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 @expatsp
Thank you for the link.
Generally, I'm not a fan of Mr. Summers; but this is from the mid-1990's. He and I have both changed since then.
He points to some considerations that may be part of the current monetary environment.
Those who …
Hi @Junkster
Yup...........several years ago we held about 65% junk for a long time frame. Currently, we hold 52% of total in investment grade bonds (gov't. and corp.) No junk at this time.
YTD to date, today:
--- IEF = +9%
--- HYG = +9.3%
--- LQ…
@Bitzer
Do your other bond fund holdings have any overlap/duplication of holdings of these Doubleline funds?
As noted, both are mortgage leaning; with DBLTX having about 87% of holdings stated as AAA credit quality (as of 3-31-16). The stated credi…
These points having been discussed from years ago and now, at FundAlarm and here.
.....aging demographics, too much debt, and technological advances including job-threatening robotization are significantly responsible for 2% peak U.S. real GDP as
…
Hi @Junkster et al............
Pending capital assets rules change.
http://www.bloomberg.com/news/articles/2016-07-06/junk-seen-enticing-yield-hungry-insurers-as-capital-rules-shift
Hi @msf
Thank you for your notes. I agree as to the cutoff date and what may be available for a person to amend anything regarding SS.
And, YES; the article does evolve from a self-serving platform.
I recall the MFO thread, but did not search it he…
I agree with @Ted as to the funds he mentioned and KISS. I will add VWENX which is available to Vanguard account holders. This fund is active managed varying from 50-70% in equity. The long term return performance is excellent, with this fund having…
Hi @Junkster...............yup, tis Johnny Lee original artist. I performed an edit.
I'll have to stick with Bolero and Ravel. :)
Additionally, sincerely hope all is well in your world.
Hi @Mindy
@jerry noted: "U.S. Treasuries are a disaster..." My take on this quote from Mr. Snowball's July commentary is the wording stated to Mr. Snowball from Mr. Hasenstab. If I am incorrect, someone please state otherwise.
Disclosure: We were…
@jerry
For your own post(s) and this in particular:
---Click on the title bar of this/your post
---at the top right corner of the post, only you, will see a dark colored "gear" icon
---click on the gear and then click the popup word "Edit"
You are n…
@MJG
You noted: " Brexit is far less threatening to us." ??? Than flooding or something else???
OMG..........a prediction based upon the unknown...............as with "black holes", one may presume with confidence, eh?
So................does no one here find or see a "turning point" with the Brexit vote?
Hi @Charles
You noted: "Hard to believe that such an important national decision could be decided with just a simple majority, instead of say two-thirds."
You'l…
I presume this is quoted to you; as there is no other apparent attribute? :
"Over the world map, our population has not changed, our consumption characteristics have not changed, our entrepreneur cohort is constant, our wealth level remains at a h…
Perhaps some investors find favorable that the U.S. gov't (uh, you) have a large investment in Mr. Musk's projects. Might this change for reasons x, y or z???
Too many other investment fish in the sea, IMO.
http://www.latimes.com/business/la-fi-h…
@Crash
You don't have an accounting method for what you want to do through TRPrice or whomever your're using for your holdings?
We're able to see/use all related transaction info with our Fidelity brokerage.
Very good!
Reminded me immediately of Steven Wright's one liners..............
http://mentalfloss.com/article/60461/20-steven-wrights-funniest-jokes-his-59th-birthday
You noted: "Currently, I have this market rated a hold due to it's high valuation since it is selling at a TTM P/E Ratio of better than 24 and with forward estimates being around 18."
As your statement is directed towards "the market" being the equi…
@Crash
Total return since inception (Nov, 2011) indicates about a 3.6% annualized total return rate.
I don't suspect this will change much between now and Nov. 2016. The 5 year total will reflect the current status, + or - a tenth %.
@Old_Joe............
I didn't check the prior to compare to the recent; but this is from December, 2015.
Take care out there.
Back outdoors here, to finish cutting a tree, keeping it from falling and crushing the fence or me!
Next time around I pla…
@MJG
The below link provides various data about WWII vets, including those alive by state. The data is from this year. Your linked article was relative to the "oldest, by age, known" WWII veteran. I recall seeing this on tv.
http://www.nationalww2…
@MJG
You stated: "Today, there are no WW II survivors who served in the military."
Say what?
I just spoke with a 94 year old from our city, a WWII B-25 pilot; last Wednesday. I met 2, B-17 flight crew members last August from my area, but they may h…
Mr. Gross may be correct with some of his notations. However, will his skills; and his perceptions of problems, way has the Janus fund he manages provided such low returns. Perhaps a "forest and the trees" syndrome, eh?
With regard to low interest r…
@johnN
What say you??? Do you have a date in mind? Do you suspect that real estate will crash again leading to other problems; or perhaps other problems will lead to an eventual weakening in real estate.
Below is a 2014 short write about baby boome…
Show me your numbers, eh? I've expressed this some folks from time to time.
Can your advisor or ? provide real evidence of their past recommendations and the resulting performance?
Have these folks (advisors) do a simple total return print out of …
Hi @hank
You noted:"In addition, unless those who sold in May moved to cash, they've likely experienced a loss in their domestic or international bond funds over the month as rates have spiked."
The below M* category link covers most areas. The firs…
Well, perhaps some small caps............but this list indicates otherwise.
The growth, value and blend continue to be in rotation for LC, MC and SC. Not to say that the Russell 2, 000 is not in a bull market.
@hank
What you noted is correct regarding the Form 5498. We have received this form for a number of years related to Traditional IRA holdings. You too, should have received this form for each Traditional IRA. Receipt/generation of the form has nothi…
Huh? Mr. Burns notes:
"I remembered this bit of history as I read Neal Gabler’s “The Secret Shame of Middle Class Americans.” The article is in the May issue of the Atlantic. It’s something everyone should read, particularly those in the top tier o…
Hi @shipwreckedandalone
Thank you for your thoughts regarding this post. As to the equity mix. With the 35% inside of VWINX and another 25% between the healthcare fund and the individual stock of DPLO, we arrive at about 60% equity exposure, althou…
Hi @Sven
Thank you for the added info. We prepare our own taxes. Curious to find what type of follow-up documents or information we receive from the IRS (7-10 days) via mail.
@heezsafe
This is the IRS internal link related to the phone number on the received letter.
We have not received any phone calls, but are aware of the phone calls about seizures of property and that the FBI and/or local police will be contacted abou…
Well, called the phone number on the 4883C form early in the day (call period 7A-7P). On hold for about 17 minutes (much better than reported).
---The lady answered "IRS".
---I was asked two times, "Why are you calling this number?"
Answer both ti…
Thanks, @Ted
Have had many of these on an electronic list, and I'll add LTPZ to the Bespoke list, as I monitor this, too. Although the short and long term gov't. stuff generally follow one another. One clunker aspect to these etf's are the one's…
Hi @SandraWisdom
Thank you for this follow-up.
@FundStudent
Ha! Ya, what a deal, eh? I recall the initial hacks and a discussion about the "no more hacks tool". I read about this feature you note in your link and the whole thing seemed like a cost…
@Ted @heezsafe @FundStudent
Well, apparently we are on/in the hack "list".
Not mentioned in the letter, but we will apparently receive a free year worth of Equifax monitoring. Crap, now our numbers will be in more files.
Will likely be trying t…
