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.
Support MFO
Donate through PayPal
Sven
Lynn,
Thank you so much. I am planning on a 3-year ladder since I am a year away from retirement. Lots of spreadsheet work to calculate the income replacement needed. This ladder will create a steady income stream. So thank you for all your help.
I moved back to high quality bond funds this year. Some of which you covered in the SA article. For now, I will stay with agency bonds to the bond ladder. I will pick active managers for corporate bonds.
Sven
Pretty messy for sure. Just reviewed our holdings and Russian stock exposure is quite small in our already small EM funds. Pimco Income, PIMIX holds 1.5% Russian bonds. This week it loss over 2%. What about those who own EM local currency bond fu…
Agree. Cash flow data is a backward indicator that tends to be a bit late. Tough spot for bond investors this year with the possibility of 4-7 rate hikes. Then again moving to equity poses a complete set of risk on capital loss.
A form of timing the market or having to much at risk ?
I would call it reallocation of one's portfolio instead. Powell's testimony early this week confirmed a 0.25% rate hike in mid-March. With over 6% inflation rate, money market funds stand to lo…
@David_Snowball, I don’t have any particular fund in mind that needs additional research. existing Please continue doing what you are doing with your precious time so to benefit the broader MFO community. Your new team is simply outstanding and I l…
Fund managers have target range of sell prices so to ensure they capture majority of upswing. It is likely that he still have some energy allocation. In the meantime, Apple and Amazon were off for their peaks in January and he bought them at their …
GWB made an error on trusting the former KGB agent who pined for the good old days. Russia is close enough to supply oil and gas to Europe. Transporting these fuels is the bottleneck of the business, either through pipelines or tanker ships. Mark me…
Sound very reasonable. Given the size of the fund, he would buy the stocks in increments over time in order to build a meaningful position in the fund. Apple is large enough (liquidity) large lots bought or sold would not change the pricing as it …
On your 1099-Q, you are the recipient with your social security # and the FBO (for benefit of) of the grandkid name. The IRS also gets a copy of that 1099-Q. When you file that on your 1040, state that you are paying your grandkid qualified educatio…
In stress time like now many investors turn to US dollar and treasury.
Emerging market bonds, EMB and LEMB (local currency) are down 1.5% while 10 Y treasury price is up. Today treasury yield are falling…
Fear has driven crude oil to exceed $101.85/barrel today. Other exporters will take advantages to supply Europe. US imports majority of oil from Canada and much less dependent of Middle East as in the past.
My small stake in alternate energy had …
Good link provided by @LewisBraham. Sounders (Schwab) often stated that investor sentiment contributes to shift between growth vs value stocks. Have growth stocks reach an attractive pricing range ?
This really work! I got my form 3 days before the email notice arrived. I went the paperless route a number years ago since it is the quickest way to get your form. Good luck.
Russia owns less than 2% of the world stock market. So the damage would be limited to many western investors. Wonder who own sizable Russian stocks and want to save their own skin?
Ukraine is a major producer of grains, particularly wheat and co…
I would recommend that you check online frequently regardless what Vanguard says the available date. Often I get mine a week or two ahead of the actual dates. You can download the 1099-DIV right away. By that time your tax would be done before the …
Thanks @hank for summarized the article.
- “Attributed to legendary banker Nathan Mayer Rothschild: ‘Buy on the sound of cannon, sell on the sound of trumpets.’ When fear dominates, it’s time to buy, and many did.
Now the invading has materialized, …
Putin just recognized the independence of eastern Ukraine's separatists as he moves troops in Ukraine to support the separatists. Question is when the sanctions will start that coincides with rise of oil price. Very messy.
Thanks. The source of imported oil changed significantly from Middle East to Canada. So there is less geopolitical risk in that region.
To the degree the U.S. does still import oil, more of it is coming from our closest ally. Canada was the source…
Yes, just correct my typo. Putin was a taxi driver when the Soviet Union collapsed. So humiliating that he dreams of the return to the good old days. Financially Russia is much smaller than the former Soviet Union. They export mostly oils, natural…
Growth will return again when the valuation becomes more reasonable. The shorting position in S&P 500 among the D&C stock and balanced funds are paying off this year.
I over-stayed the welcome on int’l small cap growth fund and now they a…
@hank, sorry about the confusing title.
She questioned the possibility of recession. Given the last quarter's GDP of over 4%, it has to get much worse to go negative. She mentioned high inflation but did not elaborate consequences.
As for us, c…
CNN has more experienced correspondents/consultants that provides more meaningful coverages on Ukraine. Often many of them been around when the former Soviet Union invaded Afghanistan. What you are seeing are the inexperienced reporters. Hope CBS …
It is a really good idea to use target date funds as a benchmark. They are actively managed so they follow the “glide path” over time as to lower the risk. Also they can be use as the retirees may not wish or not able to managed their portfolios.
…
A chart shown on mega cap 8 stocks is dated Feb.4, 2022. This interview may have been done a week ago.
@MikeM, you are correct that this interview is likely taken place in last few weeks. I will correct my earlier statement.
From the article above,
"You need to be with those names that will have some protection in a downdraft. Defensive names are a good place to be. One being dividend growth stocks," said Homrich Berg CIO Stephanie Lang on Yahoo Finance Live.
Think other commodities may do well as the conflict imposes on their supplies, i.e. oil. A broad-based commodity ETF such as DBC has been trending upward since last year as inflation rises.
Someone mentioned DBC in another tread.
Please check the funds you wish to transfer-in-kind are available on Fidelity mutual fund supermarket. In case they are not available, I would find an equivalent fund or liquidate the entire position and transfer the cash.
Think many now believe is no longer “transitory”. @lynnbolin posted in Feb’s commentary with several commodity funds to deal with the inflation - VCMDX (Vanguard) and EAPCX (Fidelity and Schwab).
