
What's up with that? That would mean they have more long stock exposure than 99% of long only stock funds, if I am readi…
"Fairholme research estimates that the fair value of sears’ net assets exceeds $150 per share. If our research is accurate, we expect sears’ market price of $38 to increase to this value over time."
Good luck......Morningstar gives Sears (SHLD) a F…
Does anyone have any articles or research on the issue of:
How did mutual funds selected on the basis of excellent past performance perform in the future?
Perhaps such research could shed some light on at least the statistical probability that a f…
Charles said: "Probably everybody should consider, if not already in."
It's tempting to me to get in before they close, looking at their record since inception.
I just wonder about:
1. What are the chances that they have a 'repeat performance'…
Thanks for posting this.
On the page for P/Es and Yields of the major indexes: it (wsj.com) says that the P/E for the
Russell 2000 index is 86.73
Where did they get that?
On Morningstar, in the Portfolio section, when I put in the symbol IWM whic…
