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 New 60/40 Portfolio, Riskier Hedges Are Displacing U.S. Debt
Many investors have no choice but to stick with Treasuries because of fund mandates, or they do so since they’re unconvinced it’s worth taking a chance on something else. Yet others are…
@WABAC
-European Banks - EUFN
-International Value (LC)
-Taiwan and India with EM space - EWT & EPI
-High Quality Cyclicals - Semiconductor - PSI
-Overweight global banks versus technology, and value versus growth, since both trades have histor…
@msf,
Could you clarify? You suggest that Schwab is treating one class of customers (not potential customers) different from others. That sounds like you're saying that once TD Ameritrade clients became Schwab customers (via acquisition) they were …
@msf. In USAA's case, their customers are also their shareholders so in sense I should see some of these dollars making improvements at USAA.
Aside from that point, if a company is going to treat one customer differently than another (offer differe…
@Sven
What is your next adventure after selling the house?
I bought a condo in FL (Palm Beach County) a few years back. Paid $35K in 2012 which was a good time to buy. It does have an HOA (that includes Cable, water, maintenance, building insurance,…
Lithium battery packs may have some competition...Toyota debuted its first Fuel Cell powered passenger vehicle in 2016:
https://toyota.com/mirai/fcv.html
KBB Review:
https://kbb.com/car-news/2021-toyota-mirai-tech-look/
The legal rights and responsibilities of the renter verses the owner are also often quite different. @Old_Joe there are many subsidized housing situations for renter that disconnects the true cost of housing for the owner (landlord / housing authori…
Bloomberg covers the topic here:
Home buying isn’t for everyone. While there are financial benefits to owning property — the value could increase, and mortgage interest can be tax-deductible — you lose the flexibility that comes with renting. And pr…
Wouldn't VFINX or SPY be classified as a blend of Large Cap Value and Growth? Just own a blended fund and wait. A Russell 1000 index would cover an even larger number of both growth and value.
Over the last 20 years QQQ (Growth) has played catche…
Also, a fund like PRNHX continue to impress me in the mid growth space...up 80% since March...40% YTD...27% over 3 years...23% over last 5 years...21% over trailing 10 years...15 % over previous 15years.
NYT article on assigning "excess deaths" to Covid-19. Looking at the data that way reveal the US has had 200,000 excess death compared to recent year data.
Across the United States, at least 200,000 more people have died than usual since March, acco…
Once the economy picks back up inflation may as well. We are already seeing price inflation in real estate prices as a result of low interest rates (fed policy). Short duration TIPS seems like a way to hedge Inflation for the cash-like part of one's…
Home Infrastructure too...HD and other building material companies are ready for you to spend your stimulus check.
Related to Home infrastructure:
Pool sales skyrocket
us-health-coronavirus-pools/pool-sales-skyrocket-as-consumers-splash-out-on-coro…
Adding Tesla to the S&P 500 Index will create a interesting trading moment for the passive index:
The possible addition of the carmaker is a big event for managers of index mutual funds and exchange-traded funds. They’re already hashing out stra…
Another view:
So far, the Fed has done a decent job in fighting the crisis. Massive liquidity injections as well as lending backstops fueled the confidence of markets. It seems that the strategy of acting aggressively was right. One reason fo…
I different Roche...Cullen Roche Interview:
The main advantage of centralized currencies
Why the risk of inflation is more likely to come from the Treasury than from the Federal Reserve
Why growth stocks typically perform better in a lo…
Its Winter down under and here's what may be in store for us in the US in 6 months:
Deep into the Southern Hemisphere winter, Australia’s second-most populous city Melbourne is experiencing a virus resurgence that dwarfs its first outbreak back in M…
Tom Atteberry is a Portfolio Manager of the flagship FPA New Income fund. Atteberry brings us up to speed on conditions in the bond market, and how they have changed since Covid-19.
Atteberry will also share his One Investment recommendation with u…
Thanks everyone. Very thoughtful responses that vary thoughtfully. Just like there are many ways up the mountain.
@hank...you were on a roll...keep it coming.
Thanks for the comments so far.
@Old_Skeet. Does"living below your means" imply you live in the basement of your in-laws? Mine were pretty mean too. We moved out as soon as we saved enough for a down payment on a house. Now the means are moving in…
I remember owning a 3 alarm fund back in the 90's... VWUSX...Fund Alarm was there to guide me away from this disaster and the rest was history.
I miss @Ted, @BobC, @Scott...and others. Keep focused on making this website the best mutual fund websi…
