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.
Morning Ted,
No disrespect to Skeeter; as I asked a question as regards to 2013 actions from the 2012 special dividends.
Do you think the special 2012 payouts, regardless of earnings in 2013, will affect 2013 dividend payments.
I am well aware of …
Hi Skeeter,
Wondering if this was a one time event with the special payouts for 2012, and will affect 2013 payouts?
Note: I didn't read the story yet.
Catch
Evening,
Away from the ranch and the pc most of today.
The long duration end of bonds were a bit poof today, eh? Below is a quick list of some areas.
EMB -0.09%
TIPZ -0.58%
STPZ -0.02%
LTPZ -1.68%
LQD -0.54%
IEF -0.50%
TLT -…
Morning Ted,
No portfolio fires here, merely looking for thoughts about entry points going forward.
However, thank you for presenting two areas that all investors must understand past any and all fundamental or technical aspects of investing; bei…
Howdy forch,
Are all accounts setup with the brokerage feature, which will allow you to invest in funds outside of Fido's funds choices; if you so choose?
Regards,
Catch
Hi fundalarm,
I've been reviewing this Pimco entry that just had birth a few months ago. Perhaps this house will throw some money its way.
PMZDX
I'm sure this fund has a full complement of magic tools, too.
Take care,
Catch
Howdy bee,
Thank you for the hard work and efforts to help make our lives easier.
As to Pimco.....no problem at this house with their funds. One must understand the tools that are being used by the funds; and balance that risk against your own. I d…
Hi Investor,
One fund I recall that you still retain; and which we should have retained from the spring of 2012 is FLPSX. This one is on our equity review list for this year. And congratulations with your 2012 return, during some shakey periods.
I …
Hi Charles,
We have been traveling for a few weeks and there is always so much to catch up with, here at MFO, upon being away and without online access.
Thank you for your efforts with this posting. A lot of work, to be sure.
Regards,
Catch
Howdy Ted,
Your statement is toned as a slap in the face to those who have and continue to work so hard to make this site what it is today.
I believe you owe a full explanation as to your statement, Mr. Ted; for those of us who feel this is a mo…
Hi scott,
I too, think that eventually there may be some dismay in some bond sectors; but all should keep their shields in place for other sectors, too. We don't live in an uncorrelated market place. Watch your RO-RO.
Take care,
Catch
Howdy Ted,
You are away to a fine start of the almost new year.
Don't worry, I suspect we are all out to sea in today's investment world; somewhere between the Strait of Magellan and the Horse Latitudes.
Hoping that we all will be able to at leas…
"CBUBPP", pronounced "see-BUB-pee". Not an eastern European dessert; but more of a western government add-on condiment, not unlike Tabasco sauce; purportedly good with almost any investment dish . To date, it appears that "see-BUB-pee" continues to…
MJG,
You noted: It is not extraordinary that as informed private investors we demand the performance track record and financial history for a portfolio candidate mutual fund manager. Yet we do not impose that same rather benign requirement when jud…
Just fine, hank. I recall you posted this at FA, too.
I'll add this with the note of replacing "man" with "person".
I received a high school graduation card (right after the printing press was invented) containing this poem. I still have the card…
Hi David,
I browsed this story earlier. Mr. Dalio, has a most decent record during his investment career; and may have the gift and/or has developed a keen intuition regarding monetary flows.
Thank you.
Regards,
Catch
Howdy Hiyield007,
We don't have any muni investments, but I watch this area, too.
Muni's appear to have lost more ground today (Friday), and noting a broad selection of Fidelity's muni offerings that I have watched this week; appears that state an…
Hopefully, none of us here, will be severly stung when some bond types rotate away from capital appreciation; for whatever reasons.
One would also hope that active managers of some bond funds would be able to adjust for changes, regardless of maturi…
May explain some of this action on the short end from Dec. 11; otherwise, an unknown circumstance to this house.
Bonds Yield
3 Month 0.04% -0.02 (-33.33%)
6 Month 0.09% -0.01 (-10.00%)
2 Year 0.23% 0.00 (0.00%)
5 Year 0.63% 0.00…
Won't his plan run into the "demographics" problem zone?
