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 MJG. I welcome the opportunity to discuss TA techniques, and for the sake of keeping the ball
rolling, I'll toss in my 2-cents. I'm far from viewing TA as a religion; if it seems to work for
me I'll use it. If not, I'll move on to something el…
ICRIX returns have been good. Turnover has been low. The only negatives I see are: (1) expense ratio of 1.25% is too high, (2) despite the low turnover, tax efficiency has been low, so prefer to use it in a tax-sheltered account, and (3) inception…
Vanguard Wellington is an excellent balance fund. I'm not sure which of these would be available through the brokers you list, but these are other good balanced funds: FPA Crescent (probably not available), Manning&Napier Pro-Blend Ext Term S (…
