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.
Thanks very much for the analysis Old Skeet. I always look forward to your posts. If we get a downturn over the summer, I'd sure like to get your read on whether your model is showing a buy signal.
thanks very much for providing this background. Yes I agree that U.S. appears overbought. I'm going to add to my emerging market holdings in SFGIX. Can I ask what funds you invest in for international equity exposure? HAINX is still my primary …
I just took my equity position down from 75% to 60%. The market's had a nice run here with the rally since the election. But much of that has been based on the belief that corporate and individual taxes are coming down significantly. I expect tha…
Very helpful article Catch. thanks for sharing. Can I ask folks what short term bond funds you are invested in right now? thanks
Hi @VintageFreak
I'll offer this link which is decently presented with facts and graphs (note: this article end data…
Thanks very much Ted... happy holidays...will do some research on these... I'm more of a mutual fund investor typically but looking for good equity income opportunities.
Happy holidays to all... Thank you to this community for your willingness to share your strategies and offer your advice. You've made me a much better investor.
Michael
Thanks so much for sharing Ted.. can I ask if you have equal weightings in each?
@MFO Members; The Linkster believes that dividends are the mother's milk of investing. For what its worth here is a current list of my dividend portfolio, and curren…
Good article Ted and thanks very much for sharing. Do you or others have any thoughts on PRDSX? What's your favorite small-cap fund?FYI: Checking in on our favorite small-growth funds, three of which are closed.
Regards,
Ted
http://news.morning…
Yeah the customer service folks don't know about it. You have to ask them to connect with the mutual fund analysts. It took me 3 days to get an answer from Schwab and that answer was inconclusive. I did call Seafarer and they told me I could tra…
I'm monitoring PREMX, SFGIX, and Mairs and Power small cap to see how well they hold up in the Selloff with an intention to purchase if we go down another 5-7%... I think the next 2 months are going to be tough on the market due to concerns about Mr…
Hi @MikeW,
Thank you for your inquiry.
In June I sold all shares of IACLX & VADAX which were held in my large/mid cap sleeve which is found in the growth area of my portfolio with the sell proceeds settling to cash manaement sleeve. In additi…
Hello ...
I think I'll stick with my SWAG ... for me, it's just as good as these highly paid strategist's projections.
After all, if someone could call the market's direction with regard to it's peaks and to it's valleys with great consistency do …
I'm also invested in Seafarer plus own Matthews Asia small companies (MSMLX). Can I ask what % of your portfolio you guys devote to emerging market equities and also a similar question for emerging market bonds? If you have a recommendation on fun…
thanks for the heads up Ted and Skeet. Is there a way to get the load waived on PMDAX? Any thoughts on Wasatch Core Growth? curious if you are adding funds to this asset class...
Under the topic of: "Buying, Selling & Pondering" here is what I have been doing along with my thinking.
At these richly priced stock valuations I'm thinking of selling down more of my equities as they advance upward to new 52 week highs. This…
thanks so much for sharing this Ted. Yes the Old S&P has been quite good to us.... Sometimes its easier to keep it simple... Ted, I had a question. could you please tell me the fund you use for your cash equivalent? Why do you like it? than…
Hi, JLev. Take a look at David's commentary from February in which he provides an overview of his portfolio breakdown... some helpful ideas there. David keeps it fairly simple. http://www.mutualfundobserver.com/2016/02/february-1-2016/
Old Skeet…
Thanks so much for sharing Skeet. I appreciate your insights. I'm curious what your current equity allocation is and how much you are reducing it by? I'm currently 65-70% equities.
I want to thank each of you very much for your detailed and thoughtful comments. I'm always impressed reading about the strategies that each of you employ. I've got a lot to learn. Thanks in particular to Scott, Press,and Old Skeet for the discus…
Thanks for the advice Press. It looks like you were in a very good position to take advantage of the downturn. Congrats. Yep you're right... very tough to know how to move back in after you've taken money out. In answer to your question yes I be…
Hi Press
Interesting analysis. Was curious which blue chip dividend funds you like?.... Also Any thoughts on Foreign funds with a strong European concentration. I'm invested in Harbor Intl. Thanks a lot
Man this incredibly helpful Scott. thanks for sharing this. I am down 60% on my holdings in Copa holdings -- a Panamanian airline that serves Latin America. They have gotten crushed by the downturn. I will probably keep holding at this point. …
Scott and John. Thanks very much for the feedback on Baidu. I appreciate it. I'm curious are you sitting tight on your emerging market holdings? I've held Matthews Asia Small company fund for about 6 years now and its getting nailed with everyth…
Thinking about adding to my holdings in Artisan Global equity. Mark Yockey has been a very consistent performer. Any thoughts from the community on purchasing Baidu? The stock is down considerably with the China selloff and I see that Yockey is a…
