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 Skeeter,
We all have our own methods we use for attempting where our own portfolio mix should be placed at any given time; and you have written previously about some of the tools you have used for many years, including data from charts.
You not…
Hi Old_Joe,
I do believe you found the best method for show and tell with the character swap (@) for the letter "a"; so that the MFO page won't go crazy thinking there is some type of massive link, and/or failure to understand what is being attempt…
Howdy hawleyl,
The Fido Annuity naming you note was from my portion of that subject thread. Larry, the html coding examples I attempted to use here, although separated; tried to make one big link here.
I will look around for a decent tutorial. You…
Hi Old_Joe,
I am the laundry management staffer at this house and always check the pockets to remove the coins. :):):)
As to the holds, the Patriot Act/Homeland Security have attempted to add lots of checks to money flows. 'Course, this only appl…
Howdy fredk,
You noted: "Of course another massive recession could change that and that is why people invest in annuities, I think. You know you'll get your annuity payment every month regardless of a second or third great depression."
Lincoln Na…
Howdy romroc,
A few comments based upon this: " My son thinks everything in the markets is no longer cheap, so not worth holding. He also expects inflation to rattle the bond markets if I understand him correctly. Some have said that the trouble in…
Hi Hiyield007,
Mr. Gundlach does have an edge about his confidence; and I understand your feeling regarding this.
Hopefully, you and others may have 12 minutes for this most interesting video interview of Mr. G, with Tom Keene at Bloomberg.
Mr. G,…
Hi scott,
Thank you. I use that site, too. Also use Kelly Bluebook. Very nice tools to set years, make, model and distance from any given zipcode.
Take care,
Catch
Howdy HY007,
I assess Mr. Gundlach to be one of the sharpest folks on the block at this time, regarding the mortgage areas. He has recently (March ?) stated being a little edgy with this area.
M*, DLNTX holdings
Regards,
Catch
Hi Sven,
Yes, I watch and watched all bond areas. This link to a recent posting covers some of this: MFO, August 14
As to T's and HY. Treasuries have been the run to area for safety/risk off; and some feel this is no longer a concern (safety). The…
Hi msf,
Thank you for the additional notes. One may suspect that this best and brightest of this other side of life tend to gravitate to positions of power.
The ironic side of this; at least to the thoughts I have had about "these folks", is that a…
Hi fundalarm,
We attempt the same here; as to the point of trying to have a discussion, as needed about anything they may come into play from school or the short blasts of tv news blips that do little more than announce that something happened, but …
Hi HY,
My old memory cells recall that you considered becoming Stockster during a period at FundAlarm. Did you move into some of the equity area and away from junk then? My best guess for this note is about 2 years ago.
Regarding MWCRX. I took a q…
Hi scott,
That's okay. I have a list longer than my arm about all such events over the past few years that I have not and may not post here. I really do not choose to post the negative's that surround our investment world; but folks sure as heck s…
Evening hank,
I believe I did ring the first bell on August 13 noting the bond pricing shifts; but hopefully it is not the same type of bell that was rung, after the fact, for the sinking of the Edmund Fitzgerald; at the Mariner's Hall in Detroit. …
Hi fundalarm,
Hoping you and yours are doing well.
As you noted: " The yield rally therefore doesn’t necessarily reflect surging risk appetites (and the money certainly isn’t rushing into equities) or even material changes in eco growth or central…
Hi Scott,
Will be interesting to find whether new and/or some bond investors are/have been watching the numbers related to dollar pricing with bonds the past few weeks; as has been noted, beginning July 25. Might just cause some head scratching fro…
Morn'in hank,
You noted: " But, if you think inflation will run significantly more than 1.73% (compounded annually) than bonds today do not reflect reality very well. Catch has made much of the "capital appreciation" potential of rate sensitive bon…
Our house uses various etf's as monitoring indicators.
The current possible flaw; and one which will likely remain in place, is that many hedge funds and big investment houses now use many etf's as part of the machinations and/or flipping areas for…
Howdy Desota,
One may suppose they (Am.Fds) should have no ER's, after the loads have been placed. Pretty hefty amount of money (load) to remove, especially from, a young investors pocket.
Reminds me of the wayback days when Merrill, E.F. Hutton an…
Howdy Max,
This fella and family arriving home from vacation; and I likely have some drivers fatigue; but I am trying to understand the original subject line, "Time to buy into bond funds holding lotsa US Treasuries?", the Bloomberg story and the re…
Howdy Dian,
First, I salute your compassion and endurance for your longtime efforts with your family members. Second, you mentioned Will from a few years ago; and I have have wondered how his plan has worked with the monies. Thirdly, your note ind…
Morn'in Mark,
Ron and I are not supposed to discuss this; but he gets some of the input side to the metals and related allocations, while our house receives the queries as to the bond side.....:):):) You know, the quarterly conference call thing....…
Thank you, FA; I'll have to read this again after returning from vacation.
My short take, and what has driven some of our house's investment areas, is that after the revaluation of equities from the market melt, and into May or June of 2009 found e…
RPHYX,SJNK,SPHIX
SJNK is a newbie from March 14, 2012, and not unlike comparing RPHYX to SPHIX, is not a totally valid consideration; but is something else to view. I chose the traditional active managed SPHIX, as this fund has a very good record o…
Howdy MikeM,
Well, my statement did stretch the age a bit.........but, I am receiving those letters in the mail about preparing for Medicare and related plans..........Yikes, the clock sure moves fast, eh?
Take care,
Catch
Howdy Mark,
I have read several articles during the past few years; and although I don't disagree with what MJG noted about some being able to be consultants after retirement in some areas; I am of the opinion that the vast majority of boomers witho…
Charles, you will likely find some preferreds in some of your fund holdings; but the PFF noted by Ted is very direct to this area. The below link provides a decent overview of preferreds, as well as a notation about Dodd-Frank provisions.
Fidelity …
I read a springtime article regarding Swensen's choice (if I recall properly) concerning an etf mix of 6-8 funds. Recall that the portfolio was rather static and to only be rebalanced once a year; back to original % holdings in each area.
As noted…
Hi bee,
I don't have an idea as to how all of the data (in/outs) are matched against various acct. types; but another consideration (of whatever size) is that some who place monies into 401k's and related, only do so up to and including a company m…
Another aspect for we older folks, is that, what is Traditional IRA money today; was at one time, a 401k, 403b, 457, etc. money. One received a reduced taxable bracket for the deduction of the monies invested and perhaps further gained with matching…
Howdy Ted,
As long as this house's desire and time allow for a weekly report, it will be posted.
As you are more prescient with your knowledge and skills in the investment marketplace, versus this house; we will congratulate your house at this tim…
Howdy Skeeter,
Yes, the get away is nice; but home is comforting for the return.
A strange vacation year for our house, as a potential union strike caused all management vacations to be cancelled until recently. Not that management could cover for …
