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UPDATE_2
In case this thread survives as intended, I'll routinely recap what's been posted so as not to lose track of it.
FWIW, Mag 7 allocations continue to be VERY surprising (to me at least) so far!
Thanks to all who have reported. And thanks …
@stillers
Nice trade! Also agree with the Lynch quote.
My own portfolio, and those of family members I help manage are going gangbusters the last 3 months or so, but at least for my late-70’s parents, I am “dancing near the exit” (as DI used to s…
Here is the Schwab MRFOX data sheet:
https://www.schwab.wallst.com/Prospect/Research/mutualfunds/Summary.asp?symbol=mrfox
=======================================
So @Graust makes a great point about what this fund actually may be, and that appears …
I've looked at this fund and commented on it on another thread. I'm just not sure what the fascination is with a (now) LCG fund that has these cat rankings since inception:
LCB
Year__Cat Rank
2016__8
2017__4
LCG
Year__Cat Rank
2018__15
2019__19
…
@stillers ...having a significant amount in a high-flyer can create a bit of anxiety. This certainly applies to holders of individual equities, but I'm wondering why folks with significant positions in SPY (or similar) aren't equally wary. They sho…
I do very little trading these days and had eliminated individual stocks from our port. But I always keep an eye on what seems at least to be great opportunities in some Blue Chips.
Watched GOOGL after hours Tuesday and all day Wednesday. Just …
Thanks, @stillers!
I'm glad that you find The Week in Charts to be informative.
I usually learn something from each episode.
Yeah, I wish I would have noticed your thread sooner, only been reading it for the past several months. Not to be overly pa…
Our NVDA exposure is primarily derived via FSELX. When FSELX exceeds 10% of our port, we shave it back to 10% and start over. It's a vicious beautiful cycle!
That M* Cash data is from 12/31/22.
The other M* data appears to be as current as we can get.
To wit, the Fido data I quoted is from 09/30/23, common time delay for OEFs of 3-6 mos.
Peter Lynch:
“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.”
Worth repeating!
Over and over again! Similar battle being contested on another board over FSELX with its 24% all…
In the Conservative Allocation and Moderately Conservative Allocation categories, take a look at PFRMX/PZRMX. Ranks 1-2 in Conservative Allocation cat for all 1-10-yr periods. VERY different composition so be sure to review it before investing!
Huge…
In the Conservative Allocation and Moderately Conservative Allocation categories, take a look at PFRMX/PZRMX. Ranks 1-2 in Conservative Allocation cat for all 1-10-yr periods. VERY different composition so be sure to review it before investing!
@WABAC
Doing a quick look-see, I get these respective allocations for you based on your data.
I invite you or anyone to proof these calcs.
AAPL 0.05%
AMZN 0.00%
GOOGL 0.40%
META 0.00%
MSFT 1.02%
NVDA 0.00%
TSLA 0.00%
Total 1.47%
If you are OK w…
In case this thread survives as intended, I'll routinely recap what's been posted so as not to lose track of it.
FWIW, VERY surprising (to me at least) results so far!
(BOLD added.)
@stillers: 21.2% - See OP for breakdown
@Art: Since I have…
Thanks to @Art and @habsui for actually posting what I requested in the OP
THANK YOU @msf for catching my calc error! I EDITED the OP. I had a couple of different normalizing calc's on my spreadsheet and inadvertently/hastily posted the wrong dat…
...
To normalize after removing FSELX and GOOGL, shouldn't you reduce the denominator by the amount of stocks you've removed from your portfolio?
...
Yep, my bad, You are correct and I EDITED my OP. Thank you!
Aside: Really though didn't need t…
Thanks for the suggestion. I had considered adding LLY prior to opening the thread given that but for now it's the Mag 7. So I decided to leave it at that for now. Anyone who thinks adding LLY is appropriate is free to do so.
@Observant1
Thank you for routinely posting these. I find them to always be very informative and sometimes I can carve out actionable items for our port. Here's hoping you continue with this service to the forum and that others take advantage of i…
Anyone considering EMs needs to study the Callan Chart (below), and unless they are the amongst the world's best market timers, think again, and Just Say No!
Click on the 2023 PDF Chart at
https://www.callan.com/periodic-table/
In another threa…
Before I was blocked from reading it further, I think I saw the OP linked article state EMs have the best growth opportunities over the next 5-10 years, and if it doesn't all start now, it will within the next 1-2 years. Say what? Not quite the ri…
"After all these years of doing this" (thanks Jimmy Buffett, RIP) easily the best (looking and potential upside) portfolio we've ever had.
SAFE component of FZDXX/VMRXX and 5-yr CD ladder with 5+% APY.
80/20 stock/bond portion of about a baker's d…
@Graust, great posts and so good to see you posting here. I always learned a lot from you on M* forum.
Fully agree with your notions in first post. I marveled at FBIOX in its heyday years and always considered buying it. In retrospect, glad I d…
@stillers
GSIHX (stillers corrected for quoted poster) is 17% US and 6% Novo Nordsik and 5% NVDA 2% META and 2% TSCM
May explain a lot of recent out performance
May, yeah.
10%-20% Domestic is however not uncommon in FLG funds. See SSIFX, a…
RE: MRFOX. Great looking fund but, as noted, with no or limited TF access from major brokerages.
https://marshfieldfunds.com/fund-facts/
MFROX incepted 12/28/15.
Growth of $10K per M* since the MRFOX inception date:
MRFOX: +$25,219.77
FDSVX: …
Rajiv Jain and company have produced excellent results for GSIHX and GQGPX so far.
Yep 7+ years on International GSIHX. In our defense, it didn't get great until the past 3 years. But we still should have spotted it by YE 2022, for its superb perfo…
Opened a position in arguably the best FLG OEF on the planet, GSIHX.
We've spent years trying to find a worthy Foreign fund and am not sure how we missed this pup. Swerved into it when I did a 401k portfolio transfer for a friend last week, from …
I do very little trading these days and had eliminated individual stocks from our port. But I always keep an eye on what seems at least to be great opportunities in some Blue Chips.
Watched GOOGL after hours Tuesday and all day Wednesday. Just …
Glad to see several others recognize the high risks of debit cards.
Bottom Line per my nephew who was a VP of a local bank:
"The riskiest card by far you will likely ever carry in your wallet is a bank debit card."
Along with ONLY using a debit…
I wouldn't sleep on debit card risks which I think are just as significant, or even more so, than check writing risks.
https://www.techchecks.net/resources/debit-card-or-check-which-one-is-safer
It all comes down to a person's attention to their…
AT Fido, I would look at NTFs EEIAX and PELAX, both top notch bond houses.
https://fundresearch.fidelity.com/fund-screener/results/table/morningstar-rankings/mstarCategoryRank5Year/asc/1?assetClass=TBND&category=XP&mStarRating=3,4,5…
For clarity, note that
Fido OEF exchanges happen the at close of market on the same day.
Only OEF exchanges that include at least one non-fido OEF take two days.
Examples:
FXAIX exchanged for FNCMX: SELL/BUY both occur same day (Have done the…
FWIW to the naysayers of CDs, my CD ladder has outperformed gem fund RPHIX for the past 3, 5 and 10 years with no market risk and guaranteed, FDIC'd interest payments.
Catch22, I believe you’re half right regarding FZDXX (FZEXX-muni sister). Yes, you have to purchase like a MF but you do not have to sell to buy. I’ve been using one or both of these MM funds for several years. And never did I have to sell to bu…
