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This Week's Top Bond Market Stories: As Of 11/2/13
There's interesting stuff here, yet enough of it is sufficiently contradictory so as to leave the reader simply wondering if doing nothing is the best option. I just used M* Instant X-Ray on my portfolio, which I do every once in a while: Cash 2% US 9% Foreign 43% (TOTAL equities--- all in mutual funds = 52%) Bonds 44%
The plurality of my stock funds (28%) lands within Morningstar's LARGE VALUE box. My EXPENSES come to 1.04%, better than the M* hypothetical, similar portfolio, at 1.40%.
Further break-down and dissection: US equities: 9% Canada: 7.55% Latin Amer. 0.86% UK 3.23% Dev. Eur 0.21% Emerg Eur 0.72% Africa/Middle East 5.11% Japan 15.55% Ausralia, NZ 8.40% Dev. Asia 21.64% Emerg Asia 27.73%
Japan is always singled-out, but if you combine all Asian/Australian/NZ positions, it comes to 73.32% of stocks owned.)
I'm barbelling with PREMX and MAPIX at each end, the others are much smaller. I did just add $1,000 to MAINX lately, so it shows up with $4,000+ rather than in the $3,000+ neighborhood, where all the others are. USA bonds are with DLFNX, and whatever MAPOX (balanced fund) is holding.
I believe I will harvest profits from MSCFX after year-end pay-outs and deposit it into MAPOX. I may do the same with profits from TRAMX, depositing those profits into PREMX. Still thinking about starting a new position in PRWCX. But my MAPOX covers that base, already, no?
Comments
Cash 2%
US 9%
Foreign 43%
(TOTAL equities--- all in mutual funds = 52%)
Bonds 44%
The plurality of my stock funds (28%) lands within Morningstar's LARGE VALUE box.
My EXPENSES come to 1.04%, better than the M* hypothetical, similar portfolio, at 1.40%.
Further break-down and dissection:
US equities: 9%
Canada: 7.55%
Latin Amer. 0.86%
UK 3.23%
Dev. Eur 0.21%
Emerg Eur 0.72%
Africa/Middle East 5.11%
Japan 15.55%
Ausralia, NZ 8.40%
Dev. Asia 21.64%
Emerg Asia 27.73%
Japan is always singled-out, but if you combine all Asian/Australian/NZ positions, it comes to 73.32% of stocks owned.)
I'm barbelling with PREMX and MAPIX at each end, the others are much smaller. I did just add $1,000 to MAINX lately, so it shows up with $4,000+ rather than in the $3,000+ neighborhood, where all the others are. USA bonds are with DLFNX, and whatever MAPOX (balanced fund) is holding.
I believe I will harvest profits from MSCFX after year-end pay-outs and deposit it into MAPOX. I may do the same with profits from TRAMX, depositing those profits into PREMX. Still thinking about starting a new position in PRWCX. But my MAPOX covers that base, already, no?