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.
A root cause is defined as a factor that caused a nonconformance and should be permanently eliminated through process improvement. The root cause is the core issue—the highest-level cause—that sets in motion the entire cause-and-effect reaction that…
Noted, but...
Not sure what you think are disclaimers in my posts, but as they say, it is what it is. No need to point them out.
It's my style, borne out of 30+ years of writing/reviewing audit reports for the feds and senior management. FWIW, w…
@stillers, If I understood your post correctly, I think you are not suggesting investors to now get into FFGCX. I think your only suggestion is to get into "ST CD/TNotes ladder (6 mos - 2-yrs, the latter being the sweet spot)." Is that correct?
H…
Summarizing some things I've posted recently...
We sold all of our dedicated bond funds earlier this year and kept small toeholds in NHMAX and RPHYX. Last Friday we sold the NHMAX toehold.
ALL of the dedicated bond funds we owned are DOWN a littl…
RLSFX is not really a "market neutral" fund; be careful when dipping toes in such waters.
That is all.
R
hey all -- points taken; maybe this fund should be classified as "Beta-plus". never again.
Shakespeare said, “What’s in a name?”
Names don…
Per Fido - FMSDX:
Portfolio Data Portfolio Data Additional Information
30-Day Yield 4
2.62%
3/31/2022
Duration
4.20 Years
3/31/2022
Distribution Yield (Daily)
1.41%
4/7/2022
FMSDX is about 50th out of 512 NTF "Allocation" funds offered by Fido,…
Hi stillers,
I think this is the first time I've talked to you but have read your posts on M. Saying that to say this: FSELX I sold last year due to rising rates. This year my point is......are you not early in the buying of it along with FSUTX?…
Interesting....
...
@stillers...interesting...your mention of FFGCX...you think we're just getting started here? Multi year trend, this spike in commodities...crazy how even after the big move up how the holdings still have very low valuations....…
Added to positions:
FSENX - Fidelity Select Energy
FSAGX - Fidelity Select Gold
FARMX - Fidelity Agricultural Productivity
Nice choices.
Note however Fido makes investing in all three of those areas a lot easier easier with FFGCX - Fidelity Glob…
Thanks for the replies.
I listed everything that I thought posters would need to know but based on some responses...
VHNW woman with well over $5M in this account alone who will likely never spend a dime of this money but would like it to be as la…
@stillers, @sma3,
Couple questions for you...
@stillers...I need to read your post carefully as it resonates with me...question if you are ok answering...by chance did you move to a lower tax state when you retired? I'm in a very high tax state b…
Not a lot of port moves specifically for 2022. We are nearing end of 10th year of retirement. We use 5-yr retirement portfolio strategies and are nearing the end of our 2nd 5-yr plan (June 2022). All major moves towards next 5-yr plan have been gra…
Aside on BLs and hoping to NOT derail very good thread...Noted here and on other MFO threads that posters seem to like PRFRX. It is in my group of about five or so fave OEFs in the cat. Personal faves however are NFRAX, RSFLX, FRFAX and FFRHX. Use…
Paul Simon Getting Ready for Christmas Day
https://www.songfacts.com/facts/paul-simon/getting-ready-for-christmas-day
Excerpt:
This is the first single from Paul Simon's twelfth studio album, So Beautiful Or So What. The song premiered on National…
If RUT futures are any indication of where small caps will end the shortened trading day on Friday, nobody is going be anywhere near as happy about their SC holdings detailed here.
We got our boosters at our local CVS. They schedule appts 15 minutes apart and their process went flawlessly for us who happened to get ours on two different days, so we saw it happen twice there. That said, the pharmacist who we've known for year…
I think @stillers meant to post this PV chart, LINK .
Yes, YBB, that is the PV Chart I was trying to link. Thanks!
And anyone who happened to look at the LINK I incorrectly posted might just want to take a look at the LINK YBB correctly posted f…
@catch22 yes the PV chart looks a bit different but those funds are impressive all the same.
