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 Burt,
I recall a mention about RNDLX a few days ago to you. This fund may be placed at our house; versus DLTNX. RNDLX appears to be able to travel the bond sectors as needed; whereas, DLTNX is a mortgare bond (very well operated) fund.
Or opt f…
Hi Old_Joe,
Very well done.
I suspect you will take immediate action upon your portfolio to properly adjust what was an apparently flawed model based upon your studies and guides for investing using human nature, fundamentals and technical scale m…
Thanks, AndyJ.
Every once in awhile, one reads something that just seems to click.............
I needed this final piece of the investment puzzle to allow this house to position our portfolio in a more favorable circumstance.
I really need to pr…
Hi bee,
Per your below questions:
"I have a question for you that plays off of your fund boat. I am going to try and create a 5-10 year draw down portfolio for one of my mom's investment bucket. She is 88 and needs about $600/mo to compliment her…
Hi bee,
I will get a reply (hopefully by Thursday) to you; per your "boat" question....just a quick stop here at the house and away again for a few hours.....schedule too packed.
This ad is being put in place on German television to help sooth th…
Hi johnN,
Gonna have to wait a bit more to find how any EU fix plan is received by the big money kids of the markets.
Still piles of debt headwinds in the developed countries; regardless of any plans.
We try to watch etf's/funds for changing direc…
A financial instrument that is created artificially by simulating another instrument with the combined features of a collection of other assets.
Okay, and with the full faith and backing of ? ........... just a minute, just a minute; we will retur…
Hi bee,
You are indeed a "busy bee" with your efforts in digging around for info; and thank you for all of the intersting links you post.
As to equity holdings, the following are the most concentrated:
FRIFX Fidelity Real Estate Income (bond/equ…
Hi Skeeter,
Thank you for your time with the charts. We have been in and out of some high load funds in the past; in particular, GHAAX. However, the loads were waived; as the funds were part of a retirement plan group.
A recent peek via M* indica…
Hi Max,
I believe you'll do fine with the two Matthews funds; as well as the EM bond fund. The EM bond funds have been stalled by the strength of the $US this year; which may remain in place...UNTIL the Euro area is somewhat settled, although the …
Howdy johnN,
I violated our normal position with holdings cash in "cash". Our cash monies have always been in a bond fund. We have access to many decent bond funds that do not have a fee/penalty tied to a minimum holding period and at the same time…
hank/OJ,
He is a $1.4 worth of billionaire. Could not find any info regarding returns over the years for the hedge fund (Omega) that he started and operates. Would be nice to find returns for the past 5 years to determine the skills.
Anyway, he i…
hank and OJ,
An ultimate complex situation exists when; a "biker" walks into the local dealer's service shop and asks, "How, much might it cost to have some ENGINE work done on his/her MOTORcycle."
From the article:
With dividend payments alone, the S&P index offers a return on par with low-risk U.S. Treasurys. From Aug. 24 through Thursday, the yield on the 10-year Treasury note was below the dividend yield of the S&P 500 index. Sinc…
Hi hank,
I have considered doing the same with some of my writes; and perhaps others would have preferred the same.........:):):)
Hoping your homestead didn't get blown away or otherwise with the recent, wicked little weather front. I am sure ther…
Howdy scott,
Very good.
If I were an editorial cartoonist......I can envision the 40 or so G-20 folks with the 40 or so EU folks in a large room; with either a group therapy scenario or the G-20's being the "shrinks" and the EU's being on the cou…
Howdy Max,
Not sure how Mr. Jeff is working around this for the fund, versus what he thinks he sees. He surely is a very smart fella; regardless of anything else written or implied about his being.
http://www.businessinsider.com/jeff-gundlach-ev…
From the mind of a non-economic program graduate...except the diploma I filled in myself and printed to hang on a wall. :)
I will revisit the "turd" pile of what any of the countries of the globe value and; at least in the past, have run to when tim…
Mindy and OJ,
Ah, the beauty of the English language; as long as the discussion is among those who are fairly knowledgeable in the idioms and semantics, too. As you two have well proven.
http://science.howstuffworks.com/transport/engines-equipme…
Mindy and OJ,
Ah, the beauty of the English language; as long as the discussion is among those who are fairly knowledgeable in the idioms and semantics, too. As you two have well proven.
