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, I’m very serious as any body remotely spiritual can see how the demonic has invaded the Democratic Party from first slavery, then eugenics and aborting 60 million babies. Those who don’t face real deaths are as serious as Yosemite Sam and Elmer …
So does anyone know the current percentage by market cap that is growth? (In the S&P500)
You can look at - https://investor.vanguard.com/mutual-funds/profile/portfolio/vigax
Compared to - https://investor.vanguard.com/mutual-funds/profile/portfo…
I think Mr Bolin explores a variation of this idea here: https://www.mutualfundobserver.com/discuss/discussion/57398/building-downside-protection-for-retirees#latest
I could see rather than a simple stock / bond rebalance, someone could do a growth …
Last paragraph+ also sums it up nicely:
“ Ms. Jones, the labor economist who focuses on racial disparities, called for Congress to act boldly: “The fact is that the risks of doing too little to help the economy are enormous,” she said, “while the r…
Thanks for this!
These are advisor funds. Fidelity merged the old FSICX into an advisor fund (FADMX). Wonder if all their funds are headed that way.
**5 fund classes running as high as 2.05%.
I can Google, but is there a standard definition for…
I was in a side branch of this business and see a lot of grey in the topics. One thought, when determining how much solar capacity is needed the studies need to include 7 to 10 days worth of batteries to allow for a string of dreary winter days. Or…
While it’s true that anyone who has been cautious at anytime since Greenspan gave his irrational exuberance speech in 1995 has missed out on some share of their potential returns - that doesn’t mean that being cautious and prudent about possible los…
Thanks Mark! I was just illustrating that while the CEO of NextEra has an “incredible memory for details”, I evidently do not. Just a little self deprecating humor.
OK, this is funny, I read: “ Robo was named CEO in 2012. A Harvard Business School graduate, he rarely gives interviews. Hay describes him as a quick thinker with an “incredible” memory for details.” And I thought - wait, who is Robo?
Very good interview! Thanks for posting! Another topic I need to dig into.
How does one invest in the 5 factors?
https://www.ishares.com/us/strategies/smart-beta-investing
What are the 5 factors?….
“Foundations of Factor Investing(https://ww…
Trading at a discount of 12.5%. And has sold at a discount since 8/2013. Lewis, does that explain most of it, or is there more?
Looking at: https://www.cefconnect.com/fund/GIM they have 33% in cash and a large stake in US Treasuries.
My impression of a sunk cost goes something like this — there’s a concert in town that you really want to see, so you buy a ticket. When you arrive at the concert you are informed that your ticket is a fake. You, however, have enough money in your …
There’s a growth vs value chart in the link that I find fascinating. It shows that as of 11/11/20, on a one-year basis, the growth fund IVW has outpaced the value fund IVE by close to the extreme for the last 20 years. A spread of 34.2% . (!). No t…
Hey folk!
I thought this one was good. I’ve been meaning to re-listen and take notes.
October 21, 2020
Value Investors Dream Markets https://youtu.be/TzRtZ292_7w
First a side note - the author says he plans to work for 46 years! Egad!
Maybe most of these “factor bets” require you to keep the faith (& rebalance) and hope your day comes. And it may be fleeting - don’t be greedy, rebalance back out. F…
This is good stuff! Thanks to all. Although not directly related, I am linking an article about “green hydrogen” electricity generation. The idea is that excess solar power would be used to create hydrogen, through electrolysis, and then that hydr…
Test - Here's the Link - nytimes Krugman
Voila!! NOTE - you do need to delete the “ http://” that appears in the gizmo window.
I would appreciate it if folk would note the source in their description. I like to know where I am going before the …
Thx for posting!
From another article:
“ The level of economic activity is miserable. Seven months into the pandemic, most sectors of the economy are producing below — and in some cases far below — normal levels. The number of jobs on employers’ pa…
Thanks for posting
I need to dig into this, or maybe someone else will do it for me. There seem to be relationships here that I have never seen before, for instance, why does she think total (non-business) assets per national (including business) a…
Thanks for the info folk!
We are 60 & retired. I have always been cautious and currently have age in bonds/cash. As noted above, the cash/bonds are primarily in a stable value fund, cash and FADMX.
I have felt that being cautious in 2001 and 2…
I’m not sure what value, if any, this has for others, since they are unaware of the other holdings, how the portfolio is constructed or the age and other circumstances of the individual. To wit: A newly married 25 year old male might invest comple…
I forgot my /sarc tag!
. (manifestly. I wonder how they got the job in the first place.
Buffett said: "We look for three things when we hire people. We look for intelligence, we look for initiative or energy, and we look for integrity. And if they…
Danoff was on Ritholtz MIB recently: https://ritholtz.com/2020/09/mib-beating-the-sp500-for-30-years/
Transcript here: https://ritholtz.com/2020/09/transcript-will-danoff/
I haven’t listened, Interesting that he is making the rounds this month, ra…
Here’s Yardeni’s optimistic view: https://www.yardeni.com/pub/yriearningsforecast.pdf
It’s also interesting to look at the estimated sector earnings here: https://www.spglobal.com/spdji/en/documents/additional-material/sp-500-eps-est.xlsx?force_do…
Thanks, David for point us to this. Here’s Barron’s take : https://www.barrons.com/articles/climate-change-poses-a-major-risk-to-u-s-financial-system-warns-regulator-51599667397
“ The risks from climate change include damage to infrastructure, hous…
OK, that was too easy...
Hi Ted, I sold MFLDX a few days, with a good profit, after I open this thread. Although, I feel Kevindow is on target with his comments ... They came after I sold.
Old_Skeet
see bottom of first page
https://mutualfundobser…
If you play with this chart:.......FLPSX,IJH,NAESX.....
FLPSX performed well PRIOR to 2005 but after that, for the last 15 years, it has been an index hugger.
I had noticed the Equity Put / Call value had fallen to very (historicly?) low levels. I can’t figure out how to post a pic of that - but my profile picture is that graph from Stockcharts.
It is not a flawless indicator, maybe even a poor one, b…
I would assume it is a export play. From the article:
“ There is nothing like the Nasdaq in Japan. Like Europe, Japan lacks a large and innovative tech sector.
Its top five companies—Toyota Motor (TM), Sony (SNE), SoftBank Group (SFTBY), Keyence (K…
I’ll repost this when the transcript is available but the most recent MIB podcast spoke to the benefits of holding dry powder. Obviously I didn’t retain the specifics but it was worth a listen or a quick read when the transcript is available.
http…
First off - how can “Post-modern” even be a thing? But leaving that aside, I understand this conclusion as I talk like this everyday — “ post-modern conservatives have elected illiberal strongmen who disdain the very idea of truth and wish to estab…
The problem with Pelosi is the fact she was lecturing about wearing a mask, keep a distance, keep businesses close, defund the police, but she has protection.
I doubt Pelosi has called to defund the Police. You just wish you could make that an issue…
I haven’t read WABAC’s links but I assume they are similar to the arguments Adam Serwer makes in
https://theatlantic.com/author/adam-serwer/ Such as in: https://theatlantic.com/ideas/archive/2019/09/trumps-ukranian-favor-what-impeachment/598849/
“…
Interesting that state voting laws are so diverse. This women in Iowa voted twice. Or maybe tried to vote twice and got a suspended sentence. https://desmoinesregister.com/story/news/crime-and-courts/2017/07/07/iowa-woman-charged-voting-twice-trump-…