JT and Peter Lynch are the two PMs most responsible for my early retirement.
Not sure why your PV link uses 1985-2021. FLPSX incepted 12/27/89. So I ch…
https://www.investopedia.com/investing/top-infrastructure-etfs/?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral
Nice compare/contrast detail of three of the main ETFs.
Once again FD can't resist telling us how great he is and how he never has lost a dime regardless of the market situation. Perhaps he feels a need to remind us of his prowess from time to time, in case we may have forgotten his amazing record.
Coun…
https://www.cnbc.com/2021/11/12/medicare-standard-part-b-premiums-for-2022-jump-by-14point5percent-.html
Excerpt:
The standard premium for Part B will be $170.10 next year, far above the earlier estimate of $158.50.
I have owned PRWCX for several years. My highest allocations are to PRWCX and FBALX.
If I only owned two funds they would be these two that just so happen to work pretty damned well in concert with each other.
Cutting to the chase: If I didn…
OP linked thread is a Bloomberg pay article (for me at least) and my investment site subscriptions are currently at max capacity. So unfortunately did not read it.
That said...
Great new thread started today on the Fido Community Forum by Dick, a…
For those not familiar, and those who will soon wish they were not.
That was NOT a serious question. Rather...
FD1000 is a constant troll of mine who is Living in the Past (Thanks, Jethro!) , desperately trying to discredit me wherever he goes, w…
I wish I did but sadly don't. There were a bunch of interviews (late 2020/early 2021) with Dennis Lynch (he was being touted as the Cathie Wood of MFs for a bit) that delved into reasons for its explosive year. If interested, I trust you can track…
I've been watching FDRV since you brought it up @stillers. I put in a buy at 29 and another at 28. Closed at 29.71 today. We'll see what happens.
FDRV had one of its first rough days yesterday that I recall since buying it, in part driven by TSLA's…
Also, a snippet from Barron's Review & Preview dated 11/05/21 follows.
FWIW, our only specific play in the whole infrastructure/climate change/EV areas is Fido's recently incepted ETF FDRV. Up 11+% in less than a month. Nice bump in it Mond…
Stocks per MarketWatch
https://www.marketwatch.com/discover?stackid=d848c2a2876e40432768c273f5448e67&siteid=nwhpm#https://www.marketwatch.com/amp/story/5-infrastructure-stocks-to-buy-now-that-bidens-bill-has-been-passed-according-to-jefferies-11…
@JonGaltill: DMCRX is closed, but you can get the same managers in their SCG (DVSMX) and SMID (DSMDX) funds. The performance of the former has been superior to MSSMX.
"Whoa! Nellie!" (Thanks Keith)
DSMDX is a MCG fund so TR comparisons with MSSMX …
So I sold out of MSSMX as it began its slide in early 2021 and just recently bought back 1/2 position in it.
I don't follow/use MFO Ratings so can't help you there. You might want to check its M* SCG 1-yr rating which is still top 3%.
And it's s…
I have tried a number of different managed futures funds over the years, and find that AHLPX has the best track record. BLNDX has beaten it with about the same risk, but I assume that is because BLNDX can use equities.
M* says BLNDX started in 1/…
You made the important decision to invest. Selection of the fund is important but secondary. Timing is always the tricky part. FWIW, my take on that is we're headed higher in the near term (now-Feb/Mar) with chance of showers somewhere around nex…
MSSMX and NESGX are the two Fido NTF SCG funds that always end up being my final two funds to select from after screening that cat.
I owned MSSMX for part of its 2020/2021 heyday move. It started to crash in 1Q/2021 and I sold it well UP, and be…
After LOTS of screening and test driving in these areas:
Own ST/ST HY: LALDX (thanks to another poster, and that also lead me to research and own MS LBNDX) and RPHYX, both provide consistently boring, consistently positive TRs for monies awaiting …
