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 OJ,
NOTE: This is further addended, as others have placed similar replies since I began this.
This is not directed at you; but at the excellent points you placed, noted next.
Interesting to observe the irrationality of we humans. Leaving al…
fundalarm,
I agree, for the most part; regarding LTRO. Although this is really just moving money around from one pocket to another. If one could stamp real Euro's in paper form, not unlike passport stamps, it would be interesting to find how the mo…
As my/our time on this 3rd rock from the sun is very small compared to the big universal clock; and though more than 40 years ago is 2/3 of my present life span, the social changes of the period were profound.
Alas, parts and pieces of some things…
PopTart,
Hey, there A-squared fella. Hope all is well with mom, dad and the young one.
Click on the "flag" beside the reply button. Ask "chip" to remove the post.
Take care,
Catch
Gandalf,
Fidelity has tools for acct holders to use for some measurements similar to M*.
Based upon your statement, you have a subscription with M* to use the tools. If not, this link is for free use of full M* tools at TR Price. Set a username a…
Hi Gandalf,
Looks like a good starting point portfolio.
I forgot to place and mention this most useful link. It is internal to Fidelity, but you do not need to sign in or have an account. You will find the first ticker box set to FTBFX, but you …
Hi Gandalf,
Per the original list here, per the 401k portion:
Fund Name Symbol Subclass Distribution
FID CONTRAFUND K FCNKX LARGE CAP 10
SPTN 500 INDEX INST FXSIX LARGE CAP 10
SPTN TOT MKT IDX ADV FSTVX LARGE CAP 10
FID LOW PRICED STK K FLPKX MID…
Howdy PatShuff,
Your wrote: "(it's been in a 30 year bull cycle but interest rates can't go down from here and since prices move inversely to yield . . .)
I suspect all fixed-income investments have become a risky asset.
~~~~~~~~~~~~~~~~~~~~~~~~~…
Howdy Gandalf,
I am surprised with the offering, as to the limits.
Just popped in for a minute tonight; but there will be overlap (it appears from first glance) with a few of these funds.
The benefit of overlap, however, is that some managers wil…
Good Evening,
So, pretend you're walking near one of the active volcanos in Hawaii; and I am a nearby, but fairly calm vent.
I have read a number of stories regarding the SOFA/PIPA legislation; and find this story link to help with an overview, a…
Howdy Sven,
Yes, it is the Utah 529; and we will be using what they name the "Customized Static" option. A build your own mix from the available choices at this link.
http://www.uesp.org/Customized-Static.aspx
The current holdings are a bit too h…
Howdy fundalarm,
JR, I do believe we are thinking along the same lines here. Although I did note the 50% to the total bond fund; the consideration of a bit to the short term IG, too.
I think your choice mix should provide a smooth course ahead; …
Hey Old_Joe,
Didn't intend to scare the pants off of anyone. If our house was attaining those individual minimums for the funds listed; I would be sending this write from BALI; and you all would have an invite to visit.
Take care,
Catch
Howdy Zolta,
Nice to find you are here at MFO.
No, not a joke. The request is for a 529 educational savings account; as available in all 50 states, to invest tax deferred monies for a child's college funding. These accounts use institutional typ…
Hey, Max...
As to the bonds; our house is not really yield chasing, realtive to a high yield. The preference is the downward yield move as a result of other buyers and thus driving the pricing higher. This is where the profits have been for awhile.…
rono:
This quote: "
Sen. John Cornyn of Texas, head of the National Republican Senatorial Committee, also posted a Facebook note urging the Congress to rethink the bills. It's "better to get this done right rather than fast and wrong," he wrote. …
Thank you, MJG. Not that this matters; but it is interesting that this table starts with the most current year/data to the left side, while many charts and graphs start with the oldest data to the left margin. Perhaps a European influence; or to the…
Hi Max,
Per the prospectus: " PRINCIPAL INVESTMENT STRATEGIES
The Fund invests in a diversified portfolio of high-quality bonds and other fixed income securities. At least 65% of the Fund’s total assets will be invested in U.S. government obligat…
Hi fundalarm,
...."May i suggest, GULP, something that has a dose of treasurys? or, better yet, some TIPS?"
I will suspect there may be a few folks here who feel I may have tripped, fallen down and banged my head too hard......the bond thing in …
Hi Max,
I would not consider this fund as a stupid choice related to conservative bond funds and it has a decent near term and longer term record. I would find this fund to be a nice add to other bond area holdings; but it is a narrow sector, yes?…
Hi Max,
"Damn sad. The perfect example of what's gone wrong, not just in Pontiac. Governments at all levels are being starved of taxes to be able to run what government has a responsibility to run and operate and maintain. Back in the '80s or '90s, …
Kaspa,
Below is from Mark, just recently:
Mark December 2011 Reply to @catch22:
"I set up a hypothetical $100K portfolio of the MMLL Conservative and MMLL Agressive offerings on January 4, 2010. To date the Conservative portfolio had gained 7.39…
To All and Old_Joe:
Although my/catch22 post has an earlier time stamp. I did edit to add the link. This would have not been seen by OJ; and by the time I posted the link, OJ's MMLL text was in place. I suspect our posts were at the server about t…
Hi DAK,
I will dig around for a post I placed before the holidays of Fundmentals original write from Nov/Dec 2009.
I have not followed the mix.
Okay, I'm back........here is a link related to the MMLL and a comment about performance as set up pe…
Hi hank,
Perhaps 1.12.12 will be the date to remember.
http://www.businessweek.com/news/2012-01-12/treasury-30-year-falls-as-sale-draws-lower-than-average-demand.html
Take care,
Catch
Howdy fundalarm,
Really, a +1 for hank? I do believe he and I are noting the same pricing actions; just in different and generally opposing investment sectors. One may receive a profit with either.
Perhaps another bond investor will offer some su…
Howdy hank,
Now, hank; you know that example may confuse some folks wandering into MFO for a read. While the calculation provides data for a buy and hold of a 10 yr note; this is not a likely scenario for the individual investor. This would be the …
Hi rono,
You noted: "Be that as it may, this expansion of credit is extremely positive as a counter to the liquidity trap we're in."
I won't disagree with your comment; but I remain concerned with this spending from November; and whether the repa…
Howdy Max,
Heck, why buy any of them? Don't get stuck on the $.07/share. Total return is what you're going for, yes?
You can get 3%/month right here and now........the Greek 10 year government bond; theoretically backed
by ouzo or whatever you ch…
Howdy Anonymous,
Are you a bit edgy about using a real name, today?
This house is not and has not been invested in any Oakmark funds. I will presume DO's notes about the funds/manager in question are accurate and is expressing reasons for not choo…
Hi hank,
This time of year, after the holidays; might it also be related to "too" much stock and/or other returns and the vendor is just trying to clear out inventory?
I would not be surprised with some of the discounting during holiday shopping …
Howdy ET91,
If it is SEC delay, I agree.........brain dead thinking, eh?
Here is the Doubleline homepage for all. There was a message posted (Friday) in the comments header about the delay/review.
I presume returning to the page on Monday may fin…
