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 wouldn't say they were stinking up the place, but my holdings in general are so valuey I worry about not getting enough growth (suddenly, those terms lost meaning). Current look-away funds:
YAFFX
VVPLX
TBGVX
Haven't heard anyone mention SLASX in …
Thanks, TSP!
Enormous dragonflies have been swarming the rocks along Lake Michigan; they look like mini-helicopters. The swallows come out just before dusk. Jupiter rising.
Historically, Leah Zell led the international group at Acorn Funds.
Elizabeth Bramwell, who was a founding manager of a Gabelli growth fund, split to start the Bramwell Fund. She died on March 7 of this year.
@JohnChisum: Thanks. I searched the website and failed to find that doc.
Stepping down his role in prep for a sabbatical at the end of the year is understandable. He has been doing heavy lifting for 10 years (and 10 before that).
Howdy back, @catch22!
I find this a fascinating social experiment.
Send 3.x euros, get to comment for posterity.
Someone figured it would take more than 2,000 euros donated per second to hit the target in 7 days.
Indiegogo campaign to crowdfund a Greek bailout. Story on Bloomberg.
Get a thank-you card from Tsipras.
http://www.bloomberg.com/news/articles/2015-06-30/this-indiegogo-campaign-is-trying-to-bailout-greece
(Unfortunately, I don't think the donors kn…
Kind of agree with davidmoran. Too many ppl WILL NOT set up their own retirement fund or plan, no matter how easy the mechanics of it are made. Recent example: low-mid-income couple with blinders on, enough income to invest for the long haul (rather…
Reviving an older thread: I uncovered a M* Fund Times May 1, 2015, article on management shakeup at Acorn Funds. Robert Mohn is retiring (unexpectedly) as domestic chief investment officer in 4th quarter 2015, and several experienced analysts left …
The unencumbered year! Always a great thread.
For several months: a place in Montana I know about.
Shorter engagements: The Haute Route, Chamonix - Zermatt (the technical route, none I which I am capable of doing now)
Alaska
Hiking trek in Scotland…
@Dex: Those prices are about what I pay, to a highly trained dentist.
Teeth breaking down around old fillings, or old fillings breaking down or admitting decay beneath, are common reasons to need a crown. It's best to try to address these issues whi…
I like the green band, but find it a trifle difficile to read white letters against it. Not the end of the world.
I also like the owlie eyes peaking over the top of the wall, and the subtle homage to Columbia Pictures' torch. That should keep the in…
It was my impression investors were more upset over Matthews' lack of candor than over the absence of the dividend itself. I am holding my position, may add to it.
The Dirty Dust, by Mairtin O Cadhain.
What happens in the post-post-accumulation phase, when you are mold and watching the bairns in their profligacy with your hard-earned farthings.
And get to discover whom you'll end up with in the grave for all …
It isn't Matthews. It's BNY/Mellon, which provides services for an increasing number of fund families.
(They do seem to make more errors with Matthews, however. In my experience.)
Back in the day, in the 90s, before the Bogleheads went private and while Swedroe was working on his first book, I think he did help ppl on M* forums. Many novice investors were tumbling into the game without a clue, buying flashy tech funds and try…
Thanks, Old_Skeet and kevindow, for important contributions to MFO, and Merry Christmas!
I shared the ecard with the tribe, for whom anything Peaceable Kingdom-like is a winner.
From Bloomberg article:
Burrows’s attempt to exploit a vulnerability in the way rail travel is priced is a microcosm of the behavior of how some traders sought to profit from the way currency and interest rate benchmarks such as Libor are calculated…
There is a current thread on M* in the Morningstar.com forum concerning stale pricing in Portfolio Manager.
There is a current thread in the same forum concerning incorrect ERs posted by M*.
Max, I will address just this part:
Shareholders do not deserve to be dismissed and told they are not seeing what they are seeing, and then get their questions answered by reading from a blurb.
Matthews delegated someone to talk to you. He takes his…
A narrowed list with the most current estimates, no comments, would be super. (Some, such as Vanguard, have updated estimates at various times and the earlier links go to 404.)
Thanks to Shadow for undertaking this and other tasks for MFO.
@msf: Thanks for the reminder about the March 2010 signing into law of the Affordable Care Act, with some provisions going into effect that year. I remember the huge joy of those with chronic conditions who could now access care.
I specified in an e…
@little5bee: I can sympathize with your frustration, but not in assignment of blame to individuals for what a profit-driven industry, possibly in a state without reasonable competition for one heavyweight issuer, is more likely responsible for.
I d…
As a long-time self-insured ("nongroup") individual policy holder of numerous serial policies, I thought I'd add a couple of comments from my experience.
1. The BCBS policy I held before passage of the ACA in 2013 was continued unchanged into 2014, …
According to a poster on M* thread on this very matter, who called Matthews this morning (Monday, 11-24), that is not a typo. No capital gains, ordinary income, or any other type of distribution for MAPIX 4th Q 2014.
@David Moran: Without drilling deeper, it's my understanding that a plan able to exclude those with preexisting conditions is, prima facie, noncompliant with the ACA.
@Catch22: With only a $1,000 annual benefit paid by the insurance co., it seems a…
Tweedy, Browne (10-15-2014 estimates)
http://www.tweedy.com/resources/library_docs/general/2014 Estimated Distributions 10-15-14.pdf
(The earlier link posted on page 1 goes to 404)
I am not sure how this would work.
1. Automated, or does a human have to do the moving of posts?
2. Would posts toggle back and forth as they became threads, then threads without further responses for 24 hours? (What would happen to long-running thr…
Very interesting ! Only notice I received was a change in their rewards points.
InformalEconomist, did you have a large number of purchases at Home Depot ?
Derf
No, none at all on th…
Chase sent me two new cards, with new numbers, a month apart (the second superseding the first) at the middle and end of summer -- before the expiration date of the previous card.
That could be an answer of sorts, though there was no unauthorized ac…
Should have stole'd more.
Other than that, I helped someone who claimed to be innumerate (my word) to pay down her mortgage faster; set up a chart she could fill in each month with an extra $25 when she had it.
Investing in self comes first. Get the…
I don't see an ethical dilemma here (and I didn't see one back on the FundAlarm discussion). The vendor has developed a marketing tool. (It's also a deductible expense.) Although you may not need the financial services or want the coffee, you have, …
I rather had the feeling that most of the attendees would not invest in Acorn funds today.
And most were 20-year-plus holders, which meant they probably also invested in the doomed (If only we had known!) Third Avenue funds. Indeed, my neighbor in t…
Scams needing better actors:
"Uh, yeah, this is John from shipping."
(On the general topic of security, the Keep Me Signed In box on MFO sign-in should be an opt in, not an opt out.)
@VintageFreak: I signed up for the "Do Not Call" list, and I do …
