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.
All these outrages, all the lawlessness. All the grift. And 40 % of our fellow Americans and 98 % of the repugnant party support it. Shithead is just a very bad dude but he couldn’t get away with with anything if the people, the professionals repug…
@hank. You know many smart people think the president of the United States is in a full blown frenzy… freaking out. Out of his mind. Of course he might or even likely will do something to impact markets in a bad way. So yes. This thread is ABOUT …
@crash. Take a look at Charlie Garcia at market watch today and a listen to the recent Thoughtful Money episode with Stephanie Pomboy. Similar theme. I don’t know if the markets can handle chaos and insanity at the top for much longer. The best ne…
@ Crash. Today’s market is the perfect metaphor for what’s going on in the orange regime. It’s frantic, it’s unglued, it’s beyond logic and IMHO ,,, it can’t go out much longer. An implosion, explosion is coming.
Back to the question; is good enough good enough? Or; what are we trying to accomplish? Hanks definitions of what doing great means to different types of investors is excellent. Or; what does winning mean?
@Junkster. If trump pulls out all the stops to keep stocks and bonds afloat before the mid terms, think how that might work out. It would be easier to make life better economically for his base to protect maga in the mid terms but he is doing EVERY…
@crash. I babysit our daughter’s portfolio. I have to remind myself that she is 34 and not 76. She is both a highly paid busy professional and profoundly disinterested. Makes my role very awkward.
@hank. Don’t you think we put the time into this stuff for more than just the possibility of extra profit? I hate to say it’s for fun or pleasure,,,, but we enjoy it in some perverse way.
Don’t get me started. Leaf blowers drive me crazy. I have a hearing condition that makes sounds seem louder and leaf blowers in particular. The professional blowers love to goose the throttle. Our neighbor has a gardener who starts at 0730 in the s…
@Crash. We were just an old couple in a stealth car, driving while having California plates in rural Illinois. Think about those of color driving anyplace. On the same road trip we were denied seating in an empty restaurant in Wyoming. We also ha…
@Hank. Six months ago your question would have been absurd. Not today. My wife and were driving between Chicago and St Louis in a bare bones Saturn, with California plates. We are stopped for no reason by DEA Guys who had their weapons visible. …
Global Balanced Funds certainly come in many permutations. So many variables that you are sure to find something unacceptable in each one. And if you pick the best fit actively managed fund it may change before the dust settles on your buy order. …
Is it a military coup if the military remains on post as the regime burns the constitution? Perhaps that’s what is in the works. So the military doesn’t actually seize power, they just let one fellow declare he is the king while they stand down.
I check the asset allocations on Portfolio Visualizer. It’s great for the equity side but not as handy for the fixed income. But M* breaks down the unknown parts for F.I. I think that the financial sector has lots of potential problems waiting to …
@sma3. All good points. The life strategy series and the AOK, AOM and AOR ETF’s are essentially built from index bits and pieces. And if it matters the bond portfolio of Vanguard Life Strategy Conservative growth is about 30% securitized and deri…
@lynnbolin2021. Re Global Wellesley Vs Global Wellington. The allocation to tech and finance are so dramatically different between the two. Really different funds not to mention the significant equity allocation difference. But both managed by Wel…
The two funds we own are VGWIX, Global Wellesley and PRSIX , the TRP conservative allocation. I use Portfolio Visualizer to get max drawdown, worst year and asset allocations. Lastly I supplement the two balanced funds with some short duration FI …
@ Hank. It’s gotta be someplace. Seriously,,, what’s riskier in the next five years, tech or financials? I don’t have FOMO and won’t regret leaving money on the table.
@ Crash. Thanks. Picking the “one” is very difficult. It’s easy to find three things wrong with any balanced fund. Too much tech, or junk or financials or derivatives, or too little global stocks. You get the idea.
@Crash. “ I can’t cheer for either dog in the fight. “ Crash. We all know how you feel about the orange regime. As horrible as that regime is,, and it is getting worse by the hour, how could you not cheer for the dog that is fighting the regime …
TRBUX. If my memory serves me well,,, and that is increasingly a question,,,,,, I owned and sold TRBUX for about 5.09 …. It was when mm,,, CD’s and online savings were zeroed. When people were talking about Toyota drivers notes and MYGA and other…
Just watched the great Heather Cox Richardson. She wasn’t talking about business or personal investments but articulated an awareness of a sense that things in the country broadly are “unsettled.” Maybe that should be the next thematic ETF. UNS…
That’s the idea Crash. Thanks. Big smile. Can you imagine FD 279 pondering the meaning of the Reinvestment Blues? He couldn’t wrap his mind around the concept.
Just my opinion but if the supremes give regime a pass on his tax scheme they might as well call it GAME OVER for democracy, the rule of law and the constitution. Nothing left to do except to schedule the coronation and hand him his crown. But hey,…
Dodgers winning it all is better than no baseball, at least in our house. To avoid news I am now watching my wife’s favorite K DRAMA. Laughing at myself.
HELL YES IT WAS FUN. And though I have been to Toronto and LA many times , I didn’t have a rooting interest in either team. But this is 2025, everything is political and every moment watching baseball was a moment not watching the destruction of…
