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@Old_Joe - I was looking at the THOPX chart for 2015-16 and thought it showed some credit weakness for a ST bond fund. It recovered nicely, however, as circumstances changed. Just my opinion.
THOPX seems to be an interesting fund for a rising rate environment in the short-term area. It has a great chart over the past two years. Things could change drastically when credit issues rear their ugly head, however. Lots of middling credit corpo…
I'm not a chart expert but the Lord Abbett fund looks good in that chart, based on what I see. I've looked at the Loomis Sayles funds extensively, and I always come to the same conclusion: Excellent long-term results as long as you can withstand the…
OSTIX. (Thanks to @BobC for recommending it.)
Assuming we looking for diversification, OSTRX would seem to be a better option. Regardless, I don't do bond funds. I will wait forever until I die for OSTVX to come down. I only get my exposure to bond…
I was doing a little research on *M and found this fund in one of my searches - TICPX. Interesting. Doesn't seem to be offered other than institutional?
@Hank - I've often wondered why TRP does not offer a straight up Intermediate core bond holding. I guess PRCIX is the closest fund? It looks pretty mediocre from what I see. Maybe I'm missing something. Vanguard has the new-ish VCORX but it probably…
I wonder if SFGIX is still worth recommending? Downside capture is a good attribute. But I don't plan to grow my stake. I know Foster is an expert and knows his shit. Yet SFGIX seems to want to not lose, rather than to win. Just my opinion. I've own…
It's been a head scratching few weeks for me, as I kept hearing from all of the "experts" on CNBC and Fox Business that this would be a blowout earnings season and the "fundamentals" are in place for a stock market surge. So far, it's been a big dud.
Apologizes if this has already posted: FDGRX, CIVVX (CIVIX), PDBZX, PRWCX
https://fa-mag.com/news/morningstar-announces-2017-u-s--fund-manager-of-the-year-award-winners-36811.html?print
PDBZX is not having fun this year in the rising rate environme…
I thought last nights 60 Minute segment on the MIT Media Lab by Scott Pelley was pretty interesting. A bit scary, but interesting.
Some of the stories/video that I've seen about AI are a bit creepy and disturbing. The robotic animals and people are …
@Hank - It's not a big deal, but I didn't understand the need to drop in the MFO disclaimer in the middle of the thread and follow it with, "I’m not sure how many times this ground needs to be plowed." Clearly, you felt the need to "plow that ground…
@Hank - This board is used to talk about investments, bounce ideas around and discuss investment topics. People talk about their own investments on a daily basis. I don't need a financial advisor as I've been successful at investing on my own for 25…
@Catch - Understood about taking advice from internet strangers ;-) Just throwing it out there, as stated in my OP. But thanks for your thoughts and research on this issue. I just find it pretty interesting and some sort of wave of the future. I'm …
I think it's a very interesting sector for the present into the future. Strangely enough, I became more interested after watching the HBO show, Westworld, which is based on the advancement of AI. The more I researched the industry, the more I realiz…
Yes, there are a few ETFs out there now that seem to buy companies that contribute to the development of artificial intelligence or produce products that would benefit from AI. Some ETF examples are BOTZ, ARKQ and ROBO.
I've often thought about buying this fund but I've had bad luck/timing with CEFs, particularly muni bonds. As a result, I'm sitting it out for now. I own FUTY but that is less volatile with a much lower yield.
Silly me for trusting *M's portfolio manager at 7:30 pm E.S.T. I see that BASIX has been changed to down -.10 on the day. Just another reason why I don't subscribe to *M.
Overall, my portfolio was down less than 1% today but the one fund that was clearly an outlier - BASIX, up 1.21% today. I'm sure some of it was due to holding treasuries, but still, that seems out of line.
My thinking behind purchasing FUTY is that it may continue to struggle a bit over the next year or so, but the dividends are attractive and it holds up better than many other sectors on those really bad days. DCA'ing into utilities over the next yea…
Where do I start? I sold out of XSLV and a portion of PIMIX. I bought VYMI and FUTY for the dividends mainly. Utilities in general seem pretty undervalued and a good hedge when the market tanks.
I sold a portion of FMIJX today, but will probably hang on for a little while longer with the rest. It's definitely having a rough patch, as you said probably in part due to the currency hedging.
Overall, I'm about -2.5% YTD, due to some of my largest holdings having a bad start to 2018, such as PIMIX, VWENX, VWIAX, USMV and FMIJX. I hold a few other stocks and they have been beat up this year as well. My bond funds have been a mixed bag, wi…
Sold out of FMIJX the other day due to its currency hedging posture given the looming trade war.
Looking to add to TWEIX, POGRX, and perhaps others in the near future on continued weakness.
Just curious, did you sell out of the position completely…
I've been holding on to POSKX due to a large appreciation over the past few years, but it is a volatile fund, in my opinion. It really tanks when the market goes south.
I've been disappointed with XSLV, which is supposed to be a low volatility fund. Small cap value has performed pretty lousy overall, but this fund has not exhibited low volatility lately, IMHO.
I opened a position with FUTY, Fidelity Utilities Index, a fairly beaten down sector and a pretty good dividend. I plan on DCA'ing over the next several months.