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.
Lather, rinse, repeat: wired.co.uk/article/us-president-donald-trump-attention-economy
The thing people don't understand is that Trump isn't really hostile to the media. He is the media. He's the equivalent of a meme, an Internet troll, an earworm y…
Dipped my toes in the water with XAR today with the idea that Trump and the GOP led Congress will pump more money into industrials/military. Just a little hunch in that direction. Not devoting a big play there as I typically don't buy sectors.
I continue to DCA into SFGIX through my 401K at work. I'm very confident with the fund's management and think the sector is pretty beat up at the moment.
Recently, I sold BIV at a small loss because I just don't think it will do very well over the next year or so. I bought OSTIX and LALDX, with shorter durations and less sensitivity to interest rate hikes.
Recently, I purchased VHT as a healthcare play. Looks half decent to me.
This remind me of the call I got from the doctor.
He said, "I have some good news and I have some bad news".
This sounds half decent, right?
I asked the Doc to give me t…
It may be sure to rounding that it adds up to 105.
I have been making monthly contributions to my ira as usual. Also bought some CVS.
I agree about BobC's portfolio. I just think it's a rounding issue, nothing more or less.
Yes, the fund clearly utilizes derivatives to achieve its goals. It's spelled out on the Doubleline website:
http://www.doublelinefunds.com/wp-content/uploads/Shiller_Enhanced_CAPE_Sum_Pro.pdf
good point, with outlier defined more strictly as in the OP
For me, DSENX qualifies as an odd duck in my portfolio simply because I don't own any other fund so heavily invested in swaps and derivatives.
We use several, depending on the risk profile of the portfolio. They include QMNIX (Schwab), MASNX (Fidelity), there is no acceptable market neutral option at Fidelity, but the Litman fund is an ok alternative. LASYX for potential higher interest r…
After researching many of the options listed here, I did initiate positions in DSENX and QLENX (IRA) just to mix it up a little. I do own FRIFX already so I'm good for now. Let's see what happens. I was just looking for some alternative investments …
* FRIFX, the chicken's way of investing in financial-product real estate -- but I like the look of GFMRX if I ever want to go whole hog.
* A small position in PGRNX as a long-term bet on energy efficiency, renewables, the energy economy transition…
ACMVX is open to new investors. From the summary prospectus:
"As of November 1, 2013, the fund is generally closed to new investors other than those who (i) invest directly with American Century (where American Century is listed as the dealer of r…
Good to hear from you as well Old_Skeet.
Another fund that I have mentioned before on here also fits in with what the outlook is saying. Their mid-cap value fund, ACMVX, is another excellent choice.
As I have been focusing more on income versus …
BBALX, is one that David owns (still own David?) and one that has been reviewed on this site twice. I've been mostly in the fund in various accounts. I'm mulling placing large amounts in my IRA accounts as I get closer to my 80th birthday next yea…
How I did not include WHGIX in my previous post is a mystery. It has been a consistently steady performer. ETNMX looks like it could be worth a look, but a 1.23% expense ratio is a bit steep for this kind of fund. Perhaps it will continue to do w…
Hi @willmatt72,
In response to your above statement.
Income is generally taxable by the Federal, most States and some local governments?
If you are retired as I am; I am looking for ways to generate a diversified income stream from many sources a…
Some interesting choices for sure. Do you use your multi-asset income funds in taxable or non-taxable accounts? Some of them seem pretty tax inefficient.
Personally, I like VTMFX as a defensive type balanced fund. It's managed to do well with a mix of equities and munis. Interesting fund, if I do say so myself.
No, Ted, but the tax rate does differ enough in my opinion to warrant going after qualified dividends in some instances. I'll take the 15% over 25-28 or higher any day.
Most do a decent job. Domestic tend to do a better job than international. YTD, SPHD looks darned good.
I've owned SPHD for about a year now. Pretty darned good is right. I also like USMV for lower volatility.
Yes, I've noticed that quite a few "Global" bond funds use the US as approx 50% of their respective portfolios. I own enough US bond funds so I'm thinking an international bond fund would work better for me.
BIV is not a very credit sensitive fund, but it has noticeably more credit exposure than the Barclays Agg. During the financial crisis the mutual fund lost more than the Agg and fell about as much as DODIX in the Q4 2008. The fund currently has abou…
PIMIX and DBLTX are fine complements. PIMIX tends to short long-duration Treasuries and owns more credit-like positions like non-agency RMBS and EM bonds. DBLTX tends to go long duration and mixes agency MBS with non-agency MBS. Both have had excell…
I'm not too focused on yield because I own PIMIX and DBLTX. I'm more interested in a fund that covers a particular area of the bond market, namely treasuries and corporates. I also own munis so I have that area covered.
I'm looking for something that focuses on higher quality bonds when compared with PIMIX. As you said, PIMIX tends to correlate with the overall equity markets when compared with something like BIV or even DBLTX.
