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've never quite gotten the obsession with low expenses, despite having read several books about it. All else being equal, sure, I'll take the lower expenses. But rarely are "all things equal."
I am in the process (will do over a 2 year time span)…
You tell him, Catch!
Tampa Bay - If you're not going to do some traveling with all that $$ you're earning ... WT# are you going to do with it?
Nobody can drink THAT much beer.
Especially Bud Light!
Mona
Mark makes a very good point. Maybe I'm wrong, but my sense is we have very few "stay-put" type investors posting on this board. There's one notable exception (And I'd rather not go there, thank you.)
Hi hank,
I am a "stay-put" investor. Leaving o…
Hi bee,
Now we are talking ;-)
A nice lower Standard Deviation combination throwing off some nice income, is a combination of VWINX and PONDX.
Best Regards,
Mona
I sold half of my MACSX and moved it to SFGIX. I closed an orphan position in DIBRX. I bought some BRK.B
00BY,
As you know SFGIX is up 16% YTD. And, being I recall hearing or reading from Mr. Fosters recent conference call that he does not expect…
My investment in Vanguard Wellington began almost 30 years ago. Can't find many better and steadier performers.
I could not agree more or think of a better steward of my money than Wellington Management Company.
Mona
Maybe next time I will go to Mexico.
http://www.riograndedental.com/
Dex,
I am a resident of Panama and the prices can be great and quality of care top notch. I know a number of Panamanian dentists educated and trained at the best schools in the …
"Just my opinion, but dentists are becoming more and more like unethical stock brokers. They are churning their patients because that's where the money is, just as brokers churn their client's portfolios"
Hi John,
Kind of like veterinarians, becau…
I had a shock just before I left. My doctor gives me a prescription each year. Last year it was $68. This year $109. I'm sure the cost for the pharmacy didn't go up that much. In another episode I didn't mention, the wife was coming down with sinus …
When Lou would sit at the big table and the weekly guests would join him, sometimes there was a *very good-looking* female in the mix. I don't remember her name but I wouldn't mind seeing her again. :D
Sorry for being so shallow. :(
Gail Dudack. …
They work by following trends, until the trends no longer work!
I had a lot of luck with PQTIX in 2014, but less so in 2015. I am having better luck with AQMNX in 2015.
I watch my positions in these two funds very closely.
Mona
Tampabay,
PFORX is primarily getting its return from price appreciation and not yield. The current 30-Day SEC Yield is 1.21%, but the fund is up 11% over the past year.
There are a lot of moving parts and the success is dependent on elements such …
Hi BobC
I have had quite a bit of success with PFORX over the past year or so. I am thinking of cutting back a bit and with the proceeds opening a position in PDIIX.
What are your thoughts regarding these two funds going forward.
Best Regards,
M…
Mulder,
Since you are considering VASVX, you might want to look into VMVAX for the following reasons.
1. VMVAX is more of pure mid cap value fund. 36% of VASVX is large cap.
2. VIMAX has superior 1 and 3 year returns and while Admiral shares have …
I don't know what is on your list, but here are my takes. The new banner and the next two lines from the discussion page, take up half of my laptop's screen. The good news is that as I scroll down they disappear.
The white on green is a bit hard …
But his incentives make him a somewhat biased judge.
Yup!
I reckon if he was an advocate of index funds, he subscribers and clients would diminish significantly.
Mona
It cost me 50 cents a day..to get all the information I need to make buying and selling investment decisions everyday...MAYBE there are people (not really investors) out there that think 50cents is too much money to pay for that service but I Don't…
I have found in business your going to have a certain % of customers/prospects and nobodies that will complain no matter what you do, for a representative of Morningstar to take her time dealing with these "types" is over and above the call of duty…
Mona, your monitoring this site but not posting:
Means your don't read anything up to your level, you don't care about posted information/opinions, or you move on to other/ more intelligent sites/postings......
Which is it? I could guess...
tampaba…
@linter: But upon analyzing PRWCX further, I see that it is pretty much the same, with half the trading and a little more foreign; sorry.
Dr. Dave,
The moral to the story is you can think more clearly in mid afternoon as opposed to the middle of th…
Mona, you still around?, they missing me at Vanguard Advisers? Count the # of times they mention me....Any Good tips from my Man Dan the Vanguard Man? Not much here...
TB,
Yup, we are all missing you.
When will you return?
Best Regards,
Mona
Bee,
Why are you posting something a year old --- did you look at your link? am I missing something? --- and which was not true then and less so now? Whose debt bubble? As a percentage of GDP? What? All too widespread, and wrong, way of thinking ab…
Well, heck, they all do, moron Giuliani to the contrary. Low bar. We need higher bars. Not that guy. Like that's a clear criterion anyway.
What a prize idiot, and how irresponsible to charge in this day and age.
>> a day earlier at New York'…
Today's was Seafarer Overseas Growth & Income (SFGIX) fund's third anniversary; it launched February 15, 2012. Steady asset growth despite a tough stretch for the emerging markets. Annual returns since inception are, per Morningstar, 8%. The cat…
Other managers worth checking are Bernie Horn from QFVIX, Mark Yockey from ARTMX, and Walter Bean/Daniel Peris from IVFIX. The latter is particularly interesting if you like to emphasize dividend yields, which is an attractive 4.97% and has a very l…
@Mona
Your frequent conversations with fund managers, while commendable, raises one concern - being related to the following: As I understand it, open-ended mutual funds are required by a 2004 SEC amendment to existing policy to publicly disclose …
