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.
@willmatt72 We don't know your desire for inclusion of EM bonds in your portfolio and apparently Ted knows about your current holdings........I do not.
Not unlike other investment areas, EM bonds have their days in the SUN and days in the SHADE,…
Hi @icyone
You noted: "There is a difference between PBS Pledge week (and for that matter, PBS faux financial advice). Let's just say grown-up MFO readers should discern this, but just in case.... (Come on -- if you read MFO would you REALLY get you…
Hi @VintageFreak
Relative to other bond funds of all flavors; PIMIX PONDX shine brightly. 10 year annualized total return is just shy of 9%. Hell, these funds run over many equity funds of many flavors for the 10 year period. The alts, long-shorts …
Hi @VintageFreak
VWELX has limited access, to the best of my knowledge; without a Vanguard account. This fund ( VWELX ) is also more oriented towards a larger percent allocation to the equity portion. I can not purchase via Fidelity, but I have purc…
Hi @AndyJ
The equity closings are close to what was posted at 11am above having held through the day.
The below are the closings for the IG bond area on May 31. The yield trend continues downward for IG bonds having a short term peak (higher yield) …
@275LB_NY_MCPO
So, at this fine forum for investments and some side tracking of subjects to help one another; you choose to travel this path with these comments, eh?
Cranial/Rectal inversion may be a wonderful event; for those who do not recognize the symptoms !!!
Did/does Mr. T. know about the Beemer factory or so many other related? One wonders, eh?
Huh, the write is like she has been reading MFO posts over the years.
I need to see her verified and audited investment portfolio from May, 2007 to date to discover whether she still knows what she is talking about; as to placing her personal inve…
@275LB_NY_MCPO
You noted: "Option#2: Donate your social security to the cause...I have never calculated it into my overall investment plan, and I doubt I will ever see a dime of it when age eligible! It is another one of those guaranteed basic hum…
Hi @jerry
You asked: "Not everyone should or should want to be 100% in stocks/ Other than the annuities what financial assets do they own?"
>>> It wasn't expressed that they are 100% invested in stocks. As to the "other" you ask about; thi…
@Tony and @msf
Thank you for your inputs.
I did adjust what I had as a 5.91% return to a 5.66% as I had not averaged ER's properly.
And yes, I know these are assumptions regarding forward returns versus back looking at the life of, 10 yr, 5 yr, …
Hi @Tony
Well, I be hav'in lots of sticks in the fire today; including during the write.
Now doing the lunch break..........and maybe should have a nap, too.
Okay, the combined annuities yield 4.83% annually. This would be the first return hurdle…
One can only imagine the meetings, if there were any; for the decision making process.
On the side of irony:
"U.S INSTITUTE OF PEACE
"The Budget proposes to eliminate earmarked Federal funding for the United States Institute of Peace (USIP), giv…
Hi @Puddnhead
You noted:
"Still watching VWINX. It's still weak....might soon have to buy some."
>>> An excellent fund long term, and we own some at this house. It's +3.4% YTD; but its return this year reflects, so far, the weakness in bon…
NOT Gates, but doesn't matter in regards to the "thoughts" passed along.
I saw this same "headline" again a few days ago from source "x" (I don't recall).
Attribute within the below link.
http://www.snopes.com/politics/soapbox/schoolrules.asp…
A rare day as of late, when I actually had some sit time and watched this report on tv. The words I highlighted from the article.....well, to me; could be from a well written movie screenwriter/book or Saturday Night Live; a kinda "Man, I'd like to …
@bee
So, we're talking here, the 30% of millennials who may be able to save enough after paying student loans and all the rest, eh? This bunch could possibly save enough. Not so sure about the other 70%. I suspect some of them are hoping for a few b…
Hi @Alex
Here is a MFO thread from last August.
http://www.mutualfundobserver.com/discuss/discussion/29251/what-grade-does-your-state-s-529-plan-get/p1
This March 2016 MFO link is from inside a related thread, and provides other links you find of …
@hank
Don't know. The way "things" are running in D.C.-land, the only thing I will predict is that there won't be much action on a health or tax bill in the near future.
Apparently, the big money doesn't really care about other circumstances as lon…
@Sven @Ted Thanks for the notes. Not that I don't know how to follow a link; as the chart post is much more work, eh?. But, to the point I noted that the pc wouldn't open the Barron's link at the time and I had to exit the household for an appointme…
I couldn't access the article at this time, so I don't know what was discussed or compared.
A general overview comparing SPY and IEV for the past 3 years.
SPY = +33.8%
IEV = -1.9%
Note: SPY is about +7.4% YTD and IEV is about +15.5% YTD.
So, yes; …
Hi @BenWP
France I Shares, ticker EWQ
From May 10, 2007- May 10, 2017 about +2.9%
The below graph is a compare of SPY and EWQ beginning at Jan. 4, 1999 through May 10, 2017.
http://stockcharts.com/freecharts/perf.php?EWQ,SPY&n=4619&O=0110…
Hi @VintageFreak
Thank you for this note/reminder to those who may have an interest in such matters.
To your reference:
Expert 1, Bernard-Henri Levy. "I didn't think LePen would win".
>>>I don't understand why he would say, "Everyone" th…
Hi @expatsp et al
PTIAX and PONDX travel different paths, as one should expect with a flexible bond fund.
I would still favor Pimco, especially with current management and the magic sauce that is applied to many of their funds.
The below link i…
Hey, @Crash
More coffee, dude!
VINIX = $222.5 billion !!!
Pretty much the world owns some of this somewhere, eh?
http://financials.morningstar.com/fund/purchase-info.html?t=VINIX®ion=usa&culture=en-US
Wondering where your/my neighbor who is a single parent with 1 teenage dependent; who grosses about $60,000/year, but isn't covered by a company health plan and has to buy in the market place. Their health plans have a $6,500 annual deductible.
No…
Hi @Tony
Ya! I also viewed with 6 months (just before election) and for 1 year.
I wish I had more time for the "whole school"; including all of the individuals who have worked with the various methods.
Thank you.
Catch
SPY chart for 3 years with 50, 100 and 200 day moving averages, and RSI set at 14. RSI still below 70, for those who view such technical aspects; with 30 nearing oversold and 70 nearing overbought.
http://stockcharts.com/h-sc/ui?s=SPY&p=W&…
Hi @VintageFreak
You noted: "Err...I wasn't trying to be lazy and put you to work. Please accept my apologies.
Since funds make distributions and they are reflected in the NAV, they artificially depress the NAV. So likely the "portfolio value" of th…
Hi @VintageFreak
DODGX break even point, per this chart, includes all distributions. Dec. 28, 2007-Jan. 2013.
http://stockcharts.com/freecharts/perf.php?DODGX&l=2260&r=3531&O=011000
I've watched Saturday Night Live since its birth and Spicer is as good, 'cept for the position he holds in this WH administration and the "skits" are for real, eh?
