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.
Good & timely reminder.
Secure 2.0 made many changes
Another2 change relates to RMD from accounts that also have partial annuitizations. All withdrawals from these accounts (annuity payments plus other withdrawals) can be aggregated for RMD …
From Crossing Wallstreet:
“Knowing what you don’t know is more useful than being brilliant.”
“Investing is where you find a few great companies and then sit on your ass.”
Link to other…
Mungerisms
November 23 Episode:
Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, including its 5-star, Silver-rated Baird Core Intermediate Municipal Bond Fund, present a …
The M* "Thrilling" 31 Mutual Funds (This is a 2022 List...2023 requires M* membership):
This is an updated version of an article that originally appeared in the July 2022 issue of FundInvestor. Russ owns POAGX, RPMGX, VPCCX.
It’s time once again fo…
SWR for Healthcare funds is an interesting study for consideration.
It seems to me the HC sector historically has offered higher upside capture with lower and fewer drawdowns.
A retiree seeking a higher SWR might try and seek out funds with stock…
I’m highly skeptical of this report.
It’s over… it happened… it is no longer actionable… may have been a coincidence.
No one here at MFO pick up on the July post and this follow up seemed worth posting.
I do like the author’s technical view of the…
Follow up on this...
The stock market in 2023 has been tracking the Annual Seasonal Pattern (ASP) really closely, that is until a late October 2023 extra dip in stock prices that was not on the ASP's program. Since that dip, stock prices have been…
Nov 10 Episode
James Grant, Founder and Editor of Grant's Interest Rate Observer, joins us to discuss the history of bond market cycles and why the dramatic rise in interest rates that began in March of last year might have ushered in a prolonged be…
Nov 4 Episode:
In this exclusive interview, he talks about his deep value, contrarian approach, his current strategy, and the lessons he’s learned over the years.
Berkowitz’s Fairholme Fund was once a top performer, returning better than 13% annual…
10/27 Episode:
In a world where stocks have been the go-to asset class for income and returns, bonds are making a comeback. That’s the view of Mary Ellen Stanek, Co-Chief Investment Officer of Baird Advisors and President of the Baird Funds, who say…
Interesting that under that second set of investors (who trade a lot) no mention of ETFs. They would seem to be ideal for trading - but I’ve no idea the degree to which individual investors actually do so.
I was thinking the same thing regarding P…
@msf and other, I want to draw your attention to market correlation in PV.
I added VFINX to your link (by adding a benchmark ticker).
Add VFINX
Your three portfolios have market correlation that range from 94% - 96%. This leads me to believe they …
10/14/23 Episode:
The political, demographic and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s economies and markets.
October 7th Episode:
With the impressive performance of GMO’s Climate Change Fund, which beats its benchmark and boasts 12% annualized returns, investors gain exposure to companies combatting climate change and adapting to its effects. White shares …
How does MFO Premium screen for intangibles?
It appears we live in a time where a company’s valuations is increasingly impacted on criteria that can be difficult to measure.
Here’s an article on the subject of recognizing the value of a business’ …
Another type of IRA “conversion”:
If money is tight and you are over 59 1/2, one might consider an IRA withdrawal that funds your HSA. This could be done each year until age 65. Taxes due on the IRA withdrawal (in the amount equal to the tax deduct…
Sept 23rd
Navigating Medicare:
Medicare expert Katy Votava shares tips on how to get the most from your Medicare coverage and avoid costly mistakes.
https://youtu.be/PWbDbP-GCI4
Earlier this year, Romick delivered the keynote at Morningstar’s investment conference, reflecting on his 30 years of successful investing across multiple cycles.
We asked Romick to share insights and lessons learned navigating major crises like t…
Sept 9 Episode:
Is the 60/40 Portfolio Is Obsolete?
The traditional 60/40 portfolio of 60% stocks and 40% bonds has been a staple of investment advice for decades. But in 2022, it failed to deliver the goods, declining about 16%.
Mark Cortazzo say…
Discover the state of the municipal bond market post-2022 interest rate surge! Munis had their worst year since 1981, with a -8.5% return. Yields doubled from 1.03% to 2.63%, causing record outflows of $122 billion. Join us with muni bond expert Rob…
Aug 25th Episode:
Discover insights from renowned investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund, which celebrates its 30th anniversary this year. Unlike most funds, FPA Crescent has not only survived but thrived for three dec…
August 12,2023 Episode:
Investing can be simple and accessible to the average person, says financial thought leader and economist Burton Malkiel. Malkiel, author of the investment classic “A Random Walk Down Wall Street,” has 50 years of research to…
Try this yourself.
Check your credit score.
Go apply for a bunch of credit (credit cards, student loans, HELOC,etc.)
Max out all of these cards
Apply for more Credit
Max that out
You discuss your credit related debt with your wife… she says, “raise…
Regarding CD early redemption penalties - Is each unique (make sure you read the fine print)?
Regarding 5 year CDs - Seems like a long time to wait and if you need access to that CD (cash), I would be sure I understood the early redemption penalt…
July 28th Episode:
Discover the future of AI investments with Michael Lippert, Head of Technology Research at Baron Capital. He believes AI is now at its transformative inflection point.
Join us for an insightful discussion on his recently publish…
July 22nd Episode:
Uncover the secrets behind managing the world’s largest mutual fund, the Vanguard Total Stock Market Index Fund, in this captivating episode of WEALTHTRACK. Join Gerry O’Reilly, the fund’s principal portfolio manager, as he reveal…
Which brokers offer the GMO climate change funds?
Morningstar used to do a pretty good job of giving brokerage information. I don’t see it being offered anymore, but I did come across this under the sustainability tab at MorningStar.
GCCLX IS NOT v…
July 15 Episode
Discover investment opportunities in this field through the expertise of Lucas White, Lead Portfolio Manager of GMO’s successful Climate Change Strategy. With the impressive performance of GMO’s Climate Change Fund, which beats its b…
If a Vanguard fund will be considered, how about VWENX which has significantly outperformed VBIAX over the past 30 years.
Another Vanguard AA fund option would be VGSTX
