Topic Archives: mutual funds

Fundfolio & ETFs rebalancing

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..? […]

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

  • Travis Johnson, Stock Gumshoe

    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 ...

  • Travis Johnson, Stock Gumshoe

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

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    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 ...

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

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

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

  • Travis Johnson, Stock Gumshoe

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

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

  • Travis Johnson, Stock Gumshoe

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

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

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

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

  • Travis Johnson, Stock Gumshoe

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

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

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

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

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

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    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...

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

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

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

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

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

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

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

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

  • JohnM

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

  • Travis Johnson, Stock Gumshoe

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

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

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    $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...

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

  • Travis Johnson, Stock Gumshoe

    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...

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

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

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

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    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...

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

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

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

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

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

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

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

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

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

  • theblindsquirrel

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

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

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

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    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 ...

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

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

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

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

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

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

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    what are the 9 mutual funds?...

  • Travis Johnson, Stock Gumshoe

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

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

  • Travis Johnson, Stock Gumshoe

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

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

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

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

  • Travis Johnson, Stock Gumshoe

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

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

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

  • Travis Johnson, Stock Gumshoe

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

  • Travis Johnson, Stock Gumshoe

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

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    Thanks for the great explanation !! I went partway through the Fitz-Gerald presentation (like I have some others) and t...

  • Dr. KSS MD PhD

    Pharma investing arms, mutual funds, people who can squeeze by the diminutive share price are going to want desperately ...

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    Thank you, Travis. Keith Fitz-Gerald came up on my FB out of the blue and I was curious because I manage my own Roth ret...

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    Thanks for the fine article.That was some pitch that had me wanting to spend more on useless newsletters. I think I will...

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    Vanguard has some very low fees on their mutual funds. I do own some because my 401K had Vanguard. Also, my wife, as a...

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    Marineone, investing in stocks is a complicated endeavor that is fraught with many ways to lose money. Losing money i...

  • Myron Martin

    So we have one more pundit whose blatherations in future should be viewed with suspicion. Have been considering for some...

  • Travis Johnson, Stock Gumshoe

    The video is sneakily giving you the impression that those kinds of returns are ordinary for mutual funds, which is what...

  • Travis Johnson, Stock Gumshoe

    Not an uncommon opinion, and I sympathize with it. But if you're not someone who wants to manage this on a weekly basis...

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    I still do not know what a 26f program is but I do no that the top 10 recommendations that are made are a list of mutual...

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    Personally I think mutual funds are a waste of money. why pay a bunch of people 1-3% to invest my money when I can keep...

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    Thanks, Travis for deciphering Keith Fitz-Gerald's lengthy spiel down to mutual funds. In regard to the "fiduciary rule"...

  • Travis Johnson, Stock Gumshoe

    I'd be pretty shocked if a portfolio of ten actively managed mutual funds didn't end up very closely mimicking the s&p 5...

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    Mutual funds just like ETFs and individual stocks held outside of a retirement account could be considered as being tax ...

  • maddogdne

    Travis, the thing I didn't get from Fitz-Gerald's pitch was how these mutual funds could be tax havens, and how owning a...

  • Travis Johnson, Stock Gumshoe

    I agree about the deception, but if you're using 26(f) as a secret term (since most folks won't buy a newsletter just to...

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    In my opinion, Fitz-Gerald is utterly deceptive in the presentation for this "secret" His presentation praises Dave ...

  • Travis Johnson, Stock Gumshoe

    Both are open-ended mutual funds, and their success will be driven by what the overall market does. If you think the ma...

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    I subscribe to Money Map Report and have read the report discussed (Unleashing the Power of 26(f) Programs). I also have...

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    I've been a subscriber for many years. Find this Vanguard Newsletter very helpful and well researched. All Model portfol...

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    "The 26(f) term is just an umbrella term for a class of mutual funds. It isn't anything to get too hung up about. All ...

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    Hi Savethemanatee, If you're saying $AKAO is the largest holding in your entire portfolio (including index funds and mut...

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    Along with many of the Gummune, I am also very grateful Dr. KSS for your judgments and postings about the potential in $...

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    Travis, This is one of the most succinct and sensible presentations contrasting the pluses and minuses of mutual funds, ...

  • Travis Johnson, Stock Gumshoe

    I haven't dug into their mutual funds for a while, but have been thinking of taking a look at some of the recent ads fro...

  • arch1

    Russ I can partially answer. SAND is a royalty play on miners production and thus an entirely different animal than CEF ...

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    Alanh and Lumpified: Does the problem goes away if you open a margin a/c and only use it as a cash (non-margin) a/c? I...

  • Travis Johnson, Stock Gumshoe

    Regular open-end mutual funds always buy and sell right at NAV....

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    What are your thoughts on the REITs being touted, as on Sept. 16th, many mutual funds will be forced to purchase them, a...

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    Travis: If one looks at the (Forms 3 & 4) Direct holders: Aug 12th through 18th purchases: There were purcha...

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