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.
Institution-to-institution transfer can be done, no sweat. Unless D & C is run by fartbrains, like the Royce operation. Yes, the $$$$ would be in transit again. I will need to find out from D & C whether they impose a penalty to close the ac…
Reply to @Investor:
Why didn't I think of that? We should just bend over and grab our ankles and let The System do its thing to us, without so much as a word of complaint? Without sharing such information? As if getting treated like an afterthought…
Reply to @prinx:
DODIX has a record among conservative, domestic bond funds to be envied by most of the others. Its performance for shareholders---according to the M* statistics I plumbed--- show it to be a great place to invest for those who want …
"I think your problem is with the transfer agent handling the transactions for Dodge and Cox."
...Not my problem, or it shouldn't be. D & C is a mutual fund and solicits people to invest with them. I didn't create whatever handling system they …
Reply to @MikeM:
Well, hello, again. Are you just deliberately mis-reading me? Quoting myself:
"Mailed the check from here in the Berkshires of western Massachusetts on the Thurs. before Easter. That's the 5th of April. OK, that next day was a h…
Howdy, Hank. No, this is not a case of Fund House A transferring to Fund House B. This was a direct transaction: I wrote a check and sent it to them through the mail.
Ya, MikeM: I'm quirky that way. When I still had my 403b, it was a pain to find …
I've not yet bought any domestic junk. Guess I will wait. I've had my sights set elsewhere. My collection now includes:
1) a zero coupon foreign gov't bond: 5% of holdings
2) PREMX 40%
3) MAINX 2.7%
4) DODIX 2.25%
BONDS= 50%
5) MSCFX 2.25%
6) MAPI…
Just read through your latest comments along this thread. Thank you, all. I am quite aware, by the way, of the difference between total return and dividend return. There will be periods like '09 when the Market zoomed up because it was being goosed …
I "hear" you, Scott. Over time, I'll be deliberately working to dilute that heavy concentration in my top three. But at the moment, I don't want to break it up just to break it up. I WANT that PREMX monthly dividend to GROW. I'm reinvesting ALL divi…
Hello. Among others I'm considering are SFGIX and BERIX. You'll laugh, but due to the fact I'm married (hee hee hee) I'm always "cash-poor," though not technically nor statistically poor. It was a portion of a chunk of inheritance money that went in…
OJ: LAUGH LAUGH LAUGH LAUGH LAUGH. ......And as for the rest of you: yup, yer thinkin' the same sorts of thoughts as myself about this bunch of horse feathers. Cow cookies. Beaver Biscuits. Road Apples.
But you know what we learned from "Hello, Do…
Good question, msf. I have tracked this CEF for many years, actually. And didn't Indonesia's sovereign debt get a recent upgrade from Fitch or one of the others? Not that it has anything to do with IF, specifically. But such an upgrade makes for a b…
I will very soon be starting a position in DODIX and MSCFX. I NEED a more tame, conservative bond position like DODIX. The other is a small-cap. I held PRSVX for a long time but it just got stale to me. The statistics for that fund do look good inde…
My PFE was down with the Dow. Bonds up: MAINX and PREMX. For the day, I was DOWN -0.29%. Can't say I'm full of panic. It's just one day. And when the "bottom fell out" this afternoon, it only confirmed what I've become convinced of: Mr. Market is be…
Reply to @AndyJ:
"it sure tends to discourage overthinking every dip and surge in the markets." I suppose one's innate temperament has a lot to do with it. I know a guy who makes more money that me, but he does things at just the wrong time, or does…
Reply to @hank:
Hey, Hank. OK, sure. But my alternative to holding 15-25 funds is to keep things simple, don't try to shoot the moon, don't chase profits. With 7 or 8 funds. To hold 15-25 funds, holy jeepers. That would feel overwhelming to me. But…
From BobC: "Remember that all managers will have periods of under-performance. When that occurs, use it as a buying opportunity if you are underweighted. And, just like stock funds, don't be hesitant to capture significant gains as they accumulate."…
Methinks uncle Bill Gross reminds me of me, and I can claim to have no special skill in figuring out Mr. Market. I think that lately, he's been reacting, rather than reading, the Market. I know he's got PIMCO along with El Erian. Somehow, El Erian m…
I think you make sense, Scott. Yes. Nevertheless, I just got into MAINX, and the position fills just 2.72% of my portfolio....... SFGIX, MSCFX, and DODIX are soon in the offing for me. Surely not in that order, though.
Yep, just don't shoot yourself in the foot. I make very few changes, very rarely, and seldom. Is that sentence from the Department of Redundancy Department? Laugh.
Generally, a fee-for-service person is best, as opposed to anyone who represents a particular outfit. I do not (still) use any of the full-service trading/investment brokerages. But if you get hooked up with one of them, like many here are, they mig…
Hey, Hank. But there are surely others in addition to myself who'd still like to play the way we used to WANT to, but before we had any real money. To wit.:
I cannot vouch for that couple, don't know who they are. They stole uncle Jimmy's music a…
Well, hey, Catch. I'm not JohnN. But neither do I see the Markets rising solidly for any length of time. It's gonna be a choppy future ahead. We are living in the New Normal, after the criminal activity which caused the '08 Crash, and for which the …
Let me just mention the very new SFGIX with the former Matthews Fund Manager. If you like his record from over at Matthews, then what's not to like with him at the helm of the new Seafarer fund? (Andrew Foster, together with another fellow I am simp…
Thank you all. I'll try to remember from now on that the computers are made for us to follow THEIR logic and preferences, instead of the other way around. I'm old fashioned. I truly believe that in the drive toward total and complete individualized …
It's little wonder why it's attracting so much "hot" money. I don't like to chase "hot" money fads. But I will give Uncle Jeff the benefit of the doubt for now, given past performance, and wish him well.
Thanks, OJ.... Catch, yer right! They just republished an old thing! The CURRENT date is at top right, as I'm sure you saw. Original date is further down. DUH! I was hoping for a new, current juicy tidbit, because a reference to the article appears …
Oh, Jay-zus, that's rich. Gawd, who do they think they'd be fooling? All the corporations own each other, and they're in the business of making money, not the business of doing good. Long story short, it's a dirty game from the get-go.
Thanks, Ted. Nice to see one of my own picks mentioned there as an expected top-performer. (PREMX.) Expenses are quite low in terms of ER. But still only 3 stars awarded from M*. I figure that will change, eventually, for the better.
IEM? this is Bizarro-world. American politics has become the Right (Dems.) vs. the Extreme Nutjob Right (Repubs.) The ones who represent me are Bernie Sanders and Dennis Kucinich. But I live neither in VT nor OH. Pity. The whole political discussio…
MSCFX Mairs & Power small-cap. I note Russell 2000 and small-caps taking a beating the last couple (few?) days. Also, MAINX: to use as a destination for money pulled from MAPIX. Way too much overweight in MAPIX.
