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.
@tommitchell: Thanks for the kind works ! I going to link some 529 plan information that might be of some use, depending on what state you lives in. Vanguard is considered by most as the gold standard of 529 plans.
Regards,
Ted
P.S. I'm a retire…
@SandraWisdom: First, welcome to MFO ! For you information I'm linking open-end , ETFs, and CEF high yield funds for you to screen.
Regards,
Ted
High Yield Mutual Funds:
http://money.usnews.com/funds/mutual-funds/rankings/high-yield-bond
ETF High…
@Junkster & MFO Members: I wasn't sure what the market would do until I read Jim Rogers comments on Bloomberg this morning, when he forecast there's a 100% probability of a U.S. Recession within a Year. Now, I more bullish than ever. !
Regar…
@MFO Members: All good thing must come to a end ! In my opinion, this thread should be closed. 356 and 450 comments between two threads doesn't leave much more to say, does it ?
Regards,
Ted
@Crash & MFO Members: Here's how U.S. News & World Report which uses Zack's, along with M*, Lipper, S&P Capital IQ, and The Street to arrive at a consensus ranks the four funds listed in Crash's link.
Regards,
Ted
ABALX: #5
TRPBX: #22…
@BenWP & MikeM: Ben said, " I would put in a plug for the local (Indiana) talent at the Bruce Fund." The Bruce Funds office is located in Chicago at Bruce Fund Inc. 20 N Wacker Dr, Suite 2414 Chicago IL 60606. Phone: 800-872-7823
. Bruce Fund'…
@willmatt72: FYI: U.S. News & World Report ranks FGMNX #1 in the (IGB) Fund Category. In 30 years the fund has had only two down years, 1994 and 2013. HSCSX is ranked #8 in the (SCB) Fund Category. Bob Young's fund ranking system is based sole…
@David & MFO Members: "Over the course of the full market cycle, the small cap fund -inclusive of growth, core, and value - with the highest Sharpe ratio, a measure of whether you're getting compensated for the risks you're taking - is Intrepid…
@Shostakovich: Show me a man who never admits to a mistake, and I'll show you a liar. You don't need to apologies, we all make mistakes, except for Lewis Braham,.....just Kidding !
Regards,
Ted
@Shostakovich: Thanks, but this took place over a year and a half ago on 10/1/14.
Regards,
Ted
https://www.roycefunds.com/news/2014/10/steven-mcboyle-joins-charlie-dreifus-royce-special-equity-funds
Steven McBoyle Bio:
http://www.bloomberg.com/rese…
@Lewis: I'm having a great deal of difficulty reading your latest comment. It appears something is getting into my eyes from the monitor screen. What do you thing it could be ? I think your to young to remember Connee !
Regards,
Ted
Smoke Gets …
@bnath001: Here is a MFO Feburary 2014 discussion on portfoliovisualizer.com, started by MJG, that should give you some insights.
Regards,
Ted
http://mutualfundobserver.com/discuss/discussion/11407/an-exciting-portfolio-backtesting-website
@heezsafe: (aka. Chauncey Gardner) I hope your don't mean that I'm a simple minded moron played by Peter Seller in the Movie Being There. I have a name, and in the future I expect you to use it
Ted
hank: This might be of interest to you.
Regards,
Ted
Why Stocks & Oil Are Correlated:
http://www.etf.com/sections/features-and-news/why-stocks-oil-are-correlated
@David: In my opinion, the economy is in good enough shape to support a bull market for the remainder of 2016 Yes, there are threats that could bring about the bull's demise in 2016, and stocks are not undervalued. However, China's economy contin…
@Art & MFO Members: Your right Art, its good medicine, I think Lewis needs a spoonful of sugar, to go with his new boxer's !
Regards,
Ted
Julie Andrews: Mary Poppins: A Spoonful Of Sugar
@shipwreckedandalone: Considering you still own VBINX another Moderate Allocation Fund, I think you've made a wise decision. Over the years FPCAX percentile ranking has slipped from 1-93.
15 Years: 1
10 Years: 10
5 Years: 33
3 Years: 48
1 Yea…
@Lewis: So far it appears, of all the MFO's who viewed the video, you are the first one to object to it's content. I wish you would have accepted the video in the spirit it which it was intended. Might I suggest you switch to boxer shorts, it see…
@MFO Members: This is a little dated, four year plus, but does give you some perspective on Grantham's forecasts from CXO Advisory.
Jeremy Grantham: Train Wreck Spotter
http://www.cxoadvisory.com/3200/individual-gurus/jeremy-grantham/
@MFO Members: Here is Jeremy Grantham's 2/4/16 Barron's interview titled "Grantham: Economy Will Beat Consensus View"
(Click On Article Title At Top Of Google Search)
Regards,
Ted
https://www.google.com/#q=Grantham:+Economy+Will+Beat+Consensus+View…
@DavidV & MFO Members Here are some suggestions.
Regards,
Ted
Suggested Bond Time Period Allocations:
25 Years + To Retirement:
11-25 " " "
1-10 " " ":
Retirement:
:
http://www.seninvest.com/article13.htm
@Shostakovich: I like to have you believe that I have my people working at M* but that would be a lie. Actually, I got the information by luck. I Googled Osterweis Strategic Investment Fund structural and tactical issues, scrolled down and there…
@sligo & MFO Members: Fund opened on 11/1/13 @$10.00 and closed last Friday @$8.58, 74%, in cash, and a ER of 2.33%, just say no to Renee !
Regards,
Ted
Renee Haugerud:
@Shostakovich & MFO Members:The Linkster is glad to be of help, here is your answer .
Regards,
Ted
http://analysisreport.morningstar.com/fund/research/c-report?t=XNAS:OSTVX®ion=usa&culture=en-US&productcode=MLE&cur=
@Lawler & MFO Members: Thanks for the reminder, here is the article. (Click On Article At Top Of Google Search)
https://www.google.com/#q=What+Recession?+GDP+Set+to+Grow+3%+barron's
@Edmond: In retrospect, I think you right the subject matter New York Federal Reserve’s Liberty Street Economics blog, economists argued that mutual funds are at risk of fire-sales and runs was covered in a previous earlier morning link "Federal Re…
@msf: U.S. News & World Report ranks PSPHX #2 & ETHSX #16. My problem with ETHSX is it's load. There are many excellent health-care fund that are no-load. On the positive side is ETHSX's manager, Sam Isely, who's steady hand has managed …
@johnN: Here is an aticle from Forbes on how to find truly free tax software. Be careful and make sure you understand what the software does and doesn't do for free.
Regards,
Ted
http://www.forbes.com/sites/robertberger/2015/02/02/how-to-find-tru…
@MFO Members: Created 4/30/12, with assets of only $21.7 million, and a 90th percentile perfomance record, with 2.36% ER. Management requests you don't sent flowers.
Regards,
Ted
M*: CLLIX Performance Record:
http://performance.morningstar.com/f…
@MFO Members: "Volatility is not the same thing as risk, and investors who think it is will cost themselves money." .....Warren Buffett
Regards,
Ted
http://www.businessinsider.com/warren-buffett-on-risk-and-volatility-2015-4
