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Site title: Mutual Fund Observer | .. a site in the tradition of Fund Alarm
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Welcome to the February issue of Mutual Fund Observer.
We’re glad you’re here.
I’ve always been fascinated by the interplay of climate and culture, the way that our physical world seeps deep into our cultural bones. After years of The News from Lake Wobegon, Minnesota, gained an almost mythical spot in my vision of people in winter. For those of you who haven’t ...
Quality investing delivered one of its worst years on record in 2025. Except when it didn’t. Some quality funds posted top-quintile returns while many languished at the bottom, a divergence so dramatic it demands explanation. The story isn’t that quality failed; it’s that the market split quality investors into winners and losers based on a single tactical choice.
I skimmed through a couple of books for this article about income, searching for ideas. They tend to be very general, tell the reader how to get rich, or focus on risky investments like stocks and real estate investment trusts (REITs). Exchange-traded funds that invest in REITs averaged drawdowns of 38% during the past six years, while the S&P 500 had a drawdown of 24%. O...
Hi, Layla.
Chip and I are grateful for the help you’ve given us in learning to be a bit more physically fit, and we were delighted to hear that you were interested in learning a bit about … umm, financial fitness. I know it seems confusing and infinitely complex.
It isn’t. Really, you just need to have a bit of faith, a bit of discipline, and a willingness to ge...
A tradition dating back to the days of FundAlarm was to annually share our portfolios, and reflections on them, with you. My portfolio, indolent in design and execution, makes for fearfully dull reading. That is its primary charm.
This is not a “here’s what you should own” exercise, much less an “envy me!” one. Instead, it’s a “here’s how I think. Perhaps it will help ...