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 can believe it.
Nearly all of my investments are for the long to long-long timeframe. For kicks, I keep a sliver available for 'fun' experiments, either market hedging or speculation ... investing can't be *all* boring, you know.... lol
We get the "C" team. I pity the fool.
I think this team is comprised of whatever ego-hungry rube they could find at Central Casting ... imo they're not even worthy of a rating.
We're all unwitting passengers sailing on the 'USS Make Some Sh--t …
@catch22, I am less concerned about using AI in your web browser. You control that experience easily enough, so I wouldn't buy a new computer just for that. I am more concerned with AI being turned on in programs (eg, MS Office, email clients, brow…
I'm not familiar w/DeepSeek specifically but a Chromebook isn't going to be powerful enough to run an AI tool on its own. Sure, you could probably log into DeepSeek or ChatGPT via the browser and play w/it via the web interface on the Chromebook, b…
Glad nearly all my retirement savings are in taxable accounts, so that 15% LTCG would be a better deal for me in Virginia and should save about 3% vs if I was tapping an IRA. Cool.....
I learned the hard way with Mutual Discovery that if you hold a great fund for a long time in a taxable account, when the manger changes you can get hit pretty bad, either with lousy performance or taxes. For that reason I am reluctant to build hug…
IMO "Totally obliterated" has become the new "Mission Accomplished"
I can see FOTUS whining that the intelligence community's skeptical BDA (bomb damage assessment) is 'wrong' and that he 'doesn't care' what they say, because only he knows the fact…
And as Mel Brooks said: 'Its good to be the King".
No Congressional authority needed.
Boy, if only Congress was alive today to witness such actions, I'm sure they would be plenty upset and immediately do something to rectify things.
This sums up where we are now:
https://www.instagram.com/p/DLAO1BOA3yG/
As a friend noted, "Trump created the problem. The single reason Iran was so close to obtaining a nuclear weapon is that Trump destroyed the diplomatic agreement that put maj…
Maybe "widows and pensioners"?
We had Washington Mutual and many other American Funds for many years- we largely built our present economic situation on American Funds. Worked for us.
LOL give me a break, it's a Friday in summertime!
I am also ver…
I suspect it's just a list of companies the Court believed at the time reflected the investing goals of the fund. (nb: I hold a *very* large long-term position in my 403(b) and recently switched my Roth IRA into it as well.)
Eligible Lists are pre…
AI analysis always reminds me of the sort of stuff humans of my age generated in college papers that were required to fill ten pages when the human didn't really have much to say after two pages.
I have no idea what college students have to churn …
I wonder why they publish such garbage. do they think anyone takes it seriously?
My favorite was the one where they downgraded a fund's "People" score for turnover, after one guy died.
IMO AI is essentially a giant if-then-or algorithm. (IF) peop…
Other than US utes, most of my recent new money put to work has gone into foreign stocks. Between our national debt, weakening dollar, and political chaos/uncertainty, I think that's a pretty good diversifier at the moment. As to a bubble? Maybe. …
ATT Pref C (T-C) is my old standby, currently deeply discounted and paying over 6%. I don't have it at the moment, but it's always a consideration if I need to park money for a while.
QuantumOnline can be a great source of ideas, too.
Funny how the orange turd is suddenly screaming into the void and banging the table after his big ego-stroking parade turned into a pathetic personal embarassment for him. Man-baby needs to reclaim his self-esteem!
And this "Thank you for your att…
This ties into what I was saying a few weeks ago about the dollar's dominance on the world stage being questioned due to FOTUS and his policies....coupled w/America's blooming debt.
I still think over the next several years global trade/economics w…
FYI we have over two dozen transports and tankers heading into Europe at the moment - departing on short notice with no mission destination or duration posted - so one can presume they'll be supporting Israeli activities in the Middle East. And the …
Thanks so much for sharing this @rforno… really interesting. I’m assuming there is no way to invest with these folks right ?
Not unless you work for the Tampa fire/police departments!
Oh yeah, that was a typo, meant EPD. I've got EPD. I had it in my 401k SDB until they decided it was not allowed. I still have it in a taxable account. Not a huge fan of K-1s, but no biggie.
Clearly, you are fan of mid-stream partnerships. Not a b…
This is what I came up with for AA.
https://app.screencast.com/focrQYzX5b271
There is a category called "ventures" which would be interesting to better understand.
List of Ventures:
https://app.screencast.com/tARS7gSpS6usi
FWIW saying I am big …
A quick look reveals about 78% equity and lots of corporate bonds. I have had similar results, decades of beating the S&P, with a similar allocation and heavy growth emphasis. Just riding out the volatility.
That's pretty much how I am positio…
This is what I came up with for AA.
https://app.screencast.com/focrQYzX5b271
There is a category called "ventures" which would be interesting to better understand.
List of Ventures:
https://app.screencast.com/tARS7gSpS6usi
FWIW saying I am big i…
Thanks @rforno,
Very interesting story and great document to review from an allocation standpoint point also from individual security standpoint.
Does this statement report (publish) monthly?
Dunno. I think it was their quarterly report.
vanguard mf->etf list only has mf with 'index' in name. probably will be same at others (fidelity 0 fee,...).
what will happen with active mf spawning an etf?
Could they be concerned with redemptions from the active mutual fund and ensuing c…
WSJ flash says China agreed to a 6-month deal on REE .... so even if FOTUS starts taking a victory lap (as we know he will) we may well be back here by the end of the year.
MP down 12% at the open on the 'reports' of some kind of China REE deal. Is this a real deal, or just 'concepts of a deal' for sometime in the future? Stay tuned....
I keep wondering when it will be the right time to move most of my PRWCX into TCAL....not that I'm unhappy, but I never liked how PRWCX only pays out annually.
It would be painful If China shut down REE trade completely. OTOH, their monopoly on production means they have to export enough to make it financially infeasible to motivate production/recycling in other countries. As it is, I think the cat is out …
We have been rebalancing more to oversea since January this year in both stocks and bonds. So far so good, particularly stocks. Treasuries are much less attractive as the debt piles on. Recently poor auction among long treasury notes tells it all.…
Frankly, these days I just don't see USTs to be the gold-standard security blanket in the world that they once were....and the # of decent analysis pieces discussing how 'investable' (or not) the US is these days (due to both debt and politics) is …
I shall hug my large position in RKLB* closely before I go to sleep tonight...
* which is my anti-Musk, anti-SpaceX spec trade that's gone gangbusters for me over the years
Can you give the board another, or any other, reason why Tesla was down 16% today other than the blatantly obvious? I won't be waiting while you come up some irrelevant data point.
No, the blatantly obvious will do just fine. Remember, most investo…
