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Highlights of the Week:from Payden & Rygel
High Yield: Despite retail flows stalling in the last three weeks, the market remains well bid. A combination of foreign capital flows and separately managed
accounts are providing price support as the …
@Mitchelg Thanks for the input.Here is a link to the Etf you mentioned.
GTO
Guggenheim Total Return Bond E T F
http://gi.guggenheiminvestments.com/products/etf/gto
@TheShadow
Bumping this topic.
Keep up the great work.Thanks Shadow,et al.
Scout Funds
Based on information as of September 30, 2016, the Scout Funds listed are projected to make capital gain distributions as
indicated below. The equity funds will …
@hank You can upgrade that to IntelliSafe Autopilot if you wish .
Germany Says ‘Nein’ to Tesla Calling Its Tech ‘Autopilot’
In the next few years, shopping for a luxury car will mean parsing terms like Drive Pilot (Mercedes), Traffic Jam Assist (Fo…
@Junkster Loans?
Many HY funds continue touching Ytd and multi-year highs.Here's Sept 30th commentary from two such funds.
ARTFX +13.28 Ytd
Total Assets
$ 1.8 bil
Portfolio Composition (% of total portfolio)
TOTAL 100.0%
Cash and Equivalents 5.8
B…
Fond memories from the Way Back Machine
01/22/2007 From M*
Numeric Investors decided to get out of the mutual fund business. On Feb. 23, it will liquidate all of its retail mutual funds. Numeric is closing the funds because they compose only 3.5% …
@Old_Joe said Most of my life I actually thought that by and large the people of this country were a bit special
@DanHardy said
Every major power thought they were special ... until they were not.
Here is an essay ( opinion) from five years ago tha…
Keep Your Bonds, but Reduce the Risks JOURNAL REPORTS: FUNDS & ETFS
Some advisers are wary of using bonds in client portfolios. Here is why you still should own them and how to do it right.
As strong demand has pushed up bond valuations—depressi…
Week Ending October 7, 2016 Payden & Rygel
Rates Bump Higher During the Week as Economic Data Argue For a December Rate Hike
• High Yield: Although ten year treasury rates are up 16 basis points this week, high yield bond prices actually moved h…
No forecast of improving growth as the 4th Quarter begins.
09/28/2016
UCLA Anderson Forecast Looks at Economic Growth amid Presidential Elections
UCLA Anderson Forecast’s quarterly outlook for the national economy foresees real gross domestic produ…
Real Estate Weekly Review: REITs See Biggest Weekly Decline In 2 Years
Oct. 7, 2016 6:51 PM ET
Hoya Capital Real Estate
Summary
The REIT Index retreated by 5% this week following 2% decline last week. All sectors were lower. REITs are now up only 3…
A Change In Sector Leadership Puts Tech In The Lead
The formerly high-flying utility sector has stumbled in recent weeks, shifting the leadership baton to the technology sector, based on a set of proxy ETFs. Expectations that the Federal Reserve co…
@Old_Skeet said,
"I posted it in the spirit of helping others."
Isn't that what this all about? Thanks for all your efforts on this platform,and keep sharing your thoughts and observations.May you and all those close to you be safe in the coming day…
Unless your daughter wishes to make/upgrade a housing purchase in the next 5 years,growth is the word !
T. Rowe Price Global Technology Fund PRGTX ( 10% )
https://www.google.com/finance?q=MUTF:PRGTX&ei=48r1V-CDHtXLjAH27bDQDw
T. Rowe Pric…
Inside The 2016 Forbes 400: Facts And Figures About America's Richest People
#29 Abigail Johnson $13.2 B 54 Milton, MA money management
CEO of mutual fund giant Fidelity, with $1.8 trillion in assets. Abigail Johnson replaced her father, E…
@Old_Joe said
..real old a few years ago..
This doesn't get old out your way.At least in the the even years !
It must be an Even Year: Giants headed back to postseason
http://www.sfexaminer.com/must-even-year-giants-headed-back-postseason/
One of…
@MJG said Today, the wisdom of some of these rules are challenged. One certainly is that in the financial universe, controversy will be present.
@MikeM said
I'll add, if you attempt to follow the posted list, you will not even come close to the retu…
To do this week
Timely reminders for any action on these two M F O admired funds .Both effective at the end of market trading (4:00 p.m. EST) on September 29, 2016
Seafarer Overseas Growth & Income closing
By David Snowball
SEAFARER OVERSEAS …
Year old article, but relevent.
Getting Into The Unicorn Boom: 10 Mutual Funds With Stakes In Pre-I P O Tech Stars
by Steve Schaefer , FORBES STAFF
Of course, for most investors there’s little need to chase the rich valuations brewing in private m…
@Edmond Thanks for the info. http://www.quantumonline.com/mandconvtable.cfm?SortColumn=Company&SortOrder=ASC
Limit order tomorrow.Cramer just chirped a bunch on APC buy of Gulf of Mex assets from FCX.
