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.
@MFO Members: Objectives be dammed, your a retail investor ,not a trader or institutional investor. Here's just one example: The almost 13% difference between CPLSX and the Haystack is a lot of money.
Regards,
Ted
CPLSX: 2017 8.89%
S&…
@Mgconslts: Welcome to MFO ! OAKIX has an excellent long term record, and don't worry about the volatility, this fund is a winner, winner chicken dinner.
Regards,
Ted :)
@MFO Members: The Linkster recommend you own the two big dogs of the telecommunication world, T and VZ, both have excellent upside potential and excellent yields.
Regards,
Ted
@mcmarasco: Since your already playing with house money, I give it some more time. However, if in continues to lag in the next three months you should consider taking your profits and run. I have always believed in romancing a fund but never marr…
@MFO Members: It sure would be nice to have a big boy conversation with catch22, but I don't see that happening. It must be the cold weather in the UP of Michigan.
Regards,
Ted
@mikeM: Thanks, its not only me ! Some MFO Members think I'm picking on catch22, but I'm not. I just don't understand what his message is most of the time.
Regards,
Ted
@catch22: I'm sorry, but I don't have the slightest ideas what you are talking about except you repeat the same options three times. Please translate into English for those of us who are intellectually challenged. Option 4. take two aspirin and do…
@catch22: There is nothing wrong in owning the market, and taking the returns it gives you, but for enhanced returns one needs to overweight a given sector. Once again in my opinion, not owning a pure tech fund is a big flaw in your investment thin…
@mcmarasco: On 10/30/17 I purchased MSOPX to get more international exposure in Europe and Asia. I'm very pleased with it so far, returning 8.61% since purchase.
Regards,
Ted
M* Snapshot MSOPX:
http://www.morningstar.com/funds/xnas/msopx/quote.html
@Old_Joe: Thanks, I'm sure David will appreciate anything you can do to help. You are a valuable member, and I know you want the MFO Webiste to prosper.
Regards,
Ted :)
@MFO Members: Exchanged SPY for IVV, 0.9 ER vs. 0.4 ER. Not a lot of savings, but every penny counts over time. I intend to hold and add to the haystack as long as I am on this planet.
Regards,
Ted
@Lewis: In case you don't remember, at one time the airlines were regulated. And what did we get, high ticket prices, limited schedules, and dirty planes.
Regards,
Ted :)
@MFO Members: The article was about treasury bonds ! The average Intermediate Government Bond Fund returned 1.53% in 2017
Regards,
Ted
https://www.bloomberg.com/news/articles/2017-12-30/peculiar-year-for-markets-defied-almost-everyone-s-expectations