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.
Thx for the post. I enjoy Galloway's talks even though I am a hypocrite investing and working in tech. I bet he loves the film "The Social Network."
Eliminating the FICA limit and capping SS distributions would go a long way to solve some of the is…
Long term investor here, but I have zero interest in investing in this failing and corrupt democracy, which is barreling toward an oligarchy. I don't trust where Treasury funds go anymore. Besides, local banks and credit unions are offering ladderin…
@WABAC
Ok, I don't know how my response to @JD_co 's funny and identifiable comment veered into a DCA discussion, but I appreciate it. My tax-deferred account does as you mention, but I make two Tech/SP500/International investments per year in my ta…
Are you dollar cost averaging? If your broker won't accommodate that for you, you need another broker.
I don't follow. Drop = Invest. $10K invested in Tech in 2022 has gone a lot further than $10K invested in 2021. Don't plan to sell anything for …
Bought a few shares of a tech ETF today (toehold). So, you can be sure the top is near.
Lol. I feel your angst. Every year I drop about $10K in a Tech ETF/Fund, an S&P500 Index fund, and an International Large Growth fund. Wish I could time th…
I don't understand why we continually refer to those sharp downturns in the market as "Black Tuesday" or "Black Monday." In business, we associate "operating in the black" as being profitable. Why aren't they deemed "Red Tuesday" or "Bloody Tuesday"…
Well, the market seems to be giving the middle finger to the newly-morphed AKRE ETF. Hopefully, it's a temporary coincidence, but it's a losing bet so far as AKRE's top 5 holdings (CSU.TO, MA, BN.TO, KKR, & V), which represent almost 50% of its …
Drive I-70 across Kansas and eastern Colorado (deep red areas) and you will see wind turbine farms, agricultural farms, and ranches functioning together. Many ranchers/farmers have local wind turbines and/or solar arrays to provide electricity for t…
Sadly, much of this thread was compromised during the recent server crash, but it should be noted that the shareholders approved the ETF transition. AKRIX/AKREX will become an ETF (AKRE) on Oct 27, 2025. It should also be noted that AKRIX has lost a…
WAPSX. IS the min initial investment really 1M?
From my limited understanding, $1m is the default setting that Yahoo places on a fund record when it can't extract a min investment from the prospectus or fact sheet. Lol, I got in at $50k over 10 …
Although I can't wholeheartedly recommend WAPSX (a Franklin Templeton Core+ bond fund sitting in my IRA) because its metrics can't compare to those discussed already, it does produce consistent returns. For the past decade, for every $50k, it return…
European market is still growing but at a slower rate comparing to US, and the valuation is more reasonable.
Oddly enough, the international MF, JOHIX (of the JOHCM family of funds), which has a substantial European stake, is my best performing MF…
As a final gift to shareholders before it morphs into an ETF, AKRIX distributed a CG of $3.02/sh this week. I presume only divs (quarterly?) moving forward and no more xaction fees.
AKRIX was a suggestion from an advisor several years back and I've been generally happy with its moderate, consistent performance. The CGs have been consistent as well for the past 5 years.
Question for anyone who has experienced an MF to ETF conv…
