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 ron,
Can't argue with your choice and should be in our mix, too. Mr. Arnott seems to be in touch with reality and the markets, and PAUDX currently is invested into about 40 Pimco funds, giving a big mix.
Your money should be happy.
Thanks fo…
Howdy Skeeter,
One day, week or month somewhere into the future will likely find having to reshuffle the bond mix and discover again where and how much, in the equity world, to venture.
Investing is not unlike a puzzle one bought, with the box indi…
Howdy Rbrt,
You note: "He ends with Farmland - ? Where does that show up in his portfolio? He implys it is a substitute for gold. Is there a farmland REIT?"
I recall discussions about farmland a year so ago; but I don't recall any pure plays bein…
Howdy glampig,
What is the opinion of your Schwab broker regarding an equity/bond mix for investments or bonds in particular?
Does the broker have an opinion as to the impact of the retiring boomers upon the investmemt markets; as at some point th…
Hi Ted,
Our portfolio mix related to the Lipper returns is above all categories in fixed income and equity averages; except World Equity funds at +11.98, versus our + 11.16%.
Are the Lipper lists what you wanted us to measure against?
Take care,
Ca…
Howdy Turtle,
If Mr. Joshua Brown would express which bonds he is talking about? Sure would have been nice for him to compare some of his thoughts against Japan and that market of the past 2 decades.
I ask, as it is difficult to make a broad state…
As to Eaton Vance. Their funds would not be on my list......a bit too pricey, eh? Gotta love those "A" shares and that 4.75% load. No thanks.
While Ms. Gaffney's departure may have some impact upon how LSBDX is managed; my larger concern is toward…
Probably no suprises for the MFO bunch; but we'll likely stay put with our bond mix to find how close we may be able to find a 13% return for the year.
NOTE: Our bond mix has returned a +.09% each of the last two weeks and appears to be going negat…
Howdy Hiyield007,
The writer in your link noted: "Since 1981, ten-year interest rates have fallen from 14% to below 2%, all the while boosting the prices of existing bonds, to the benefit of investors, with annual corporate bond returns averaging …
Hi BobC,
This may be true with the assumption that a TIPs investor was going to buy and hold, yes?
As with other bond styles, one must also consider the price appreciation; as long as a given bond sector maintains buyers vs sellers. Our house does…
Hi Ted,
Yes................we were commenting about this over the past few months; as our daughter's 529 is split 50/50 between VITPX and VBMPX.
Looks like we're doing a lot of work with our own portfolio for not much gain, eh?
Thank you for the n…
Howdy Charles,
Supposedly, or at least used to........that StockCharts were total return. I don't know whether this still holds or not; however, this link is another view.
Just below the line chart, move the left slider associated with the 200 da…
Looks like the fund was just part of the sell in the broad equity markets at the time; and being aggressive growth, the fund may have had exposure to particular areas.
June - Oct of 2011 finds these numbers:
SPY = - 11.6%
$MID = - 17.7%
POAGX = …
Howdy hank,
Sadly, I am not a qualified student of "wordology" for determination of other's terms, especially with "street terms" regarding investments.
Although I am able to express common/general wording (hello, goodbye, please, thank you) in se…
Howdy kevindow,
I agree about further questions and a longer discussion time. Too often we find one of these sessions that could be very good; but fall short of a really good interview. Sometimes there are little trinkets of info that help fill in s…
Howdy Ted,
This link was placed as related to a recent discussion by others here regarding this organization. There is not necessarily any discussion or information presented, of benefit to either of us.
Hopefully, others may benefit from the vide…
Howdy MJG,
Keep it simple is within the bounds of knowledge and experience of the individual.
You noted: "But Nate Silver’s book provides a deployable clue. In his chapter that discusses equity markets (“If You Can’t Beat’em”), Silver shows a se…
Howdy Hiyield007,
Huh, interesting that you mentioned SUBFX; as Old_Joe and I discussed this fund about 6 weeks ago.............should'da done more than discuss.
Among the unconstrained bond funds, which I believe M* can not sort properly, SUBFX i…
>>>Falcon's Eye was down in this same time period. Entering a ticker would populate the "site" look up list; but the fund name was not present in the name box.
>>>Navigator is not functioning as of 10pm this Saturday evening. Usual…
During the FundAlarm days, I contacted several well known online investment publishers and asked about an acceptable policy regarding quotes and/or linking articles.
The broad guideline was copy/paste of 200 words or less was accepted, and none had…
Not enough morn'in coffee,
This first link, at the second paragraph, of the Introduction section offers some detail regarding the Retail vs the Institutional Investor. My early morning take is that the Retail Investor is linked by name and type of …
Hi Anna,
I agree. I am sure, too, that there are enough folks who have walked away from the investment table they were at previous; and have no plan to return.
Take care,
Catch
Hi chip,
Okay, perhaps a strange question; but do you find any relationship to your current work in I.T. and all that is needed in this area of understanding and knowledge, that could translate into a better understanding or feel for investing.
I a…
Howdy MJG,
The original question area was to, "who is this retail investor?"; as is noted in the data posts regarding the transistions away from equity and into bonds and other areas.
I would merely enjoy knowing the data of "retail investor".
I …
Hi hank,
Excellent point; and this is what I am trying to determine.
Like any of us here; I am fine with data, as long as I can understand the basis of how the data is determined.
I have to know the input, to make sense of the output. Not unlike, …
Hi scott,
Agree; and also to the point that those who (retail investors) are likely unaware of how many etf's have become daily trading vehicles for a lot of big money flows.
I treat many etf's today as a proxy for those who may have been stock da…
hank noted: "First, there are legitimate reasons to pull some $$ out of stocks. Markets have roughly doubled since March, 2008. Provided you stayed true to your allocation model - meaning you bought during the downturn - you have booked some nice pr…
OK..............the OTC head cold med is better than ever.........
Good thing the investment boat is at anchor.
What is the reference for the funds you noted in your post?
Hi VintageFreak,
Fortunately for you, based upon your funds list for your 401k; your choices must be wide open.
99% of 401k's are so-so and continous barking dogs.
Take care,
Catch
Two thoughts, from others; regarding this interesting musical choice regarding burning and bonds....
1. This is about a man during the times of the American Revolutionary war per Bernie Taupin. It's England that is referred to in 'look to the East…
For Investor's link, use the right click on "here" and then open in new window for the full outside link.
For those less familiar with bonds, the article starts using the term "long bond", but the immediate notations of data are for the U.S. 10 ye…
Hi MoneyGrubber,
This link is for Fidelity's brokerage portion which can be set in place when opening an acct.; and with your possible choice of a rollover IRA. This page is a general FAQ, but do review the link at the left page edge for "investment…
In other words, this would not be the time to be "stuck" at Ocracoke island, attempting to reach Cedar Island; as the clouds to the east look threatning and finding that the last ferry has departed and the turn around drive to the north is too long.…
hank and OJ,
Neither of you misbehave; well, at least not here. :)
Other peoples money is needed for a society, or at least a modern society. Taxation is the most common form of this at all levels. This comingled money is needed to support local …
Howdy Derf,
At 8:05pm, my view indicates 2 comments, with 52 views by members.
Using MS IE 9 here. Perhaps reset your browswer and/or when viewing the post you noted; press the F5 key to refresh the site and look for any change.
Catch
