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.
“My current bond funds consist of domestic investment-grade bonds almost exclusively.”
I’ve got about half of my bond allocation in DODLX, which is mostly investment grade - both domestic and international. The rest is mostly in investment grade i…
@MikeM - Thanks - I always enjoy hearing how others try to hedge their portfolios. Gold to me is kinda the “wicked witch” of investing - best to have her on your side. Nasty when she’s not. BTW - How much (%) do you keep now in that robo-portfolio…
This is part of tech advancement. Cars are built today by robots on assembly lines. Still it requires human to programming and maintenance of the robots. Machine learning helps to speed up the iterative development process for manufacturing. I can …
I wasn't expecting FIPDX to return roughly 9% this year. I thinks there's something to be said for already being there when things turn around ...
Yahoo shows FIPDX having a current duration of 5.7 years, below the 7.3 year category average. I’d …
If Trump really refuses to concede or if the Democrats win everything things will really tank. the
This is not meant to spark a political discussion (please, folks - let's keep being good this week!) but my sense is that if Biden wins decisivel…
I’d be more inclined to sell rather than buy today. Haven’t yet set aside my anticipated 2021 distribution, which is my my preferred method. Normally, that $$, or a large portion would be parked in cash by now. That omission is mainly because I don…
Tend to agree with FD1000 and MJG to the extent that I think one shouldn’t make significant changes in their investing approach (ie: running to cash, loading up on gold, buying treasuries) based on such prophesies as “A reckoning is coming“. I some…
Oops. I didn’t realize the link to “armchair investing” (or whatever) was posted here today by Ol Skeet under a different screen name. I’m afraid I thought someone else here had found it off-site and reposted it here. No. I agree that’s pretty “fish…
I never paid attention to the barometric reading - though I guess some did. But, I’m a bit compulsive about allocations. That’s where I see value in Ol_Skeet’s barometric presentations. I used to enjoy studying various ones found online and than …
the top 10 percent own 83 percent
Do you think any of that top 10% participate in mfo discussions? Let’s hope so. Otherwise, the good people who come here to talk about investing represent (at most) only 17% of the market. A dismal thought.
I don’t do podcasts unless it’s something really compelling. (A return from the dead by Louis Rukeyser for a “special” present day market update might qualify. :) )
While I don’t much listen to podcasts, I like Bloomberg TV as background noise, s…
One of my best “sleep well” funds is PRPFX - not normally thought of as defensive. They spread the money around in some very diverse assets (gold and silver, growth stocks, nat. resources, treas. bonds, the Swiss fanc, real estate). So, without exp…
The original OP mentioned tax efficiency. That’s where I stepped off ship as my investing is 95+% in tax sheltered vehicles. But I’d be remiss not to mention that the Lipper analytics which can be accessed through Reuter’s and some other venues do…
I thought @rforno said it both eloquently and succinctly at 7:33 am this morning in his off-topic post titled “An MFO Forum Observation”. I’ve said as much more than once myself, but not as well as he laid it out. That’s not to say one side or the…
I always like the term chartists. There's really nothing "technical" about what they're doing.
Apologies for posting this one. Thought I had verified the date, but must have missed it. It is from July, 2020. And @WABC is right. This one doesn’t pre…
Well, 30 or 40 years ago I attended a sensitivity training workshop in which we were asked to complete a questionnaire designed to tell if we were racist or not. To my surprise, I failed it. Obviously I’ve worked over subsequent years to become even…
@msf - Glad you pursued this. And your clarification is important.
I’ve on occasion shaken my head at the occasional incorporation here of excessively lengthy verbatim excerpts. What little I know of the law on this comes from work decades ago in …
Don't get to excited , futures down as 9:30 P.M.
DerfYour comment has me wondering how many people here are trading versus how many are buying some sort of fund for a longer time period
Awe shucks. I don’t…
...Had to laugh when Hank mentioned the wall to wall politics, conspiracy etc...kinda like this discussion board lately, no?
Turning into a bunch of pseudo-intellectuals ganging up on anyone who disagrees with their political views...
Used to enjo…
>> The next step then is to treat opposing sides fairly. what does this mean, what are you advocating here?
It only has meaning in relation to the disavowal of a “non-political” forum (my preference). I’m proposing members self-regulate in t…
I’ve long advocated abstinence from politics here. Alas, that is not to be. The next step than is to treat opposing sides fairly. If there are logical coherent arguments in favor of the current misadministration, let them be heard. I could probably …
Busy day. Put in another small buy for OPGSX before left the house this morning. Will get me back to about 50% of what I sold off 5-6 weeks ago. Geez - at 9 AM gold was off about $15-$16.
Looks like it snapped back to nearly flat at mid-day. Miners …
“BTW we also hold other vehicles for risk stratification”
The poster uses a term with which I am not familiar. A search for “risk stratification” led only to its applicability in treating sick / hospitalized patients.
@JohnN - When you have time,…
https://www.mutualfundobserver.com/discuss/discussion/55234/japanese-stocks-are-well-placed-to-confound-the-skeptics
Since I posted the above story 6 months ago, Price’s PRJPX is up about 9.4%. YTD it’s up by 10%, and for one year It’s up 26%. Th…
Reply to: “No one but no one thinks there has been no inflation over those spans.”
@davidrmoran, All that proves is that you and I happen to know different people.(Duh).
I’ve cautioned you before about making universal blanket assertions and att…
Nice to read stuff not connected to politics. :) Ritholtz is good - but the link didn’t provide much in the way of his opinions.
Lot of smart people been warning us for years about the excesses. Alas! What to do? Possibly cash at 0% is the “better…
@ Old_Skeet - Why are you linking a known pro-Russian source? I for one detest Russian influence in our domestic affairs. Certainly, you can find some support for your opinions from pro-America websites?
“ ... Zero Hedge (has) expanded into non-f…
Thanks @JohnN for the above thoughts. (Others take notice.)
In my life experiences I’ve encountered only a rare few (fewer than 1/100) individuals like him in personality / character traits. Not a trained clinical psychologist, so won’t elaborat…
The sources will come out in time. One (as yet unconfirmed) source was John Kelly.
Marine Corps generals who left the Trump administration
Story: Business Insider
“Over time, Zero Hedge expanded into non-financial analysis,[c] such as conspiracy theories and fringe rhetoric[25] that has been associated with the US radical right and a pro-Russian bias. Zero Hedge's non-financial commentary has led to a number…
