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Timing May Be Right For Investors To Seek Protection

TedTed
in Fund Discussions
FYI: The combination of difficult fundamental conditions and a stock market that has had such trouble getting over the hump could make this a good time for owners of equity portfolios to start playing defense.
Regards,
Ted
http://www.nytimes.com/2016/07/17/business/mutfund/timing-may-be-right-for-investors-to-seek-protection.html?rref=collection/timestopic/Investments&action=click&contentCollection=your-money&region=stream&module=stream_unit&version=latest&contentPlacement=1&pgtype=collection

Comments

  • Sven
    Asset allocation or balanced funds should also be emphasized. Oakmark Equity Income fund was mentioned, but there are a number noteworthy ones including Vanguard Wellington and Wellesley Income funds.
  • CrashCrash
    edited July 2016
    Just to make looking at them simpler, I'm just entering the tickers of several, here: We'll start with the two that Sven mentioned, above: VWENX or VWELX (retail shares) and VWINX...... OAKBX ... PRWCX MAPOX ...And there's a tonne of "Target Date" funds, too, with the idea that you can "set it and forget it." Also: DODBX VBINX BRUFX FBALX FPURX. And millions more. I could see myself being reasonably happy in any of these, but chose the two which I did select after a lot of looking, and with great assistance from MFO, particularly this discussion board. (MAPOX and PRWCX.) I do believe I managed to keep any front-load funds off of this list.:)
  • rforno
    PRBLX, though all-equity, is pretty defensive, imho. Only dropped 22% in '08 and has bounced back from each 'panic drop' in the years since. (I own it)
  • CrashCrash
    Thanks, @rforno.
  • rjb112
    "The combination of difficult fundamental conditions and a stock market that has had such trouble getting over the hump could make this a good time for owners of equity portfolios to start playing defense"

    'the purpose of market forecasters is to make fortune tellers look good' [Warren and Charlie]
  • BobCBobC
    Timing is ALWAYS right for protection of some kind.
  • PRESSmUPPRESSmUP
    Right Bob...with investing as with gambling, the concept of "house money" is false. If it's on the rail in front of you, it's YOUR money.
  • willmatt72
    Personally, I like VTMFX as a defensive type balanced fund. It's managed to do well with a mix of equities and munis. Interesting fund, if I do say so myself.
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