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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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
Ted...I'm seeing some skittishness on many of the classic dividend payers which have been bid up. The next few weeks will be interesting, and we may see a 5-10% dip from their recent highs.
Hi Alex,
Wanting it to "grow some" means different things to different people. If that means 3%, a short term bond fund could fit the bill. If you're looking for more, then equities enter the picture.
Given the current market, your parameters, an…
Off topic somewhat....I've been considering buying nieces and nephews coins as a gift, American Eagle or Canadian Maple Leaf. Somewhat for investment purposes, but mostly because it's really interesting.
Is this a crazy uncle idea?
The original article states that the recovery should be bigger/faster correlating to the size of the original recession, and uses comments by Kenneth Rogoff to support this thesis.
I found it curious that the author did not use an earlier study by …
I agree with the article, and with the comments by Lewis.
My current pet peeve is regarding the lack of movement on needed infrastructure updating. Spending on these clearly needed items would not only remedy the crumbling infrastructure, but would…
@Charles and Press - with FNMA at just 6-7% of the fund holdings how big of an impact are you expecting/anticipating from even a positive decision? Also didn't the fund have quite a larger percentage of assets in this holding at the start of this di…
@Charles, it's getting lonely in the pumpkin patch. Can you say anything to cheer me up about my own long-term holding in FAAFX?
It's anticipated that the FNMA questions may come to a head by end of August....fingers crossed on this.
One of the well known talking heads on CNBC today indicated that this recent run-up would send a signal to initiate a flood of money into stocks which had been on the sideline....
RUT ROH!!
I wonder what types of annual returns the folks piling into such funds are anticipating? Or, what might be more appropriate, what is their objective on taking that action?
This entire topic gives me a headache.
Frankly, I believe Medicare should be offered as an option to purchase at 60 or 62, just like any other healthcare insurance plan.
How many folks in their early 60's are hanging around in their jobs simply to…
As I haven't begun taking Social Security, I was unaware of the scope of this issue.
It seems to me that a reduction in the SS tax would provide a huge benefit to the middle class as the author noted, but those added disposable dollars would most l…
Ted...this strategy is going to continue to work, until it doesn't. Divi's are going to cash for me as just about everything seems fully or over-valued. If I had any sense, I'd take profits at these levels, but nobody has ever accused me of that.
I guess in the spirit of full disclosure I am having a bad, a really, really bad year. After a bang up 2014 and 2015, this year I am up 5.58%.
Perhaps I'm missing something, but with a well allocated portfolio including stocks, bonds and cash, a…
Hey Ted....just wanted to let you know...I think the aggregated links on Brexit impact that you've directed to this site have been really interesting and good food for thought.
thanks
I've been sitting on a large cash position all year. I'm not convinced that the market is in a better position now versus last Thursday before Great Britain decided to shoot themselves in the foot...unless I've missed something.
davidrmoran....what you described is what I had been hearing as well, at least until the trade negotiations are completed, which could be several years.
British business will not be in an expansive mood and will this will stunt whatever momentum ha…
Utilities and REITs have served as excellent and much appreciated ballast, but the past few days have only increased valuations in areas already bubbling YTD.
This cannot continue....I would think, absent a downstream consolidation.
I fear we will not know the full impact of the Brexit decision for many years, and that this impact may be much more that stock market fluctuations.
Putin has been consolidating power recently, and a less united Europe plays into his hands. This is…
Nice call by Gundlach. And earlier this month Soros was getting smacked around in the media for selling stocks, buying puts and putting the proceeds into gold.
O, HCN, WPC and VTR make up my personal REIT collection, and I'm really happy with that team which makes up about 15% of my IRA.
By the way, I added WPC two and a half years ago on a recommendation from Scott who used to contribute here.
Thanks …
Not sure that I agree with the premise of the article. While I personally have no interest in commodities, real estate has certainly shown to be a good counterweight in my portfolio and fits nicely within the income sleeve in the IRA.
Thanks Ted. The snippet below is a good rule of thumb regarding diversification:
"Diversification means different things to different people, but regardless of portfolio composition the objective should be to eliminate any unwanted or uncompensated…
I'm a bit surprised that we haven't seen a (normal and routine) downward tumble in some time, even though there have been a number of events which normally may have served as a catalyst for this to happen. The "BREXIT" may be the straw that breaks t…
Not sure what his issue is....watching the press conference today, she maintained her position of the Fed being data dependent. If that is the policy, then Jeff will no doubt be disappointed in the absence of a forecast.
Almost 11% of SOCL is invested in LNKD. That's today's big winner.
And looking at their portfolio, I'm guessing almost 20% of their holdings will be buyout targets within 18 months.
Edmond, per Ted's link, it is perhaps active managers who may step into the REIT space to guard against being caught under-allocated in this newly created space. Only time will tell if this will unfold in this fashion.
I suppose this is good news to those of us who are already in RE funds...
You're probably right Crash. I think the February dip may have been the last good opportunity to add to existing positions for awhile.
