Topic Archives: mutual funds

Hi Travis & forumers I’ve always had a luck of culture on this topic.. ”rebalancing portfolios”. So, I’d like to start a thread (if that would be interesting not to me only). questions like – how Travis manage /rebalance his fundfolio? – are those %figures in the Real Money folio updated yearly or quaterly or..? […]

Comments

  • And I also found it interesting that Pershing Square, in their latest shareholder update, is putting on a meaningful hed...

  • Yes. Most closed-end funds trade at a discount to NAV and have unusually high fees and expenses (at least, relative to ...

  • Both merger arbitrage and SPAC arbitrage are fairly reliable ways to, on average, make a return that I'd typically expec...

  • I guess I am not sure where to start in terms of diversification of funds across ETFs and mutual funds. So many ETFs out...

  • Hi Travis, Thank your very thoughtful insight. I am new to investing (my first year) and your subscriber. As a part of ...

  • I started using Successful Investing back in the early 90's. This is a market timing service aimed at primarily mutual f...

  • Marc, My wife and I are both retired, both have healthy pensions and healthy SS benefits. We also both have traditional ...

  • I have no knowledge of Teeka's current tease but I did subscribe to one of his services a long time ago. One which was s...

  • Did some digging on SLGG, the latest 100X rec as per Devildog. 1. Jane Street Group LLC acquired a new stake in share...

  • From the comments herein and the whole promise of explosive penny stock returns, as Stock Gum Shoers, we all have enough...

  • Enjoy your articles very much. Want to thank you, more for the money you have Saved me, than my gains. Almost paid , ...

  • So other investors holding that stock, are out there willing to pay him cash, for his promise to buy their stock if it's...

  • I’m surprised by these comments. I’ve been with EWT since 1/1/12 and find the Avi and his associate analysts are exc...

  • Greatly appreciated. I think your feedback re. penny stocks was the final sign they're to be avoided, unless I learn of ...

  • Trading penny stocks (or options) can be exciting and intoxicating, but most of the time it's also like setting your mon...

  • Stocks usually go up over long periods of time, but they have occasionally gone down for even as long as a decade. The ...

  • Not sure what SPROX is, but SII in Toronto and SPOXF/SPOXD OTC in the US are the same shares of the same stock, Sprott, ...

  • Not sure he does No-Load Mutual Funds anymore. Probably just ETFs. His website (Ulli Niemann) is now: the etf bully . co...

  • I purchased BIPC (corporation) instead of the BIP - LP (limited partnership). The corp allows mutual funds, etc to inv...

  • I use FirstTrade for exposure to a ton of no fee mutual funds and I like the education in TD Ameritrade Think or Swim...

  • I'd like to know the focus of the newsletter. Is it long term steady growth? Short term gains? Dividend stocks? Individu...

  • If you don't really want to do research yourself, just set yourself up with a good diversified portfolio of ETFs or low-...

  • Fidelity Investor is an excellent newsletter for those investing in Fidelity Mutual Funds. It was great when my 401k he...

  • It’s much less liquid than regular mutual funds in an IRA — those you can always sell at NAV and receive the funds t...

  • Thanks for bringing up the lack of immediate liquidity and possibility of frozen redemptions which seem similar to inve...

  • Mine is a biased opinion based on the last crash (2008-2009) wherein the average working stiff saw his/her 401K -- inves...

  • Two observations to make, before asking my real question; I will ask my specific question in another post, so it doesn't...

  • Dear Travis, I am an Irregular, and comment even more irregularly. Thanks for your analysis, especially on the insurance...

  • I'm a big fan of ETF's when it comes to tech. FIVG/SERV both have good/great companies which represent different areas o...

  • Hey, Travis, I hope your vacation was enjoyable; I took a lot of time off this year, though it had more to do with a bad...

  • Years ago my ex refused to buy tobacco stocks for the same moral reason, which I understand and respect. All it does is ...

  • It's not an ETF, it's an open-ended mutual fund -- there is no "volume" for mutual funds, shares of the fund are bought ...

  • No big weighting in the sector recently, though among mutual funds most of the Primecap funds are heavy in biotech and I...

  • Wow, Thank you for your analysis of Mark's sales pitch. I have no interest at this time in puts or call options. I will ...

  • As a retired behavior mental health/public health government regulator-AS IF ONE HOUR AGO the marijuana boom is making m...

  • I would not touch anything associated with sprott ever. I "invested" in its Canadian Equity Fund eleven years ago as a n...

  • ETF's are the meat and potatoes of my portfolio. This newsletter offers sound guidance with an easy to follow process f...

  • It's a new industry, and there will likely be dramatic winners and losers over the next five or ten years -- I would ima...

  • Errata: The Hartford is misspelled. Selling Life products, like annuities, almost sunk us. Also, we sold off the annu...

  • That's not what he hints at in the ad (that's essentially "gold miners" -- no one gets very far with fervent teaser pitc...

  • Are there any mutual funds that accomplish the same goal as Stansberry Credit Opportunities Newsletter? What sector/area...

  • Years ago I subscribed to one of Chris Mayers newsletters. several of his recommendations made me some money, but some ...

  • Travis, enjoy your insights on the sales pitches I get in emails everyday. New question, since so many stock shares are...

  • I think there are seasonal tendencies in the market, but that in a typical investment time horizon of 10-20 years they a...

  • Part of me wants to sell off all the stocks whose value are below a certain ridiculously low threshold (i.e., the cost o...

  • All right. We are now reaching the meat of this professionally-managed inherited portfolio, which consists of the stock ...

  • Quick post on the second category, mutual funds. To be honest, this is something I just don't get; I think there should ...

