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.
In a nutshell:
Most investors want to beat the average, and the only way to do that is through active management. Low-fee passive indexing inevitably results in average returns, minus a low fee. But active management, even with higher fees, can resu…
Federated’s whitepaper, studies suggest “truly active management” can “generate the opportunity for outperformance” even after fees.
Sounds like smart people those Federated people:
Glad I've never said that....tb
This type of mentality reminds me of the professional golfer who's competitors said he was a "lucky" winning golfer he said "I know and the more I practice the luckier I get"
I can not look back and point out one circumstance, where I could say, my success was because of "luck", but I can look back, and say some of my failures were beyond my control....Jimmy carter and 18% interest, raised around people who had no idea a…
more of a Co. problem with Pimco, than individual funds.... others don't know/care
ETFs picked up business from somewhere....not mostly new money, I find myself buying more ETFs
"Research by Vanguard to quantify the value of this kind of advisory assistance — through tax location, diversification, rebalancing strategies and behavioral coaching — has found that advisors can add as much as 3% to a client’s portfolio with this…
Parents; I ask my mom if I could have a dime to go to the store with my friends
( buy candy ect.) She said: "Son I don't have a dime go get your own money"
So I did (paper route) and I have had my OWN money ever since,
Lifetime lesson...thanks mom
The current Dogs: AT&T (ticker: T), Verizon (VZ), Chevron (CVX), McDonald's (MCD), Pfizer (PFE), General Electric (GE), Merck (MRK), Caterpillar (CAT), ExxonMobil (XOM) and Coca-Cola (KO). Average yield: 3.71%.
and you find (safe) yield like t…
Things are BAD, "a depression" and I'm mad as Hell, the guy killed himself!...I think every young person should have to watch it also.....maybe they would find a better way to solve their (financial) problems
EDUCATION and TRAINING (for a Good living) are two different things,
One is taught out of a book and one is experienced (learned)
Personal experience: I couldn't write a check for my college books when I got out of High School (18yo), but I owned 2…
Key fixed costs include rent or mortgage, other debt payments, property taxes and car costs. Two obvious moves: ....
Don't have any of these, none of these are fixed.....ok little taxes and older car...tb
I'm 30% in Healthcare(as reported here many times), how am I doing in that weight? Overweight? Should I worry?, should I change? Because some "Person" says Weighting in investing is important,
Sorry, you don't need a book....
SS should be considered an employee paid-for (Gov. sponsored) retirement benefit, much like a ROTH account...nontaxable, terminates at death.....then pay taxes on the Rest of your income.... nobody hurt...........problem solved
"She cites a client couple who didn’t have steady jobs and saved very little. The wife, however, wanted to keep spending more than the couple could afford, even though they now had a newborn child. She also didn’t want to work."
these people have h…
Only time I worry about "weighting" anything is me....in investments I tend to gravitate to winners no matter what they weight,
my portfolio doesn't care, it wants big FAT WINNERS...
If I had to guess...Money (pay)...... TRP like Vanguard probably not the BEST payers although I don't know that...I only use one of their Bond funds and managers fine....
Low concern announcement for this powerhouse
