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johnN April 2012

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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spring rebalancing & a few other reads

johnN

johnN

April 2012 edited April 2012 in Fund Discussions

http://www.reuters.com/article/2012/04/05/us-column-wasik-rebalance-idUSBRE83416F20120405

4 EM MFs for incomes [what about GIM]
http://www.investorplace.com/2012/04/4-emerging-market-mutual-funds-for-returns/

buy them when they are hated
http://www.forbes.com/sites/kenrapoza/2012/04/02/buy-em-when-theyre-hated/

tech funds up 20% Q1 - http://www.tennessean.com/usatoday/article/54007472?odyssey=mod|newswell|text|Business|s

MF investors load up on bonds
http://news.yahoo.com/video/business-15749628/mutual-fund-investors-load-up-on-bonds-28832298.html

look which mf manager is back on top
http://finance.fortune.cnn.com/2012/04/02/berkowitz-fairholme-fund/?section=money_topstories&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+rss/money_topstories+(Top+Stories)

http://www.fool.com/investing/general/2012/04/02/save-yourself-from-this-costly-mistake.aspx

Comments

johnN

April 2012 edited April 2012

global/china views - rbc investments [large article may takes time to upload]
http://www.uptilt.com/content/6433/global insight 04 2012.pdf

floating rate fund
http://www.investmentu.com/2012/April/floating-rate-funds.html

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