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.
No need to guess.
YTD tells the story. As of yesterday:
SPY,QQQ,VTV(value) 0.9% to 1.7%
PDI(CEF), VTRIX (international value), VXUS(international), VGK(Europe) = 6.9%, 11.6% 14.9%, 21.3%
Inter leads Value Inter, and Europe leads all.
The above i…
Obs "This fund gained 7.2% a year from 07/01/2023 - 04/30/2025 with a standard deviation of just 0.5%!"
FD: Welcome to my world :-)
Take a look at HOSIX, the volatility is minimal = 1.2, performance at 9.8% annually.
https://www.portfoliovisualize…
Good read. My conclusion over decades is that good funds will continue to be top funds
in the future until markets change and why I started investing this way in 2000.
sounds as though you have done some backtesting.
I held a lot of tweix, cgmf…
Just follow the OP
"Please limit comments to how tariffs may impact the economy or investing.
This thread is not intended for political diatribes - please use Off Topic for that."
The SP500 was up over 2% today and is positive in 2025 regardless of…
Reality: Certain types of people regard their personal wealth accumulation as the most important aspect of any political administration.
Certain people have TDS all day long, and see everything and everyone thru this narrow window.
Politics don't o…
Several comments, some I said before:
1) My system signaled a buy on April 12th (link).
2) The tariffs are a bargaining tool; get used to it.
3) The SP500 is down less than 1% in 2025 regardless of the politics. The SP500 made 50% in 2023-4, are yo…
From the article
"The so-called 60/40 portfolio – long recommended for investors who want to balance exposure to risk with a cushion of safer, steady income – calls for allocating 60 per cent of holdings to stocks and 40 per cent to bonds. While a b…
Good read. My conclusion over decades is that good funds will continue to be top funds
in the future until markets change and why I started investing this way in 2000.
I kind of like some absolute return and market neutral funds. My favorites, which are EGRIX, BDMAX, and QMNNX keep chugging along. They have done well this year during an uncertain environment.
+1
Add to it QLENX.
Another option is to own the best…
Did you rant with the same passion about the rich 1-2-3-4-10 years ago?
Let's hear why it was better in that period.
The rich get richer is old news.
From memory, an average CEO used to make 30 times their average employee, it's over 300 times for …
I've been active on several investment sites for over 15 years, and MFO stands out as one of the best.
It’s a unique platform with valuable insights, thoughtful discussions, and a long-standing community. Unfortunately, it's also the only investment…
Katie Stockton?
A month ago she said "Investors should use the relief rally to reduce exposure, says Fairlead’s Katie Stockton"
Watch it at https://www.cnbc.com/video/2025/04/17/investors-should-use-the-relief-rally-to-reduce-exposure-says-fairleads…
I love the May issue. It's exactly how I have been invested for 25 years. It has been all about great risk/reward funds for the current market.
Both of the articles below were excellent
My Investment Strategy For 2025
Building a chaos-resistant.
Y…
Easy example of moving the goalpost.
The yearly inflation in 2025 is down from 3% to 2.4%.
Is this great? Yes.
None of the articles mentioned it, but they tell you the inflation will be terrible months from now, inventories will be down and our ki…
As expected, regardless of the outcome, the Democrats are likely to deny any progress. Even a signed agreement that delivers just a 1% improvement—though it’s certainly more than that—is still a step forward. Meanwhile, they seem intent on shifting …
"Tough to invest in this kind of environment."
For sure!
Many investors kept holding because they are not traders.
https://www.cnbc.com/2025/04/29/treasury-secretary-says-individual-investors-trust-president-trump.html
"Vanguard, one of the large…
Yeah, but ol' FD didn't pick up on that, did he???
And him bein' so damn smart and all. Go figure...
I got it.
I just wanted to supply the information if someone wants to use it
"A portfolio constructed for long-term resilience will be well served by a high-quality government-bond allocation,
in particular one with US Treasuries and agency mortgages.
The 2022 experience—as well as 2025 thus far—also illustrates the virtue o…
I bought a refurbished business laptop for just $250K
Wow, you got a great deal! Who did you made that deal with?
Where else that manufactures consumer electronics for low cost?
I bought it in a PC store near me. The following is similar a…
Apple is the only company I ever banned. This is based on
1) Steve Jobs mistreated his employees, co-workers, and family members. When Steve Jobs fired an employee, he would call other companies and tell them not to hire this person and lie about ho…
Disappointed but not surprised by T's rhetoric.
Nothing good can come from this.
What a surprise?
The SP500 went up nicely since the date you posted the above.
I could be wrong, but none of the 3 recommended it.
It doesn't matter if they manage a fund. They manage their own money.
If T/A was the best method in the world, you would find thousands of funds using it and rave about how great they have done.
…
As usual, who is angry...again?
Does Buffett or Bogle use T/A or recommend it?
On this site, Charles Lynn Bolin has posted excellent analysis of what funds to own; does he use T/A?
Does FD1k use T/A or just magic?
You can read what I do on my page.
I use big picture analysis with only 2 possible outcomes. I get a signal to stay in/out at 99+%.
Then, the charts(simple T/A) + other indicators must verify it, and then I trade.
…
As a follow up to a comment above about Katie S's statement,
Katie Stockton has been managing TACK. I heard many of her opinions...meh.
See it's 3 year TOTAL performance...TACK just 15.1+%...even PIMIX beat it with 17.4%...QLEIX made 86.4%.
See the …
Karen, as expected, you showed up again.
It never failed.
Who can really follow your trades?
You trade 10 times per week using small %.
As always I hope you make a lot of money.
BTW, my T/A guy said 1-2 weeks ago that it's time to buy.
The low for…
stillers
"This morning brought the harsh reality of bad economic news and futures are DOWN ~1%-2%. The projected trading range that I am actively trading, now on both the top and bottom of the range, appears to be taking form."
The SP500 closed up 0…
Comment: Boeing has lost 7% of its market value since the start of the year, with potentially a lot worse to follow. @FD1000 notwithstanding, this would seem to qualify as an investment consideration.
Finally, yes. After dozens of no.
But wait, why …
Laughing out loud. Started this thread about the possibility of Powell getting terminated by the regime. Added the phrase “ impact on mutual funds” in the title to avoid the purity police. Worked like a charm.
+1
Nothing to laugh about, you gu…
It all depends on why you hold bonds, someone's goals, style and timing.
VGIT (simple treasury index) made 3.2% this year. Is it bad? Nope.
CLOZ made about 12% in 2024 with a nice smooth uptrend. Cat bonds made even more.
There is only one bond fun…
Observant1, the usual, trash Trump and lots of politics.
The facts: during Trump's first admin: inflation was low, real wages went up.
Biden's admin: highest inflation in 40 years, real suffering among consumers.
The rest is just noise = "It's the e…
So far we have proved that the dollar fluctuated over the years. It is still higher than 10 years ago.
I love when people quote economists. These people have been wrong countless times, and most of them are liberal-leaning academics.
You don't nee…
