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.
Also 403bwise has a great site for those who invest in 403bees (like I use to bee). Sadly, it has been my experience that teachers don't pay enough attention to their retirement options/benefits. Thanks for proving this wrong.
403bwise.com/
@ Old_Joe said; "Those transmission sites are typically leased from the owners of the individual properties."
New England is full of abandon "smoking guns" (factory smoke stacks) and I recently noticed more and more are serving as an attachment poi…
Isn't a taxable distribution just an accountant's way of saying, "You made a profit...now you need to pay your taxes on that profit."
As Mark mentioned, I own this fund in my Roth IRA.
My take away from this article had less to do with the importance of cash though I did like the idea of harvesting cash as "dry powder" and more about the opportunities in High Yield bonds in the short term and everything else in the long term...esp…
@MFOMembers: Mark's fund RQI distribution history.
Regards,
Ted
http://cef.morningstar.com/distribution?t=RQI®ion=usa&culture=en-US
Thanks Mark (Ted)...and RQI is selling at a 14.75% discount to NAV.
I have owned CSRSX and have found t…
RE From the perspective of Lumber futures:
From The McClellan Oscillator:
"There are a lot of leading economic indicators in use these days, but the one I like the best is lumber futures prices. Perhaps this is because almost no one else seems to…
Maintaining an earned income status in retirement (part time job, self employment, etc.) will serve retirees well. Earned income is the qualifier for most IRA contributions.
If I am required to take RMD (regardless of its IRA status) earned income…
Another tidbit on buybacks from Martin Spring's Newsletter:
Investors may expect to get a little more back in the form of equity repurchases.
“But they shouldn’t count on it,” Arends says. “Companies have a terrible record of buying back stocks a…
Thanks Ted,
Always look forward to Saturday's shows.
Here's an additional interview with Jason on Chuck Jaffee's Money Life show:
Look for "November 18th Big Interview" on the list:
moneylifeshow.com/highlights.asp
Blackrock... White paper... Gray scissors?
Sorry...couldn't help myself.
White Paper wins again:
THE MAINSTREAMING OF RENEWABLE POWER GROWTH OF AN INFRASTRUCTURE SECTOR
https://blackrock.com/institutions/en-us/literature/whitepaper/the-mainstream…
Also from Bespoke:
"...the correlation coefficient between Housing Starts and iShares Home Construction etf (ITB) has been +0.91. It’s hard to get more positively correlated than that! It is often said that the stock market looks out ahead six mo…
TTI is short for Trend Tracking Index (hopefully you didn't lose too much sleep).
Here's a bit about how this TTI in the Q&A section of Ulli's site:
"Q: Ulli: Thanks for your online free service, it is appreciated. My question has to do with …
Any thoughts on Foreign Developed Markets US Hedged options?
Maybe PIPDX
Short Term Bonds?
Maybe VSTBX, MWLDX, ACSNX, FMEQX, FSHBX, WSHNX (most with Manager Tenure of 15+ years)
High Yield Bond:
Maybe BUFHX, FAGIX, CIOZX
Nova aired Part 1 of the "Making of North America". Let's keep in mind the natural forces at work when we discuss climate change. The discovery of Fossilized Palm fronds and coral found along the coast of Alaska are discussed in this episode.
Artic…
Interesting to think that Oil companies started preparing for this 40 years ago.
Exxon Predicted the Present Cheap Solar Boom Back in the 1980s
"The oil giant's 25-year-old research into the economics of solar was spot-on."
I recall years ago Exx…
It looks like Schwab reports a YTD performance number both with, and without a 3% load. Without factoring in the load, the reported +2.78% figure is correct. Very odd.
press
So you as an investor in this fund take all the market risk and as a res…
Howdy @bee
I couldn't find a reference date for the linked article.
EWA is about -12.3% YTD and - 20% for 1 year.
Potential does exist today with Australia, but my monies will likely travel to other places.
My 2 cents worth.
Take care,
Catch
…
Glad to share. Try it you'll like it.
Thanks to @MJG, @Davidmoran, @catch22 and maybe others who have referenced this site. Very rich in historical data.
Play around with it an teach us a thing or three.
https://portfoliovisualizer.com/backtest-…
If the last thirty years are any indicator of future trends in Healthcare, maybe a 90/10 portfolio of VGHCX / VFISX vs Warren's VFINX / VFISX: (click on each image for better clarity)
Something never mentioned about these shareholder costs is that these are risk free returns for the Fund company.
Regardless of the gyrations of the market, asset under management never return a negative profits for fund managers. A fund that char…
Anyone paying a fund manager to pay attention to Australia? Australia has been one of the best places to avoid risk and appreciate wealth.
"Australia has one of the most robust economies in the world. Since the late 1980s, the government has helped…
I would continue to hold and add to these funds. Go play golf and come back in thirty years.
For those less lucky, here's some tips on how to access closed funds:
investorplace.com/how-to-invest/funds/mutual-funds/closed/
Also,
Closing Mutual F…
I own another microcap fund from a fund company that also flies a bit under the radar, Buffalo Fund's Emerging Opportunities Fund (BUFOX). The fund has 53 holdings with a recent concentration in Technology. It's off its high by 20%, but boosts a 5 y…
@Dex, @littlebee:
Maybe consider #3) Start a self employed part-time business. Insurance premiums costs can be offset dollar for dollar against self employment income.
From Turbo Tax (updated for 2015):
"If you are self-employed, you may be eligib…
Not used much here by users, but a very cool feature of Jing are active screen videos (with audio). Sorry if my talents are quite ready for prime time, but humor me. I believe this was submitted to a thread back in August of 2015.
Video Comments on…
@heezesafe,
First, I kinda wished that the Met's first basemen had made a better throw to the plate in the ninth inning last night. If he had, well, "heezeout"!
Getting back to your question...
The displays I generate and embed into a MFO thread …
IMO, you don't "play" with with a fund like this, you hold on long term to reap the benifits.
I'm thinking Bruce Berkowitz (FAIRX) might be a buyer of SEQUX. At the very least he's appreciating the company...concentrated fund managers often spend s…
Doh! If I do not have link to military personnel, I'm not eligible to open account with USAA. Back to square one. As they say, "USAA (the military) is looking for a few good insurance risks, GEICO are looking for the rest". Marrying a WAC (Women Arm…
