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.
The comment about Trump rally attendees leaving early due to boredom really struck a nerve.
The ex-president has an extreme fixation on the crowd size for his rallies.
Trump got his ass handed to him in the debate.
From my recollection, Trump was fact-checked only three times
(crime stats, killing newborns, Haitians eating pets).
This man spews so many lies (some quite far-fetched) that even Pinnochio would blush!…
The significant DJT decline is incongruous with Trump's debate performance.
The stock's namesake provided his expert assessment of last night's debate:
"This was my best debate.
We had a 92% rating in one poll, we had an 86% rating in another, we ha…
Based on the following reporting, it appears a Boeing strike is imminent.
"After an overwhelmingly negative reaction to a deal struck by Boeing and Machinists union leaders, union leader Jon Holden said Monday he expects rank-and-file members will …
"I would also add that my preference would be for equity funds that are managed by a group of advisors, such as at American Funds. (But I'm not at all pushing American Funds in any way.) Over the years here at MFO I've seen way too much anguish abou…
"I did not realize that you are supposed to invest 100% of your retirement accounts with equities."
Some people suggest younger investors (early 20s to early 40s?) could be 100% invested in equities.
Since their retirement is distant, they would ul…
Thanks for your comments Old_Joe.
Your retirement planning yielded excellent results!
My primary reason for starting this thread was to learn more about various portfolio withdrawal strategies.
I plan to retire relatively soon and wanted to see how…
"M only regret about my early financial decisions is not having our retirement accounts 100 % inequities when I was in my 30s and 40s. But I wanted to sleep at night!"
I also was not 100% invested in equities during my 30s and 40s.
Taking risk tole…
Let's examine some of these assertions.
"Bogle, and Burton Malkiel's Book, Random Walk proved decades ago that if you buy and hold the SP500 you would likely beat most investors and mutual funds for decades to come."
Adding a low-cost S&P 500 …
@bee
Thanks for the link to the Allan Roth article.
I've previously read that Harry Markowitz split his contributions 50/50 between stocks and bonds.
The Father of Modern Portfolio Theory didn't utilize efficient frontier analysis for his own portf…
It's highly unusual that so many Republicans, including many former Trump administration officials,
refuse to endorse the GOP's presidential nominee.
Strong words from former VP Cheney, who is definitely not a RINO:
“'In our nation’s 248 year hist…
Additional Morningstar Fee Level information for mutual funds.
Fee Level – Broad places funds into category groupings that are formed around the fund category
systems of each region. Some fund categories form their own category grouping, while othe…
"Assuming there are no typos there, that's a curious though not impossible situation -
institutional shares averaging a higher cost than retail shares.
One possibility is that there might be some expensive funds offering only institutional class sha…
I haven't researched the historical evidence which supports the NIXT ETF.
As far as I know, no funds were previously created to take advantage of this phenomena.
Why haven't other firms marketed funds to harvest this apparent source
of significant a…
Barron's published a good article this week (written by Lewis Braham)
regarding the Western Asset Management situation.
https://www.msn.com/en-us/money/savingandinvesting/franklin-resources-has-a-problem-on-its-hands-what-investors-need-to-know/ar-…
The Week in Charts (09/06/24)
The most important charts and themes in markets and investing, including:
00:00 Intro
00:33 Free Wealth Path Analysis
01:27 Topics
03:04 The Cooling Labor Market
11:56 Longest Inversion in History Is Over
16:45 Be Care…
Hi @catch22
The article should be accessible to everyone when using the link below.
https://www.msn.com/en-us/money/markets/americans-are-really-really-bullish-on-stocks/ar-AA1pSZoi
"Positions in FSUTX, GLIFX, and IYK have been keeping me cool during the long Arizona summer."
Don't know if you're in the Phoenix area, but Phoenix experienced 100 consecutive days
with temperatures over 100 degrees as of several days ago.
This sh…
"No doubt, this great unwinding of stock market mania was discussed / analyzed to extent
in her high school business / social studies classes during these teen-age formative years."
LOL!
I'm not so sure about this Hank...
Another rambling, incoherent speech by the ex-president.
Trump doesn't appear to have the necessary mental acuity
to lead this great nation nor be the Commander In Chief.
It's incredibly unsettling that a sizable minority of our population
still sup…
If you followed FD's guidance, you regularly purchased and sold funds
at very opportune times and never experienced losses greater than 3%!
What's not to like?
Easy, peasy... ;-)
When US LC are not doing well (2000 - 2009), it's an easy way to los…
September is purportedly the worst month for stocks.
There are several theories to explain this pattern but none of them are remotely definitive.
Regardless, September got off to a rough start today.
Select equity ETF returns for today are listed be…
The Bloomberg Aggregate Bond Market Index, which BND tracks, dates back to 1976.
Let's put this in perspective.
Prior to 2022, the index experienced only four calendar year losses:
1994 - (-2.9%)
2013 - (-2.0%)
2021 - (-1.5%)
1999 -…
"As someone who makes most of his money in bonds I never understood
why look mostly at high rated bond funds."
High-quality bonds ("high rated" in your parlance), especially Treasuries,
provide excellent diversification for equity-heavy portfolios…
Reputable sources indicate FD will not be attending the Monaco Yacht Show in September.
However, you may wish to avoid London's Frieze Art Fair in October due to your concerns.
It's unfortunate these breaches are now routine.
Freezing one's credit is often a good idea to prevent criminals from opening new credit lines in your name.
Many credit card companies offer zero-liability fraud protection if fraudulent charges are…
"Trump tried to change the subject to say he was being unfairly attacked for supporting a military family.
Vance tried to suggest that Harris should have attended the private ceremony
and that for criticizing it she should 'go to hell,' although she…
The Week in Charts (08/30/24)
The most important charts and themes in markets and investing, including:
00:00 Intro
00:20 Free Wealth Path Analysis
01:06 Topics
01:59 Priced for Perfection
07:28 The AI Arms Race
13:11 Berkshire Joins the Trillion D…
Bill Wilby, former portfolio manager for Oppenheimer Global Fund, is the featured guest this week.
He's concerned about "unknown unknowns."
Specifically, his major areas of concern are Private Equity (PE) and Private Credit.
S&P 500 leverage rat…
