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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.

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JD_co

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JD_co
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  • Does that mean: Sell energy and buy consumer cyclical? My comment was not directly aimed at Energy (and Commodities). My feeling is that the next leg down would need to see some of the stronger YTD performing stocks taking a larger portion of the …
  • Hopefully we aren't going full-on "Carter malaise" for the next few years. But can we expect an immediate rebound if only some sectors have taken a beating? The disparity is quite large. Value has been trumped by Growth for many years, and perh…
  • GOOG and AMZN were calling me this morning. Had to answer the call. Impressed with how orderly this (bear) market has been. Methodical/mechanical, as if bots were running the entire show. Hmm.
  • I'm betting that, as the Carpenters sang, "We've only just begun."
  • RE: High VIX I can understand how sentiment indicators marking greed or fear could prove useful. And valuations are indeed falling back into line a bit. But I see certain fears....fear of a recession and fear over the recently removed "Fed …
  • P.S.: Senate confirmed Powell for the second term. Another bad omen.
  • Regarding BLNDX, Standpoint, it's done well YTD but...............the 5% down in one day last autumn still holds in my memory and I have reduced my position here.... Baseball Fan I felt that pain last year, too. I like the idea of BLNDX, but that …
  • Watching this market try to get its footing is like watching the town wino attempt to ride a skateboard.
    in Futures Comment by JD_co May 11
  • "Cathie Wood shocks the market after dumping $12.7 million of Tesla stock to snap up some in General Motors". Amazing she still making headlines. What is her supposed skillset again? Oh yeah, she can make money disappear.
  • Stuck to my Bear plan and let pre-set BUY limit orders fill for SPLG and ONEQ. These are to be core long term holds. Only a few shares of EDOW hit today. Spent much time this evening adding new limit traps for the next round. Fractional shares o…
  • These past few years, it's been difficult to imagine what events could finally drag down an unflinching bull market in equities. Then COVID did.....but only for 6 weeks. It was barely a blip on the radar screen. Today we mix sky high inflation &…
  • Mark, FTEC holds (as of 3/31/2022) over 40% in its top 2 largest holdings - AAPL and MSFT. ONEQ holds 22% it its top 2 holdings (also AAPL and MSFT). But yes, FTEC has outperformed ONEQ. Choose your poison, I guess. I've also started t…
  • Just a reminder that overnight futures are a poor indicator of the next day's activity. I've seen it flip back the other way too many times. Make a plan if you don't have one, and then stick to it (even if that means holding tight). Maybe now m…
  • BaluBalu, I prefer buying in small amounts. Chip chip chip chip. Down another -0.25%? Then I automatically just bought another share in each of my various accounts via Limit orders getting executed. But buying fractional shares is difficult b…
  • Yes, mainly buying SPLG and ONEQ. Limit orders are sitting out there for every drop in price. Orders are starting to get filled, but lots of powder to be spent. Eventually, I will add some sort of CD ladder. But if the markets really crash (down …
  • This underscores the fact that its really tough for managed Mutual funds to continually beat the indices. The historical numbers don't lie. Even funds with the ability to short/hedge often fail to adequately protect principal and generate decen…
  • And both the equity and bond markets just bounced back to positive territory today. Much ado about nothing.
  • Realizing that we've had a tremendous Bull run in US bonds and much accommodation from the Fed, its still amazing to look at a Bond index fund like VBMFX that has had 30 yrs up and only 5 years down. Going back to 1987, its worst year was -2.7%. …
  • How much QT is factored into current bond yields? QT (Quantative Tightening) -reducing the Fed's Balance Sheet- is a major market overhang issue for the rest of 2022. Tough to estimate the impact thus far to bond pricing.
  • Added sliver of GOOG and initiated tiny MSFT position today. More out of boredom than anything else. Placed CIBFX on my potential Funds to BUY list. Waiting for the next dip, assuming it shows. That "Patience young grasshopper" phrase keeps …
  • @JD_co, Does Etrade offer GQHPX / GQHIX? Also, does Etrade charge transaction fee of $20 for each sales of TF funds or are the sales free like at Fidelity, Schwab, etc.? For NTF funds, how much short term redemption fee does Etrade charge and wh…
  • ....have you found a way around the $1M minimum investment in MAFIX? @BenWP FWIW, MAFIX is available with $0 min, but a $20 TF over at E*TRADE. I've been eyeing GQEPX next time the market dips (also $0 Min at Etrade, No TF), but it just keeps g…
  • Buying nothing until stocks come down again. I view Bonds as dead. Cash is king, in my view, while the Fed finally tightens (and unwinds).
  • With Fed meetings scheduled in early May (and then again on June 14-15 and July 26-27), would it make sense to wait just a few more months before starting a CD ladder?
  • Flip your angle around. What if this is a Selling opportunity within a "rangebound" stock market? Its just one scenario. You shouldn't succumb to FOMO during these rallies. Expect volatility on both the upside and the downside.
    in "The Market" Comment by JD_co March 29
  • 13. 18 .Vanguard. (I made that up.) @sfnative There, I fixed it for you.
  • The dreaded Inverted Yield Curve. Lead indicator of a potential recession.
  • RSIVX Riverpark Strategic Income Fund is a unique fund in that it invests in various debt securities (some less liquid and many non-rated), distressed debt, with a decent allocation to foreign, some convertibles, and a 15% slug to equities. Som…
  • Kind of interesting that Equities are bouncing back while Bonds continue to languish. Are equities benefiting from a massive bond re-allocation? Particularly, high-dividend paying stocks. That has been the trend in 2022.
  • Powell wanted to see what his jawboning could accomplish. He knows the Fed SHOULD be raising rates quicker, but since that could crash markets......he can't bring himself to do it. So slow and steady we go. Meanwhile we deal with high Negative r…
  • The Fed lag is a bit hard to look past (chart per Wolfstreet), with CPI now at 7.9%.
  • I use www.DividendInvestor.com (You will have to swat down some pop-up ads.) After you enter the ticker symbol, click on "First Dividend Paid". It will summarize divys/distributions by year.
  • Junkster said: Could be a rough road for anything bond related especially if the Fed decides to actually take a stand against inflation. That's the frustrating part. Powell indicated he only wants to raise in 25 bp increments when it would a…
  • HMEZX and PVCMX are both up YTD. Its nice to see a little green in there somewhere. At one time I saw where you were a holder of RCTRX which was a good move. I had tried to purchase it awhile back but unable to do so. I wouldn’t necessarily a…
  • HMEZX and PVCMX are both up YTD. Its nice to see a little green in there somewhere.
  • FAIRX up + 4% YTD, but it held over 73% allocation to 1 single stock (The St. Joe Co).
  • Kind of interesting.....Russian ADRs are still ok to trade, but Russian stocks are not. "Friday at 4 a.m., the NYSE Arca brought trading of the iShares MSCI Russia ETF (ERUS) to a halt. The reasons cited were its exposure to the Russian market, MS…
  • Volatility played out today on the downside this AM, followed by a whiplash rebound back into Tech stocks. Wild stuff, courtesy of a Russian dictator. Tough to take advantage of this using mutual funds, so equity ETFs with limit orders are the way…
  • Yeah, hey, maybe you guys can start a new thread if you wanted to talk savings rates?
  • Fido has the nerve to charge $49.95 TF for Hussman's funds. Meh. At that point, I'd rather just hold cash and put it to work when the market tilts over.