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Hi@Crash
Hoping you have blood pressure meds at hand and/or have studied and use meditation techniques or whatever other technique provides a path to peace and calm.
We all have enough other exposures that may physically kill us, in particular "age…
So, if I have for example:
--- 3 active managed equity funds and.....
--- 3 active managed bond funds
; and I attempt to perform periodic re-balance among these funds, am I not "meddling" with the active management of the funds and perhaps defeatin…
Hi @Old_Skeet
So, I purchased FCNTX and PIMIX , March 17, 2009; 50% of a total portfolio into each.
What would one do, especially after Feb. 2013 when Fido Contra really started to walk upward and away from PIMIX?
Would one sell pieces of FCNTX and…
Couldn't resist the visual look to satisfy my curious brain. I also have been watching as to or if the "value" area is going to receive a more aggressive bump up.....and there is a bit here now.
Nov. 2013 to date:
http://stockcharts.com/freechart…
Hi @bee
The last chart shows that RE funds do react to a change in yield of the 30 year bond and perhaps to the 10 year, too.
So, are the active managed funds managers "twitching" to changes in interest rates; and if so, only from a technical standp…
Hi @bee
Per your question about rising rates and effects upon RE related, I will offer a chart and a few thoughts. You and all others must keep in mind that I have no formal training in this area. My self - issued and printed "School of Hard Knocks…
Hi @bee
As we know the markets are sometimes silly, funny and most times difficult to attempt to find proper paths for our money (adjusted for one's risk style). Since the market melt, anticipated and accepted gains have been found in many areas. Th…
Hi @bee
I presume you meant, FRIFX .
I suspect IYR cash flows may be more related to hedge funds and related groups "playing" with money in this sector.
Being curious, I checked the following:
Both funds, Oct. 2000 to date:
http://stockcharts.com/freecharts/perf.php?TREMX,EUROX&n=4311&O=011000
Both funds, Jan. 2016 to date: both funds have had a decent run since Jan. 2016; is there may be…
At least for the period shown in the chart below, the "buy back" has not had an advantage to SPY . However, the international version has been fairly happy.
PKW IKPW SPY below for March, 2014 to date.
This is an active chart and updates each busi…
I'll stay with the 3 funds listed previous for a 3 time periods view. We don't have any money directed to this area (AQR offerings); but an interesting study, none the less.
--- Jan. 2010 - Jan. 2012. Brief background. Euro/Japan still attempting …
Do any of the AQR funds outperform over a long time frame, say; against healthcare funds or long term Treasury issue funds?
Appears that many of the AQR funds are more suited to a down or bear market function.
I smile at this notation regarding A…
One commentator for this article; although perhaps borrowing the thought from another source, presents the most likely scenario result from passage of the "tax legislation" relative to corporate taxation, IMHO. One of their investment choices may be…
No money in any of the funds mentioned; but curious as to total returns.
The time frame is from May 31, 2011 to current date.
http://stockcharts.com/freecharts/perf.php?ZEOIX,LALDX,RPHYX&n=1627&O=011000
Investment grade and high yield bond market overview for last week, from M*.
http://news.morningstar.com/articlenet/HtmlTemplate/PrintArticle.htm?time=1823137
Hi @Anna
I've had recent conversations with folks 'bout "what's going on" and what I feel has been in place more and more for several decades is showing its face more readily the past few years is really how lacking critical thinking has become.
Cr…
Add:
Ray Dalio, Bridgewater Hedge Fund. Buys/Sells related to some of the above regarding etfs inside of hedge funds. Scroll down the article for all info.
https://www.gurufocus.com/news/594584/ray-dalio-buys-ishares-core-msci-emerging-markets-…
So, any news someone may have discovered as to why this sector maintained its upward momentum this past week; while there was much arse kicking in other sectors?
Sure wasn't tied to interest rates at this time.
Hi @Old_Skeet
This is a broad based link for the fund you noted at Schwab. Not sure, of course; if this is what you mentioned for an investor link.
https://www.schwab.com/public/schwab/investing/investment_help/investment_research/mutual_fund_resea…
Hi @Old_Skeet
You noted: " I'm just not sure they can get my expenses back of the current 0.87%"
I presume this (.87%) is the average of the mutual fund(s) expense ratio. I will also presume the "wrap fee" is in addition to the E.R.
Correct me if…
Interesting graphic, thank you to the messenger.
A quick check of selected listings found the following error:
HYG is indicated on the graphic as having a +.9% return for YTD.
HYG has a NAV return YTD of +5.76%; verified at I shares, M* and clickin…
Have you looked at this list? Click on a column heading to sort and find your baby.....
http://news.morningstar.com/fund-category-returns/emerging-markets-bond/$FOCA$EB.aspx
This was started before other replies appeared. I'm not changing the write and hopefully nothing redundant.
So that a new investor reading here; is not confused about wrap fees.......and that a wrap fee is always involved when investing. It is not…
Hi @msf
Yes, the Nov.2 date you noted was part of what stuck in my mind when I saw the big bump up in real estate Monday morning (having scanned through the bill in a hasty fashion.....the mortgage area was in the back of my mind, too). This being p…
Have been invested previously with CSDIX. Cohen & Steers would be my recommended for those who choose more aggressive/traditional real estate open funds.
Already have enough other international exposure and don't care to play int'l. with real es…
Hi @expatsp
As I noted, the fund isn't high on the category list at M* against equity style RE funds; and just kinda chugs along with a decent yield and cap. gains. The fund did take about a -32% hit during the market melt.
I suppose the fund for o…
An add here and there, as I become aware of new articles. Any and all sources believed accurate.
---Medical expenses deduction repeal:
http://www.denverpost.com/2017/11/04/couple-with-alzheimers-gop-tax-overhaul-plan-donald-trump/
---A very bas…
@davidrmoran
Thank you.
The 429 page HR-1 in its "to be determined" stage; as one may anticipate modifications, yes? I only did a quick look at this time; but the 401k, Roth IRA, HSA accounts info indexes were seen in the listings.
https://www.d…
@bee
Author and poster are one in the same??? From what/where do you attain this conclusion?
Mr. Katzeff is an employee of IBD and the author name associated with the article is indicated as a "freelance business writer".
Will you please help me …
@ashakantasharma
Welcome to MFO.
Do you have access to investments outside of your home country?
I agree with the statements posted by @msf.
Be frugal to some extent and do your best to maintain a solid budget for what is necessary and pay r…
Hi @davidrmoran
Yes, I didn't intend to note MediGap, but Medicare Advantage plans.
As the retired population of Michigan has a large % of retired former union employees, I find a fairly common mix is:
---Medicare Part A and B
---a supplemental pl…
Hi @MikeM
You've always shown to be a pretty sharp thinker and likely are aware of the below; but I will add a few blips. If you do not obtain a separate RX plan or inclusive via a Medigap plan, OR stop and then restart an RX plan, you will have an …
Morn'in @LewisBraham
Was just about to post same.....
I must be getting the "brain farts" with aging.
Will those more enlightened please provide for me why this portion of the CFPB is so evil and not of benefit to the "regular folks".
I don't ha…
Morn'in coffee to y'all,
A few related reactions from recent upward yield blips.
Don't be confused with the "first" chart graphics, as these are yield numbers for the 2, 10 and 30 year Treasury issues; and are not performance numbers.
This partic…
Hi @expatsp
You noted 2011 and yes this was the period, when in July, Standard and Poors downgraded the "quality rating" of U.S., etc. instruments.
'Course, as things turned out; one would have done well in the long term government holdings, yes?
…
