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Hi guys!
Just some thoughts.....
I said earlier I opened a watcher position in RAANX which has gone straight down -4.69%. So far, good it's small.....$250.....so I'm down about $12 so far. Since I now have time to drink coffee and surf a little, I…
Hi guys!
I will say only this: in our retirement package, you had to be 55 with 10 years of employment. Also, it was not offered to office people. Also, not to engineering personnel. At our plant (we have 20 worldwide), this is the second time i…
Hi guys!
Seems to me.....another poo-poo article. The journalist must have had a deadline to make. As the song goes: "Everybody wants some. I want some too; everybody needs some. I need some too." Look around the world (i.e., in bonds). Why w…
Hi guys!
While I own PONDX and PTIAX. Also, look at GIBLX. While it's not in the top 2 here, if you play the trifecta, it's what you call a place horse, i.e., win, show, place. It's 3rd, but I like it.
God bless
the Pudd
Hi Catch!
What a call! PIMIX...PONDX is like playing Billy Ball. Healthcare ....you're spanking it out of the park now. Duke wonders if your contract is up this year as you're putting up big numbers. Looking for the contract next year, eh? Gott…
Hi guys!
I was venting on the second post. The thread was just for fun. My venting turned this into something it was not meant to be......I do apologize. Being over-caffeinated and sitting in front of a computer is trouble, I think.
God bless
the…
Hi Skeeter!
I will try to keep it short. My problem is one side of the 401 (the company side).....the money has to stay there. You can't move it to the brokerage side (I'm sure I got the memo but don't remember when this happened). Soooooo, broke…
Hi guys!
Thanks for the kickback. I see what you mean about FRIFX. I put it up against PONDX....looks bond-ish. Have you looked at RAANX? It has a lot of cell towers, data centers,......it's not your typical RE fund, I don't think. OR, am I a b…
Hi guys!
Opened a small position in GIBLX. It's my 3rd bond position....and last. Will build over time. Also opened a small position in DSENX. Again, will build over time. Just waiting for something to happen.....
God bless
the Pudd
Hi slick!
Congrats on your portfolio. I saw your post on what you had at M.L. and moved to Fidelity. You had some good stuff there!!
I have said in the last 2 weeks all my holdings are at 52-week highs, but I did not check their benchmarks.....sil…
Hi guys!
Good move, Pimco! From what I read, the banks are really bad, also. But what worries me now is GLFOX. It had, the last time I looked, 20% in Italy....soooo, that might be a problem. Just saying....
God bless
the Pudd
Hi guys!
Hey, slick! You can post your changes for me. I'd like to see them and why. Have added to FJSCX. Just saw some articles about Japan.....how things are turning....quiet! Don't tell! Also opened a small position in PTIAX again. Sold ou…
Hi Josh!
You're married.....wife's money long time invested....good stuff. As far as 401 money, why wait? You can't get it for a long time. Tell me what beats the S&P over time. What fund that's as cheap as an index. As far as investing, no…
Hi Josh!
Good to see you posting. Just my 2c or your port in the tax sheltered account. Use the S&P 500. You're young.....use that to your advantage. In the taxable area, it gets tougher. You need to put a percentage in and divulge how long…
Hi guys!
Have sold VIEIX. It's been a fund I've had for a while. The small and mid caps are stalling. Last week's downturn was ugly. So, it's time again to part with this fund. It was a pivot play where money was added. Now I think it's time t…
Hi guys!
Good move, Slick! I did the same and bought PONDX. Have cash and not much looks good. Added a little to FSPHX and FDFAX. Duke says that staples and healthcare do the best of all the sectors over the summer......I don't know how he knows…
Hi guys!
Bob C: Where are you putting money now as compared to, say, a year ago? The funds I own only one shows any value right now.
God bless
the Pudd
Hi guys!
As I look over the portfolio, I see almost all positions near or at 52-week highs save one. Yes, VWINX is lagging noticeably. Were one to start a small position or toe hold, now might be the time. Since I'm raising cash, I will be watchi…
Hi Bee!
From the mouths of dogs comes......well, we're not sure. But the Dukester says the volume looks weaker now than in '87. Of course, he says he wasn't born then. But he would like to see the advance/decline line and new highs list to make …
Hi Crash!
I can only speak for PTIAX. I've owned this fund. I sold it in the pivot because I thought rates were going up. The duration is high, with half of the bonds being junk. Saying that, it is one I will own again....why? The monthly payou…
Hi Crash!
I'll take a stab at this. No not at all----why? Well, you keep on buying what you always did.....only more shares of IBM, PG, J&J, etc. You can't own all the shares the same way with bonds. It's a $3 trillion dollar market, so no p…
Hi guys!
This is old news....bought some VINIX weeks ago in the hope of good things out of DC. Sold DISSX.....just taking some profits from the pivot. Also, sold GLRBX this week. It's lagging.....have VWINX in that space. So I'm raising some cas…
Hi Crash!
Sorry-----The Who sang "We Won't Get Fooled Again." (Reaganomics 2) The Beatles ..... in PA.....75 degrees......the music is loud....the beer flows freely. The Pudd remembers when.
PRESSmUP: Yeah....have heard that before. As my dad w…
Hi guys!
What a funny thread. It reminds me of The Who. You know the song......what are Duke and I listening to now? The Beatles.....Let it Be----how long has it been? It's beautiful. Listen.....you were once there and all that. (I've got a fe…
Hi VintageFreak,
https://fundresearch.fidelity.com/mutual-funds/summary/111328100
https://fidelity.com/fund-screener/compare.shtml#!&fIds=BVAOX%2CDISSX&tab=pf
Going to have some moving parts, so I hope this works. On Fidelity, BVAOX is …
Hi VintageFreak,
Here's my take on your funds:
.....the good.....
BTBFX - FMIJX - GAIFX - BRUFX - BRTNX.
.....the bad.....
GAVAX - WHGIX - WSBFX - LCORX - So, what would I do? VWINX - and sleep well.
BVAOX - use DISSX.
BULLX - use PARWX.
GTSOX…
Hi guys,
Bee, MikeM: Thanks! A job well done.
PRESSmUP and Bee: I also saw what you're saying. Indexes are cheap. They, as far as I'm concerned, should be core. How many times do funds beat their indexes? Also, if we're talking top 3 funds.…
I wish consumer staples would fall as I have a position from last year I want to add to. But all it does is go up, so, I wait. Funny..... in a bull market, even the unloved go higher.
God bless
the Pudd
Hi MJG,
Does global count as international? Because that's mostly what I own. There are no excuses....the dollar....interest rates......politics, etc. Go where you will. Do what you must, but just win, baby! Or will find someone else who can do…
Hi Chinfist,
No, not worried.....it's a PIMCO fund. It's what they do. Were it a smaller house or one that was more into equity, then, ... maybe. The fund seems to have a lot of flexibility. Having said that, could it stumble due to size or PM …
