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.
I might consider the new frontier fund at Matthews if I didn't already own TRAMX. Since I bought it late last August, it's up 13% for me, in just 8 months. I'll stick with it. TRAMX is Africa/Middle East, heavy in:
-South Africa
-Nigeria
-Saudi Arab…
I was thinking that some of us might like to "get in on the ground floor." I'm holding three Matthews funds already, myself, and honestly do think that adding any more would be like the 5th wheel on a car. But yes, Matthews has made me lots of money…
Thanks, Catch. The spousal IRA route has been brought up before. I can call my tax guy, he's very good. My pension is a pittance, but just enough to give me income enough to take that maximum $6,000 in my own name...You are supposed to be receiving…
Ya, I'm "on the same page, too." I've said before that investing is as much Art as Science. I'm just a solitary guy trying to grow my nest egg, which I'm fortunate to have at all. I'm lucky that for me, investing is not merely hypothetical.
You MU…
Strange, but here goes: Here's a follow-up from VERY late last evening, Tuesday, 30th of April: The same as I described above continued to happen, BUT...
...AT RANDOM, on a whim, I clicked on a drop-down menu where it normally says, "Portfolio" or…
I can't imagine tracking such very specific allocations by single percentage points. My bonds are held in MAINX, PREMX and DLFNX:
-International/Asia
-EM worldwide
-domestic corporate and gov't
ALSO, some bonds in the balanced fund, MAPOX. I own a …
CNBC is a GOP tool. It just makes sense to be aware as I watch. Should I admit this? I often get up very early with my wife before she goes to work, then back to bed--- with either CNBC or Bloomberg at a low audio volume in the background as "white …
I can't argue, MourningStars. I can talk about this sort of stuff only so far before I run up against the ethical issue(s) involved. You can't divorce ethics from money. It would be like divorcing fish and water.
Could be, Andy. He's come a long way since "I've spent four lonely days in a brown L.A. haze..."
.....OOPS, you said you were referring NOT to Jimmy.... My bad. And yes, Uncle Warren DID say that.
Quite right, OJ. The perfect illustration of the fact that just because something CAN be done, does not mean it SHOULD be done. "Job Creators?" LOL. I'd like to tell those "Job Creators" where they should go. Maybe taking one of the so-called jobs t…
Share price up 3.97%, but down after hours. I just looked at those same stats, too. I track this airline just for fun. You know the cure for being a billionaire, right? Invest in airlines and you'll end-up a millionaire. I've seen HA drop like a roc…
Double-checking from the other end. Strange. ARTVX does NOT show HA as a major holding, but M* shows that the fund DOES hold a lot of HA shares--- from looking at the HA page at Morningstar.
One: http://portfolios.morningstar.com/fund/holdings?t=AR…
In answering BobC, I'm with the rest of you. Anna expresses my own thoughts and convictions pretty well. The Military Industrial Complex (Eisenhower) is a greedy behemoth. But a more equitable way of providing for the Common Good would leave us in a…
Firefox here, too, with no problems. If you want to increase the size of the text, you can hold down the CONTROL button while hitting the "+" button. Hit it once, text gets bigger. Hit it twice, three times, 4 times, bigger still. Internet Explorer …
Thursday, 18th April: over the last few very bad days, MSCFX Mairs & Power Small-cap is indeed down a lot. This is one holding I can be precise about in terms of its performance in my portfolio, because I know EXACTLY how much I invested here, a…
Reply to @Mona: Hello. I'm really not any sort of professional. I have noticed what you just spelled out, too. I have seen that for extended periods, MACSX will lag, but then do much better somehow when other Asian funds are doing just a LITTLE bit …
OAKIX is concentrated in Europe, but Tweedy is, too--- and with much less risk. I used to own Tweedy. It stalled, but over the long run has proven to be wonderful. In fact, the risk/return profile could not be any better, according to Morningstar. .…
Yes, MSCFX was down the most, of the funds I own.
In addition:
MAPOX -1.41%
MAPIX -1.46%
MAINX -0.18%
MACSX -1.08%
SFGIX -1.63%
TRAMX -2.17%
PREMX -0.14%
DLFNX was UP! Just a penny, at +0.09%
.......And at last, the share price is back ABOVE the…
Bonds? EM bonds? My portfolio holds 39.71% in PREMX, and 2.55% in DLFNX (Gundlach's fund.) The remainder are in the balanced fund, MAPOX. I'm happy. I've got a toe-hold in low-yield domestic stuff. I don't want to hold much in that category... But t…
I'd say be careful not to be TOO conservative. I'd feel good, if I were your grandson---putting 1/3 in an FDIC-insured item, prob. a simple CD. Then 1/3 in MAPOX: conservative, balanced, with some bonds to go along with the equities, and a great per…
Reply to @Investor: Microsoft has sucked for a long time. That's old news. We all use Windows, sure. But I steer clear of Outlook or Internet Explorer or anything else that I can avoid from Microsoft, or affiliated.
I remember JG being interviewed on Bloomberg last year sometime. He was telling the host that "I wish I could explain" (his) bond-strategy. He said he is "exploiting inefficiencies." Not sure what that means in terms of hard facts, but at least conc…
The conclusion: "Are we ready to take up that challenge?" Sadly, no. Sadly, the American people are sheeple. Collectively, we are unable to see outside the box or act on a political idea that isn't sponsored by either of the two major parties. To en…
Terrible to see about Stockton. I lived there, 1996-2000. Was involved with some city gov't people and secured city money for some after-school programs. Lousy gang-town, otherwise.
Generally, the rule is that the older you are, the more you should have in bonds as opposed to stocks. And most will tell you to hold more domestic stuff than beyond the border, but my portfolio is just the opposite. We do not know how much you hav…
