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Chuck Jaffe Money Life Show: Guest: Alan Gayle, Director Asset Allocation, RidgeWorth Investments
From my perspective there was a lot offered up by Alan Gayle on his thoughts about positioning. Most definately worth the time I spent listening.
Hearing what he was saying and following along with my most Instant Xary report of my portfolio was indeed interesting as I have already made many of the moves he offered up.
Thanks to @Ted for the post and @Old_Skeet for the comment. I have been considering an investment in SVCAX for 3 or so years. Hearing the interview makes me more comfortable with the manager (but I am not ready to commit to this particular fund). His current perspectives on the Treasury and Corporate bond markets were particularly interesting.
Comments
From my perspective there was a lot offered up by Alan Gayle on his thoughts about positioning. Most definately worth the time I spent listening.
Hearing what he was saying and following along with my most Instant Xary report of my portfolio was indeed interesting as I have already made many of the moves he offered up.
Thanks again,
Old_Skeet
Maybe PIPDX
Short Term Bonds?
Maybe VSTBX, MWLDX, ACSNX, FMEQX, FSHBX, WSHNX (most with Manager Tenure of 15+ years)
High Yield Bond:
Maybe BUFHX, FAGIX, CIOZX