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.
When I use MultiSearch at MFOP to obtain all of the metrics for a fund symbol, I only get its lifetime performance. (In order to see all of the performance, I need to put the symbol in Quicksearch.) Is anyone else having this problem?
I suggest you …
Just type bond funds into the google news search, and you should be able to get to the article on The Financial Times.
The thesis of the article is that the corporate part of Bloomberg/Barclays Aggregate is riskier now that it's over half BBB, with…
Hi Catch22,
So far, you're a lot more likely to die of influenza. Orders of magnitude more likely.
If this health event triggers something more catastrophic in the markets it means the snow was already on the mountain. We were just waiting for the…
Thanks for the screen shot Hank.
I've been on forums since Compuserve. I haven't seen anything quite like that before. But posts like that are one good reason to use the quote feature when responding to something you take issue with.
I'm new here…
@WABAC I suspect there a significant chance that "some day" PE ratios will drop that low again.
My parents saw those lows twice. My grandparents saw them three times, or more.
This spooky headline caught my attention. I have been looking for a present day version of the 20th century's Nifty Fifty to clearly appear on the scene. Perhaps zero commission trading costs will help provide the necessary catalyst.
So. You're e…
Hi Mark,
well said. And I agree.
But it's not the kind of thing that should have been moderated. Seems to me like a lot of old moderating habits are artifacts of the days of dial-up modems, and similar constraints.
First nice thing I have seen on Vanguard Equity Income from M* in a long time. I hope it does take off. All those shares that have been compounding over the years I have owned it will look nice when it comes to distribution time.
And It's about tim…
Their expense ratio is too high for a large-cap growth fund that dabbles in mid-cap. The fund has only been in operation during one of the kinder periods for fund managers. And it seems to me that there is a considerable amount of key-man risk.
If …
Does MFO premium have charts of mutual funds and CEF total returns, taking into account dividends? This is especially important for bond funds. For me this was one of the reasons to visit Morningstar so often.
I just sort of assumed that dividends …
I ran across this item from the BBC, which made me wonder what the writer of the FT article is smoking:
Japan's economy shrank at the fastest rate in five years at the end of 2019 as it was hit by a sales tax rise, a major typhoon and weak global de…
The cost of the Premium version of Morningstar is $169. The regular version is free.
What specifically as a mutual fund and ETF investor benefits me with the premium version?
Umm . . . You won't be bothered with their advertising to become a member?…
https://www.marketwatch.com/story/keep-politics-out-of-your-stock-portfolio-plus-other-top-investing-tips-2020-02-16
Keep politics out of your stock portfolio — plus other top investing tips
Weekly recaps and couple of interesting reads marketwat…
WABAC
How much importance do you give to the 2008 returns compared to the capture ratios in Morningstar volatility section under RISK?
The shape of the capture ratios are more important to me than the max drawdown, But if I'm interested in a fund I…
@WABAC
An easy discovery for Durable Capital Partners fees, etc.
Not unlike an individual investor, he has his set of thought processes, as to what he feels are investment choices that will be most beneficial going forward; to the profit side.
T…
Maybe they are finally well placed. Otherwise they've been confounding optimists for years.
I have long read that Japan is one of the worst countries for share-holder rights. I don't know if that is still the case. Even if that were to change, I'm …
I guess this discussion assumes I'm not buying a cap-weighted index.
First things I look at are expense and turnover. Expenses are a drag on return. And I don't think there are all that many genius stock pickers that can make me more money with rap…
I was able to get to the article googling his name on the google news feed.
Also ran into this article on Barrons that describes some of the things he is investing in. Makes me wonder if he's one of the smart guys responsible for the fancy-colored …
Never heard of the guy.
I read predictions. But I don't follow them since Jeanne Dixon died. ;-)
I do like to buy things cheap. I am at about 13% cash in the IRA, and 30% in the taxable.
Dodge and Cox International (DODFX) is a value oriented fund. So the two strategies are different to begin with. I don't know if there are any value-oriented indexes for the international developed market.
I don't care to go with international inde…
@WABAC- Not saying that you are incorrect, but curious as to what you think China should be doing vs corona virus. I agree with your AG comment, btw.
The way their government/party treated local doctors trying to spread the word on the emerging thre…
I think it more than peculiar to have the AG suggesting such a move.
And I do think Huawei should be required to open up, the way our companies are.
And there are very good reasons to be worried about something that is supposed to be so important …
Should there be a requirement that all citizens own securities?
Alan Greenspan seems to think so:
“We need to change the structure of all the various social programs that have a trust fund to them and go to a defined contribution rather than defi…
Hank,
try the link tool that is provided with this forum software.
Open your target page in another tab, and copy the address you're at. Then type something like: dinky linky. Hi-light it with your mouse cursor, click on the little link icon there…
From the link provided:
It might take solely a refined shift within the breeze for inflation to shift course in 2020. And having remained weak for therefore lengthy, the ultimate re-emergence of inflation can have an outsized impact on traders’ urge…
Thanks for the link.
The one commenter on the article at the link notes the difference between the purpose of his retirement account and the purpose of his taxable accounts. That's something useful to think about.
Sounds a lot like our old MFO friend, "Scott". I wonder...
Yeah - He used to rely a lot on “Zero Hedge” as I recall. That’s not a source I give much credence to. Some of this I’m getting reading the FT (on Kindle). But it’s hard / impossible to l…
@Old_Skeet @catch22 What we want to do is FROM MassMutual TO Value Line. The IRA is not in existence, yet. The new (Rollover) IRA would indeed be brand-new, funded specifically with the $$$ which right now is still sitting in the 403b run by MassMut…
4% after the year we just had. Sheesh. I am totally out of indexes in my IRA. Well. I did invest some of the proceeds in the Doubline Shiller/Cape fund DSEEX. So I guess I'm not totally out. But I'm not nearly as FAANGed as I used to be.
Vanguard's…