http://science.howstuffworks.com/transport/engines-equipme…
johnN,
"P-I-I-G-S, CALI-MICHIGAN-NEVADA-FLORIDA-NY-NEW MEXICO-USA- WORLD
It's same news over and over again...we'll see... lots of volatility the next 12-36 months.
buy when there's blood in the street"
Not sure about some of these in your list; b…
Hi scott,
"That said, I was a little surprised, given the retirement/near retirement age of many of the posters here that CAMAX had become more popular; that fund is aggressive and consistently aggressive - in addition, it can also use leverage. It…
HI Investor,
I'll do the old FA method for replies:
"SELLs/BUYs THIS PAST WEEK:
Sold entire postion in CAMAX, FSAVX and DHOAX, with all procedes going to FBNDX. We took it in the teeth with the first two......oh, well; tis how the cookie crumbles…
johnN,
Not so much related to rumors for Harrisburg's problems. Reviewing the problem areas from a few years ago IMHO indicated that there would not be another path available.........either a state operational takeover or the chapter 9. I recall th…
Hi Accipiter,
I am not complaining; and I am not leaning on you, Chip or David for a fix. I am most pleased that MFO exists; and I sure can live without a full blown search function. I just could not determine why some searches were normal and the…
Hi Old_Joe,
Taking your fine lead for names..........I placed the following and returned numerous results.....
drugs, alcohol and wine. :):):)
I will drop a home note on Wednesday.
Time for sleep here.........
Catch
Howdy Accipiter,
Before I forget...........and thinking about birds of prey; had one of these on the wooden fence 10 feet from the house and it was not particularly afraid of my approach within 10 feet or so and just hopped from the fence to a nea…
Howdy,
Well, this link was sent to me a month before the Sept 17 start of this.........protest.
I did note to the original sender that the story implied current union organization(s) and/or leaders. I found that the irony of this implication is t…
Howdy Gary,
Ya, Helen Wait just about covers the topic; and NO, there is no gold in Fort Knox, as it was used to pay off foreign dollar holders in 1973.
Take care,
Catch
I agree with Ed. I "found" FundAlarm via a link to the funds data; but I did not find much value that could not be readily determined for one's own judgements and investigation from other sources. The real jewel discovered at FA is when I finally cl…
Hi Skeeter,
A thank you to you for your continued input for all of us to consider in "making" our portfolios. You, indeed; may be on the big winning side going forward. As I noted, our portfolio mix indicates a more muted vision of equity strength…
Howdy scott,
It appears the screen shots in the ZH write are via Bloomberg terminals. I will read this write again; but it seems from the comments that there is not a decent way to monitor the PrimeX data. Need to be the "fly on the wall" for this …
Hi bee,
Thank you for the link. I know you must spend a great deal of time trying to understand the markets, too; and invest from the gained knowledge.
I will suspect that you have the "wanna scream" days, too; when many things just don't seem to…
Howdy scott,
You noted: "I do think EM debt became too hot an asset class, but I like the long-term fundamentals and story. Well, you get big money that flows in and then at the drop of a hat, zips out (which, again, is not good with a smaller ass…
Hi bee,
Interesting links/stories. Catch a bit here and there, being a Michigan fella.
The UAW, in spite of new "management" have long ago made their decisions for the unionized states. Tis why, for the past 20 years the auto companies mentioning…
CathyG,
Go girl !!! Sure got this house nailed against the wall for your YTD.
Have not checked this morning, but I am sure our YTD went negative yesterday and surely will today, if nothing changes with the apparent open.
Regards,
Catch
Howdy bee,
We support the local Greek festival and a fair number of the many Greek owned/operated family restaurants in the area.
I have become a bit to the fuzzy side of life with too much Retsina wine.
If the other folks just didn't have so muc…
Howdy randynevin,
Here is an obsecure area that you may also choose to backtest...$DJUSPP.
The link below to stockcharts is set for 50/200 day and for 3 years with weekly pricing.
If you place $DJUSPP at Google Finance, google will find a choice…
Howdy David,
Thank you for the info; and Mr. Curious is satisfied...:)
And I suspect those who moved from FA are also pleased to know more about the positive growth with MFO.
Regards,
Catch
