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.
I have been long PCI & PDI since forever and at this moment I intend to do squat. As far as I can tell they aren't broke so I have no need to fix them.
"Do all div growth funds fall into this category?" I don't think that many of them do these days at current valuations but they may contain a number of selections which hit all the bases when first selected.
@hank who said "One wonders however at this Voodoo Insurance whereby the medicines cost less if you pay out of pocket instead of using your insurance. What’s wrong with this picture?"
From p[ersonal experience I can tell you that doctor visits cost…
The rise in oil was worth a good swing trade but I don't see it as a viable long-term investment. Sure we'll continue to use/rely on it for the time being but alternative energy investments are the wave of the future. Hint: buy what the millennials …
Interesting. I don't have the time right now but I'd like to go through the list and see which companies were bought out (merged) with others on the list, which just went flat and/or out of business and which just changed their names.
Adding - some…
From the article:
"The tables show the stock market as a whole did best when rates were steady, as contrasted with what you might expect, with an average annualized return of 26.73% during four such periods. Surprisingly, it did the worst when rate…
Apparently that's his reward for betting on games the team (Cincinnati Reds) he managed played in. Fitting.
No worries - it doesn't stop him from profiting from the action in a new venue "Rose's podcast — “Pete Rose's Daily Picks”
Roughly 50% of my portfolio consists of individual equity positions. They have always been boughten with a long term buy and hold intention and were also chosen for their dividend growth prospects. Nothing fancy, just the usual suspects.
I don't m…
@crash - it's not for everyone but
IOFIX - 1yr.: +18.29% although after last year there really wasn't much place to go but up.
YTD: +13.7%
Yield: 3.98%
I have been using AAII off and on for a number of years mostly because they bring a different perspective to stock and fund analysis as opposed to M* and a host of buy-side analysts. I do not use their 'Shadow Stock' portfolio because it consists of…
IF I was going to invest in China anytime in the near future I would be using EMQQ -Emerging Markets Internet & Ecommerce ETF. It consists mostly of emerging Asia small-caps but has a 50+% exposure to China. It's #2 holding is Tencent @8% and #3…
He was by most accounts a decent human being, well-educated, accomplished and respected. I won't let that one checkmark, while disappointing, ruin my impression. RIP sir.
I think that the main point of his article was a 'safe' +5% return on one's investment in the near term. I realize that it probably does not work for everyone. Also, $30K might be considered a bit small for a certain percentage of market participant…
If you like FMSDX for less risk and it's reported 3.07% yield then you might want to consider this from Jim Sloan at SeekingAlpha:
The I Bond Yield Just Hit 5.33% And Beats All Other Safe Assets; Buy Before November 1
Before you pull the trigger on SCHD you might want to revisit this thread posted earlier this summer. Lynn Bolin had a lot to say about Revisiting Defensive Funds.
I have been using DIVO for sometime now and I am pleased so far. I also hold a posit…
@hank - I like her management style, 'some' of her funds, her thought process and her methodology but I am currently out of those 'some' funds I held. I also do not hold any of her competitors funds in the same vein. A correction might put me back t…
Looks to me like IBD's methodology could use a little work. Their track record is 50/50 at best. But hey, I'm just one of the ignorants here who doesn't keep up with the markets or business news.
Innovator IBD® 50 ETF FFTY
