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: Speaking of hot new, 5/1/16, foreign large-cap blend funds ! Look at FINOX, up 9.26% in the last month.
Regards,
Ted
http://www.morningstar.com/funds/XNAS/FIONX/quote.html
@MFO Members Eariler this month I took a position in CSCIX with the belief that the sector will outperform the S&P 500 for the remainder of 2016. According to conventional wisdom, rising interest rates are bad for REITs. The theory is that inv…
@MikeW &MFO Members Here is U.S. News & World Report's ranking of Foreign Large-Cap Funds.
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/rankings/foreign-large-blend
@MFO: In my opinion, when someone is considering their fund allocation to bonds/equities or both combined, I suggest they review Vanguard Portfolio Allocation Models from 1926-2015 that show the historical rate/risk returns from 100% stocks to 100%…
@MFO Members: The patient died caused by small AUM, high ER, and the following performance percentile of YTD 96, 1Yr. 96, 3Yr. 95, 5yr. 98 !
Regards,
Ted
@MFO Members: Using BlackRock Cash Funds Institutional 7-Day yield 0.53
One has $1,000,000 invested for 30 days at a 7-day SEC yield of 0.53 then:
(0.53 × $1,000,000 ) / 365 ~= $14.52 per day.
@MFO Members: Where the Big Dogs park their money !
Regards,
Ted
Top Institutional Prime Money Market Funds:
http://www.imoneynet.com/institutional-money-funds/
@Old_Skeet & MFO Members: Article ties in with your keen observation about the market being overpriced.
Regards,
Ted
Investors In This Market No Longer Respect Valuations
http://www.marketwatch.com/story/investors-in-this-market-no-longer-resp…
@Sven & MFO Members Can't get enough of Spencer Jakab ?
Regards,
Ted
Tomorrow's Guest On WealthTrack:
http://www.mutualfundobserver.com/discuss/discussion/28698/consuelo-mack-s-wealthtrack-preview-guests-jonathan-clements-spencer-jakab#latest
…
@heezsafe & MFO Members: Nice link heezsafe, I'm jealous you beat me to it ! Here is David Blitz's study on using smart-beta indexes.
Regards,
Ted
http://www.robeco.com/images/whitepaper-smart-beta-investing-062014.pdf
@ MFO Members The key phrase, "with a few significant exceptions." Looks like Jim is doing nothing more than being a parrot for passive investing. ! According to CXO Adivsory he has a accuracy rating of 47%, which is about average.
Regards,
Ted
…
@rabockma: Along with SDOG, I suggest you look at NOBL, and VIG.
Regards,
Ted
A Dividend ETF That’s Giving Our Longtime Favorites A Run for Their Money:
http://news.morningstar.com/articlenet/article.aspx?id=759468
@Old_Joe: As you can see by his response to me, Louis has no sense of humor. I guess I'll have to vote for Gary Johnson. "nasty, bizarre ad hominem attacks". I think Louis needs a pill !
Regards,
Ted
@ Lewis: I thinking of writing you name in for President ! We don't have much in common, but I can't see myself voting for Hillary or Donald.
Regards,
Ted
@TSP_Transfer: Question ? Which one is you, the baby on the left, or the Bullmastiff on the right ?
Regards,
Ted
http://www.mutualfundobserver.com/discuss/profile/1467/TSP_Transfer
@TSP_Transfer: Question ? Which one is you, the baby on the left, or the Bullmastiff on the right ?
Regards,
Ted
http://www.mutualfundobserver.com/discuss/profile/1467/TSP_Transfer
@willmatt72: Are you in the 39%+ tax bracked ?
Regards,
Ted
Fidelity:
https://www.fidelity.com/mutual-funds/information/year-end
How ETF's Are Taxed:
http://www.investopedia.com/articles/investing/061615/how-etf-dividends-are-taxed.asp
ETF.Com:
h…
@rforno & Old_Joe: For those of us unwashed who don't have the slightest clue about Speyside 1
Regards,
Ted
https://en.wikipedia.org/wiki/Speyside_single_malt
@Lewis: Based on the content of the linked commercial, and "Proof That It May Be Time To Bail on U.S. Stocks" I don't think SNL will be calling you in the near fututre ! On second thought, they will never call !
Regards,
Ted
TSP _Transfer: Give out my name and phone number over the internet, are you crazy ! Instead you give that information, and then give a indepth report of 20 works or less to MFO'ers
Regards,
Ted
@expatsp: I agree, nothing lasts forever, but the trend is your friend at least for the remainder of 2016. With interest rate likely on hold for at least the next six months and a goldilocks economy we are in the calm eye of the hurricane. I reco…
@MFO Members: Speaking of robo-advisors, Legg Mason is getting into the act.
Regards,
Ted
http://www.investmentnews.com/article/20160707/FREE/160709965?template=printart
@MFO Members: (From an earlier link "Markets Confound In Year's First Half."
With dividends included, the Standard & Poor’s 500 index returned 3.84% in the year’s first six months, according to Bianco Research. Meanwhile, the Treasury’s benchm…
@David: With all due respect , your going to need some more lipstick ! The average SCV Fund returned 5.27% over 3Yr. period, and 7.48% over 5Yr. ARIVX has returned 2.52 and 3.28 over the same peroid of time which is 50% less than the average SCV …
@David & MfO Members:The fund's YTD and 1Yr. returns are due mainly to positions in precious metals stocks, but let's not try and put lipstick on a pig. The 3 & 5 year returns for ARIVX put it in the 95 and 94 percentile coupled with it's ex…
@MJG & MFO Members: Speaking of Harry Dent, here is an article written by Larry Swedroe on Dent's failed attemps at managing a open-end fund and ETF.
Regards,
Ted
http://www.cbsnews.com/news/harry-dent-and-the-chamber-of-poor-returns/
@PRESSmUP: There is no question that most utilities are at the very high end of valuation, but in this continued low interest rate enviornment this interest sensitive sector should do well for the remainder of the year.
@Anna: Brexit is just a short term blip, and I recommend MFO's don't have a knee-jerk reaction and sell. One thing for sure, in my opinion, the Fed will be hard pressed to raise interest rate for the remainder of 2016. Long term the U.K. will do …
