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.
For what interest it holds, here's the old profile of FMI Large Cap, one of the first "stars in the shadows." http://www.mutualfundobserver.com/archive/fmila01.htm
My plan, going forward, is to mix new fund profiles each month with complete rewrit…
Three Fidelity funds that I've owned for a long time:
Low-Priced Stock, managed by Joel Tillinghast, certifiably the smartest guy in the room. In most cases, the smartest guy in the stadium. Occasionally, the smartest in the state. I've never ma…
I love this book, by the way. I like Tobias's writing style and the breadth of his vision (time to stockpile canned tuna?), both of which make it easily accessible to folks who would really rather not be reading about personal finance.
That fact t…
I'll "fourth" the recommendation for PRWCX. Had a nice chat with the fund's long-time (now long-former) manager, who suggested that Price's own internal work - again, this would have been a while ago - reached the same conclusion. It almost never …
Howdy!
And a Good Friday to you, so to speak.
The first that comes to mind is T. Rowe Price New Era (PRNEX), which waives the investment minimum for folks setting up an AIP. It's traditionally less energy-centric than most of its peers, so some m…
Hi, guys.
Do what feels right and makes the most sense to you in any given instance. I don't object to "pinging" and I've reminded Chip and Brad (who scan the board each day, looking for concerns about its function) to defer whenever possible to f…
Hi, geis!
Remember that this will be a first fund, not your final portfolio. Mr. Yacktman, blessed in mind and apprehension, is about 70 now and while there are a few 88-year-old fund managers . . .
Over time, it would be wise to shift your ass…
Since your funds (both first-rate) tend toward large and value, you might consider smaller and growthier.
Scout International Discovery (UMBDX) would be a relatively mild way of gaining access to a volatility category. Driehaus International Small…
Hi, catch!
Folks from outside the U.S. could read FundAlarm, but not post. At least that was the report from a couple international readers who e-mailed me. Apparently that was a defense against spam. I don't think that's a problem here, but I'l…
Hi, guys.
Mr. Foster and I haven't yet had time to chat, and he's certainly not near to registering the fund yet. As a result, the best I can offer by way of the fund's focus is his plan for a "new public mutual fund focused on overseas markets" a…
Hi, Greg!
I'd been searching the Internets for him, to no avail. Then he shot a couple emails off this morning with no warning. It's nice to be near, if not in, the loop!
David
Continuity and Change would have made it to 3,116,840th place if it weren't for that one damning review: I was accused of being "clear and surprisingly accessible." That was the kiss of doom.
David
Hi, johnN!
We'll have three options within a day. I just got an unrestricted PayPal account authorized yesterday (there was some question about whether we qualified as a non-profit operation) and I've created an Amazon link. I was hoping that one…
Hi, scooter!
I haven't purchased either, though I do follow both.
I'm curious about why you placed this "off-topic"? This question seems pretty central.
David
Hi, Anna!
We (Brad, Roy, Chip and I) looked at a bunch of board software options, most of which struck me as scary . . . so much focus on bells and whistles that it seemed unfriendly. This software - from Vanilla Forums - actually has more "bells"…
