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.
Fish or cut bait? Sometimes it is wise to cut bait. I know what you're talking about, I know what you mean. There's a great deal that's just too complex for me, too. But in this case, from Square One, I have been betting on Foster's own acumen. I ho…
Quoting: "Investors who are attracted to online brokerages offering cut-rate trading commissions should take note, Abel points out. "I think the lesson from this is that even if costs are small or modest, very frequent adjustment is unwarranted," h…
Keep calm and press on. Everything is under control. Its aim was to reassure and comfort. Then, at the very end: ZAP! We might just invest more in India and Indonesia if valuations get much lower... I'm not surprised. The thinking and approach eluci…
13 funds, Heather, is a bit beyond what I'd want to bother taking the time to track and "babysit." Can you get this portfolio down to 8 or 9 funds? Spread out your money TOO much and you end up just diluting your profits. KISS it. Simplify:
E…
No doubt, Metro West carries around a great reputation. I did jump in with "Dr. Gundlach," via DLFNX. He, like everyone else, is unable, alone, to control what goes on. I find him refreshingly candid, though. Like any other Fund Manager, he has a ve…
".....Market Vectors Gulf States ETF, for example, has gained 21.7% this year, thanks to rising oil prices...."
That is about double the YTD returns in TRAMX, which is a TRP Africa/Middle East fund. I suppose the lower results in TRAMX are due to i…
Yes, ditto here. Only "up" fund today was DLFNX. Just a penny, though. Bloodbath, otherwise. And maybe it will get worse before it gets better. But it will get better.
"now, come on, wall street, don't be slow---why man this is war a-go-go;
there's…
"...Yet the talk of recent months has been of a ‘Great Rotation’, a long period ahead of rotation out of bonds and into stocks. Don’t be surprised if there is indeed a great rotation, but in the opposite direction..."
http://www.marketoracle.co.uk/…
That article could have benefited from a proofreader! ...And doesn't all of this contradict everything we've been hearing over the last couple of weeks? ...But on the other hand... blah blah blah blah......I guess it all depends on who writes the ar…
DOWN -0.11% today. TRAMX dropped more than I've ever seen over the past year since I've owned it, down -0.94%.
Bonds stood still (PREMX) or gained just a penny (DLFNX and MAINX.)
"With that in mind, Mr. Wren is using this pullback as an opportunity to move clients into stocks.
“We have lots of clients with a lot of cash who have missed a lot of this run,” Mr. Wren said. “We'd love to see the market pull back a little more, …
I hate to follow the herd, so these words give me some satisfaction. Everybody and his cousin are yanking money out of bonds. I just bought shares in an existing position: MAINX, at the same share price where I originally bought in. In between, I'm …
My "core" holdings, I don't suppose, are truly CORE funds, designed to be such.
Long term holdings: MACSX since 2003
MAPIX..........2009
PREMX.........2010
However, I plan to stick with…
I pay attention to both Grantham and Ritholtz. I hope they're correct! I've not retreated with my EM overweight. Just bought some EM bonds. The timing wasn't great, but I also just bought a bunch more (domestic, balanced, large-caps) MAPOX, too.
Lucky you. My own was mixed. MAINX and PREMX were hammered down again today. Over the past weeks, SFGIX has taken a beating. Down today as well, And DLFNX.
UP: MAPOX, MSCFX, MAPIX, MACSX (---Barely a penny.) And TRAMX was up, too.
Got it. I misunderstood Ted, above. Well, well, well. What we have heard repeated over and over again is the same in this case, too. Mom and Pop are too chicken to hang on through bad days, and sell at all the wrong times. I just threw some money at…
Harumph. S.S. could easily be fixed by removing the upper limit on how much income is taxed for S.S. purposes. Anyhow, it is taxpayers and employers who pay into it. It is not federally funded. It makes no sense to speak of it in terms of deficits a…
Reply to @Skeeter: Hello. I'd been hanging onto some "new" cash that came to me from a bond that matured, back on 01 July. The shape of my portfolio has, it seems, always been primary for me, rather than timing. What I knew for sure was that I was s…
Reply to @scott: No, Scott, I can't say there are. I can't help but to stay interested, trying to keep informed. A lotta that comes from what I read in here. But I've never been in the position of holding a big chunk of cash and holding it, waiting …
Glad for the response, AndyJ. Thank you.... I must be careful---like everyone else--- to guard against "confirmation bias." So, far, though my contrarian instincts, mixed-in with what I've learned here and elsewhere over the years, has me feeling p…