Now, if there was a way to "zap" the 65+ year old group out of existance, without the costly medical aspects; they would no longer pull upon social security; but their input monies would rem…
Howdy MoneyGrubber,
Fundalarm provided excellent points for consideration, relative to what type of bond fund, some diversification away from 90% equity exposure with a bond fund and looking forward as to what will be driving forces in the future t…
Hi fundalarm,
Yes, PONDX and likely other Pimco funds do have a daily value related to accrued income calculation.
I will agree about charting sites and whether or not a full "total return" is indicated.
In particular, I do feel comfortable with t…
Hi msf,
Further investigation using PONDX, which is a fund, where we have monies; and relative to Stockcharts.
We take peeks at this chart (named Sharpchart) at Stockcharts mostly for moving averages and relative strength. Among other settings, th…
Hi andrei,
Thanks, andrei.
These charts (Stockcharts), do apparently adjust, at some time frame so that "total return" is reflected in what I find at these charts, viewing over a longer time frame. Would you agree with this?
Regards,
Catch
Welcome NumbersGal,
When running the following tickers, I obtain total returns that are matches and/or near matches for total returns at Fidelity, M* and Stockcharts, for YTD. FAGIX did vary about .5% and PONDX varied .1%, all others were the same.…
Howdy Charles,
First, thank you for your time and effort with the charting, lay-out and related. I know this is much work.
"If interest rates and inflation move quickly up, the market value of the bonds that you (or your bond fund manager) hold c…
Max,
You noted: -Vesting method: 3 year cliff.
-Employer contribution: ZERO for years 1 and 2. After that, 100%. (Again, 100% of... WHAT?!)
This area would have to be defined directly from the HR dept. at the hospital. All organizations have their…
Most interesting, fundalarm. I would not have been surprised with some individuals selling before year end, even considered if more monies would or will move into muni bonds next year; was more surprised to find companies issuing special dividends a…
It appears the total bond holdings are about 13% of the fund; and the majority of "fixed income" is between the 5 and 10 year duration. My take at this time is that this range is a decent place to be parked for these type of holdings. Not as much go…
Hey there bee,
We would likely only have mortgage related issues that reside inside of multi-sector bond funds or a perhaps use a more dedicated fund to this sector of one of the sterioid varieties from Pimco or Gundlach. Fidelity has a couple of re…
Hey Investor,
Were we within some "Twlight Zone" thing with this? Read both of our replies to Max; although the post times vary. Excellent advice, by the way.
Very strange, eh?
Catch
Welcome to MFO, TNK.
Check this link and scroll down the distributions list and you will find today's date is within the normal short/long term distributions period for this fund. There was not any action in the overall long term bond sectors today…
Howdy Max,
As Investor noted; the choices are not all that bad. A few additional thoughts about all of this for consideration and/or options.
--- Your gross household taxable income will be reduced by the amount of your wife's 403b contributions, if…
Max,
A blip before I must travel the roads.
It is not uncommon for a retirement plan, and it seems in particular; a non-profit organization to have the retirement plan wrapped inside of an annuity. It would be nice to find a more normal path for a …
Howdy hank,
You noted: "When any asset class's valuations have risen year after year, and when flows IN continue to increase despite these high valuations, than you're setting the stage for something most unwelcome to occur. The timing, shape, scop…
Hi msf,
Thank you for a "good" look at the write. I, apparently; was a bit on the shortside of the caffine and time of day for my reading/comprehension skills during my reading period.
Regards,
Catch
Howdy Skeeter,
Yup.........lots of data/charts at this site.
This is a nice view, too; of some sectors..... http://finviz.com/groups.ashx
Not unlike yourself, another 12 hours in my day would just about cover my tasks and free time.
Thanks, Skee…
Howdy Shostakovich,
Can't recall, but thinking you have acct. at Fidelity. If so, the following could apply:
Fidelity has plans one may set for x-fers between a bank/cu acct. and a Fido brokerage acct. (which allows for the most flexibility).
Fido…
