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.
Hey Hiyield007,
Was just about to "ping" you here to ask about the transistion that has been in place since about Sept. 13 in some of the HY/HI stuff. But, your list above tells the story. You have already moved.
We don't use HYG or JNK; but both h…
Hi johnN,
If you "edit" these tickers to caps; everyone will be able to hover for the name; and also right click here at MFO, for further review, via their chosen web site.
Regards,
Catch
Hi hank,
This part, ain't it true......... "You can't run a household this way!" However, you probably could - and maybe should - under certain circumstances if you coined your own money, made your own laws, had power to levy taxes, enter into tre…
Reply to @LarryH:
I read your post and the link problem. I also could not link your link using a "word name" nor the link info in your post. I searched the article and linked again; and now the link is okay.
I had a similar problem during earlier …
Hi VF,
I'm not very familiar with Vanguard funds; but as you note, Wellesley or Wellington will get you close to the 50/50 mix.
Or take a peek at VGSTX, which is a fund of funds.
https://personal.vanguard.com/us/funds/snapshot?FundId=0056&F…
Larry,
I had a link text with the same problem; displaying only a portion of the site. I will give this a go, as the article you linked is a very good read.
I could not name the link and get it to display properly either; however, this link below …
Hi randynevin,
Don't know if your reply is to me or "VF". What was jumbled about the tickers?
As to my reply, VF asked about Windsor/Windsor II and Wellington; and I threw in Wellesley for a further compare. However, I did not note the ticker for W…
Reply to @VintageFreak:
One note regarding the person's investments, is whether the acct. is sheltered (401k, IRA, etc.); as PLDDX (437%) and some other Pimco funds have hefty turnover rates which could have a negative impact on non-sheltered tax r…
You won't lose your fine relationship with anyone, by recommending PLDDX. The fund has a most decent record, including 2008. PLDDX has a bit more zip than PSHDX; and the PSHDX fund should deliver a steady, but lower return; as the ultra-short end of…
Hi VintageFreak,
VWNFX, large value, yield = about 2.1%
VWELX, moderate mixed allocation, yield = about 2.9%
VWINX, conservative mixed allocation, yield = about 3.1%
For the above:
2008 2009 2010 2011…
Hi CathyG,
You noted: "I am confused about your TIP recommendation. Aren't TIPs best used to combat inflation when one expects a recovery and not a recession? The negative yield doesn't bother me (since I don't withdraw any funds to live on) as lon…
Howdy bee,
This link is a small list of short and long term returns.
Bank Loan funds
Also, go to the Resources drop down meun here, select Navigator, then at the fund search box......type floating .......which will generate a long lis…
Reply to @Old_Joe:
Ha.........., ya; reminds me at times over many years when speaking with a design engineer at their corp. home nest and hearing the "but it can not do that". My last statement was that I would most assuredly be the one to meet t…
Hi Accipiter,
Your thoughts about this; of which, I have been following this story for several days.
MS claims to have an IE fix in place tomorrow.........Friday, Sept 21.
MS IE, zero day cootie
We do run Java on home pc's, per some company nee…
Howdy AndyJ,
You noted: " There's nothing irrational about buying/owning diversified bonds in general."
Whew.........as I have been wondering if the old investment gyroscope had a bearing going bad.
Thanks, Skeeter...............always like the wheels things.
Personal overview, is whether or which area(s) may have the "wheels" falling off.
Kinda like NASCAR. Everyone is supposed to follow the rules; but you too are well aware of all the cute…
Yes, watched a tv story about this last year on Charlie Rose program.
Hey, I forgot to mention to you. One of your recent post(s) noted about the use and related of social media and of course, all of the interesting apps that keep coming to the mar…
johnN......whether one considers something O.T. or not; you have placed the links into the O.T. section. Forget the old FA days notations.....................
You are using precious time to note O.T.; ........a superfluous redundancy
Well, Cathy; howdy. How does your garden grow? With silver bells and cockle shells.... Okay, away from the nursery rhymes.
Personally, we do not and find no reason to hold any CD at this time; as the end result is almost as bad as some investments,…
Good Evening,
I do not find anything at this time, that I would consider abuse of MFO and its format. This is also a community of members; many of whom, have had 1,000's of discussions long before my arrival. This is the most civil and abiding inve…
Wondering whether this was an in-house survey (Franklin Templeton acct. customers); or other; as related to what is/are the "investor" base noted.
We here, of course; understanding the difference between the words investing and investor, eh?
'Cou…
From the article: "On the other hand, lower yields on mortgage securities mean banks that hold them will earn less investment income." One year ago would have been the buy for this area for those who choose to buy low and sell high.....or speculate.…
Howdy scott,
Part of your statement about politicians reminded me of this 2012 Michigan ballot proposal:
MICHIGAN ENERGY, MICHIGAN JOBS: Initiative petition approved as to form January 20, 2012.
Purpose: Proposed constitutional amendment to requi…
Morn'in hank,
Been on the move here.......trying to finish outside projects, before the weather changes too much; as the fall season is in the air. Thus, the late reply.
You asked: "Morning Catch. Thanks for chiming in ... First, a question: What w…
Howdy Skeeter,
You noted: "I’ll keep the board posted on how this all comes out … but, indeed I feel something is brewing. As others have said and have done in the past I can simply vote with my feet and leave. I have been with this brokerage house…
Howdy Charles,
Bernanke bashing? Perhaps ecomomic theory bashing? For a sidenote, Paul Krugman noted yesterday, Sept. 12 ;that the "new" Fed. plan was not enough.
Do you find any problems with the continued Federal Reserve plans and policies; o…
Morn'in Hiyield007,
One sided to bonds at this house, too. Our portfolio chugs along, not receiving the gains of equity sectors YTD; but we sleep okay with this. One may suspect there are some 20% portfolio gains among members here YTD. I do hope t…
Hey bee, Hi,
Yes, PONDX was a happy camper again today. Should have about 50% exposure at this house, I suspect :):):). Have pondered adding a bit more going forward....dollar cost averaging.
'Course, as investors; regardless of how well our own…
Thank you, Tony.
I am especially surprised with the longer time frame, and the % of bond funds that didn't meet benchmarks. Many bond funds, regardless of how "fancy" they may be with the special tools still benchmark against, AGG.
I would have los…
Hi Investor,
Thank you for that point of interest. The "old" paperwork is stashed away in a file here; but I am not going to dig for it, at this time. I recall setting up the original discount brokerage years ago with various check-offs regarding op…
