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.
Reply to @AndyJ:
Thank you, AndyJ. I recall several discussions at FA about his departure from the TCW family and starting Doubleline. As I noted in the first reply; I have no doubt about his skills and his bond fund offerings will be a forward co…
How does Jeff Gundlach's operational excellence of managing a currently mortgage debt issues bond fund with a name "total" relate to Bill Gross and company? Dan Fuss and several other regarded bond fund managers/teams should be on the list, too; eh?…
Reply to @Old_Joe:
Hi OJ, I do believe from my recall that you holdings were about 1/3 each in various bond, equity and cash holdings in the past couple of months.
I think this mix will keep you in the safe zone; but it is understandable to feel …
Reply to @Accipiter:
Howdy Accipiter,
Thank you for your time and effort with the links. We are looking through various options to secure WiFi connections as the need arises going forward. In the wayback days of early (laptop AIR CARDS via cell t…
Reply to @Investor:
Howdy Investor,
Thank you very much for your time and effort with this question; and the possible solutions. I/we were aware of potential security issues; and trying to discover the best possible method of protection.
You ha…
Howdy David,
Thank you for your time and efforts. AND, too hot and humid today; even for the big Maple tree with lounger;and sprinkler...:)
I kinda miss the way back days when mutual funds were mutual funds; and one didn't need a PhD if some area …
Howdy Kaspa,
Good to see you here, too.
Not identical to your request; but a question I had from last week. Being related to the large cap area and some dividends here and there. A quick peek through the thread will give you the tickers of some o…
Reply to @fundalarm:
Hi fundalarm,
Here are the holdings of FDRXX: (Fidelity Cash Reserves)
Composition by Instrument (%) as of 06/30/2011
Treasury Debt 9.31
Government Agency Debt 0.89
Asset Backed Commercial Paper 0.26
Financial Company …
Howdy Ted,
Thank you again for the "of value" writes you discover and link.
From the article; I sure would like to know what this really means:
The fixed-income portion of BlackRock’s Strategic Income Opportunities Fund has 43 percent of its as…
Reply to @Maurice:
Hi Maurice,
Thank you for the thoughts. I have planned, but not gotten around to a small write related to how real people, like us here; view their portfolio or another's portfolio in this aspect of conservative-aggressive. The…
Reply to @Anonymous:
Hi Skeeter,
Always nice to read your view and thoughts of the markets, and hats off to you with your returns. I've peeked at a few charts in the spare moments of time and appears there are not many clear directions set at thi…
Reply to @Investor:
Hi Investor,
Hey, your memory cells are in excellent working order. :) We will leave this investment be for now; and find what the next few weeks in D.C. brings about.
I/we do appreciate your reminder of the holding period.
…
Reply to @hank:
Howdy hank, Thank you for your gracious comment; and you are to be commended, too; for your efforts.
I'll do the "you wrote" and >>>>> for a reply.
"Catch, in the past you have billed as a "conservative/capital pre…
Reply to @David_Snowball:
Howdy David,
I, of course; agree with your summary of the funds numbers. As always, with the discussions here; hopefully all of this will benefit someone and especially to those who stop by to gather information and are…
Reply to @Investor:
Hi Investor,
Looking through a Bloomberg rankings list appears to present all fund types for the listing when peeking through various sectors/styles.
Regards,
Catch
Reply to @johnN:
Hi John,
The link is for the Bloomberg rankings for PM related funds.
http://www.bloomberg.com/apps/data?pid=invest_mutualfunds&Fund=psau
You may want to look through this list for additional choices; as it appears PSAU is c…
Hi Investor,
Thank you for your thoughts in this area of investing. We have a nibble in FRIFX, too; but also missed the big boat. We do have access to CSRSX in another retirement acct; of which, we should have plunked some money. Cohen/Steers have…
Reply to @Maurice:
Good Morn'in Maurice....et al,
Just a short 2 cents to some of the related just above this post.
I still have a difficult time wrapping my arms of investment love around the broad sector of long/short offerings. There will al…
Howdy,
This Bloomberg link is for short term bond funds by YTD rank.
http://www.bloomberg.com/apps/data?pid=invest_mutualfunds&Fund=fshbx
Keep in mind that many of the short term funds have a .4-.5% expense, so the total return will be slim. …
Hi Dante, A quick note. The fund ticker is good in the subject line, but you should also place the ticker into the text PIXDX so that others may have a quick link to M* or the other sites for a fast reference so they know what fund is being discusse…
Reply to @Dante:
A quick note about posting. You will find with your own post, as long as you are signed into MFO, an edit button next to the reply button. For your second post here you could have used the edit button to add to your first post. Wh…
Reply to @Dante:
Hi Dante,
No, our house hasn't and currently does not own this one. I noted in the original post that we having been looking at this fund. Based on the M* performance, and as noted; 2004 was a general REIT area problem and one al…
Some very good conversation on this. Investor pointed to a critical portion in regards to REIT's and distributions. Everyone has provided excellent thinking points about this fund and similar funds that function with similar investment tools, regard…
Reply to @Maurice:
Howdy Maurice,
Well, I sure can not tell anyone what would come to pass for a week or two if there is no compromise on the debt ceiling and related issues. However, with the TIPS funds, you must also remember that this investm…
Reply to @johnN:
Hi John, Thank you for the link; but I only rely on Zack's to have a quick peek at what class types are available for a particular fund. I have read their reports before and was/am not impressed; although the PM list with this lin…
Howdy Investor,
Pretty toasty in your part of town, too; eh?
Thank you for the thoughts about a "best" fund to capture multi-national companies/global exposure. I agree that the likely candidates will tend to be in the large cap sectors. YACKX, I…
Howdy All,
MJG, per your last paragraph and M* categorization. Bloomberg has a very nice ranking system for fund types/styles/sectors. But, with the many funds that have become more difficult to place into a "breed", they too have similar problems…
Gee, Maurice; I really would like to share the vault info with you, BUT I don't "Tweet". Imagine that, that I am stuck in the world of investments and making decent money while so many personal friends and family members want me to "Tweet" or read t…
Hi Maurice,
Replies not in order of your posted thoughts............
We have the Fido brokerage accts for both types of IRA's. The only exceptions for some funds is higher limits to buy into a given fund and/or lack of an institutional class of a…
Hi Maurice,
Thanks for the link.
An interesting write; and I may have missed the fact(s) that many workers, aside from perhaps becoming more
frugal and opting to pay down debt(s) have also had much higher health care plan rates with which to pay…
Howdy Mindy,
The Grand Illusion holdings are still in place and I will update distributions and post this in the future. I really have had too many other things on the home plate and have limited summer time weather to get some things completed. T…
Howdy spencer,
I will indeed take a closer look at this fund. I am familiar with the name, but have not had monies there before. I did a quick peek at the holdings sectors and will dig further into the company(s) in the fund.
Thank you and Regar…
Hi skipper,
Others have noted valid ideas and thoughts.
You wrote: "I just reallocated my IRA portfolio to three Vanguard index funds -- 50% Total Bond Market, 40% Total Stock Market and 10% Total International. I've never really followed or und…
Hi MJG,
Related to your write and the individual investor; as we at MFO; with a hugh basket of choices among active managed funds and passive indexes and ETF's.
One may consider the following mixes:
---passive investors using passive indexes/e…
Hi John,
You wrote:
"what do plan to do when rates increased and eq2 endings.
>>>>>If rates are increasing in the U.S., hopefully this would be because of stronger economic activity and the result of folks actually borrowing money a…
