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Mutual Fund/ETF Research Newsletter March 2015 edition
Old_Skeet: Suggest you E-Mail Tom Madell to see what he has to say about you 53 funds. I think I know what he's going to tell you. You are not an investor, your a fund horder. Regards, Ted
I Read his stuff, some good stuff, too much Detail/information in one sitting for most readers....past 40 words/15 sec. you better get my ( and everyones) attention, or else trash can.......
When I consider the number of accounts (five) that hold all these assets I think it is a neat and clever way to manage. Anyway, I have no desire to make changes at this time. The performance results on the overall package more than meet my objectives and fall within my risk tolerance plus the portfolio kicks off enough yield to more than meet my income needs.
I agree, it is not for everyone as my best friend runs with only two funds. A bond fund and a stock fund; and, he tweaks the percentage amount held in each from time-to-times as he reads the markets. Ocassionally, he will take a position in cash. Through the years it has worked well for him (but not me).
I think that indeed could be part of it. For the past couple of years I have kept my bond funds within my own portfolio in funds that were either short duration or ones that leaned that way. One can easily see, at times, extended maturity bonds funds have done very well. And, with that, I missed a good part of the bond party.
And, I believe Morningstar is having problems. Currently, I am having a problem connecting to my portfolio. I surely hope they have not lost it as someone else reported a few weeks back.
It for sure, Dr. Tom is no slouch when it comes to investing and makes me wonder even more about Morningstar why they will no longer be adding his new newsletters to the historical of the others.
"I think that indeed could be part of it. For the past couple of years I have kept my bond funds within my own portfolio in funds that were either short duration or ones that leaned that way. One can easily see, at times, extended maturity bonds funds have done very well. And, with that, I missed a good part of the bond party."
Comments
Regards,
Ted
or else trash can.......
Thanks for you comment.
When I consider the number of accounts (five) that hold all these assets I think it is a neat and clever way to manage. Anyway, I have no desire to make changes at this time. The performance results on the overall package more than meet my objectives and fall within my risk tolerance plus the portfolio kicks off enough yield to more than meet my income needs.
I agree, it is not for everyone as my best friend runs with only two funds. A bond fund and a stock fund; and, he tweaks the percentage amount held in each from time-to-times as he reads the markets. Ocassionally, he will take a position in cash. Through the years it has worked well for him (but not me).
With this, I again say ... "To each their own."
Old_Skeet
In Tom Madell's part in bonds, I wondered if he was hinting that bonds will suffer longer because of the Fed's indecision on when to raise rates?
As for M*, they continue on the downslide.
I think that indeed could be part of it. For the past couple of years I have kept my bond funds within my own portfolio in funds that were either short duration or ones that leaned that way. One can easily see, at times, extended maturity bonds funds have done very well. And, with that, I missed a good part of the bond party.
And, I believe Morningstar is having problems. Currently, I am having a problem connecting to my portfolio. I surely hope they have not lost it as someone else reported a few weeks back.
It for sure, Dr. Tom is no slouch when it comes to investing and makes me wonder even more about Morningstar why they will no longer be adding his new newsletters to the historical of the others.
Old_Skeet
"I think that indeed could be part of it. For the past couple of years I have kept my bond funds within my own portfolio in funds that were either short duration or ones that leaned that way. One can easily see, at times, extended maturity bonds funds have done very well. And, with that, I missed a good part of the bond party."
I did the same as well. Live and learn I guess.
Most intellectual duscussions are longer than 40 words or 15 seconds. No sound bites here at MFO.