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Top performer ytd: SFGIX +7.73. Number two: PRIDX +6.96. Worst: TRREX: +0.32. Bonds, of course, are a horse of a different color: PREMX +2.95% and PRSNX +1.28.
Hank, Purpose is curiosity, to see if their are any momentum trends at the moment and to see what MFO'ers hold in their portfolio. I could of easily used 6 months or the past year.
@Art - Thanks. I'd probably have deleted my (pointed) remark if you hadn't responded first. It was directed as much at myself for responding to the query as at anyone else. I agree short-term trends are fun to watch - and I do. But in the longer-term context of preserving and growing our wealth over the decades they are quite meaningless.
I'd make an exception, however, for someone actively trading a particular asset if that's the goal. So, a possible future question for the board might be: What speculative position(s) do you currently have on? When did you buy and at what price? How is the assert performing? At what point would you sell?
Hank,Sometimes I just want to read about mutual funds. Maybe a new idea or fund. Nearing retirement so at least with some of the money looking to hit homeruns. That is why I bought FARNX which has quickly got me 8%. Don't like that so many post of late have become political and get off topic quickly.
Hi guys! Good thread, Art. I'm warming up some crow for Duke and I since I badmouthed my leader in past posts. This sector is now the leader in my portfolio. FSPHX - 11.41% - healthcare. I will also give some to all the Barron round table people who, to the man, almost said consumer staples are a no go this year.....its second posting a 6.44%. The laggards are the usual suspects: PONDX and VWINX. They will do their job when the time comes. God bless the Pudd
Comments
Regards,
Ted
QQQ 9.12%
SPY 5.10%
IJH 4.62%
PFF 4.12%
CSCIX 1.33%
PONCX 1.15%
Regards,
Ted
FAIRX - 12.17
HQL - 10.77
QQQX - 9.91
FCNTX - 8.35
TIBIX - 2.26
Bond Funds highest: PONDX 1.25 lowest RPHYX .29 (but meeting expectations)
SFGIX +7.73%
PTIAX +0.87
In my Schwab robo portfolio:
SCHE +11.72
BNDX -.82
Worst is XSLV at -0.64%.
TUR 12% VGHAX 9% ( and I was ready to sell it) SFGIX 7% VUG 7% VPCCX 7%
Bottom of Barrel
OTCRX - 3% SPCAX -0.5% VWITX 0.07 % FPINX 0.16 %
Highest - MINDX 8.9%, MAVRX 6.3%, PGRNX 6.0%, PKO 5.2%.
Lowest - QMNNX 0.5%, PTIAX 1.0%, DBL 1.1%, PIMIX 1.3%.
I'm hearing bells too, Ben - been clicking the sell button a bit this week.
The below is throuh market close of 2/16/2017.
My three best ... SPECX +8.64% ... NEWFX +7.50% ... & LPEFX +6.89%
My three worst ... FMTNX +0.29% ... GIFAX +0.38% ... & THIFX +0.38%
My portfolio as a whole +3.27%
Bottom 3: HSFNX -1.50%, TREMX 3%, VISVX 3.5%
All rounded to nearest .5%. All look like risky EM and sector bets, but they are all a small portal of my portfolio. YTD
HSGFX = -3.74 (but OTCRX is getting there
VGHCX: 8.48%
VWINX: 1.41%
Purpose of this exercise based on 45 days' market performance?
(... full of sound and fury, Signifying nothing ...)
I'd make an exception, however, for someone actively trading a particular asset if that's the goal. So, a possible future question for the board might be: What speculative position(s) do you currently have on? When did you buy and at what price? How is the assert performing? At what point would you sell?
Regards
Derf
Glad FARNX paid off for you.
Worst three: VWINX 1.7%, FRIFX 1.9%, VFSTX 0.5%
YTD return is modest and that is good enough for me.
AMJVX is up 2.90%. Distribution yield 4.76%
BIGRX is up 4.79%. Distribution yield 2.19%
ALNNX is up 2%. Distribution yield 4.6%.
Good thread, Art. I'm warming up some crow for Duke and I since I badmouthed my leader in past posts. This sector is now the leader in my portfolio. FSPHX - 11.41% - healthcare. I will also give some to all the Barron round table people who, to the man, almost said consumer staples are a no go this year.....its second posting a 6.44%. The laggards are the usual suspects: PONDX and VWINX. They will do their job when the time comes.
God bless
the Pudd