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.
@ron: For your information. Sam Stovall S&P, three sectors to avoid right now.
Regards,
Ted
http://finance.yahoo.com/news/it-s-a-trap--3-sectors-to-avoid-right-now-172459078.html;_ylt=AwrBEiEhtutT_EQAkyGTmYlQ
KMI tailwinds help my individual MLP's, BX and KKR.
Regards,
Ted
BX: http://www.marketwatch.com/investing/stock/bx
KKR: http://www.marketwatch.com/investing/stock/kkr
@Bitzer: You bring up an very interesting question, you don't have to be a MD. or for that matter a PHD. to know that over time stocks outperform bond. Therefore an allocation of 40% bonds is way overdone. How about his 25% No Brainer ?
Regards,…
@tigerman3: You have to get up very very early to best the linkster. As Hulbert points out, its very easy to get out of the market, but much harder knowing when to get back in.
regards,
Ted
http://www.mutualfundobserver.com/discuss/discussion/1498…
@tigerman3: Here's Dr. Bill's haystack portfolio. Note his 6.90% return trailed the S&P 500 index buy 1.58% over the 10 yr. time frame. Further, he lost his bet with Bob Young in an active passive contest. It only proves the world can use go…
@Scott: Speaking of Harry Domash and Dividenddetective.com.
Finally, FundAlarm's Discussion Board is another area worth checking out. The boards are moderated, meaning that rude, off topic, or otherwise offensive messages don't get posted. With mo…
@davidmoran: I agree, only when go out 15 years does SEQUX have superior percentile numbers.
Regards,
Ted
http://performance.morningstar.com/fund/performance-return.action?t=SEQUX®ion=usa&culture=en-US
@MFO Members: What's also interesting to note is how Mid & Small Cap Indexes have outperformed the S&P 500 on average over the 15 year time period.
Regards,
Ted
MFO Members: DSFAX performance numbers, bad, tell why this fund has died. As I have said in the past we could get rid of about 7,009 more, and never miss them.
Regards,
Ted.
http://performance.morningstar.com/fund/performance-return.action?t=DSFA…
@Old_Skeet & rjb112: The sole purpose of my links is to help MFO fund investors make more informed decisions regarding Open-End ,ETFs and CEF's mutual funds.
Regards,
Ted
@Old_Joe: This is a sideshow, don't let this deter you from investing.
The 10-year Treasury note 10_YEAR +0.37% yield, which falls as prices rise, was down half a basis point at 2.420%, the lowest close since June 2013. The yield fell as low …
David: As one who has made over 41,000 links for hundreds of news sources my understanding of copyright law comes down to the intention. If their is no profit motive involved when the article is published then it is fair game in the arena of public…
@jlev: Braham should take up his concerns with Google not me. It was Google and Barron's Free Pass that allowed me to cope & paste his article.
Regards,
Ted
@MFO Members: The Pizza Cono !!
Regards,
Ted
Here's Real Pizza From Chicago:
https://www.google.com/search?q=pizzeria+due&tbm=isch&imgil=u_tWr7qECIBeUM%3A%3BcUsKIjAriADCQM%3Bhttp%253A%252F%252Fchicago.seriouseats.com%252F2011%252F…
MFO: Members: I guess I should have used quotation marks, "Dear David: I really love your writing. I just wish there weren’t so much of it. Perhaps you could consider paring back a bit? " These are not my words, but come from the commentary itself…
@davidmoran: Here is the companion article from MarketWatch.Com.
Regards,
Ted
http://www.marketwatch.com/story/index-funds-superior-to-high-priced-active-management-2014-08-01/print?guid=A88A6EFF-2BDE-404A-82CF-4654914144D5
@Paul: Who cares what the manager stake is, the fund performance puts it one wing away from being a turkey.
Regards,
Ted
Fund Performance: http://performance.morningstar.com/fund/performance-return.action?t=EVGBX®ion=usa&culture=en-US