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.
At the least, I am curious to read responses to most topics. Mark, your subject header for this post should at least draw a high view rate.
Take care of you and yours.
Catch
Howdy mrdarcey,
You noted: " In accumulation phase, asset allocation is 90% of the battle. MFO is great for phase two -- picking funds, particularly risk aware funds -- but @cman is correct, people don't really discuss AA much here."
My memory sur…
Reply to @cman:
You noted previous: 4. The above suggests a primarily passive portfolio designed for the next few decades while you focus on accumulation.
>>>>>I read that this may be your suggestion for a passive portfolio; appar…
Reply to @cman:
Based upon tp2006's active managed fund list that he posted and what he has also noted elsewhere in this thread about allocation percentages into various sectors; I am surprised that you have not offered an index/etf selection to f…
Morn'in scott,
I've raised my oversized coffee cup to clink against your Diet Coke container.
You noted: "It's just all such ultra short-term thinking and ADHD investing. You have a pile-in on a certain theme (short yen) and the second it turns t…
Howdy tp2006,
Welcome to MFO.
Are your existing funds (your list) tax sheltered monies (IRA, 401k, etc.) and will this be the case with some of the new money? I will presume most of the new money would be in taxable accounts, however; both you an…
Morn'in Junkster,
Glad that you're helping keep everyone on the ball about investing (bonds).
Tis understandable that likely the majority of investors are equity-centered. The majority of business news and what the general public does and has see…
Howdy Derf,
'Course, wondering what the historical record of a "temporary" tax that lasts forever....yes, indeed.
So, would this gubiner candidate try to tax into/inside the 403b's and related? Ya, right. I sure would like to ask him a direct quest…
Hi mnzdedwards,
PIMIX is almost 7 years old and the life of fund return = 10.35%.
Don't know anyone who could complain about the return.
Yes, the fund has a high turnover and they play with all of the tools to achieve the returns. One can either g…
As noted in the press release:
"Portfolio management will be strengthened by the appointment of the Managing Directors Andrew Balls and Daniel Ivascyn as Deputy Chief Investment Officers."
Relative to some Pimco portfolios, I am more concerned wit…
Morn'in scott,
You noted: "To me the Japan trade is really being a tourist (and the second things go wrong, all the tourists will flee) and trying a trade rather than investing. Might Japan stocks continue higher? Sure, but I do not see fundamental…
Hi Bee,
We held this fund during part of 2010. A real "watcher" indeed. I would rather use my time trading etf's, if I (me personally) really thought I knew what I was doing with frequent trading.
I liked the holdings mix and read about Mr. Barish …
Howdy fundalarm/JR,
Hope all is well with you and yours.
Re: Japan and perhaps a remaining decent play for we small retail investors continues to be DXJ for combining equity and currency hedging.
'Course the big run for Japan began in Oct. 2012; …
Howdy mikes425,
You noted: "It's painful to watch bond funds mute any returns on the equity side. Hype or not as far as the near-term financial noise - it is impacting me daily in the NAV losses on positions like the BTZ - and anything with the lon…
Hey Old_Joe,
How the heck are you two out your way?
You noted: " One demurral, if you don't mind: I surely can't speak for our entire generation, but my wife and I certainly do remember the lessons of frugality as practiced by our parents, and the…
Hi scott,
Yes, we've chewed over this for several years, eh? I wish that more folks we get their head in place about proper spending habits; but I don't see this happening on a grand scale. Some have been forced to re-think this area over the past …
OMG.....imagine the consumer beginning to practice.....Frugality
Robin would say to Batman, " Holy growth model Batman, it seems more consumers really are considering frugality as a method of living!?
Nah, nope; ain't gonna happen in my remaining…
Hi Junkster,
Thank you for your follow-up.
Aside from sentiment, which I suppose could be measured here at MFO via a poll or question, your mention of other sentiment indicators reminds me of techinical indicators as well. To the point of reviewin…
At the very least, here at MFO; one has an ongoing knowledge base from which to continue to learn and grow from to support investment decisions. MFO is just not about technical aspects and digging into various funds. I believe one of the greatest va…
What'd he say, man??? I don't know man, I forgot.
Hey, are there any more Oreo cookies or Doritos???
I think Bill went to the store about 3 hours ago; but he's not here yet.....
Past this, Ted; I do believe your video link is for the wrong produ…
Howdy MikeM,
Our house is 40% equity at this time; with 50% multisector and HY bonds and 10% cash (stable value holdings at 1.5 and 3.5% apr).
VIIIX, VITPX, PRHSX, DODGX, ITOT and VSCPX for the equity sectors.
FTBFX, PONDX, LSBDX, DIHYX, DGCIX, F…
And these folks just keep paying the fines: JP Morgan/Madoff settlement
'Course, I/we do not have the inside info about this investigation; but I agree with a notation in the write that there must have been some damning information; or JP Morgan wo…
Howdy MikeM,
My recall from the past 5 years or so is that many "total" or "multisector" bond funds have held muni's for the very reason you note (make a decent profit); not unlike any other bond type.
'Course, the folks managing these funds don't …
I was curious as to so many mentions of Fidelity funds in the article.
Here is a "bio" check for the author.....link and the editor of Fidelity Investor Newsletter.
Edit: 9 a.m. : I am not noting that what he writes in this article is improper or …
Howdy msf,
Thank you. And yes, I have noted to them several times about various "malfunctions" with data indicated.
I have, in the past; been able to make purchases of various funds (non-Fido) far below the minimums, although the system indicated …
Morn'in msf,
I've been outside fighting against round one of a winter storm here in MI, so I may have brain freeze; but where did you note the $2,500 min. for BDMIX at the Fido site?
Here is their internal site link for the fund at the fees sectio…
Howdy willmatt72,
No direct suggestions; but this list may help you sort for some more choices.
Click upon whichever fund group you want to view; large growth, blend, etc. This will bring up a list of funds in that group. You may then click upon t…
Morn'in Ted, et al,
In particular, to the ethanol production noted in your link. What a joke of political crap this has been. A "grow more corn" subsidy to corn production states (including Michigan), pushed by the politicians and others thinking t…
Geez, my 2014 wish is that writers apply an appropriate and full notation about dollar relationships and percentages when providing comparisons between such long date time frames.
Per Ted's previous, related post/link: "The redemptions, which were…
Hi Ted,
Apparently a pc browser problem here. :)
This is what I see at the beginning of the article:
FundWatch
Feb. 10, 2003, 10:04 p.m. EST
Best buys
Consumer Reports picks top funds in their class
By Jonathan Burton, CBS.MarketWatch.com…
Howdy msf,
Thank you for the followup article link. There are circumstances for some folks where these products have a position in their overall financial structure. Folks should know that there are alternatives with annuities, and this list provid…
