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Well, yup is the answer.....somewhat.
From the article: "Powering the bond rally is an enormous thirst for yield, fueled by negative interest rates in nearly a quarter of the world. About $8 trillion of government bonds worldwide offered yields be…
From the WSJ ariticle:
"A VAT would need to be coupled with an elimination or reduction of existing taxes on businesses, including payroll taxes for Social Security and Medicare. Likewise, consumers would need tax relief to make up for the higher pr…
Below is intermediate term bond funds listing link. TIORX is down on the list a bit for YTD return of 6.12%.
For reference for a few in this area that I monitor and YTD:
LQD = 9.5%
FBND = 7.5%
FTBFX = 7.2%
FBNDX = 7.1%
NOTE: the corp. bond area ha…
Hi @willmatt72
What % of your total portfolio include the above funds? Are all of these funds tax deferred (IRA, 401K, etc.)
Lastly, one has to consider that active managed funds may not always hold the bond types currently in place, eh?
Regards, …
@davidmoran
You noted: "How come we never hear from anyone who purchased lots of longterm T-bills 1988-1990?"
I don't know anyone who ever purchased individual long term U.S. bonds. There are probably a few folks in my small world of investors who h…
@DanHardy
Yes, relative to new and future retirees. If the 10 year moves sideways from this point in a narrow channel for yield; total return (which includes price movement) would be muted.
Any search for yield must be carefully weighed against from…
Real estate funds remains 14% our of equity side.
Side note: the past several weeks have seen very strong swings in pricing on a daily basis close. One half of a percent and greater in both the up and down side of pricing.
We're staying put with ou…
@Old_Joe
Your Uncle Joe and my "bud" Bonzo Marelli (metro Detroit area) can settle any score, eh?
Bonzo charges a flat fee of $500, and then $2/mile outside of Detroit city limits.
Hi @Old-Joe
How about ACITX ? This equals gov't. or either of the American's offer a short term gov't. bond fund? Fido has a short duration gov't. bond fund that has a YTD of +1.9%.
And no, the TIPS fund is not because of inflation, but is getting t…
Hi @heezsafe
I search this and that...the graphs and charts and such...........why the heck have I not been able to easily find performance charts of Japanese bonds. Charts are everywhere for yields over the past "x" years. Ya got a chart there some…
Hi @hank @MOZART325
One would think that a kind of perma bear or whatever he (Mr. Schiff) chooses to name his style would have seen value in some form of investment grade bond based on his assessment of what central banks have been doing for some ti…
You noted: " their sex never enters the equation."
I'm sure Gloria Steinem or related ladies have this documented somewhere. I sure as heck would enjoy reading or hearing hiring managers state this; especially if they were connected to a lie detect…
Hi @MJG , @Junkster , @Old_Joe
MJG, you noted:
1. "Your suggestion that “This Time is Different” rests on shaky grounds. Anyone who plays that investment style better have deep pockets and some evil desire to commit investing hari-kari. Deep poc…
@Crash
You noted: "those ultra-safe bonds have savers being pulled in both directions, because what they currently pay is ridiculously low"
Are your bond holdings attractive for you as a yield only or do you also factor the price appreciation, if ap…
@Ted. Thanks for the link. An interesting write.
Okay. I've only had one cup of coffee, out of bed at 5:30 am, outside work for awhile (as the heat index is going to be near 100 degrees this afternoon) so some outside work has to be done now, BUT..…
This is a Bridgewater sample as of 3-31-16. I recall earlier reports with large positions in AGG, although it may have been one of his/their other hedge funds.
https://www.holdingschannel.com/13f/bridgewater-associates-lp-top-holdings/
Same date a…
Of note: Many hedge funds are using ETF's as part of a portfolio. Obviously, some of the hedge funds money flows are large. One may suspect some of the reported flows from Ted's link article are hedge fund related.
LQD closed down today, -.26%.
Now if those/that red and green light test was linked to a real time chart using the 14 day RSI (Relative Strength Index) with the standard range of 100 (totally overbought) to 0 (completely oversold) and using the standard of 70 being at the edge o…
Yes... cheap money remains hot money. Post BREXIT, at this short point in time after the fact indicates that hot money is still hungry, eh? At least relative to the equity side of the markets. The main question being which sectors, and will big mone…
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…
