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Thanks for the education @yogibearbull. It is always appreciated. Out of curiosity, I'll rerun the COVID and TGN test with the proper start months a little later today.
Prof. Snowball listed a number of funds in his piece. FAGIX came to mind as a m…
Who will feel the greater pinch first? Employed consumers, or debt-riddled zombie companies?
I keep seeing headlines that the Fed is out to get the zombies.
Equities have been enjoying bounces after the Fed doesn't raise rates. And then Mr. Market looks around, and gets bummed out because everyone is still socking it away in ST bonds.
Maybe this time will be different. But, next month we get the debt c…
Does it matter that the 8% mortgage rates have resurfaced with real estate prices at substantial multiples of where they were bought in the past cycle when rates were there and where incomes haven’t grown at same multiples?
I'm sure it matters a lo…
PEOPX and DSPIX are two different funds, not two share classes of the same fund. PEOPX is projected to distribute "just" 5.7% of NAV.
Useless trivia: PEOPX ticker comes from the Dreyfus fund's old (1990s) name: People's Index Fund. (A fund for t…
It's sooo hilarious that it's 1000% always the Mean Libtard Snowflakes of MFO that bring politics into everything...yet then they blame conservatives for it. This is 2 posts now started by larryB showing how unhinged the lefty loons truly are.
Troll…
I flagged your post larryB.
Why? Well. for one, it's off topic. But there's a little more to it.
When my brother went off his meds, all his emails were about politics. After a while, it didn't really matter what side he was on, or I am on.
When …
Today seems like as good a day as any to dump all of the Vanguard index funds from my taxable. They include VUIAX, VSIAX, VMVAX, VHYAX, and VCSAX. I think I can do better in each of the categories they cover. It is mainly inertia that has kept me fr…
how are companies going to roll over debt when they need to refinance at higher rates?
The debt/equity ratio is now a feature in all my screens on MFO premium. I'm also looking for good Martin ratio numbers.
Like you, I am looking for opportunities…
Today seems like as good a day as any to dump all of the Vanguard index funds from my taxable. They include VUIAX, VSIAX, VMVAX, VHYAX, and VCSAX. I think I can do better in each of the categories they cover. It is mainly inertia that has kept me fr…
WABAC said: It should also be noted that LCR is about 50% equities, while LCORX is about 16% equities.
Hi @WABAC. I took a double-take when I read this so I had to look it up. I invested in LCR because it was very much like LCORX - in my mind.
Just…
LCR is a fund of funds. LCORX hold individual equities, bonds, etc.
LCR seems like the sort of product Jan Loey's is not in favor of--as discussed in this thread.
As described at etf.com:
LCR is an actively managed fund of funds that provides exp…
It would be interesting to back test his allocation for the past 10 years.
I'm guessing it's a little more diversified than a global stock fund and local bond fund.
I have to put in a plug for Honda vans which I have owned continuously since 1999. Way more capacity (i.e., 4x8 sheets of plywood) than an SUV, easy to get into, and no teenager or 20-something kid of mine has ever asked to take my car. As for Mom's…
I dont remember when PRWCX closed but I could start a new position in ITCSX in an old VOYA retirement account I kept open in 10/2019, so ITCSX was open then.
I opened a small position in my IRA on June 16 of 2014, shortly after the coming closure …
@Crash, I think Marks would say that is up to the Fed. What are the chances the Fed goes back to the interest rate policy we have experienced since 2008?
Worth noting here, perhaps, Invesco recently converted its equal-weight 400 fund to the GARP model used by their SPGP fund. So EWMC is now GRPM.
This sort of turnover in strategies makes tracking etf's interesting.
But why weight with the dogs in …
RWJ ticks the SCV box for me. FMIMX is smidish, and valueish by P/E. XMHQ is my other smidish.
CALF is an interesting alternative to RWJ. I am keeping my eye on it.
I have no idea why funds weighted on revenue, or cash-flow yield, should end up in…
I let the guys running my balanced fund worry about duration, and all that stuff.
Neither have I sold anything to raise cash. Looking forward to the two CD's coming off the books to do a little shopping.
An investor who bought a 10-year US Treasu…
My impression has generally been that Japanese companies don't really care much about shareholder value.
See this recent article:
https://www.reuters.com/markets/asia/investors-seek-break-through-japan-incs-value-trap-2023-04-20/#:~:text=Japan's s…
In the spirit of looking differently:
Style boxes, and fund names, are becoming less than useful reference points. Anything based on the S&P 400 midcap range shows up in the small cap box. Funds that tread in less popular names from the 500, li…
op cit
these utilities need to spend a lot of money to basically harden their grids from storms, from fire that we saw, obviously, what happened to Hawaiian Electric. And so, that’s really driving a really powerful capital-expenditures cycle.
The m…
PS - My understanding is that if you own a mutual fund having part or all of its assets in these countries, the tax paid by the fund is hidden away in “other expenses” so that most investors probably don’t realize they’re paying it. No free lunch.…
I have recently been reading that one, or more, rare earths can be recovered while processing ore (Bauxite?) into aluminum.
Capacity to produce such by-products from ordinary smelting activity has declined around the globe due to Chinese subsidies …
I'll be at opening day for the Arizona Fall League. Peoria Javelina's on the road at the Scottsdale Scorpions, where my Cardinal prospects will be playing this year.
Government shutdown and rising rates on cash? Might be more than a dip ahead.
Non sequitur department: On days like today, XBI and PTH were in the green. It never lasts.
I always am concerned when you look at their decades long insistence that clients need significant international exposure. At some point that will be called for, but it has not worked for a long time.
M* Rekenthaler mentioned exposure to internatio…
utilities should have better prospects ahead, especially growth electric utilities, those involved in renewables and improving grid infrastructure.
One of the reasons I switched to actively managed FSUTX; though I'm not wild about their 6.7% stake …
I don't expect much that is good will happen in the Market until we are into 2025.
*"Mark Baum" in The Big Short.
So there's a chance the biotech ETF I bought at the end of 2021 might come back to life . . . some day? ROFL.
Looks like the CD in m…
What is "enhanced" is M*'s revenue stream, as it continues to move features from low/no cost retail investor services to high cost institutional services.
And I wonder if the product will get any better IT support at those prices than it did when th…
