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.
@Lewis: Your story gave the Lampert slant which gives more detail. I just wanted to let you know this old man can still run with you young pups.
Regards,
Ted
@bee: Thanks for reminding the board about Puddhead's head's-up on auto loans. Just as an aside I own ALLY-A GMAC Capital Trust I, 8.125% Fixed Rate/Floating Rate Trust for it's excellent yield.
Regards,
Ted
@MFO Members: It's been about 20 years since I first linked Max Gunther's Zurich Axioms to the FundAlarm Discussion Board. One of the major problems I see on the MFO Discuaaion Board is that many members don't take enough risk. Here's what Max G…
@ Congratulations, you beat me to the Merriman article, but in the future you should link like this:
1) Paul Merriman: Have Value Funds Become Too Valuable?
2) Give An Introduction:
For many years I have advocated that investors overweight the e…
@redwing: Nothing wrong with the funds, but you need to start using high-octane instead of regular. You need to get you fund allocation to at least 5%+
@guilhermes: If I'm going to give a fund manager my money, I expect he/she to put it to work in equities or bonds that will return a rate higher than CD's or MM with slightly higher risk. I consider any cash reserve in excess of 5-7% excessive. O…
@ Lewis: Good morning Lewis, it's called online shopping ! Here are a dozen more closings.
Regards,
Ted
http://www.clark.com/major-retailers-closing-2017
@Bobpa: In order to have any meaningful position in any single mutual fund, I agree with MikeM and Tony it should be at leat 5%. You want to be careful, and understand diversification and diworsification"
Regards,
Ted
@Bobpa For your information COSIX is ranked #1 in the Nontraditional Bond Fund category by U.S. News & World Report.
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/nontraditional-bond/columbia-strategic-income-fund/cosix/holdings
@dirkracette: There is a ton of material on the subject. Here is an article from Wharton Business School to get you started. In my opinion it isn't an either or proposition. I have always advocated using both passive and active management.
Regar…
@MFO Members: (Click On Article Title At Top Of Google Search)
Q&A with Phil McAndrews, CIO, TIAA-CREF’s Global Real Estate
Regards,
Ted
https://www.google.com/webhp?sourceid=chrome-instant&ion=1&espv=2&ie=UTF-8#q=TIAA-CREF:+Real+…
@BenWP: No, my accountant takes care of that. The K-1's usually arrive late, which requires an amended return be filed. It's really no big deal.
Regards,
Ted
@Lewis You may be an excellent writer of financial news, but apparently you didn't hear the latest news about climate change. The Trump administration has proven once and for all that global warming does not exist.
@Mark: FYI: LEXCX has had an annual return of 10.59% since inception, 11/18/35.
Regards,
Ted
http://money.cnn.com/quote/mutualfund/mutualfund.html?symb=LEXCX
@dryflower: Here are some Large Company Stock Fund returns over 1,3,5,10,20 years. Returns as of 2/28/17.
Regards,
Ted
http://www.kiplinger.com/tool/investing/T041-S001-top-performing-mutual-funds/index.php
