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.
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…
Hi Mindy,
Ya, improvements. I used to use a very nice and simple chart tool at MSN Money. It was very easy to read and perform many functions.
It was "improved" about 1 year ago and required a MicroSlush tool download to use the new functionally.…
Howdy Cathy,
The link here, for a retirement discussion board may be of interest; started by the poster "hunger". Also Google Ameriprise with the words "lawsuits" and " fees or fee structure".
http://www.early-retirement.org/forums/f28/trying-to…
EU compared to Argentina..............hmmmmm. Perhaps there are some similar monetary situations; after all, over spending the old credit card is the same the world over; but the writer of the story needs to perform a most serious review of the pas…
Additionally, not knowing what tax software program vendor you used; is a copy of your tax forms stored at that vendors web site? You noted that you E filed, and so the question.
Regards,
Catch
Hi Mindy,
As with FundAlarm, I have also explained the value and passed along the link to family and friends for their use, too. They understand that it does not change their purchase cost and their purchase supports a fine site. I also try to pro…
Hi Maurice,
I did not reread my quick write before this write to you. I believe some are well intentioned at many gov't. levels. I also believe the core fiber of the majority becomes perverted by whatever means and methods and likely is a result o…
Hi OJ,
Yes, you are correct. Lots of folks with the rules and laws changes going back many years that have caused the train to be derailed. As I stated, there are plenty of folks to pick upon, but I still believe Mr. Obama has traveled directions …
Hi Nath,
Just a quick one for now....away to an appointment.
Not pure science numbers with this; but we hold 15 bond funds; some being a much larger % of total holdings than others...but here are some rough numbers for yields:
5 HY/HI funds avg…
Good Day All,
My word for the past and current situation is:
Oligarchy (from Greek ὀλιγαρχία, oligarkhía[1]) is a form of power structure in which power effectively rests with a small number of people. These people could be distinguished by royal…
Hi Skeeter,
Well, I am just hopping around through the MFO posts and runn'in my written mouth of thoughts, for what value; if any, it may be. We all get some personal pressure valve relief here, eh?
Ah, the gov'ts, local, state and fed...still a…
Hi Skeeter,
As time allows, I have been peeking at the Relative Strength indicators of various sectors and some did drop down to low levels. But, I am not convinced that the broad equity market in the U.S. is ready to move upward; and anticipate s…
Agree.............two large fund families that put the big squeeze on the retail mutual fund marketing and fees, in favor of the small investor were Vanguard and Fidelity. I recall many times trying to steer folks away from spending the big loads fo…
Hi fundalarm,
I don't follow what you are presenting. I only replied to you and Skeeter as a reference point to his portfolio yield vs what our portfolio current yield indicates via M*. I do view the 30 day SEC yield via Fidelity which may be acce…
Howdy fundalarm/Skeeter,
I'll post the same data to both of you for a reply, so that you are notified, if you have that preference selected for your name.
Not pure science numbers with this; but we hold 15 bond funds; some being a much larger % o…
Howdy fundalarm,
Agree.......and not unlike us; the fund houses continue to attempt to build and manage a fund(s) for all seasons, yes?
Take care,
Catch
Howdy spencer,
Pleased to know you take a peek at the Funds Boat. I am sure the numbers are checked and some folks read when I do a full post of chit-chat.
If nothing else, it allows others to view and ponder; as the funds mix may be rather unusa…
Hi Scott,
I presume you mean either RNDLX or RNSIX, yes? I have/am looking at these, too. They have done well and have a rather broad plate from which to work with for tuning to the markets.
Take care,
Catch
Hi icyone,
I do hope this short reply finds you doing well in all aspects and circumstances. Did do the RNCOX just now and presume the electronic purchase will pass through the system in a timely manner to provide for the actual transaction.
I su…
Hi johnN,
Kinda reminds one of what has been discussed here and at FA for awhile now.
Too many, in my opinion; have expected a speed boat recovery for a few years now; and I have not found much basis for this thinking. The recovery boat is not s…
Howdy GFB,
Yup. Perhaps just buy the four funds mentioned and do a "built it yourself" fund of funds and save a little in expenses.
Not a basketball watcher; but kinda reminds one of the Miami Heat gett'in all the stars for the big run. The ques…
Howdy Investor,
" If you use the reply box at the end of the page, you are posting a direct reply to the original poster. You do not need to piggy-back onto another reply. (In other words, do not search for reply link. Go directly to the bottom of…
Hi MJG,
As we can no longer perform a direct reply to the original post; I will piggyback at Skeeter's reply. And Hi to you, too, Skeeter.
Do'in this the old FA way in reply to "some" sections of your post. I'll do my best quick and dirty, and I…
Hi Maurice.
Can't help with the grill question; as we are not users at this house.
AND, I am not going to operate the "flag" button....so, you are safe with this house.
Your gracious input at FA and here surely allow you credit for an OT of the O…
Howdy Max,
First, I hope your employment picture begins a new painting.
Second, per Investor's note below; this link and in particular, the first top, link may help clarify some tax info regarding joint tenants.
http://www.google.com/#q=joint+t…
Hi Cathy,
These magic boxes we all use have their own natures, eh???
Still using a Dell laptop that is 8 years old this month.
XP-SP2, IE8, only 1.25GB of ram. All of the updates are in place, including Flash and no issues, other than I know a n…
Howdy Pat,
Thank you for your time with this and the posting.
I continue to look at LIBOR on a casual basis of once a week; and I also watch Euribor, too.
Since the large intervention of Federal monies after the market melt, LIBOR has remained i…
