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 fundalarm,
Junkster, ya think???
I have wondered about Junkster on more than one occassion; and would most welcome a return here.
Take care of you and yours,
Catch
Hi Maurice,
I did not note the pending court decision; but have thought about this too; and it is indeed a part of whatever comes to light in the coming years.
Thank you for your time and effort with this topic.
Take care,
Catch
Hi hank,
Yes, we do get into the "coin toss" of life events, eh?
No simple and straight-forward answers that will be the same of all of us.
Hey, a non-related question. As you wander about your part of the state, do you have an inclination as to …
Hi Anna,
Well, you covered a lot of the common ground related to some of my thoughts, too.
I have a genetic family background which indicates that I will retain a nearly full head of hair from now at age 64 and going forward until.....well, until. …
Hi MikeM,
Thank you for your input. A related LTC, personal story I read a few weeks ago indicated what you noted. A couple was given a choice of increased premiums (the contract apparently had this "fine" print) or the same premium for now; but dec…
Hi Kenster, and thank you for the article link.
Aside from the investing markets in general and to their technicals; including the political ramifications of inaction in some developed countries are the investment areas that will be affected by th…
Hi PopTart,
While Mr. Saut's theory is not written upon a tablet for us to view; I would find no surprise for almost anything that is discussed behind closed doors of the "rulers"; and to what they may conclude as being a "fix".
Past this, it is…
Wonder where this "electronic money" would have birth? Who is left holding the bag?
Last week, at least to my understanding; is that bond holders in the Spanish financial institutions, being non-government holders will now be named "secondary"; or …
Howdy Claimui,
You noted: "I parked some money in RPHYX a few months ago, and now I am trying to understand how I should use this fund in the long term: as an alternative to cash, or as part of my bond allocation, or in some other way. If U have a…
Hi Hank,
Not quite on topic for my reply; but perhaps you and others will enjoy a break from the monies and learn a bit about another part of our world.
I did not spend more than 20 minutes; but one would think a readily available data list as t…
Better hope the Putnam funds really outperform.
The PYSAX fund has a frontload of 5.75%, with a 1% redemption fee if held less than 30 days. Reminds one of the good old days when Merrill and others offered the benefit of their expertise for their …
Howdy Mike,
You noted: " As part of a balanced portfolio using bonds to lower volatility, don't you have an expectation for returns?"
I believe to understand that her statement leans towards current protection during erratic equity markets. One wou…
Some equity market areas today may be attempting a 1982 move from a bottom; but the economic status report surely is not the same as 1982.
For whatever reason, I still recall the Nightly Business Report on PBS at or around the end of August in 1982 …
Hey, David; thank you and enjoy yourself, too.
Thank you for the posts and keeping us on the front lines, too.
I will provide a "yup" to Susan Byrne's statement; and add that one should not be flustered with low yield bond funds that are attracti…
Thanks for the link, Investor.
As to the author's viewpoint........
"If you own bond funds or bond ETFs you should conduct an immediate review. Taking personal control of your bond allocation requires owning bonds, not bond funds."
To each our …
Hi OJ,
Fido's newer entry into the EM smaller cap area (FEDDX) is in the top 20 YTD of about 150 similar funds. Check the link for this and others that may be related. Note: not everything in the Bloomberg category sections are similar funds.
Bl…
Hi andrei,
Thank you for your efforts. Kinda strange that the prospectus wording appears to be in opposition to the answer from humans. Hope they called the attorneys for a rewrite.
Take care,
Catch
Hi msf,
Of course, you are totally correct with your assessment about what is in a name. And whatever is in a fund recipe, must be discovered via the prospectus.
We have been around long enough to know that person "x's" recipe falling under the …
Howdy,
The below current holdings for the funds indicated, clickable specific links are within each fund ticker type.
Loomis Sayles MultiSector Bond funds
We recently sold our position in TEGBX due to market reactions (downside) that began to s…
Howdy msf,
Well.......yes, I was just kinda mess'in around with outloud thinking placed into words here.
As you noted, the bonds I mentioned still could move much higher in yield and we too; do not play in this area of trading.
My fantasy thinkin…
Wondering...........
The fund name should be Templeton Global ex-U.S. bond fund.
Mr. Hasenstab notes from the article:
Hasenstab- "Whether it's credit risk or whether it's currency risk, there's no way to get returns without taking some degree o…
Maurice,
By constitution, according to proper sources; Greece is allowed to have three elections per year regarding such issues as the coming Sunday vote. In theory, they may have a re-do; not unlike elementary school projects, to vote again on th…
Sadly, Portugal is not on the radar of the current situation; as it does not and would not have any similar impacts upon all of the other existing conditions. Portugal, per 2011 IMF GDP numbers is number 42.
Not unlike Rhode Island and California b…
Kenster,
Thank you for the story link. Although our house has never been invested in this fund; the author picks and digs around into the "person" responsible for the fund's well being; and I find all of the little trinkets of information about Her…
UPDATE: Thursday, 4pm. Had a few minutes to sniff around regarding the Credit Suisse oil story. CS doesn't have any current story posted at their web site regarding oil; with the last oil related story from mid-March when the article authors were co…
Hi OJ,
This may be a bit of a tangent note about the "what is competitive".
I must note that I do not have fact or data evidence to support anything.
Greece and/or other Euro countries have certain skill and engineering sets. I recall that Spain d…
The original note from me is a valid plan as part of a household budget.
Past that, grab a big smile and place upon your face with this thread. We all need some unwind connected with the investing, or blow a 50 amp fuse.
Take care,
Catch
Hi Maurice,
You are absolute and correct. If one can mouse proof the TP package; a two fold benefit will take place. Proper storage and arrangement of staggering the package placements in the attic will also provide for a thermal affect to reduce he…
Hi OJ,
Nope, don't need noth'in more than common sense for this, eh?
I am most assured that if the/an economic model was based upon our spending habits over the years, that GDP would not be a primary consideration of an economist. There likely wo…
Howdy Maurice,
My limited research finds the founding from a web site: "toilet paper takes 40 years to decompose at 14,000 feet, so if you know you'll be stuck in a high place for a while, you might as well bunker up."
'Course the problem isn't so m…
Hi Carefree,
Just my 2 cents worth, but both of the First Eagle funds are too new for me.
Past this, I would use the fund research tool at Schwab. I could not find a proper sorting tool for a "total bond fund", although there is a multi-sector so…
Hi Scott,
I have shopped Costco and Sam's Club, too..........some things are priced okay and others are not, depending on local store sales.
Regards,
Catch
Howdy,
1. Do you already have other bond funds that are similar to these in mix or sectors?
2. FEBAX is just newborn, May, 2012. I personally would need more time to find how management steers through the current debt markets which contain some b…
"Holy New World Order", Batman shouted to Robin; "forbiding sovereign countries to manage their own financial affairs comfirms my thoughts about the evil crowd in Gotham Central and that not all conspriracies are theory."
Another exclusive group o…