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.
Wood has fervent followers and strong detractors. After reaching dizzying heights the fund has slumped this year. I’m wondering how she can run an open end fund in this manner. ISTM money will flee in bad times causing all sorts of problems for ma…
Dr. Angelique Coetzee, chair of the South African Medical Association, said about two dozen patients
at her clinic showed mild symptoms which differed from the prevalent Delta variant.
Most patients were healthy men who were feeling very tired and a…
@fred495,
Thanks for the link.
The article provides important information regarding the fund's strategy and its upside/downside ratios.
Since many alternative funds have complex strategies and high costs, I avoid this category.
Two of my bond funds, DODIX and VUSFX, gained 0.42% and 0.05 % respectively.
All my other holdings were down for the day.
The biggest losers were VTMSX and IVOO which lost 3.xx%.
Today was a shortened trading day with potentially lower liquidity.
…
Scientists are concerned both by the number of genetic mutations in the critical spike protein, an area that most vaccines target, as well as its apparently rapid spread.
Data regarding the B.1.1.529 variant (named Omicron) is still scarce.
We'll kn…
A hacker was able infiltrate GoDaddy's WordPress provisioning system using a compromised password.
These are the consequences and actions taken as of 11/22/2021.
Upon identifying this incident, we immediately blocked the unauthorized third party fr…
150 years ago, the park system in our local town was bestowed to the city and its residence by the wealthy industrialists whose success was due in large part to its local workforce.
https://connecticuthistory.org/mr-mrs-rockwells-park/
Small wor…
I agree that the Russell 2000 should be avoided.
For small-cap indexes, I prefer the S&P 600.
S&P stock selection criteria introduces a slight quality tilt which helps investors avoid the "junkiest" small stocks.
I believe it makes sense to have some small-cap exposure.
If the volatility of a dedicated small-cap fund is worrisome,
you may want to consider funds which invest in a spectrum of different-sized companies.
My only small-cap fund is VTMSX and it co…
"But the Journal also noted a less publicized element of this story: Many companies, it turns out, are taking advantage of the situation to push through price increases that are over and above what would be warranted by their own higher costs. The r…
John Authers looks at inflation through the lens of the labor market.
"We can put the question of whether the latest dose of inflation is transitory to sleep; it isn’t, and many find it offensive to say so. But the question of how serious elevated …
I'll often sign in and stay logged on for many hours each day.
I'm not prompted to sign in again during this time.
I sign out at the end of the day and then sign in again the next day.
Do you have to sell the Roth because your Vanguard holdings are unavailable at TRP?
If so, you may want to consider exchanging your Vanguard holdings for ones which are available at TRP prior to the transfer.
This should enable in-kind transfers of…
Mr. Grantham's investments are quite aggressive despite his gloomy market predictions.
“This is going on as far as the eye can see. It’s an unfair advantage for green investing, Grantham said.
There may be a bubble that will affect this for a year …
So, I just searched for the dismissed Announcements and Bookmarked them. But why the Dismiss option is even there? Normally, options toggle (ON/OFF), but this one doesn't. If a filler is needed under that Setting-wheel, it could just say Hello inst…
I dismissed one of the four announcements (November Commentary is live!) under the 'Discussions' heading.
After doing this, I searched in vain for a way to restore this announcement.
I signed out of MFO without clearing my cookies or restarting Fi…
I fearlessly predict that the markets will make a major move sometime. Subscribe to my financial advice bulletin to find out exactly what and when! Be an insider! You wont regret it!
I predict that the markets will fluctuate.
Money back guarantee if…
Peter Lynch was one of the most renowned star managers.
He was a pretty good author as well! ;)
I liked that he didn't overstay his welcome and risk slipping into mediocrity like so many other fund managers.
I wonder...as we onshore manufacturing do we also we onshore inflation as a result of wage inflation for higher paying US manufacturing jobs.
While some "experts" claim inflation is transitory (whatever that means), I'm not so sure.
If U.S. compani…
As an aside for those of you looking for a COVID booster, most pharmacies are requiring an appointment. The demand is overwhelming as many of those patients seeking boosters originally had their first shot(s) at mass administration public sites th…
$250k seems to be lot of dough for the privilege of getting TRP’s closed funds.
As you know, Vanguard investors need $1M (Flagship status) to access certain closed Vanguard funds.
@BenWP,
I'm glad you found the PV chart helpful.
PV Analysis Results allow users to easily compare important metrics (CAGR, max. drawdown, Sortino, etc.).
I've found PV to be very useful during the fund evaluation process.
Ms. Lazar definitely thinks outside the box.
Her capex and inflation projections surprised me.
Time will tell whether this comes to fruition, but her thesis is thought-provoking nonetheless.
In the Foreign Large Blend category, I like SCIEX and MIEIX*.
The SCIEX management team also manages 30% of VWILX.
MIEIX has below average costs, low turnover, and usually provides good downside protection.
Mr. Ling started managing MIEIX on 10/01/2…
I don't care if an active fund tracks an index on the upside, but I do care if it tracks an index on the downside. The SPY lost like 38% in the GFC while PRBLX was down only 22. I'll take positioning & performance like that anyday.
From M* PRI…
Here ya go...added comments
WCMIX (Int'l Gowth) - Great performance, Concentrated
CIVVX (Int'l Value) - True to their Style
PRIDX (Int'l Small/Mid) - One of my favorite funds and categories
GQGPX (EM) - Replaced Harding Loevner 2 years ago
In my …
The article is stupid because of what it says:
Try to imagine what would happen if stocks lost 70% and stayed down for years.
What useful or actionable comes from such imagining? To anyone?
And what would have been the conditions for such? Aste…
Thanks for all the input and interesting ideas.
I missed the M* article, but I have dropped a lot of their stuff as it is all nonsense.
How can you take a firm that claims to be aimed at individual investors seriously, when it includes funds (GCC…
Just scanned the Krugman article. But inflation is sure to be “weaponized” by the right - has already been to an extent. (What’s new there?)
The right lacks any coherent policies or initiatives other than opposing all Democratic ideas.
They'll cont…
"The good news is that if you believe that innovation in climate technology is set to take off, the investment industry has introduced a raft of new funds globally. The bad news is that many are unproven and much more volatile than diversified equit…
He's damned if he does...
"Word that the Biden administration was quietly studying the potential market impact of killing the Line 5 pipeline, first reported by POLITICO, set off a firestorm of criticism from Republicans saying the move would worsen…
"Fifteen percent of households in the labor force without employer-sponsored pensions indicated owning an IRA in 2019."
Congressional Research Service, Individual Retirement Account (IRA) Ownership: Data and Policy Issues, Dec 9, 2020.
https://…
Roth IRA used to have $2,000 limit when it started in 1998. Many people don’t have jobs with 401K) and 403(b) plans. How can one save enough for retirement with $6,000 and 1,000 catch-up, per year?
I converted my small Traditional IRA (~ $35K) to a…
