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 Charles,
You noted: " I know the composition is for "near retirement, capital preservation and to stay ahead of inflation creep," but surprised to see it virtually devoid of equity."
>>>>>The M* breakdown of the portfolio "thin…
Added note to the above. I have in the past; and again this year, directed friends and family to the MFO home page to use the Amazon link here.
Pandering for the right reasons, eh?
Regards,
Catch
Howdy Soupkitchen,
All of the portfolio is in tax sheltered accts.....401K, 403b's and IRA's.
Not that muni's have not performed well over the past few years; but we
wouldn't have access to them, except for the IRA monies.
Take care,
Catch
Howdy,
Per this LINK, the fund was re-positioned, and now is ITOT.
VTI is pretty much a twin substitute.
Read about this just below the bold text regarding "short term bond fund".
Regards,
Catch
Hey OJ,
As the question is related to equities; I believe it is "too soon to tell" as there could be a bit of "worse is yet to come", which led our house to the "not quite yet".
Although not getting the big face slaps this week; as have many equi…
scott,
Well, I suspect you have a tougher skin, than to be concerned about the risk parity thread.
Our portfolio has been through the grinder a few times; being named quite boring, back in the FundAlarm days. It has also been slapped around a few …
Hi hank,
I do not like these numbers at all.
Shanghai (-1.51%) .....internal Chinese market, YTD= -6.9%
Hang Seng Index (-1.13%).....external access to Chinese market, YTD= +15%
S&P/ASX 200 (Aussie) (-1.53%).....YTD= +8%
Nikkei 225 (-0.…
Howdy BannedfromBogleheads,
You wrote: "And on the basis of my best understanding of prudent investment strategy I have to admit that volatility aversion does certainly seem to be an indication of stupidity because all the investment theory I know …
Hi MikeM,
PRPFX is a static portfolio mix and surely can have difficult times in various markets; versus the other funds you noted. I suspect an actively managed cluster of holdings related to holdings in a Permanent Portfolio style would work. But…
Hi MikeM,
I do believe some of the equity selling is related to possible tax changes for cap. gains; and folks taking profits with some of the better areas of equity returns for 2012.
This could apply to both individual stocks and/or etf's/active m…
Hi hank,
Hoping all is well in the great north country.
Mr. Snoop would like to know if it is possible that you might reveal what "tad's" ticker might be.
Take care,
Catch
Howdy Hiyield007,
Watching our HY/HI funds for market reactions; and yes, they have held well. A recent story (Bloomberg?) mentioned HY area fund outflows for the past 4 weeks. Perhaps the etf sector; as I don't recall what defined "funds"....activ…
Still watching here; for whatever comes forward in the next few months. 'Course, I don't have a clue of what a break point downward, in terms of percentage, may be; to cause the big houses to want to move monies in for purchases.
Too much uneasy re…
Ummm, the question always rolling through the brain cells.....
Not neccessarily in order of priority:
---PONDX, with their apparent skills/tools to move among the mortgage related issues; with the presumption that the Fed. will continue to play i…
Hi bee,
Thank you for this and the reminder. I need to have a secretary to keep track of "stuff".
This link is for Jay Leno and is from an original video story from June of 2009.
Pretty cool stuff indeed.
Jay Leno's Garage
Take care,
Catch
Hi Gandalf,
I agree. I will attempt to take some time to check the DoubleLine web site for old presentations as to whether the "full" notations are available. Other presentations I have checked in the past were not posted on the web site in a timely…
Hi bee,
Apparently, for the given criteria of actual default; the U.S. has not. And as you note; our country can and does print money to cover the spending. 'Course the sad result is a feeling of prosperity to some via inflation and the resulting lo…
Hi rono,
Congratulations to you. Watertown will remain a better place to live with your efforts added.
Hey, not really part of this thread; but what do you see on the ground as far as folks spending money for whatever.....Mountain Jacks and relate…
Hi Gary,
I agree that this transaction seems a bit strange; as with the Check 21 Act , processing of a paper check is via imaging which reads the MICR encoding for check value, as well as the institution and routing and transit encoding. This proc…
Howdy bee,
Not to put off a reply to you; but I am knee deep in work for several days. I will ponder your question; and perhaps others, too, will offer some of their own choices for such a portfolio.
I will quickly note that our current portfolio a…
Ironically, there are those who are running for political offices who would choose to eliminate government monetary support for "PBS,NPR" and related. Many commercial network programs today have jumped upon and expanded offerings that originated wit…
Voter's in a bad mood generally do not favor those already in power. But, who really knows.
Past all of this is what I have tagged as the McD's affect. During past decades, I noticed that the more a customer had grown up with fast food restaurant se…
Morn'in Ted,
As the phrase goes.....a little "think outside of the box".
There are those who have multiple retirement and other account types that may also cause them the have to choose among those offerings. I know several people today who have h…
Hi Investor,
You noted: "This is old news. What prompted you to bring it again?"
Is this directed towards Flack for the post or some other commentary in this thread?
There are areas that get the re-do here; but I always try to keep in mind that t…
Well done. We didn't buy any HY/HI until mid-May, 2009; buying SPHIX, FAGIX and DIHYX and still hold these funds.
Chart compare PFF, HYG, SPHIX, FAGIX, DIHYX
NOTE: the left slider icon below the chart may be moved full left for about a 1,400 day vi…
Howdy Rocky,
Can't answer the I bond question.
Are your I bond holdings in a tax sheltered acct.; and if not, I presume you have to pay tax on an annual basis against the implied earnings, yes?
Lastly, do you hold any TIPs mutual funds?
Regar…
Howdy OJ,
Well, the portfolio held just fine during your travels. The best is that both of you were able to sample food in new areas of the country and expand your minds with all of the locations visited. Always good for a nice unwind.
Glad to kn…
Hi OJ,
Thanks for the article, and it touched upon an area that could be problematic.
An ogranization may not hold a "CDS" contract unless it also holds the bonds related to the "CDS" contract. I don't have a problem with this aspect, as it may tak…
Morn'in Rick,
Thank you for taking the time with your detailed report. I read this as you and yours taking a most active role in sorting out all things financial; as well as structuring the life changing events that will affect all of us in some f…
Hey Derf, Howdy:
The full understanding is that the farm land mentioned is currently priced only for that purpose.
I have placed a map at this link North Dakota counties where you will find McLean county.....about in the central area of the state…
Bloomberg and Fox business, as well as CNN all had similar reports on Sunday afternoon regarding partial/electronic trading as was first announced by the exchanges. The most recent change is an update to what was accurate information as first posted…
