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 still hold both MAPIX and MACSX. The input you're getting, bee, is along the lines of what I'd have to offer you. I bought into MACSX in 2003 when I first began investing. I find that it pleases me because it doesn't run hot and cold. It's just pl…
I've benefited from investing directly, not through a fund, in particular bonds. (Israeli gov't, but you cannot currently find the good interest rate available in 2003 when I bought the thing.) Investing directly in Treasuries or US Savings Bonds a…
I thank you all for the various responses. I won't panic. ..... Investor, I'm already holding the lion's share of all my total stuff in a tax-deferred retirement vehicle. (Trad. or Rollover IRA.) When I bought-into DLFNX, I wanted to deliberately ke…
I've listened and read uncle Jeffrey. He sounds clear, logical and concise to me, with his head on straight. I am always leery of doomsday talk: "Phase 3." I'm in his DLFNX, and got in just a few months ago, after wanting to do it for quite a while,…
Hello, Alpha66...... Long-term growth funds you might choose from:
1) MACSX Matthews Asia Growth & Income.
2) MAPIX Matthews Dividend "Value" Fund. The name is something of a misnomer. Anyhow, MAPIX has a splendid record. These Matthews fund…
I own it, at just 2.68% of total portfolio. I like that it continues to expand more beyond southeast Asia. Becoming more of an all-world fund, adding a bit more to Latin America and Eastern Europe. Of course, we do not expect it to come to USA and W…
(From above:) "To Max - the system is designed with rules that make everything work."
...You mean like THIS?
Conversation between Techno-Geek/Customer Service employee and Dilbert, stolen from the comic strip:
Techno Geek: We need to enhance our…
Gary, I'm fuming along with you. It's all b---s---. And you're dealing with a Catch-22 of THEIR making. But the system is not set up to make sense. It's deliberately set-up NOT to make sense. The presumption is that something is wrong or in error or…
Well, there are those who are among the uber-wealthy who can allow themselves to see what's what. Warren Buffett figures he ought to pay more in taxes. Taxes. They go to pay for the COMMON good. Remember what THAT is? The roads in my city are like d…
Yes, just looked. Going back 10 years, the fund lands in 90th percentile. But even one of my favorites, MACSX isn't always ahead of benchmarks on this same sort of chart from Morningstar.
Thanks, man. Western Massachusetts is supposed to be on the fringe. The local guys are talking about 50+ mph wind gusts, but the national coverage includes us in a wind-field including 75 mph gusts. Still, it will be an adventure. The Red Cone of Da…
1929 was a watershed year, too. The worst of the Great Depression happened a few years later, though. The Great Recession of '08 is playing out now. The greedy excesses of 1928 leading to that Crash were no accident. Neither was the '08 Crash. In f…
Both of the above, as you say. Took the words out of my mouth...Hank, your response in its entirety makes a great deal of sense to me. I have a domestic balanced fund which I'm very happy with: MAPOX, at just 3.21% of my total. I have been using PRE…
Just bought into DLFNX several weeks ago. Maybe a bad time? Full of Treasuries. But I'm not tired OR proud. I will stick with it for quite a while and expect it to do well.
Best wishes. Wife and I were at Disney there at this time last year. Anniversary. She was in hog heaven, getting pics taken with the characters like Mickey and Pinnochio. I had a blast trying to get those same characters to respond to the outragious…
My hometown(Springfield) here and the State of MA are both taking advantage of the chance to borrow with record low interest rates needing to be paid to bondholders. Someone finally noticed that I-91 sure does need a ton of work, too!
Reply to @Mona and Scott:
Wifey is a USA citizen now. Orig. from Phils. That's why I mentioned that country, specifically. We have asked and inquired of others, and the thing to do (IF we do it) would be to basically take-up residence there but keep…
Just came into some $$$ and:
1) ADDED to MAPOX (div. paid today, share price down unexpectedly on a rather good UP day for the BIG DAWGS. Normally, the div. per share is 45 cents, except the year-end distrib, which historically looks to be a bit hi…
Thanks, Riley, for the 40/40/20 clarification. I'm actually doing the same thing these days with my own bond funds. I'm not taking divs. yet. I'm growing them, reinvesting them. I won't be much further help, I'm afraid. I'm not familiar with most of…
(Or did you just give us your total Big Picture, above?) ... In that case: Use the KISS Principle as much as possible. Make sure you've got these covered:
a) core, safe, plain vanilla, domestic bond fund, like DODIX. But one of your others might fi…
