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.
LAUGH, Catch. ......
Investor: a link to her blog. If you find the time, you might cruise through, see for yourself whether she knows what she's talking about.
http://www.financialsense.com/contributors/danielle-park
I do believe you. Yet, she has a refreshing, straightforward style. ("Remember, what Canada sells to the rest of the world is mostly rocks and trees.") She takes RISK very seriously. She could never be accused of being imprudent. Ya, she might very…
Quite right, claimui. If I'm gonna hold something for years and years, I wanna know that what's being taken from me before I ever even see any profit (the E.R.) is as low as I can find, and still choose a fund with good looking profit numbers. It's …
Congrats to them re: being the 2012 M* Managers of the Year. FRELS is also co-manager with KALIEBE at their (MAPOX) Balanced fund. 5 stars there too, like their Mairs & Power Growth fund. I've got MAPOX and their still rather new small-cap fund:…
Quoting from the article: "Investors poured $20 billion into emerging-market bond funds last year through November (the most recent data available), almost double the $12.5 billion that flowed into the funds in 2011, according to investment researc…
Hello. An interesting topic. The lone "balanced" or "allocation" fund I hold which includes both stocks and bonds in its portfolio is MAPOX, from Mairs & Power, out of St. Paul... M* rates it with "average" risk for its category, but with "high"…
I finally took the time to look up that location-name, after all these years. It's in the Catskills. Ken Burns used this tune as his theme for the PBS series on the Civil War.
Hey! I LIKE that s***, I mean, that STUFF. Beaudelaire, figures. What are humans for? What am I here for? Related questions. There are times when I'm truly drunk on sheer beauty: be it Art, Music, or Scotch. I was at a funeral the other day, and an …
Others have mentioned MSMLX. Simply on the basis of the stellar reputation which Matthews carries around, I could suggest that one, though I do not own it. I couldn't bring myself to pay a 1.97% ER, either. Also have a look at PRIDX from TRP. It wea…
David, hi.
If you were to supply us with such "elevator speeches" it would serve the purpose of putting some fund names in front of us that some may never had heard about. It could be very useful on that score. I prefer not to run with the pack. O…
Thanks, OJ. AND Hank. AND Anna. Yer correct, Anna. It's a good thing they don't put me in charge. Heads would roll. And people would not be sleeping on sidewalk grates. Unless they choose to. You can lead a horse to water...
"...different asset allocation models that look at momentum or volatility or risk parity..."
But then, would you be managing CONSERVATIVELY? I understand you're looking for a professional outfit that will do the managing, rather than yourself, or t…
I read this thing, Ted. Thank you. In some ways, uncle Jeffrey is an outlier. He seems insightful to me, in a way that is difficult or impossible to explain. There ARE those of us, of such an ilk. Probably drive everyone else crazy. We manage to be …
What are humans for? Used to be religion provided those answers with a religious vocabulary that most of us understood. Some of us eventually figured out that from the start, we can create a sense of purpose, a sense of MEANING for ourselves. Some o…
Yes, we've been hijacked by a world-view which makes gov't the enemy, just because. We just don't like government. But why? Well, gov't is always interfering. How? Well, gov't makes us follow regulations and forbids some excessive crap by which the …
Ralph Cramden ("Honeymooners") lived in an age in which telephones were not yet considered to be a necessity. He'd run upstairs to use Art Carney's phone. ("Trixie" was the wife, and... what was his character's name? Oh, yes: NORTON.)
Technology ha…
As for J. Gundlach: My impression is that he knows what he's talking about, maybe even insightful. This, after listening to him on tv and reading his stuff, since I'm a DLFNX shareholder. Still, he could be wrong about things. So I constantly pay at…
Makes sense about Gundlach. I wanted/needed a core bond fund. His (DLFNX) is not truly typical, though. I don't mind if it's atypical, as long as it produces. I like not to travel with the herd, though some of my holdings have been around a long tim…
Well, I find that my bond funds have indeed clunked, to use Catch's word, above, particularly PREMX. And DLFNX is going nowhere fast. My other is MAINX. It's doing just a sliver better. These are informal observations, not hard calculations. I also …
OJ, you're spot on, methinks. You did not specifically mention the Dust Bowl, and I'm not old enough to recall the Dust Bowl days, but surely some of us in here are old enough. Zorba---that Greek guy---when confronted with a complete catastophe at t…
Well, Crap. The spaces all got squished together. The posting turns out to be virtually worthless with all those lovely numbers all sitting on top of each other, or in each other's pockets. Giant big crap.
I think the Fed will ease its way off of QE. What I have in domestic bonds is just in DLFNX, at just 2.58% of total, and it's spitting out monthly dividends. Guess I'll hold on for the ride.
Yo, Ted. What's up wit dat? Catch 22 has shared his portfolio here and explicitly told us that it's a portfolio intended for capital preservation in retirement. He's holding so MANY different funds, it would leave me overwhelmed. But forget that. I …
Quoting Scott: "I think there will be down days after the recent rally, but the direction continues to be up, despite negatives." I agree. The Market is not operating consistent with fundamentals of any sort. It's like a cog rotating madly, but not …
Well, then. It's a good thing I'll not be moving any money around. I'm not proud nor tired. Just really and truly find myself to be well-positioned. Well-positioned enough to make me happy, and happy also that all the stuff I'm reading via links off…
Quite right, I'd say. It took nerves of steel to stay the course and to even just be IN the market after the '08 Crash, but that's what I did, and have been adding and reinvesting gains, too. I'm not unhappy about that today, especially, Mr. Market …
For years, I've come to FA and MFO to share information and insights and get a pile of new ideas that would otherwise never have dawned on me. I'm grateful to all concerned. Happy New Year.
