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SFHYX looks interesting - but expenses are a whopping 2.9%
The cheaper share class (1.75% expenses) is HFSYX but (at least at Schwab, Fidelity and TDAmeritrade) the minimum investment is $1m., even in an IRA.
I really like the Matthews funds - esp. MAPIX and MACSX - but they can really slam you with distributions. Of course, not an issue in an IRA.
Also really like AKREX - and interestingly, although it looks like it tracks VGT (Vanguard Technology) the…
I'm old enough to remember when NYC didn't pay the coupons on its bonds. (Of course, all the bond houses were sending out messages that NYC had to pay the bond holders before it paid the cops, fire fighters and garbage collectors. That may have be…
Mark - This article https://www.nytimes.com/2020/03/20/us/politics/kelly-loeffler-richard-burr-insider-trading.html?searchResultPosition=1 refers to Sen. Feinstein's office stating that her investments are in a blind trust. (There's a link.) Not s…
Both Senators Loeffler and Feinstein have their investments in blind trusts. (See NY Times.)
The same can not to my knowledge be said for Sen. Burr - who also stated publicly that there was no need to worry (while he was busy selling.)
Catch - my question was not clearly formulated. I know what the terms mean. My question, to rephrase it, is: Has anyone seen articles which predict the consequences of negative real interest rates set by the central banks.
I have seen a number o…
Why would Mr. Snowball consider ICMAX instead of ARIVX (as a replacemnt for ARTVX)? Eric Cinnamond built ICMAX until he left in 2010 and started ARIVX. Yes, the team he has left behind has followed his approach, but in the last 5 years and last ye…
There was a recently article in either Science magazine (from the AAAS) or the NYTimes Science section detailing that when you are cold your body becomes thriftier about burning calories, and so it is actually harder to lose weight when you are cold…
I am particularly fond of BRUFX, the Bruce Fund. It's not available thru the big brokerage houses (Schwab, et al.), but it has a 15 year annual return of 15.46% compared to 10.11% and 10.08% for FPACX and PRWCX. and Bruce shines in shorter time per…
a. You should be aware of the tax treatment of TIPS - which makes them better in an IRA or 401k. Suppose a TIPS is bought when it is issued (say, at 100) and it has a 1% coupon. In the first year suppose that there is 2% inflation. You will receiv…
Yes, but not as a core holding. For large positions I am more comfortable with Sequoia SEQUX or Yachtman YAFFX/YACKX. Am viewing MXXVX more as salt than as beef.
Am also trying to add to my small and micro-cap. Am particularly fond of WEMMX and …
I'm still hanging on to ARIVX --- who am I to second guess Cinnamond (or his proteges at ICMAX - both about 75% cash)? At least not yet.
Regarding PVFIX (Pinnacle Value) I think that part of its performance has been helped by being so micro-cap ori…
If you want to own gold (I don't) then GTU is more tax-wise than GLD b/c GTU is treated as a stock for capital gains purposes (or was the last time I looked), which is not true of GLD.
Once again, M* ignores Bruce BRUFX - they meet all M*'s criteria handily except having been rated by M*. Sounds like catch 22 to me. But then M* has never liked BRUFX- maybe b/c they don't pay to advertise M*'s ratings.
Barrons likes Matthews Asia Growth & Income MACSX, but I think Matthews Asia Dividend MAPIX is at least as good, but unfortunately closed. Both have had some manager additions of late.
Reply to @MJG: Thank you for all the suggestions. If I do the study I'll post the results. As far as the evidence goes, I agree with you that is clear that most managers can't do enough better than the indices to pay for their expenses and taxes (…
Reply to @bee: As we are talking about stocks, let's look at cycles in the stock market. For U.S. stocks it seems to me that either the S&P 500 or the Vanguard Total Market is a reasonable measure. Then you have a choice --- you can define a c…
Several folks mentioned ICMAX --- but Cinnamond, who led it brilliantly from 10/05 - 9/10 has been running ARIVX since then --- so I think the earlier record of ICMAX is not as relevant.
For small cap I like WEMMX, RYSEX, ARIVX, BRUFX (now more mid …
In the past I have used VWSTX and SMUAX, mentioned above. Recently looked at PTHDX, BBBMX and FMLCX (which is tax exempt.) All 5 of these lost between .3 and .6% in the last month and, depending on where you buy them, some of them have a fee or hi…
I had a blank screen on the Discussion Board using SeaMonkey (which is basically FireFox) and had a problem for the whole site last month. I am at a hard-wired computer but plenty of stuff running concurrently. Chrome seems to work fine.
On the other hand, if there are any Aberdeen funds one likes, all of which have a load, buying the comparable Artio fund, and hoping for a merger, would be a way to get grandfathered in the no-load class.
I have looked at times at GEGAX (institut…
Thanks, Skeeter. I had read that and also the rather opaque prospectus at http://prospectus-express.newriver.com/summary.asp?doctype=pros&clientid=gwlmfll&fundid=39137C701 (These used to be called Maxim funds.) And part of the attraction…
