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 try to aggregate my portfolio (which reside in separate accounts) by using Yahoo!Finance. I can create a comprehensive portfolio and update share prices to my personal spreadsheet file using Yahoo!Finance
I try to update my spreadsheet once a mo…
Attempting to sustain a fixed living standard using distributions from a portfolio of volatile assets is an inefficient retirement income strategy. This is a unique source of sequence risk.
There are four general techniques for managing sequence of…
Additional side effects are surfacing with regard to the Pfizer vaccine that were not observed during trails (individuals with allergy sensitivities at greater risk to negative side effects). This may slow its deployment.
Allergy-risk-Pfizer-jab-TW…
And how do you invest when you finally "have won the game"...some thoughts here:
https://awealthofcommonsense.com/2020/12/how-to-invest-when-youve-already-won-the-game/
"Sorry you lost friends, but in Florida that was very likely a result of choices THEY made, unlike Cuomo who gave nursing home residents none."
Yes, they decided to become doctors and nurses. So stupid.
70% of COVID related deaths in CT occurred in…
Nestle's Plan to be emission neutral by 2050.
I'll be 91 years young in 2050 or I may have already released my personal carbon footprint back into the atmosphere. Things move slowly in this arena:
Nestlé was responsible for 92 million metric tons …
Not to get in between a good cat fight, but neither of you have mentioned the use of "credits" or economic incentives. My apologies if you have.
The EPA mentions this:
Policy-makers have two broad types of instruments available for changing consump…
Top 3 Mutual Fund Holders of Tesla (TSLA)
4-mutual-funds-hold-tesla-stock
S&P 500 Forecast: How Will the Addition of Tesla Impact the Index?
SP-500-Forecast-How-Will-the-Addition-of-Tesla-Impact-the-Index
@MikeM2,
ETFs prepare for balancing a…
Who are the beneficiaries of cheap oil?
Seems to me companies that use it as an input.
Chemical companies = FSCHX
Transportation companies = FSRFX
Manufacturing / Industrial companies = FCYIX
Utility companies = FSUTX
I own 100 share of BB and when the shares fell from $57 to $5 I stopped picking stocks. Those shares sits there in my account reminding me how humbling investing can be.
If I understood the world of "put and calls" I might attempt to learn another…
Free version of OpenOffice spreadsheet called Calc from Apache works for me.
The mission of the Apache Software Foundation (ASF) is to provide software for the public good. We do this by providing services and support for many like-minded software p…
Per M*
VGENX pays a Trailing Twelve Month yield of 5.07%
XLE 12 month yield of 10.86%
FENY 12 month yield of 9.78%
With that said, investing an energy fund feels like I am investing in Sears.
Part of me thinks I should, but part of me knows I sho…
Related News...time to invest? I'm thinking not just yet, though if Exxon maintain it's dividend payment these energy stocks may become the place investors "reach for yield" (9%-ish right now).
Exxon Faces Historic Write down After Energy Markets I…
Notes from the interview:
On the equity side... trading the gains in QQQ (Thank Q, Thank Q, Thank Q) into under valued allocations of Small Caps, Emerging Markets, and commodities.
On the Bond side... no longer a hedge for equity risk. 10 year tre…
From the conversation:
The world of investing normally sees experts telling us the “right” way to manage our money. How often do these experts pull back the curtain and tell us how they invest their own money? Never. How I Invest My Money changes t…
Smidcap stocks are on fire. The Russell 2000 RUT, +0.55% is up over 19% this month compared to 10% for the S&P 500 index SPX, +0.24%.
Will it continue? This group has been beaten and battered for so long that many people simply doubt the move. …
@davidmoran, My understanding is a 401K has many attributes that a rollover IRA does not have. That said, a 401K that resides with an old employer can be transferred to a new employer's 401K plan. This may be advantageous if the new employer's plan …
@FD1000, go back a decade and notice what a difference that decade (2000-2010) made for the S&P 500 where it lost 20% of its total value (inflation adjusted). Then there were the nineties (1990-2000) were the S&P 500 grew 340% (inflation adj…
Food for thought:
The Russell 2000 Index of small cap stocks is currently on pace for its best month ever. As of Tuesday afternoon, it’s now up more than 20% for the month of November. I looked at every double-digit return month for the Russell 2000…
Here is a link that provides a quick visual overview of relative and absolute performance of the 11 Sector SPDRs over various time periods....
https://sectorspdr.com/sectorspdr/tools/sector-tracker
Seems these 11 sector etfs are each representati…
Why Housing Could be the Best Asset Class for the Next Decade:
There is a real possibility real estate could be one of the dominant assets of the 2020s. Here are some reasons why:
Millennials. Young people are settling down later in life because th…
A recent AAII article showed that beginning with equal investments in the S&P 500 sectors and rebalancing yearly from the best performing sectors to the lesser performing ones increased one's returns substantially over time. However that must be…
A recent AAII article showed that beginning with equal investments in the S&P 500 sectors and rebalancing yearly from the best performing sectors to the lesser performing ones increased one's returns substantially over time. However that must be…
@Jim0445
Is there anything that matches his suggestion of a "global equities index fund" better than VT?
These managed funds seems to have matched or outperformed the index (VT)
@FD1000, Warren plans on doing just that with his wife's money.
The 90/10 plan
Buffett's plan is about as simple as it gets. In his 2013 letter to Berkshire Hathaway (NYSE:BRK-A) (NYSE:BRK-B) shareholders, he wrote that the instructions in his will…
Not totally related, but interesting that T Rowe Price is both a Mutual fund company and an individual stock (TROW).
Here's TROW (blue line) historical performance compared to PRWCX (red Line):
https://screencast.com/t/AwEiv4xRrU
I'm sure their …