  • So my wife inherited an account several months ago. Although I don’t consider the account huge, it was managed by a So...

  • I learned this about the owner of mutual funds many years ago. I noticed that my UK Guinness Group Fund did not do too w...

  • He had 2 articles in I think in Nov. and December, 2017 issues that were excellent. One analyzed which funds produced h...

  • $no ticker Many mutual funds can generate a lot of taxable income and capital gains on an annual basis, and are there...

  • $no ticker I have a general investing logistics questions that I'm hoping for input on. I need to open an IRA, a Roth...

  • Thanks, I really appreciate the way you broke this down. It makes perfect sense to me. I've done a lot of reading since ...

  • I have no connection with this newsletter, but I would note that the S&P 500 is up about 40% since January 2016. You...

  • $BLPH Are Institutions Putting Their Stamp of Approval On Bellerophon Therapeutics, Inc. (BLPH) Based on the late...

  • My Vanguard Mutual Funds are well diversified, up by 14% and it would be too costly to purchase individual stocks. Also ...

  • I wish! The truth is it would be a very small position because I currently only have a small amount of expendable income...

  • $ARTH ow, pesh, almost all institutions can invest in ARTH now. Only conservative mutual funds that require a dividend o...

  • These are just mutual funds, you invest in them the same way you'd invest in any other mutual fund -- and when you inves...

  • The author Dr. David Eifrig does not like any negative criticism or negative feedback. If you do, they bully you and can...

  • $forum My feeling is that a lot of what we see on this forum is based on emotions. The twin emotions of fear and gre...

  • Hi Travis: Now that you have mentioned it, would you mind sharing in an article or two about your diversified portfol...

  • It's different for everyone -- one rule of thumb is not to invest in a company unless you can spend an average of an hou...

  • Portfolio update On vacation this week and obsessing over my portfolio (in a mostly positive sense) more then usual. ...

  • keith is funny in playing such tricks. Previously ,he had an article on some 611 payment ,you can have a decent $50,00 ...

  • Travis, As an international investor (having no access to US Mutual funds), how would I be able to get invest in such f...

  • Dr KSS: I am not down on BLCM yet. Bought it a couple of months ago. I like that 80% of stock is held by institutions...

  • Only four out of the more than 10,000 mutual funds based in the United States have bitcoin as part of their portfolios. ...

  • Michael, Where do I begin in my reply to your dribble. You may want to invest in a grammar and literacy crash course ...

  • Same here could not find anything on Mr. Carpenter. After investing for many years and having ups and downs from mutual...

  • In short, I lost all my life savings in the Dot.com period, trying all kinds of investment possibilities. At first, I t...

  • welcome rick, as of this date, i probably have ~50% in a rollover ira & roth. the other 50% is in my work 401k...

  • Thank you Hedy, Arch, Dunnydame and HN for your input. 'Taking a position' to someone new to stock investing, let al...

  • your first step should be becoming an irregular ... as mentioned by bosack61's gr8 advice :-) for your second, read d...

  • You are very patient & kind, Travis. So many questioners who clearly have not read your well-researched article. T...

  • Between my wife and myself, we hold 25 biotech stocks, but 5 of these account for 72% of our holdings. In decreasing ord...

  • $No Ticker re Motif investing. Having spent 20+ years as an Investment Adviser, I ran into situations similar to what yo...

  • Aspi I applaud you deeply in your very accurate words of financial success.I'm my own proof that while making a decent s...

  • Vanguard has lowest fees usually, Fidelity has best research and informative website. They both let you buy no-load mu...

  • I started investing in mutual funds back in the late 70's, for years just a hundred a month then $200 and at the end in ...

  • What are the 9 mutual funds . I am a disabled military veteran should I look into the 26(f). what is the best way...

  • Very helpful info, thanks. FYI, here are the first three "26(f)" recommendations. As you said, they are regular mutual...

  • There is no such thing of 26(f) program. These actually are regular mutual funds which you can invest with your retire...

  • sorry for misleading information about buying mutual funds on tradestation Tradestation already block recommended fu...

  • $CLRB Cellectar Biosciences, Inc. ------How to trade A few of Dr. KSS comments: http://www.stockgumshoe.com/2016/1...

  • In that Pogo picture, the characters are Spiro Agnew, John Mitchel, and J. Edgar Hoover, along with Pogo Possum. I was r...

  • what are the 9 mutual funds?...

  • No, the term used in these ads is just a reference to mutual funds. "Bank on yourself" gets pitched now and again (ofte...

  • It's 9 mutual funds, most of companies anybody would recognize. Most have an required initial investment of $2500 (and n...

  • 26(f) is just a term they made up to refer to mutual funds, which are a way that many investors build diversified invest...

  • You would have to experience some harm in order to file a suit. And probably no one is going lose money by investing in...

  • I began investing very small amounts early in my twenties and steadily put away all I could into mutual funds and stocks...

  • Hi Phil, Substantive science coupled with CRBP very strong financial credentials i.e. Had an RDO in 2016 and a host of...

  • You're referring to the ad, not to my article. These are just mutual funds -- if you own a bunch of them and diversify,...

  • $AYTU I grabbed a few shares. I'm relatively new to both trading (have had a SEP with mutual funds for a while, but ...

  • I believe the second stock is care.com (CRCM) The mutual funds he mentioned invest in it. Let's figure out the other 3....

  • If you're going to choose your own stocks you need to develop your own criteria and use investment newsletters, If you g...

  • Just a fancy way to refer to mutual funds, for the most part. Saying "I've got some mutual funds to recommend" doesn't ...

  • We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

    More Info