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 saw the headline I was concerned that mom and pop had done something wrong . Apparent;y what they did is reduce their holding in FAANG stocks , Are the right or wrong? Well its almost time for sell in May and go away so maybe they are just a …
article tells you what you want to know about the rover and includes some nice pictures. This article,however will not hep the balance in your mutual fund account
I am puzzled by the article since it got into detail about inversion between 2 and 5 years (which I believe recently happened) but I thought the prediction of recession was an inversion for the two and 10 year bonds. It also suggested you could not…
The article is of moderate interest though you won't learn anything that increases your net worth except possibly to not pay for macro advice.The problem is if 10 experts make predictions and 3-5 are correct (optimistic but possible)how will you kno…
The article leaves me wanting more. How about comparing to 6 month treasuries or one year treasuries or bond index fund. Also instead of using may 1 how about comparing to picking the 15th or the best day in any given year/
anymaybe the best strate…
I guess I am as I purchased a managed mutual fund in my Roth IRA It seemed a better idea than a bond fund and I am still positive for the year. I wa s aware that these were not the best credit available but I trusted Fidelity to not buy stuff tha…
Not completely clear WHY she got it wrong particularly since the following year(2011) was not a good one for the stock market (though the bond market did ok) Anyone have thoughts or an article on the subject?
I confess I own one of these funds (peopx) for the reasons suggested(I owe taxes) and in most years it does not do worse than several of my other funds)
Sorry in advance but I appreciate Ted's investment related posts and the effort he puts into selecting them.I think his presence makes the site better as does Rono's etc. I may not be a fan of some of the political posts on this ite but they are ra…
I have had an aggressive asset allocation.The bull market is 9 years old. Since 2015 I have slowly reduced my risk by putting the distributions in my taxable accounts(which were large enough to begin to increase my tax bracket) into money market fun…
I think they should not.IMHO only a small percentage will know enough about these markets to make a sensible decision to risk retirement dollars but a number will invest in the name of 'diversification" where their idea of diversification is to inv…
I believe the difference between the three fund portfolio as proposed by Taylor and the Fidelity fund cited isa matter of weighting.15% bonds as in the Fidelity fund is probably fine until sometime in the 40s but is probably too aggressive for so…
I remember a long time ago this was a bear fund b3efore there was a bare fund.IT probably did ok in 2008. I don't know what it has been recently other than unsuccessful
Not a bad article but disappointing in that I expected to find out what magazines or other are subscribed to by the 1 % so if things went well i would know what to subscribe to and sadly that's not what the article is about.
My biggest concern with bitcoin is the possibility of my bitcoins being stolen If there wasa safe way to protect from that danger I would invest on the greater fool theory but its important to beat the crowd From my point of view market fluctuation …
THe sequoia fund meeting is possibly worth attending though they do send out a transcript about 6 months later.I gather its quite big though the only meeting I ever attended was was quite small (about 20 people)
I even got an answer to the followin…
I agree in recent years I have been stuck with large capital gain distributions in my active taxable funds due to large capital gains that have put me into a higher tax bracket I can't sell them as that would be jumping from the frying pan into t…
If it were an individual actually asking my answer would be wait for at least a 4% yield to maturity. Since the question is just the title of an article its not clear to answer the question and we can just blame the title of the post which should b…
I am aware the Kochs are libertarians but Maurice didn't say it singles out libertarians. He said it singles out Republicans which is a word not used in the article.
The Problem with pensions is that boss's?politicians offered staff high pensions …
I also think Mr/ Swedroe is wrong though he is correct by his definition .My definition of outperformance is outperforming. I don't want to increase credit risk or duration as I am not smart/knowledgeable enough I want my manager to do that and if …
What does this mean for investments in emerging market bond funds. Should I not buy until after the April date. Should I be planning to sell.In my case all such funds are in IRAs so no benefit or gain related to taxes
Hardly surprising is that active funds generally have a fair amount of cash , Index funds do not.There is an argument that active fund should be benchmarked/compared to 90 or 95% index and 5 or 10% cash.THat will at least show whether there is good …
I am not concerned if its 2006 as it gives me a year to sell. While Ted is correct that 2006 was followed by 2008 most of us if asked would say 2006 was followed by 2007
By the way after 9 up years selling may generate lots of capital gains so sell…
Most things I have read suggest that these days the dumb money is not so dumb..Speaking for "dumb" me if the market starts going down I will not buy the dip but re allocate from my current 75-25 to 60-40,If the market continues down I will still no…
Doubt anyone will respond unless we know what the issues are. There is the standard advice to not bring info not applicable to the issue the IRS raised as that might minimize the chances that the IRS will then raise other issues
This would be a good thread to provide a snail mail address for sending
a check which I assume should be made out to David not MFO but if I am wrong a correction would be helpful.
What evil lurks in the hearts of men? Lamont Cranston knows but Paul Krugman probably does not.My remark should NOT be interpreted as approval of the Republican Policy but I would be interested in a capable defense of it. Of course that might not b…
Might work but it seems very risky. The dogs of the dow idea at least gives you the protection that the companies are of relatively high quality and market cap with an unlikelihood of failing financially . From the little I read you don't have this…
A sort of pleasant surprise is that the results seem more rational and informede than I expected. PEOPLE HAVE OBVIOUSLY MOSTLY READ SOMETHING ABOUT THE ISSUE/PROBLEM. fOR EXAMPLE ALMOST EVERYTHING i HAVE READ ABOUT RETIRING PLANNING INCLUDING ADVICE…
If I were a millennial (I am not) I would expect a higher return than a baby boomer mostly because my asset allocation would be more aggressive. Of course a bear market could mess things up