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 use VWIUX in this space because of the lower ER (0.09 vs 0.35). However, in past years when I sold lots at a loss, the proceeds immediately went into FLTMX. After 31 days, I would go back to VWIUX.
Mona
@Mona: thanks for your post. A number of years back, I got flagged at VG. over a small 4 figure amount. I guess it was more of a warning than anything else . I had recently opened the account. Thanks for mentioning the qualifying amount then selli…
Almost makes you wonder if Berkowitz and Hussman get together to cry in each others beers doesn't it.
Mark, do you remember the old BJBIX Julius Baer International? Add Richard Pell and Rudolph-Riad Jounes to the list.
Mona
dt, thanks for your post.
I, like yourself, work through Schwab (I also am with Vanguard). I have had this discussion with my Schwab Pinnacle Representative in Indianapolis. Besides the short term redemption fee that the fund may impose, based on …
My confidence in our government remains unshaken. If the president's emergency response team, headed expertly and appropriately by Mr. Pence, determines that traveling through Italy or other known major contagion areas doesn't need to be checked I'm…
Greg Valliere, chief U.S. policy strategy of AGF Investments said:
"The downside is that the "saver class," which consists mostly of senior citizens, "have been hit again" because of falling yields. However, Valliere expects a "tremendous amount of…
PIMIX is invested at over 75% in securitized. A good replacement fund is VCFAX with about 90% in securitized. JMUTX+PUCZX are more diversified.
So, I would rate these 4 funds as follow. If you want lower SD then go with VCFAX, if you want better…
Love watching the Lib media. 24/7 of madness, anger and hysteria
The fact that Bernie Sanders won the Nevada caucuses doesn’t make @realDonaldTrump
any less of an ignorant and incompetent narcissistic psychopath.
-George Conway
Seriously, democratize the market? A lot of TDS going on in this thread. I for one would prefer that the government stay out of personal investing. There was another thread lamenting that equities are owned by too few. Which way does it need to be? …
Howdy folks,
You can quibble about the precise figures but the nut is that the distribution of wealth is the worst it's ever been in this country and getting worse. The middle class has been largely exterminated and the two historical pathways to …
After a few days of not posting, I have decided to discontinue posting on this thread. At least for now, I am not motivated to start any new threads.
Are you motivated to go back to M* or look for another mutual fund forum?
This tread intention is to discuss only open-ended bond funds.
Not stocks vs Bonds
Not CEFs vs bonds
Not asset allocation
Not how anybody invests currently and in the past.
Not about retirement or accumulation phase.
If you like to discuss the a…
SS problem can be solved if the money will be invested like they do with the railroad retirement(link)
Or make cuts.
https://www.forbes.com/sites/teresaghilarducci/2019/08/23/trumps-second-term-plan-for-social-security-starve-the-beast/#167f8bd73…
Some people only view things monetarily and some only politically.
And based on your posts on the "Off Topic" forum on the legacy Morningstar, your political views are vastly different from the majority on MFO.
What do you believe those to be ? …
Some people only view things monetarily and some only politically.
And based on your posts on the "Off Topic" forum on the legacy Morningstar, your political views are vastly different from the majority on MFO.
Hi "guys,"
This seems bogus. Will attempt to get MF webadmin to verify the "participants" on this thread.
What seems bogus?
I assure you that dtconroe has countless valuable posts on the Bond Squad Forum on Morningstar. I certainly agree with aus…
A bit lower octane option within the family is OPTAX. A few less percentage in Puerto Rican bonds, a few years lower duration, lower Beta, lower Alpha, and lower Standard Deviation. Accordingly, the 3-month, YTD, 1-year, and 3-year total return for …
Yes, I see opportunities to invest. I sold few growth funds last month and cash needs home.
The impeachment drama will fade away.
Ukraine President will forget what was said & Supreme court can rule that President can't be investigated.
DT wi…
The whole scheme is like something out of the movie, Office Space. Steal a few cents in every transaction that amounts to a big pot of money until... You need to watch this low budget but funny movie.
I wondered why he wasn't convicted of simple …
Primarily because AAs are different and the constituents in those AAs are different. My tax-exempt accounts are more aggressive (higher % of stocks, tilted towards growth). My taxable accounts are more conservative (higher % of bonds, all muni and t…
My strong preference is to use Morningstar Portfolio/Watcuhlist such that I can track my portfolio AA (and performance) by account type. In other words, I keep 3 active: Taxable, Tax-Deferred, and Tax-Exempt because I have target AA for each account…
I posted the following on M* several weeks ago but it's still current...First, managers invest in global bonds then, they look at 11 US stock sectors and select 5 undervalued sectors, then take 4 sectors out of 5 with the best momentum.
What perce…
It would be 6y old at the end of April, and only $7mm in assets. Matthews launched quite a few funds in the past several years that haven't really broken out in popularity. I just hope they don't start dropping more of them, like my fave MAVRX, thei…
You two are probably lucky (thanks to MFO & your own attention on this) to get out whole. I have a bad feeling that there will be some who won't.
Certainly not my attention, other than to MFO! A few folks in particular and they know who they ar…
For those that are interested, I see that STATX issued a Supplementary Prospectus.
https://www.sec.gov/Archives/edgar/data/1679960/000116204419000001/state497201901.htm
Everything should be online now.. Got emails f rom Vanguard schwab they are oneline
With Schwab, I gather you are referring to retirement accounts. My understanding is individual Schwab One Brokerage 1099s will not be available until this Friday.
