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.
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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
@linter. Good job. The signs were there last week based on their past performance ... the fund never goes down! So, when down 7, it signaled something was wrong since less liquid assets are hard to price. But, I figured in comparison to core bonds a…
Down another 17% today.
So, clearly, everybody running for door (including me) and no willing buyers.
Extraordinary 5 years, until it wasn't, like Mark and Mona posted.
Really, really hard couple days.
Until today, it had actually been tracking to core bond funds, like DODIX, down about 9% from peak. And, it continued to do a bit better than PIMIX, down 13% ... it dropped 2.5% today as did ZEOIX (double ouch). I saw a dislocation in REITs earlier …
@Mark.
"I also could never figure out how to use the MFO premium site but that's a whole different lesson plan for another day. "
Let's hook-up. I'd like to walk you through it via screenshare.
Please email me ([email protected]) a g…
@bee. Yeah. Tell me about it.
Apparently iframes are not allowed on the discussion board.
And, last year jing (and snagit) started employing iframes.
So, gone it seems are all those nice graphics we used to present on the board.
Unfortunately, I…
@Mark. I'd say every one of them should be seriously considered ... to the extent any fit your risk tolerance and investment horizon ... and, ultimately, your portfolio composition.
Yes, thank you! Corrected now. Caught most of them on both MFO Premium site and our main site, but this one slipped through. Love you guys.
Here's link too to price increase announcement:
Premium Site Updates: Fund Fee Rating, Category Averages, a…
This month Vanguard has 25 funds on our Honor Roll and none on our Three Alarm list, which I find extraordinary.
American Funds has 8 funds on our Three Alarm list and none on our Honor Roll.
You can read more here about the monthly update.
I remain a Meb fan. He's helped shape the ETF landscape these past 10 years. His seminal paper on trend following, entitled A Quantitative Approach to Tactical Asset Allocation, remains the most downloaded paper on SSRN. His straight-forward books, …
And, speaking for myself at least, the belief that as we continue to improve the Premium site, more folks will subscribe.
Bolstered by feedback (from folks in/from the business) like:
"... it is an amazing site."
"... the best bargain in investin…
@davidrmoran. Thank you! "... if it ever adds $10k cagr graphing over easily adjustable time periods ..." Adding holdings data is next big improvement planned, then after that plotting!
@Sven. Thank you! Can't tell you how many times page/styling works in Chrome, Firefox, Edge, but not in Safari ... always a litmus test of the robustness of a site. I will add recovery time to the real-time calcs in Portfolio, as well as MAXDD Date …
I believe negative rates on treasury bills would represent another form of federal tax. Basically, a tax on principal. It would also be like an er (expense ratio, fee) like mutual funds charge, even when holding cash.
Hi Ben.
Sorry for any hassle.
Please use the Refine button above the Results table to update/edit existing Portfolios or add new ones. It is effectively the "go back" button.
Yes, the Results table shows up on same page, but you can open as many …
