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..? […]
Leave a comment Read MoreArticles
Fundfolio & ETFs rebalancing
“World’s Greatest Mutual Fund Re-opens — Could re-close any minute”
This teaser email came in a week or so ago, from another Stansberry service, Extreme Value by Dan Ferris. Here’s how they whet our appetite: “In 17 days… The 19,900% Mutual Fund Could Close for Good… “MSNBC says… “Get in line early for this fund.” “It’s been called the “Holy Grail” of mutual funds…” Nice, […]
21 Comments Read More“Three Mutual Funds Vanguard Wants to Keep Secret”
I don’t often look at mutual fund teasers, but there are several folks out there who write newsletters advising on mutual funds — which makes sense, since there are many more mutual funds than there are US-listed companies (not counting all the pink sheet and OTC fellas). Some of them even focus specifically on one […]
5 Comments Read MoreWe 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
Comments
A few years ago I stopped paying Motley Fool after many years of mostly disappointing results, realizing that mutual f...
Yep, that's probably the cheapest of the intermediate-term muni bond funds, though it's open-ended so of course no disco...
You can check, his mutual funds are publicly available....
Just don't go with these scammers. I have Vanguard balanced index fund, and dividend growth fund. They have never let me...
I still like Ferris' Extreme Value, and have felt profitable. He gives me a cogent "fundamentals" approach, which I knif...
Are there any good Defense stock ETFs or mutual funds that you would recommend?...
GQG Partners is an asset management company valued at about $3 billion, they manage a bunch of mutual funds and institut...
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 tickerMany mutual funds can generate a lot of taxable income and capital gains on an annual basis, and are there...
$no tickerI 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...
$BLPHAre 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...
$forumMy 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 updateOn 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 tradeA 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...
Junk...simply look for good mutual funds...