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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
I was able to accumulate 3-4 years of bucket 1 expense dollars split between a taxable account and an IRA, allocated to these funds:
Taxable: VWITX
IRA: ZEOIX, PIFZX, SSTHX, SUBFX
Anything above ~2% is a win.
This is a fascinating battle, as internal treasury officials in concert with outside financial players have conspired to undermine F&F in order to drive their function to the banks....the same guys which created the recent disaster in the first …
After purchasing several REITS's on a pullback in February, I am firmly in the pondering camp. My equity allocation is at an all-time low (for me). I've taken the additional measure of removing the automatic re-investment of all interest and dividen…
Very few artists posses the talent and creativity to remain pertinent over a span of decades. I remember thinking this when Bowie passed a few months back. You literally can count them on your hands. Prince was one of the few other figures I could t…
Hi Art....I recently sold FPACX in both my taxable and tax-advantaged accounts. In the IRA, I've replaced it with VWINX...which is now my largest holding in that account as I swapped BERIX earlier for VWINX. For a conservative allocation fund, I've …
hi randynevin, it was actually prior to the company offering a 401K, but was a part of an employee profit sharing account if I remember correctly, which eventually rolled into a 401K. I don't have the original paperwork on this, but I believe it was…
This whole issue related to the GSE's has been frustrating, so much so that I even communicated with my Senator, Sherrod Brown who's the ranking member on the Senate Banking Committee. My sizable FAIRX position may have had just a bit of motivation …
That big pop is what happens when a hyper-concentrated fund has a holding which spikes up 35%.
It appears that Bruce's lawsuit to free up Fannie and Freddie may turn out well. It looks like our esteemed Congress knew that the two were solvent and i…
Thanks for posting this Ted.
Nice article Lewis. I was not familiar with SPHD, but this looks like it could fit nicely in an income sleeve....on the next pullback.
It's revealing when the fund companies you truly admire can be counted on the fingers of one hand. VPMCX was the first fund I ever owned, when the first company I worked for, which was based in King of Prussia PA offered this Primecap fund to employ…
Will...I went through a similar process as you, and ended up pairing PIMIX, DBLTX along with WATFX and PTIAX. These 4 serve as the core of my bond holdings.
Works for me but I choose to own the individual companies rather than either of those two elf's who's blended yields give me pause.
Likewise. So far, this year is similar to 2011 where the dividend payers provided the positive ballast for the equity…
Hi Crash....no, I do not have a position in LXP. You may want to check Seeking Alpha, as I see several detailed write ups on that holding. Sorry I couldn't be of more help.
press
Hi Old_Skeet
Despite a nice rebound, I remain a bit more cautious as to near term prospects. I am more optimistic in general about the 2nd half of the year however, so with another dip I may be inching forward. The last several months have been ext…
Mr. Skeet...looks like a positive open per the futures, which is a surprise quite frankly given China has been on ice for a week.
But...what has changed from a few days ago? The same headwinds are still there and nothing has been resolved.
The Supreme Court is an integral component of the functioning of our democracy. The Constitution is clear as to how vacancies are filled, and I would presume those wishing to follow the Constitution are familiar with the process.
Or...maybe not.
Either, or both...depending on what you're looking for.
A lot of dividend payers have been bid up, but some are still attractive. JNJ under 100 is a buy....and HCN got whacked today along with all the other healthcare REITS. I haven't seen that sto…
The small sliver of stocks which was powering the market the latter part of 2015 is now getting crushed....which may indicate this correction may be coming to a close. When everything gets pummeled indiscriminately, that is (oddly) a good sign.
It'…
We're getting very close to the magic 20% correction, but I don't think it's 2008 revisited.
But I think there are going to be a lot of companies in the oil patch who won't make it, and the question will then be with their banks. The revised capit…
It took a few years for me to realize diversification was needed in my bond funds as well as equity funds. This, plus the earlier thread on PAUDX reinforces that.
I believe the key phrase you used is diversification. Similar to old_skeet, I use multiple sleeves including one for income, which also includes a subset of 11 individual holdings in various industries including REITS, which in aggregate throws off …
More reasons why retail investors should never buy individual stocks.
I believe that's a fairly rash oversimplification based on 2 tech stocks getting a haircut. A well selected sleeve of dividend paying stocks can comprise an effective component i…
