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.
Howdy @davidmoran
The math I have performed indicates that the first year of RMD from IRA holdings is about 3.8% of the total value; and the percentage increases in small amounts after the first year.
A $50,000 RMD indicates IRA(s) value of about …
Not to the messenger; but to the writers of the article. Man, I'm glad I am not in this line of work; requiring to pump out something, anything.
Did it really require two people to put together this piece; and what did anyone learn???
We learned …
Has been discussed numerous times over the years.................that folks should likely regard what is put in place on these pages; "as suggestions or for your further review".
This includes the well known names among the Wall St. crowd, Phd'd. …
Howdy @Roy and @JohnChisum
The noted distribution of shareholders:
Our client base is now comprised of:
• Institutional Advisors/Consultants 43%
• Institutions 19%
• Retail Advisors 17%
• Individuals/Retail Shareholders 13.5%
• Family Offices 7.5…
@hank and @Old_Joe
I see today, as of 1pm; that there are 15 "brains" available (new).....well, who would want a "used" one, eh? Gives new meaning to the name, "air head"; eh?
I contacted the seller and they stated that they had more than 1,000 o…
Howdy @Old_Skeet
You noted: " I ventured into this special spiff based more on market fundamentals rather than its technical’s."
Will you please 'splain to me what you view as fundamentals versus technical's in your above statement.
For me, when …
Howdy @00BY
Here ya go on the fee thing:
The Activity Assessment Fee is imposed by Fidelity Investments on behalf of The Securities and Exchange Commission (SEC) for executed sell orders. It is administered in an effort to defray some of the cost…
Hmmmmm.........
Howdy @Derf
I presume you mean the link did not work. I always check and it did link through to NPR radio, Fresh Air program from March of 2012.
Okay, try this............. https://www.google.com/?gws_rd=ssl#q=NPR+fresh+air+March+…
I suggest, as I have previously; the book; The Power of Habit. Habits, of course; reach into almost every aspect of one's daily routines and decision making.
This link provides a nice overview of the subject matter. The book is readily avaialable…
Howdy @JohnChisum
I do believe Volvo is now owned by Hejiang Geely Holding Group of China, with the purchase from Ford in 2010. 'Course, I do not know whether this affects quality, which it should not.
I suppose with Volvo and some other brands, i…
Howdy @fundalarm
Hope you and yours are doing well.
So, just some tired folks and markets; and time to rotate some monies, eh?
One may suppose anything going forward, but we did purchase a bit more in
the healthcare area....... PRHSX and FSPHX, a…
Howdy @Ted
You noted: ", 2014 will be another year for equities, not bonds."
I hope you are corrrect about the equity area; as that will help the other 50%.
You are much more prescient than I in these matters. I'm sure we'll both be satisfied wit…
Howdy @hank
You noted:
Catch, I thought your recent "Fairy Tale" link was very good. It was pretty elaborate, and I didn't take the time to fully digest the various geopoliticall forces at work. Excuse the expression, but it points to a "Catch 22"…
Hi @Charles
Keep in mind, that we here; are not all equity centric.
Some bonds sectors are smiles at the moment; but who knows what 3:59PM may bring.
Thank you for all of your efforts.
Catch
Reminds me of we folks in Michigan waiting for and wanting springtime weather to return to Michigan. Ya, we knew it would eventually arrive; but it was a long and harse winter from Nov. of 2013 until April of 2014.
And of course, investment markets…
Howdy @scott
Recall we've been here before, eh?; and about what "real" strengths exist in the economy(s) around the globe.
Still bond centered at this house.
Take care,
Catch
Morn'in @Ted
Keep your heart rate down...tis not worth your health with this small item that will disappear into the MFO dust bin very soon.
Take care,
Catch
First time I have linked this particular list. The last Lipper related link I see is for last Thursday, not for the full business week; which for last week is especially interesting, eh? Oh, well.
Howdy @Dex,
The article didn't go into the fact that the TIPs also reflect movement towards quality when, "the band is on the run".
TIP and TIPs fund were up an average of 1.1% the past week; with the exception being the short duration stuff, which…
Hi @JohnChisum,
GNMA has done well this year. I suggest that the most recent 3 week or so upward move, in particular; is related to monies moving into investment grade bond related areas.
A note regarding this sector, bond's; and perhaps some eq…
Howdy @heezsafe,
You noted: "Some here are referring to "cash equivalents" with words such as "TIPS, and related bonds [?]" and "low duration bond funds." Fascinating!! Please, describe for me, what could you possibly have used as your detour point…
Just imagine what a wonderful batch of chili could be put together with just a few more cooks in the kitchen.
Wonder what the transcripts of these meetings read; to decide what to throw together, for something else, for the investing public.
Appa…
Howdy @Old_Skeet
Fidelity's view of composition for EVBAX. I find their layout of data easy to disgest; and it is free to use.
Enter a ticker symbol at the top of the page, "keyword search". Note: not all fund tickers will process, dependent upon …
Update for PIMIX / PONDX
---PIMIX, dividend of 0.05550 per share, declared on 09/30/2014
---PONDX, dividend of 0.05266 per share, declared on 9/30/2014
Hi @Mona
You're probably correct about distribution; although nothing posted at Fido or Pimco.
There was a 0.0555 on August 29.....is that what you saw somewhere?
Thanks.
Catch
Perhaps this is a good thing in the long run.
Is anyone able to detail how much Bill Gross was really involved in managing funds?
Dan Ivascyn and Mihir Worah, among other managers, may be pleased about this change.
I recall a business office ye…
If a few particular folks decide to leave; then I will be concerned. If Mr. Gross is not involved in day to day functions of most of the funds, then perhaps there will not be any real problems with most of their bond operations. There remains very g…
Now, especially for some of we older farts here at the board.....inflation. The real challenge to investing, eh? My 97 y.o. M.I.L. and 89 y.o. mother know of and understand inflation.
I smile when I see a current Ford truck? ad helping the viewer f…
Why is the Fed still paying .25% on excess reserves held by some banks???
Fed data as of Sept 17, 2014
From MFO, Jan. 2, 2014:
http://www.mutualfundobserver.com/discuss/discussion/10146/the-other-fed-taper-what-are-the-implications-for-our-invest…
@Old_Joe
IMHO, per the best of my recall; which may have a shorter duration than a Treasury note, recent notations here (MFO) indicate that anything other than facts that can not be disputed; must have consideration of just plain old chit-chat.
'…
