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.
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…
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…
