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 Skeeter,
You noted: AZNAX, I own this fund because it kicks off a good distribution of 8.75 cents per month per share. At it current nav of $12.17 this equates to an annual distribution factor of 8.67%.
The following yield is indicated. I ap…
Howdy Ted,
You are always the bright ray of sunshine that peeks through the cloudy skies.
Apparently you have not been reading or absorbing properly, what you have read.
Our holdings are forced to be clustered among various accounts at this time…
Howdy mrc70,
There are many very complex funds within all sectors. But, in my opinion; attempting any type of straight forward comparison among multi-sector bond funds is an ultimate challenge.
If one would choose to have 25% or more of a portfolio…
Thank you, scott. An interesting read, The Washington Post article; and one would think an ultimate challenge for him would be a political postition within CA.
Howdy Mark,
A well thought and reasonable article, in my opinion. Much of what was noted has also been noted here and at FA about "real conditions" over the past several years.
While we all find various factors in the areas where we live; I also c…
Hi AndyJ,
Yes, lots of cash flow since about mid-November, 2012. DXJ is in sell mode again today; but there may be another entry point in the future. Which was the intention of the original post for those so motivated in this area.
And, BOJ placed …
Reply to @bee:
PETDX was kinda stuck for awhile, but continues to be on our list and did well today.
We currently hold FRIFX, which is a cruise along equity/bond mix and continues to reward.
Thank you, OJ.
You discovered the properly written story; versus the earlier one I posted, which was not properly documented to support the title.
Take care,
Catch
Reply to @scott:
There are numerous etf's playing in Japan.
The only one on my list remains DXJ, as previously noted.
We have ready access to, two Japan funds via Fido; but the etf holds more allure; or perhaps more potential is a better word. 'C…
Ted and Pat. Thank you for the information about this area.
As remains, the "big houses" are still in charge of the risk to one and all.
Wonder whether the "FED/Treasury" and their super computers study the continued risks to the market place wit…
Morn'in scott,
I agree as to the time frame you noted; and have looked at DXJ in particular.
DXJ is down -2.4%, pre-market.
What are you holding that is Japanese exposure, if you choose to reveal?
Digging through my message alerts finds this fr…
Hi rono,
How 'ur a keep'in warm this frosty MI morning. Chill factor about -20 this early morning here.
Are we (I/me) getting too old to go play with these little sectors? :)
Just mess'in with you.
Ya, there are enough blender funds out there…
Hi hank,
You noted: Catch, if you invested in Japan it would be a far cry from your old conservative fund boat mantra. Plays on specific foreign nations or regions are inherently more risky than more diversified funds.
Yes. Probably just the dam…
AndyJ,
Thanks. I will watch Tuesday to find what the big kids are doing and how much they slap the Japanese market up or down. Nikkei was down 1.65% for their Monday close and their market will open in several hours to find how things start for the…
I'll only comment about bonds to the extent of whether "they" are kicking our houses portfolio arse in a too negative manner. Past this, we would prefer a bit more equity exposure and watching as to how high the equity sectors travel until the tempt…
Hi VF,
I don't find much info about what is attempting to be performed, methology and with what tools for BWX.
It does travel inverse to the $US, as this chart indicates; but also indicated is that the total return on one's money since the birth of…
Hi TNK,
This brief writeup provides a decent overview of the tools used by some funds. Check the end of the write and the cash position example.
As to DLTNX; my opinion is that when Mr. Gundlach formed Doubleline, a lot of money flowed to the new f…
From the article: "Europe is also demanding greater ability to bid on government construction projects and service contracts within Canada — a key concern to major cities such as Toronto, Mississauga and Hamilton, which have asked for exemptions fr…
Kinda a tough compare between FNMIX and MAINX; as FNMIX is spread around the world for the "em" exposure.
Since inception (Nov. 30, 2011), for MAINX finds the following:
FNMIX = + 21.9%
MAINX = + 10.7%
Howdy Hiyield007,
For all practical purposes; our house follows pricing as much as anything for trying to determine where a sector may travel. 'Course, this is tied in with whatever else one chooses to have for all of the other outside factors, too.…
Howdy TNK,
You don't mention what % of your holdings are related to TGINX & DLTNX.
Do you have other bond funds and/or other mixed funds which may also hold various bond types?
We hold FNMIX, and although there has been recent weakness in the…
Hey Hiyield007,
Small cap stuff, eh? Curious as to why this equity sector; if you have a few minutes.
Our house monies are sitting still, at least today. Looks like bonds will get a small benefit today, in most sectors.
Take care,
Catch
Reply to @DPN:
Forgto to note that I agree with Investor regarding FEDDX, if you want some smaller cap emerging market equity. Also, FTEMX; which is a blend of emerging market equity and bonds. Take a review of this fund, too.
Best wishes with you…
From the "feels like 2007 all over again".
Is this not a most wonderful statement from one the folks who think they are guiding the monetary planet into the zone of fulfillment?
Esther George, the president of the Kansas City Fed and this year a…
You noted: ("Remember, what Canada sells to the rest of the world is mostly rocks and trees.")
For your own personal safety, I would not utter these words outloud while in-country.
While gun crime rates are not high in Canada, when compared to the U…
Hi Hiyield007,
I noted previously that some shifting started around July 25 2012, after Mario Draghi's blip..."We'll do whatever it takes." This involved U.S. dollar value as well.
I noted Saturday that em bonds and most em bond funds are down abou…
Howdy DPN,
You note: I feel like it is a little on the aggressive side but I have about 20+ years to go so I am okay right now
A quick blip for my inflation adjusted 2 cents worth. If you add FUSEX, you will be adding to the aggressive side; at lea…
Hi Hiyield007,
I am 'ah think'in, that I am going to draw 30, 2" squares on a piece of cardboard; having the tickers of 15 bond and 15 equity funds of my preference; and then get out the darts and let rip for my "top 20 list". Each one would get 5…
Howdy andrei,
I had just read this a bit earlier from another site.
He/you note: Here as 2013 begins, I have only one word to add: ditto.
The greatest of all investment adages states that “what the wise man does in the beginning, the fool does i…
Morn'in hank,
I have visited the Way - Back postings from time to time, too.
I recall the "bank account withdrawals" post.
After 6 months of continued nasty news reports about everything; I had continued to receive phone calls from friends and fam…
Hi tgeno,
Hope you're enjoying your new location.
No slowdowns from Boulder, eh?; cause of that Rocky Mountain high thing go'in the area. Some laided-back folks in your area wouldn't notice a slowdown. :)
Take care,
Catch
Hi AndyJ,
Same here, and our browser is logging to the host server from within MI; where the server is located.
Always keep all the pc here very clean and reset/clear all browser junk each morning before goint online. Using Windows 7 & I.E. 9.…
Howdy fundalarm,
Well, perhaps the retail investor is coming back into the equity markets and will let this area run for another 6 months or one year.
Is this the long noted contrarian move by retail investors?
No answers from this house.
With jus…
Howdy Charles,
You noted: The site does not give full list option for the highs, like they do for the lows; otherwise, I would have screened for oldest share class, which would be more practical I think.
It appears, at least related to the alphabet…
Morn'in bee,
I posted this sometime last year; and it still applies, as far as I am concerned.
These folks are in all areas of a society. The serious considerations and circumstances arise when these folks either have a direct impact to an indiv…
