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.
@Junkster
Is any of your portfolio or at least enough to generate some cash flow when you would have to have RMD (required minimum distribution)? Would this amount combined with SS be enough? 'Course, I am sure you could always draw as needed from t…
@Tampabay
Ok. Now that we know the warm and cuddly side of your personality exists.......
who are you managers; being what active managed funds do you have in the household portfolio???
Thank you.
Catch
@bee and @Ted
bee, the India area is a bit weak for the past few weeks. I have been watching this area, but no money headed there at this time.
Our etf Mo-Mo's:
HEDJ
DXGE
FHLC
Particular funds with very happy Mo-Mo:
FSPHX
PRHSX
Stock Mo-Mo's:…
'e' is cool, too, but I am still going for Total Return (TR). When I have a need for 'Pi' or 'e', I will find the proper math web site. For small circles to draw, I still use a glass or a bowl or a whatever the size. Sometimes I use a string with a …
@JohnChisum
Sure you will enjoy the trip and be refreshed to help with the investing decisions ahead.
I've traveled the Tokyo-Seattle ride before. Quite the long ride....eh?
Take care,
Catch
Hi @Maurice
Yes, the wonderfully simple and easy to read Bloomberg fund ranking category page. That tool went bye-bye about 4-5 years ago. I used to link that page, and its listings results quite a bit at FundAlarm.
I did query Bloomberg about that …
Hi @Joe,
PTTRX is the Pimco Total Return bond fund. Your 5% commodity holding has another ticker symbol.
What is the full name of the commodity fund?
And yes, commodities of many types have had a tough time recently. But, commodities are many dif…
@MJG
You noted: "Well, humans get tired and focus drifts. We are subject to household and health problems. We are influenced by current events and the medias selective hype on these events. We are also guilty of overconfidence in our own skills. We…
@Crash.....
That/this would be or is, intuition.............
I fully state and know that this function may become tuned to and for an individual from experience in particular areas of thinking and understanding; which may show itself as what may a…
@hank
Reminds me of the stats that the energy company provides with the monthly bill.
***Your energy useage is blah-blah of what similar homes use in your neighborhood.
Within 1 mile there are homes that range in size from 900 sq.ft. to 2,800 sq.…
@Ted
Staying with Mr. Waggoner's choices, there now exists several other short duration high yield bond funds.
A quick check could be to use FSAHX. I only indicate this one fund; as I was familiar with its existing within Fidelity. Lower fee and c…
Mr. Waggoner missed the fact that RPHYX is closed to new investors; so this fund, 20% of the monies per his write, would need a replacement for this list.
@Ted
Thanks for the story link.
I have recommended this book numerous times over the years at FundAlarm and here.
A well done show and tell book about personal monetary habits.
We continue to use this book as an added wedding present; and here an…
@MJG
You noted:
1. "Morningstar’s Russell Kinnel has a likely alternate explanation: today’s investors are news chasing. We are captive to the 24/7 constant news cycle that prompts us to trade far too frequently, often with wealth compromising i…
The below list link does not include "inverse" choices available for other uses, as in; going short against an investment sector.
Currency hedged etf list, most included
Note: as is generally known here; be aware of thin daily volume, premiums a…
@jerry
I was writing when you posted; but it is obvious that I am in agreement with you, on this point, at this time.
@Ted
Thank you for your link post regarding hedging currency with global investments.
As to Europe.......
We investors know there are "days in the sun" for every investment; above other investment choices. We also understand that the "days in the sun" run their own paths and lengths based upon any number of factors.
These price tr…
@Tampabay
Ah, but you/we know tis just a semantics situation, eh? Nothing to wonder about.....
se·man·tics
/səˈman(t)iks/
noun
noun: semantics; noun: logical semantics; noun: lexical semantics
the branch of linguistics and logic concerned with m…
@Junkster
Yes, as to the utilities, too. The broad index is -2% at 11am EST. 30 year Treasury about -3%.
Ya think we are only seeing some head fakes from the big money?
Lastly, knowing you watch this stuff, too............energy company misses 1…
@Ted
Ah, all will be well. I would be leaving with you, too; then.....
Thank you for taking the time to link the songs. These songs went through my head early this morning for whatever reason; and I had them playing in the background while traveli…
Hi @JohnChisum
Well, don't know about these numbers; but if they are valid, there is big movement otherwise.....dollar flying high, IG bonds smack down, gold being melted.....place your bets ladies and gentlemen.
Looks like some big money in the …
As to investing sleeves for this house; not unlike the seasonal changes in Michigan, we have had and do have sleeves of varying types in an attempt to be appropritate for investment seasons.
Not unlike the changing weather, regardless of the forec…
In reference to @Old_Skeet note above:
As to Russia, and of course; in particular, Mr. Putin......
.....psychopath or sociopath, or a blend.......
So, why is this fella on the path he has set for himself and the country in which he lives and rule…
@Tampabay
You stated: "NO man is richer than the man who gets up in the morning and does Exactly what he wants to do"
Well, a variation of a common theme or dream dating back to the queens and kings, at the very least; however.....
So, how long …
@JJM58
One finds that you have had a total of 7 visits to this site since joining in March of 2014.
Now, it is possible to login and remain logged in, in order to read everything @Junkster has written at this site. Perhaps you have done this; but…
Mr. Studzinski noted:
In 2008, we had a period of over-valuation in the markets that was pretty clear in terms of equities. We also had what appears in retrospect to have been the deliberate misrepresentation and marketing of certain categories of …
One may view this as a normal "business promotion". As @msf has documented, I don't find any "hidden" items. Fidelity wants the business and has run the numbers for their breakeven point. This is not unlike a grocery store with the lowest priced gal…
From the article: "A host of factors is behind institutions’ adoption of bond ETFs, analysts say. Among them: Deteriorating liquidity in corporate bonds has frustrated large investors as many individual bonds have become difficult to buy or sell qui…
@Maurice
Per we "older" folks......your avatar is President Wilson, yes???
As to your suggestion, one can not keep Bruce Jenner out of that mix, eh? Would need the male perspective, too...................err, or a cross-over perspective.
I would…
@Tampabay
Yup. A challenge to keep abreast of investing when one is raising a family and working long hours. This all depends upon the motivation of an investor and time management.
But, managing the investments is a worthy use of time to grow th…
