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.
No real lessons in the article, but I am certainly glad I bought VGHCX when is was $30, and wish I could have bought more at that price, rather than the ca. $146 it is today. It was one of several reasonable recommendations made by the old Money mag…
"Run toward chaos..." I think we have the site motto.
I do like seeing the greenery through the windows, and look forward to further notes on the enchantments of Augustana campus as the season turns to fall.
A very straightforward account, and no…
Closes March 30 to new investors. Horse's mouth:
http://www.rivernorthfunds.com/pdf/20120222-Press_Release-RNSIX-RNDLX_Soft_Close.pdf
Scott, I am interested in your reasons for selling it (when it comes time...)?
Thanks.
Reply to @Accipiter: Thanks for this thread!
I'll look for The Horizontal Everest, as I like reading about high, cold places (minimal density of the human race; Hudson Bay [or Ellsemere Island] sounds like an idyllic vacation spot).
Read The Master …
From rough memory, over past 10 (20?) years, 98% of *new* jobs created in U.S. were in health care or government, and government is tapped out. Health care is an enormous engine for economy, and I don't see that faltering in the future.
The investin…
Reply to @David_Snowball:
The French have a saying, "the hour between dog and wolf" (l'heur entre chien et loup, or summat). If you visit "colonial villages" in the Midwest, you get a strong idea of life before - just before - electricity. Not fun.…
Am about to reread The Outermost House, about living in a tiny, improved shack on Cape Cod, which was destroyed by a hurricane in the 1970s. The author had 320 sq ft, only slightly less than my 400 sq ft, but the whole outdoors - land and sea - as h…
Pacific Tigers, MAPTX, is ex-Japan. I don't think MACSX was ever ex-Japan.
In response to OP's question: I've not been able to figure that out. Perhaps MAPIX is less volatile if one's investing horizon is shorter/closer.
www.fairmark.com is the best site I know of for answers to questions of this sort. Answers provided by CPAs, enrolled agents, tax attorneys. A large chunk of the site is devoted to tax treatment of investment incomes inside (and outside) retirement …
It's probably best to check with the CC payment processor.
I do not schedule ahead but know that authorizing a payment up to Sat. noon works with some bank cards, whereas others accept payment authorization through Sat. 5 p.m. (as paid that day). I…
hank, sorry to hear that. In my experience, some shippers are behind in recording where the package actually is, and I think this affects the PO more than others. I.e., that package could in fact be on its way, while its last tracked destination sho…
Bumping this up. There are some rather large distributions, with commensurately large one-day drops in NAV that might cause investors to question what is going on.
Fund companies are getting better at explaining the effect of a distribution, so do l…
Ginko,
Thanks for a thoughtful response.
Yes, any of us *in that school situation* could pass or have passed the tests, and well - just as we passed, well, our own tests in our own time and place.
(So I find such comparisons not compelling.)
I work…
Reply to @scott:
T. Rowe Price domestic bond funds pay distributions today (Dec. 8), a bit earlier than their other funds:
http://individual.troweprice.com/public/Retail/Planning-&-Research/Tax-Planning/Dividend-Distributions/2011-Year-End-Divi…
Why no forum love for ARDEX? High alpha, lowish Sharpe ratio (both depending on interval under scrutiny). Fund has a 3-tiered approach, investing in "core" equities, high alpha, high yield. Per Aston's profile for this fund, managers follow a discip…
Reply to @David_Snowball:
I'll start copying today (Sat.), then. A few older threads I have been meaning to store and review at leisure.
As opinions are now being offered, the MFO format allows all comments to be read by opening a single thread; di…
M* seems to have preemptively declared the fund closed to new investors. I did not find such a notice on the Aston funds website today (11-22-11). We'll see!
Thanks for doing the heavy lifting. Scrolling through the listings is like taking a random walk through my own history of investing (oh, yeah, I remember that one!).
Per the Berwyn Funds website, Berwyn Income Fund reopened September 19, 2011.
FPACX and BERIX have different mandates. Of income funds, the performance of Vanguard's Intermediate Bond Fund VBIIX is close to that of BERIX (or was 2 weeks ago, when I …
Sure scares me, as I haven't got over the 2008-9 bad. (My field is hit with a lag time of 6-18 mos.) By the by, BBC can give you the night terrors at an earlier hour.
From BBC and NPR combined (Ok, everybody here has listened to one or the other thi…
Reply to @prinx: Hi - I think it was the incorrect period at the end of the URL, after php which I have now deleted.
If it still doesn't work, please try http://www.rivernorthfunds.com/ and on the top page just click on the River North/Doubleline …
Reply to @prinx: Here is River North Funds' in-a-nutshell review of the River North Doubleline Strategic Income fund: http://www.rivernorthfunds.com/rndlx-rnsix-investment_strategy.php Hope this helps, for starters.
Nice article, per which the "Harvard-educated" (maybe Harvard forgot a course) Oberwager, holder of both MBA and MD degrees, did give the lovely and obviously darn smart Miss Stefanski signed checks with no limit as to amount, currency, or time of u…
I *really* like sparkly prose. Tugs at the old checkbook, it do.
For Curious Catch, I've seen some of Professor Snowball's engaging words reproduced wholesale in other venues (not necessarily acknowledged), and it's long been my belief that most mu…
Thanks for commentary on Artisan Small Cap. I followed the managers from Strong, invested in Small Cap, and got out, more or less kicking myself ever since that I did not move investment into Artisan's Small Value Fund.
One of the issues with inves…
Vanguard Energy fund is on the list. New minimum is $3,000, down from $25,000. And it's open, unlike the Primecap funds and Capital Opportunity, which remain closed with the new $3,000 minimum.
I think this (Investor's) is an excellent idea. A lawyer can help propose alternative responses and read docs. So, you wouldn't be throwing a lawyer into the mix (and upsetting delicate family relations) so much as building your team and expanding s…
Mark - Thanks for mention of the the Montier book on behavioral investing.
David, of the boxful of books I own on investing, I can't say I'd recommend any one to a "beginner" or to "all investors." That box includes the classics: Malkiel's *A Random…
A "reply to" possibility is nice, but a) it won't capture the flavorful repartee of FundAlarm (for those wishing a rerun) and b) on vBulletin sites, most folks use it to reproduce the whole of even V-E-R-Y lengthy posts, of which they respond to onl…
It's a bit more than $1, but what is bound to be an entertaining read by Our Founder,
*Continuity and Change in the Rhetoric of the Moral Majority* (Routledge 1991), is available on Amazon, languishing in 3,116, 841 place.
On my personal wish list: …
I wonder if there might be a logout box on each part of site? For example, if I am reading "Funds" or "About" I must return to "Discuss" to logout.
Thanks.
Re: bnath001's interest in seeing rono's "Asia and the metals" newsletter/postings, which I share: In the new format, these updates can now all be in a single thread! Easy to find, and would form a single body of work. The same for catch's "Bond Bo…
