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.
Morn'in scott:
Mr. Jordan looking forward to Mr. B's visit on March 5, or not; perhaps just a few 100 pages of "yes, we can". The text writing has already begun, eh? Who will be bringing the "smoke and mirror(s)" for the show?
Dear Mr. Bernanke, …
Morning BobC,
Yes, sir.
Individual investors must establish their own goals; and most importantly don't become trapped by personal emotions when a period of time exists with which one's portfolio does not measure against that goal, as had been pl…
Howdy andrei:
You noted: One possible lesson from this discussion: To have a better chance to beat the index, one should try to identify not just a manager, but a fund family with a good culture which gives them persistent advantage, like PIMCO in …
Reply to @MJG:
You noted to Andrei: To this moment, no MFO member has chosen to answer your specific question. That, in itself, is an answer. There is no simple, clean, one-size-fits-all response. The most honest reply is that “It Depends”.
I am u…
Howdy Skeeter,
Heck, I sure don't have a problem with anyone for how and what they choose to fund their portfolio(s).
As I noted several days ago, I find no problem with having several multi-sector bond funds, cause they sure don't act the same and…
Reply to @Hiyield007:
HYG getting picked on today, in the hot money rotational games in place.
BOND +0.04%
RWR +0.12%
IYR +0.13%
PDI +0.87%
HYG -0.24%
TIP +0.02%
LQD -0.04%
IEF +0.10%
Thanks, Investor.
Here is another related document with sectors data.
I recall earnings guidance numbers had been reduced overall last fall for forward (at the time) reporting, which would have changed the benchmarks.
Howdy Sunshine,
You noted: Move your portfolio to CD's and let those of us who know something about investing handle MFO. You made your bed, now sleep in it !
Sometimes, you're just too funny and silly. Perhaps there is not a need to be concerned …
Reply to @scott:
Indeed, scott. This is the really troubling propostion; as I don't know that "they" have an exit door that will operate normally. A big hole has been dug, eh?
Howdy Hiyield007,
I have no problem with interest rates rising from what would be normal circumstances of demand for money; as that would likely indicate a more normalized condition. Our mish-mash of bonds only benefited from the perverted monetary …
Reply to @Hiyield007:
Also, per your "funk" reply. I don't feel the rotation is in place yet; and that the
current market actions are hot money moves.
However, this does not mean that perhaps our house needs to move into other
areas of bonds with a…
Evening BWG,
You noted: "My constraint is that I am limited to investing through Fidelity."
MFCFX is available via Fidelity, NTF. I don't understand the situation you noted.
Regards,
Catch
Mark, thanks for the link. I saw this earlier, too; but have not had time to dig through the report.
These actions (the fed and friends) remind me of early studies I went through before my work in electronics; and one of the books was titled, "The …
Yup,
Ultimately, investors must remember that “doing well over time” is the idea behind any process or methodology.
Compounding is the real long term friend, eh?
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…