AEUA (B) - ANADARKO PETROLEUM
Anadarko Petro…
@Old_Skeet lol Keep smiling.
You may have heard of the term "exponential growth". This "starting slow, but then growing faster and faster all the time" growth is what they are referring to. So if you hear somebody claiming that the world populati…
Lael Brainard's Speech
Rate hike back off? Stocks add to rally after "super-dove" speech
By: Stephen Alpher, Seeking Alpha News Editor
Bob Brusca of FAO Economics says Fed Governor Lael Brainard has given "a super-dove speech."Stephen Stanley of A…
Capital Markets In The Week Ahead
Sep. 11, 2016 11:29 AM ET Marc Chandler seekingalpha.com
The week ahead will likely be shaped by a combination of what happened last week and what will happen the week after next. The end of last week saw a sell-off…
@MikeM said
I put a good portion of my self managed portfolio into DSENX (15%) after reading about the funds objectives and style,
@gmarceau said
Shiller's indexes almost seem like a free lunch at this point
@davidrmoran said
.." I have so much mon…
Short Press Release from Wasatch
Wasatch International Opportunities Fund to Close to New Investors on September 29, 2016
(September 08, 2016)
Salt Lake City, Utah, September 8, 2016—Effective at the end of market trading (4:00 p.m. EST) on Septemb…
@Old_Joe Certainly not offended by you or most comments or posters on this site. I've also been amused quite often by Ted( see below ).But I've also gotten the "woodshed" treatment . I had to search this site for " ship " to recover my January post.…
@Old_Joe
It took a page and 1/2 and 50 @Ted posts to generate the over 480 views in this post.I had to go to page three to count 43 comments to @Ted's constant posting of basically the same old same old.While you and Ted may have a valid point …
@rforno ,thanks for the reminder.
@ep1
Type in - hqh- in this site's search box for some fellow poster's reviews and discussions concerning bio/health including @scott who usually gave us pertinent info on some long term investment ideas.
From jus…
Here is a 2 page recap of a Feb. webcast DSENX. A good overview and explanation of the methodology used in the DSENX strategy.
Jeffrey Sherman – Shiller Enhanced CAPE® webcast titled
“A + B = C”
Tuesday, February 9th, 2016
http://doublelinefunds…
@JohnChisum said "I always keep a toe in Japan,," My Japanese exposure seems to be in MAPIX with a 32% Japan allocation (50 % of it's benchmark) and WAIOX with a 24% allocation in Japan mostly in the micro/small -cap space.
Conveyor belt sushi…
Also initiated a position in DSENX after listening to Mr Gundlach's July Webcast. In his words,for those.. (looking to) the stock market.. ,DSENX has an emphasis on risk management and risk adjusted returns. Recap here in Q and A.Two and 1/2 pages…
AUGUST 12, 2016
U.S. Fund-Flows Report: Equity Mutual Funds Suffer Twenty-Second Consecutive Week Of Outflows
by Patrick Keon lipperalpha.financial
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and exchange-traded funds [E…
@Ted said And here I thought I was the oldest, at 80, on the MFO Board.
Hey,look what we have to look forward to besides Balanced Funds !
Tweet from former Michigan congressman Charles Dingell: “Everything’s a balance beam when you’re 90.’’
Foll…
BUSINESS JOURNAL REPORTS: LEADERSHIP
How to Revitalize U.S. Manufacturing
Nine policies that could spark new growth in factory jobs and the economic benefits they bring By BOB TITA The Wall St Journal
June 7, 2016 10:05 p.m. ET
Now researchers, p…
A little Oranges and Tangerines ,but...
Performance Trust Strategic Bond Fund PTIAX 1
$5,000/$500 N/L No Transaction Fee @ Fidelity
Multisector Bond
Inception Date 08/31/2010 Multiple Managers 6 years Assets $590.06
Ex Ratio 0.89%
1. No T…
@Ted,That would be 2333 @ a 7% rise from 1:00 PM C D T SP 500. Your Cubs have you dreaming of a once every 100 year event !! That would approximate 3 deviations in Jeremy Grantham's view of reversion to the mean. Mr Grantham agrees with you on …
Added 8/06/16
PTIAX
Performance Trust Strategic Bond Fund
Symbol: PTIAX
No Transaction Fee No Transaction Fee 1 @ Fidelity 5000/500
1 No Transaction Fee funds are available without paying a transaction fee. No Transaction Fee funds will also be…
From my post in January 2016
EVBAX
Gaffney increased her exposure to energy bonds overall in the fourth quarter from 11.2 percent to 16 percent, with the fund's bets on high-yield energy bonds increasing from 3.3 percent to 5.8 percent.
She reiterat…