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.
I remain ever watchful as to what is going to "force the Fed to raise rates". The economy(s) remains stuck between a rock and a hard place. The ongoing "low interest rate environment" is going to be a most difficult investment punchbowl to remove fr…
@MJG
You noted: "Given the depressed character of current bond performance, stocks still don’t appear to be a bad deal,"
What evidence do you choose to present regarding "Given the depressed character of current bond performance"; indicating a depr…
As to the first law noted above: "First Law of Financial Conferences"....hell, from my expericences and observations, this is how human beings function in many cases....period.
I can only confirm that after my 60 plus years on this planet, that I …
Yup, stuff/info that some of us have been chewing upon here and (FundAlarm) for the past 5 years.
Wait til the 30 mortgage moves above the 5% rate and watch what happens to everything related to existing and new home sales.
Do continue to belie…
@rick
I am sure, that when comparing your numbers to the Vanguard site, would find the same performance results for the time frame.
I am confident with the performance numbers I find at Stockcharts. And I like the visuals at the site, too. We all …
Howdy @rjb112
The stockcharts is accurate from what I have found over the years.
The "day" slider may be moved left and/or right with the pc cusror, as well as moving either the left or right end of the slider for a shorter or longer time frame. I…
Howdy @rick
You noted using the 6 month time frame at the stockcharts site. I used the YTD.
The 6 month indicates a time frame of Jan. 3 thru July 3; whereas the YTD time frame is Dec 31, 2013 ending price thru July 3.
Apparently, this is the r…
Howdy @Derf
The Stockcharts link indicates the same return info as the Vanguard site for YTD performance, inclusive of distributions, etc.
VTI ='d 8.27%
BND ='d 3.23%
VXUS = 'd 7.03%
I did the most simple method of adding the totals and …
Howdy @rick
The below link to stockcharts.com includes up to date data regarding distributions, etc.
I have not found any deviations in accuracy over several years of use and verifying total returns. You will find the same return numbers posted at …
May have been a "large cap value" May 31, 2014 per M*; but I would classify as commingled. Which is just fine, if the performance is in place. Ain't noth'in wrong with a well run, commingled fund.
https://fundresearch.fidelity.com/mutual-funds/co…
Howdy @Old_Joe
Recently read a variety of articles along the same lines as the story you note.
Followed the ACA thing from its beginning to becoming law; as our house knew this would impact us going forward.
Monetary impact of ACA has been debate…
I will presume, for others much more savvy; the black swan monitoring model we use, may be too simplistic.
Step 1: Monitor broad market movements globally, as time allows.
Step 2: Monitor personal fund holdings, as time allows; and daily if possibl…
Howdy @davidmoran , et-al
Not knock against OSTIX, nor other multi-sector bond funds; but my largest concern with any such fund is the ability of the management team to have the proper expertise in a given bond type sector. The presumption being th…
@dryflower
So..........someone "flagged" your post, I am presuming ?????
You presume the reason; but I will also presume you did not receive any communication from whomever removed the post as to what your "violation" may have been, eh???
@heezsafe
If the bond market(s) were to become too shakey; regardless of central bank actions, the equity market would not be any less vunerable to market shocks.
Bonds (debt) remain the underbelly of support for many organizations, companies and …
Mr. G, recent actions and departures of staff over the past few months was discussed a few months ago here; and my main concern remains as to the morale of all managers and the "in the background" staff at Pimco.
Many of us have access to a variety…
@Anna
Kinda like.....partly sunny or partly cloudy, eh? Depends upon where one may be having the view; or in the case of funds, which funds one holds that may be "mostly higher".
Perhaps the Central Bank enjoys the cheap money as well as the next person.
This way please
But, wait there's more......
http://omfif.createsend1.com/t/ViewEmail/j/AD679A12EEB1FB26
Well, you'll have to be the final judge, eh?
Give the bond funds any name one may fancy.....I surely don't buy just for the "name".
After all, we're only in them for the money (return).
Multi-sector bond fund returns YTD
Howdy @Junkster
You noted: "looks like it will be the 64th record high this year for corporate junk bonds"
Thank you for again reminding folks in this equity-centric investing world.
Take care,
Catch
@David_Snowball
Will a summary of the rules and expectations be posted on the home page or elsewhere for existing and/or new members to view?
Regards,
Catch
Don't know if this site is left, right or neutral politically. But, there is a lot of info available with a simple search; related to any tax features of the healthcare act.
The taxes/taxation issues were widely discussed and most published before …
Howdy @JohnChisum and @Old_Joe
I believe that the "Fed", being all inclusive of all members, and their closed meetings be all secret; with only the Chair being able to make public comment or that all member comments and meetings being fully open an…
If some of that "cash" is TIPs or other Treasury issues; there wouldn't be much to cry about at this time; as this area would be supporting returns of these funds so far this year.
Howdy @cman,
I believe that I have clarified I am discussing active managed funds in particular.
Your notation, however; is indeed correct about a bond or fund.
Thank you.
Catch
Howdy @Ted,
Are you able to provide data to support that active managed TIPs funds have been a "bad investment"; say, over the past 15 year period, relative to other major asset classes?
Lastly, I have not expressed that TIPs are a buy and hold …
Howdy @KirkL,
You noted: "What are the advantages of buying a fund other than losing some return to annual expenses? It is not like we need to diversify risk since they are all guaranteed by the government."
>>>More or less, the average E…
@VintageFreak
Howdy,
Too expensive for the performance, IMO.
A fund of funds, eh?
You may be better served with a decent multi-sector bond fund.
Fidelity view
My two cents worth.
Take care,
Catch
