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.
I lost a good deal of money in valeant (I own the Sequoia Fund) but my view on the stock is you have to know a good deal about the company's finances to purchase not just because its "cheap" I am not willing to put in the time and I have doubts I h…
Susie was ok but Paul was great One thing about the show was that you mostly did not have to watch another Financial show. They told you what you needed to know
I am currently invested in a T.Rowe price hi yield fund. Without looking carefully I assume it holds emerging bonds or similar but a key difference and probably the reason this new fund was created is because my fund is closed.
An expert quoted in the article wrote"In particular, only four of Fidelity’s US stock funds that use the S&P 500 as a benchmark beat the index last year, he said.
Anybody know the four funds? AS we mostly know its not contrafund
My TIPs fund is not doing very well. What do recent performance look like (1-3 years
Performance for TIP is similarly nothing much (+2% fora year -2% for 6 months
I found lots of troubling things in the NY p post article but this paragraph was the single most puzzling. Can people defend this statement with facts? I am eagerto see them."There is ample evidence to suggest that Medicaid provides little if any be…
WHat's not clear to me is whether the new funds will be less expensive or more expensive. In general while most on thi site probably have more than 11 funds (I do) I do not think more than 11 funds are needed.Like most I assume I have lots of funds …
I think you eventually reached a good conclusion . I think your 401k choices are superb compared to some I have seen and you should be able tp find several good choices.
I now believe that it is nuts to use active equity funds in taxable accounts . SInce 2014 my taxes have been destroyed by unwanted distributions. Obviously carry over losses from 2008-2009 were exhausted in that year and following /
Solving social security is easy anyone could figure it out but political considerations enter. The trouble is that fixing medicare is hard and I confess that I have no good ideas
In case it isn't obvious fixing s.s is a misery loves company strate…
I am trying to think about why this list should be of interest to anyone except a plan administrator but I suppose you could consider could consider that actively managed funds high on the list probably feel that so much of their client base is in…
to protect against interest rate rises might look at floating rate funds at fidelity and t.rowe price and also check out tip funds. agree with equity should be 30-40 % of portfolio
am not anyone's client except for several mutual fund firms but am more nervous than going wild ,Right or wrong I am redirecting mutual fund distributions toa short term bond fund therefore reducing risks without generating additional capital gains …
If you area follower or are thinking about following Porter Stansbury you ought to read the Swedroe post. Alternatively if you are not a follower and do not plan to be you can save time and money and don't change your plans
If its a taxable account buy after the fund has its year end capital distribution . If its not a taxable account any date could work out well or badly . If you believe the consensus wait till at least a month after the election as there will be a lo…
The key is the reference to taxable investors. The fact that they are reopening suggests a lot of people getting out of the fund. At the minimum don't buy before 2017 as a taxable investor and i think 2018 would be better
Its always interesting to read articles designed for advisors rather than investors though it can lead one to be very suspicious of advisor suggestions
I don't think new taxable investors should buy this year(The 17+$ distribution iin june could be followed up by large distribution in Dec (we just don't know) but starting next year a new investment could work out
I do think a focused fund is t…
I can accept that the ad is proof that we should bail out of stocks in two years. Didn't we see ads like that in 2005 >/. Selling out then and staying out for years while the market went up and then getting back in near the lowsm would have bee…
I have always thought (well at least fora few years) that People like Peter Lynch had better information some of which would be illegal today because everyone must get this stuff at the same time. Therefore its harder to get an edge and hence harder…
I really don't understand the fuss about social security except that it shows how bad'/feckless politicians are. If I were king I could solve the problem easily by using the misery loves company approach. This means small increases in the amount of…
Once upon a time investors thought active managers would protect them from a bear
market that idea seemed wrong to a large extent in 2008 and then 2011 was the last straw. When active managers failed to beat the S+P in 2011 it was time to be convinc…
The title is a bit deceptive) but the answer to the question raised by the title is that mutual fund investors expected their active managers to protect then from 2008 type markets but in fact index funds continued to outperform though with a smalle…
Is it not the % of assets that count not the amount? If I sold 25k of stocks that would be a big decision . If Bill Gates did that it might be almost meaningless regarding his market view.