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.
@hank,
Downsized at Kip, JWaggoner has moved on to AARP.
I guess I won’t see him again. My monthly AARP pubs go directly into the “circular file cabinet”. :)
However, AARP membership is on rare occasions helpful in getting a reduced rate at some…
a journo friend reports
Kiplinger was bought by a PE firm last January, and line eds, factcheckers and other recent hires, features and investigative, eventually got chopped. It will be surprising if the print edition lasts a year.
This got me curi…
@WABAC
If you are considering CEF munis hopefully you are aware that most are leveraged in the 38% range and if there is a bond downturn in the future these funds will really get zapped because of this. If you dig deep there are a few funds with mi…
An average for an entire period is not every year in that period.
No it's not. On the other hand, I can't predict when international might rise to the top, or crash to the bottom. I don't have forever to give it an equal weighting to some other cat…
@WABAC Lol. Exactly how I feel. Until I sell my international holdings they will not take off. For last "20 years" waiting for "Emerging Value" stocks to take off.
So. You're not in an index? ;-)
hi Lewis,
what's that column on the right in your first graphic? Is that average returns over the time span? Do I see bonds beating foreign eguity over the course of your chosen period?
I have a decent chunk of foreign issues because many of the f…
As an investor identifying and differentiating between the tools and the resource like the gold mine is important. Do you want to own the companies that supply the tools (the picks & shovels), or the mine (the energy resource)?
A lot of money …
@dtconroe,
My comments were well meaning (as you took them) and pertained only to the topic under discussion: “Left Morningstar and came here”.
I started this thread in the MFO Premium section to extol the virtues of MFO Premium. I thought it mi…
Yes I own 4 of their funds. I hope the link works.
Link to Barron’s article
Try this: http://webreprints.djreprints.com/57003.html
I have a small position in Stalwarts in my IRA. I keep reading (30-40 years) about international stocks taking off a…
DoubleLine has an international Shiller/CAPE strategy that may be of interest to value investors. The tickers are DLEUX/DSEUX.
dinky linky
Maintain a core portfolio of debt instruments that focuses on global fixed income rotation while simultaneous…
Can someone explain why High Yield / Floating are kinda being lumped together above. I'm reading high yield not good place to be but what about floating rate?
Asking because have some of my MIL's money in PRFRX and I viewed it as conservative inves…
Hello all,
In any event I'm here to learn more about risk management with the goal of constructing a longer term simplified portfolio that can be managed by rules and less by emotions and current events. And because I have a lot of other interests,…
Regarding your comments, that it is better to post multiple more specific threads, as opposed to one larger thread, that is more encompassing, I found the posters on M* had varying opinions. However, it seemed that at M*, the larger and more encom…
Well not exactly. M* and/or their analyst said all that, not Mark. I just linked the article. I guess I should have put all the text within the quote marks.
Blockquotes are your friend ;-).
@dtconroe -
I have a second suggestion also. Your discussion post "Bond OEF investing for more conservative investors" is a fine, fine post and holds a great deal of interest for many of the visitors to the MFO discussion board, me included. However…
@WABAC: {Are old timers happy with this daily flood burying real discussions?}
You should have been here before Ted died. Ted was like the mailman, rain, snow, or sleet wouldn't keep him away from posting. Some of us enjoyed his posts & we …
Some posters providing links seem to mostly just look at the headlines, especially if they contain suggestions of "secret this or that" or "97 ways to _________" do something or other. Rather than waste their own time actually reading these links th…
WABAC:
However, discussion forums are different. I have not found many that are popular enough to get sufficient poster input, to make them useful. However, the platform for providing discussion, varies greatly. The process of moderating and ensu…
I have not completely left M*. I greatly value its Portfolio section, where I have numerous watch lists of funds, in which I can set up a large array of fund components,that I monitor on an ongoing basis. The Portfolio section provides easy access…
Any suggestion where to go to compare funds?
The quick search is free https://www.member.mfopremium.com/quicksearch/ and gives you a good readout on risk, and a thumbnail sketch on return, over select time periods. You can enter up to five tickers.
…
Pimco Real Return PRRIX provides worthwhile inflation-protected bond exposure, which can help preserve purchasing power in retirement. By Miriam Sjoblom, (CFA) for M* ,Jan 16, 2020
"Despite some noteworthy team turnover, Pimco Real Return's experie…
The funds I actually own in my IRA are the FMI fund, the Dodge and Cox global, the Grandeur Peak growth, and the Lazard infrastructure.
In my taxable account I hold the FMI fund, and an ancient stake in a Vanguard International growth fund VWIGX th…
@WABAC: Yes, that calculator works for many situations. It does not account for Qualified Dividends which are taxed at a lower rate than ordinary dividends (0% for lower tax brackets). Some taxable bond funds hold assets which qualify for Qualif…
@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR full…
Nice list.
I sold all my Asian stuff. Too much excitement in that part of the world.
You might consider Lazard Global Listed Infrastructure GLFOX for a sector fund. Their definition of infrastructure seems a little broader than others. But it's a…
WABAC, I am a recent poster on MFO (Mutual Fund Observer), and was previously very active on M* (Morningstar). At M* I started many threads, commented on many other threads, and at M*, it became common practice to use abbreviations and symbols. So…
Some of the information is provided on their new pages, some isn't, but can still be found on their legacy pages.
For example, if you click on the price "tab" on a new page, at the lower right you'll find the three year tax cost ratio for a fund. …
I recommend the risk screens here. I am a recent transplant from M*, though I was never very active on their boards until they destroyed the value of premium membership. I quickly realized that resistance was futile.
I first tried the quick search …
