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.
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…
Howdy Hiyield007,
Must be some telepathic link in place. I have a draft in place for Saturday that I may indeed move to a monthly posting; or a no chat weekly posting of holdings and numbers only; as we have a major project just starting in place th…
Howdy Ted,
Yup, been writing about same and have a partial list in place. Been a few years since we've held 30% in direct equity. 'Course, won't and can't complain about the HY bonds, other bond funds as with LSBDX and related. Just have to find ho…
Hi hank,
You noted: I'll also try hard not to comment further on the bond markets; as I've made my skepticism known and don't wish to seem antagonistic towards those holding different views.
Per your link above to the original "name the bond blowup"…
A book we always give as an extra wedding present:
The Millionaire Next Door
Some of the data and numbers used will be out of date; but not the main thrust, "spending and debt habits" may eat one alive". Age old problems for many today.
Regards,…
A quick look at Fido indicates the following for MTOIX:
Minimum to Invest $5,000,000.00 ($2,500.00 for IRA)
Transaction Fee (online) $75.00
Expense Ratio 0.83%
Further: http://news.morningstar.com/fund-category-returns/
Scroll down a bit…
HiYield007,
Thank you for your time and thoughts. After a quick look, it appears that EM bonds was the only clunker bond area today. I am too pooped today, to participate this evening; and am away to pillow time.
Take care,
Catch
Hi philpill,
Sell "all" bond funds. Be conservative with an equity portfolio, but no equity market weakness support from any bond funds?
Just curious.
Regards,
Catch
Hi Ted,
PRHSX has done very well.
And we have been "catched on" before, too. We owned FSPHX for a number of years prior to 2007 and was one of our early equity holdings in the mid-80's. Looking around for some more add-ons in the coming months; if …
We may be (equity) on pullbacks from the market rocket launch in the first week of this new year. Probably an equity market sell signal, if this house begins to buy. :) We have not been to an equity dance for some time now.
Max, the data is readable; and yes, it is difficult here to make a list look pretty here.
So, are you only presenting the list; or are you shopping?
Catch
Congress/WH may claw and scratch at one another in jestures and words in the media; but they don't eat their own, at this club, no matter how bad it gets.
Hi Skeeter,
Thank you for your thoughts about all of this. As 2012 is in the record book, our bond portfolio was lucky enough to be quite close for return with several broad equity areas for the year. Would one be able to match this again in 2013? …
Morn'in hank,
Only one cup of coffee here, so far; but I'll try to be somewhat alert. Tried an early morning walk about; but it is too damn cold outside....but sure was a good face slap to my physical body, to wake up.
You posted questions from the…
Hi forch,
You are welcome. You must also be aware that this is just my 2 cents worth and so the value is more related to your investigation of the funds that may be suitable for your house's needs. There are surely many other suitable funds among th…
Ah, quite your bitch'in :):):)........tis some of your country's money doing the good deed.
I have read more than I care to about this "club" of elities over many years.
Perhaps this was just a mis-direction play to begin.
Howdy PopTart,
I recall you're with Fido; or is this a choice within a 401k or related?
Anyhoo, if with Fido in particular, you may look at FEDDX, too.
Emerging Markets Discovery. Fido's look towards EM consumer markets in my opinion, and via the mi…
Hi forch,
First, I don't disagree with Investor's choices below, from his post to you. This is a nice spread.
Domestic: RWGFX YAFFX AKREX FLPSX BCSIX SSSFX
International: FIGFX GPIOX MAPIX
Global: GPGOX ARTHX ARTRX
NOTE: the below is with the pres…
Hi Old_Joe,
You noted: "don't like what happened to ADFIX or ACITX today at all, at all... "
TIPs funds have had a face slap this week. But, your entry point to the holdings was a ways backward and still allow for some wiggle room, eh?
Not unlike y…
Howdy Gandalf,
Our direct TIPs holdings and PLDDX are our cash holdings funds, as we don't have any money market type holdings.
Much of the headline news that hops in and out of the minds on a daily basis moves among the story of the day; and we h…
Hi hank,
You noted: Catch: Pray do tell us what's in that smoldering pile of leaves you seem fixated on? Might it be altering some of your perceptions.?
No, not fixated with the leaves; just an interesting view of a concept that there is always som…
