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Site title: Mutual Fund Observer | .. a site in the tradition of Fund Alarm
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Dear friends, welcome to the March, beginning of spring, greening of the year, edition of the Mutual Fund Observer. We’re glad you’re here.
Every semester, I am reminded that the jeremiads are wrong.
In this case, they’re the thousand casual, caustic dismissals of the generation now sitting in college classrooms: addled, self-absorbed, screen-enslaved, and lost,...
Investing is always an uncertain project, generally undertaken in uncertain times, building with uncertain tools. It’s great if you own shares in Xanax’s parent, Pfizer, but frequently miserable otherwise.
Three factors make the current market a source of epic uncertainty: valuations are historically high, concentration is historically high, and safeguards are historic...
I propose that those of us over sixty have been blessed with the experience of living through multiple drastic and dramatic pullbacks, which have been real-life stress tests on what we actually feel and do in a financial crisis. We have personal experience to draw on to pre-plan for the next inevitable drop.
I grew up listening to the stories of the Great Depress...
A friend of mine asked me to write “Perpetual Income for Dummies,” covering a simple portfolio for a conservative investor that generates steady income to cover withdrawals. The objectives of the “Perpetual Income for Dummies” Portfolio are: 1) income of $40,000 for a $1M portfolio in 2016 that rises with inflation, 2) average ten-year annual return of 7%, and 3) minimize the...
Disciplined Growth Investors has launched their second mutual fund, the Disciplined Growth Investors Equity Fund (DGIQX). The fund is only nominally “new.” It technically launched on January 26, 2026, by way of a section 351 conversion (a sort of “in-kind exchange” that allows investors to avoid tax bills when exchanging one set of assets – say, appreciated s...