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 @hank
Well, you know that our house has been a bond house for longer than I had expected; and surely much longer than others would expect.
We rode the emerging markets and high yield bonds. Those are all gone now, excepting whatever small piece…
Okay, so lastly for me tonight; and @Old_Joe, being "sharp as a tack" with your wit, that I thought you might tell @Junkster to "go take a hike". :) :) :)
Howdy @Old_Joe,
I asked the question; as I wasn't sure of the meaning mentality relative to this thread.
I am too tired tonight; as I have some notes for this thread, but a long day and I am done for today/tonight.
One point did pop into my mind…
@Junkster
You noted: "Our biases make us see what we want to see."
>>>Agree.
MJG noted: "There is no discernible pattern to investment category annual returns. A regression to a mean seems like an iron law. Chaos is a dominant characteri…
@Ted
Thanks for the Pru table. The second section is especially interesting with the portfolio percentage mixes. Only rub for some of the tables is the absence of high yield bonds or multi-sector bonds that reflect more than AGG bond style.
Take ca…
@Ted
Yup!!! This movie should be mandatory viewing before graduating from high school; and likely in particular in some class studies, i.e.; business, ethics studies, social science,etc.
The boardroom scene, with the "boss" is a classic as to "how …
Thanks @Ted.
Noted at the end of the M* article:
"Nontraditional funds are trailing intermediate funds again in 2015, as interest rates continue to fall. Intermediate funds returned an average of 0.9 percent as of Jan. 13, while flexible funds l…
Hi @JohnChisum
---For informational purposes only:
A note about the Catholic school system, at least relative to some areas of Michigan.
The per student tuition is about $7,000/year for high school; per numbers from several friends, of which; on…
Morn'in @Junkster and @Old_Skeet and @fundalarm
Okay, both of you (Junkster/Old_Skeet) are looking to the emerging market area and I presume in a broadbased manner, not country or area specific, yes? But you are, looking at the better performing f…
Hi @Junkster
Knowing you dig through your prospective investment choices; and you are likely aware that some of RIMIX performance for the past year is due to a 26% holding in India. I suspect that the fund still holds this much and perhaps more. I …
The current report is that Mr. Gross placed $700 million of his own monies into the fund. At the current return rate of -1.06% since fund inception, Mr. Gross is down $7,420,000; if the money was placed on day 1. Janus reportedly placed $100 million…
Overall, what a wonderful circumstance to present to the young folks of our country to help continue the high moral ground already established by Washington, D.C. and those elected and unelected there; who help set the path to higher ethical values …
@Ted
Thank you for putting this subject forward here.
I get tired of "notes" to our Senators/Reps about various topics; but this is a good one to discover what type of response I receive as to why such a proposal would find its way into the convers…
Some of these tax issues have a pure leaning one way or another revolving around business or individual rates, deductions, etc.; but when I read about this regarding the 529's, I wonder who or why such a proposal would be put forth. Of what value is…
@Junkster
Won't disagree and tis the first link I've given regarding the doctor.
But, I will still speed read these type of writes for trinkets of thought.
I will not keep my mind closed to other's thinking.
Enjoy your free time to recharge the bra…
Howdy @AKAFlack
I checked VWELX which has been a moderate allocation fund with about a 60/40 mix of equity/bonds. Per M*, the 15 year annualized return is at 7.77%. The Vanguard site indicates the annualized return since inception,July 1, 1929, is …
Hi @DavidV
You noted: "This is an opinion of the person who has been right many times in the past:"
May we have a name for this person?
Thank you.
Catch
Hi @Mark and @kevindow
Mark, I did exclude FENY in error; as we would be using our Fido IRA brokerage accts. for any purchase in this sector. Thank you for shaking my brain cells.
Kevindow, thank you for the notations regarding these other etfs to…
@Tampabay
You noted: ""a certificate from an accredited organization" : means nothing,"
We're being a bit of the "tongue in cheek" here, with comments.
@Soupkitchen
Mark's link, yes.
Basically, the "TTM" is the previous 12 month period average of what the stock or fund was paying. For the two funds you noted, both the dividends from equities held and yields from bonds held in the fund were highe…
Hi @hank
Good one, hank.
Perhaps all posts, articles and verbal dispatches by anyone involved with investment suggestions (advice) should have to display a certificate from an accredited organization as to their competence at any and all levels to…
Hi @finder
Yes, PDI has been a most decent performer. I suppose the dip in mid-2013 scared a few folks away for awhile.
Thank you for the note about this.
Take care,
Catch
Hi @JohnChisum
Chart for DLFNX set for 50, 100 & 200 days, over a 3 year period, RSI (relative strength) at 14.
Chart for DLFNX set for 10 & 39 days, over 1 year period, RSI at 14, smooth moving average.
There are numerous other setting o…
First page numbers updated.
Hoping all those who ran away from PTTRX and related classes, found a better bond home.....................ah, the maddness of some crowds, eh?
I'll be good and give this fund some time. The new return spread is only 2.24…
@JohnChisum @Crash et al
Linked chart for DLFNX vs DLTNX
Linked chart for for DLFNX vs DLTNX vs PONDX
In both cases with these charts, this is an active site link. Being that you may add and/or remove the tickers for your own comparative use. S…
Hi @Charles
You noted: "All that said, he's selling bonds.
Which means that either naturally or with intent, he's always building a wall of worry."
>>>Yes, he is a bond fella. Do you feel his "pitch" is for this only; and that his stateme…
@WallStreetRanter
Thank you for the followup.
I recall the beginning of the equity move in August of 1982 while dwelling upon numbers, and listening to discussions from The Nightly Business Report with Paul Kangas.
Regards,
Catch
Hi @rono,
Watching VDE for the big energy kids. Came and stayed off of a bottom for the past two days with small bumps up; and is up about 2.4% at 1:25 EST, Friday.
Is this a bottom? Don't know, but sure as hell off of a nasty low.
"VDE" 10/39 …
Hi @JohnChisum and @David_Snowball
John, I wondered the same. Her bio indicates she is trained in things regarding money.
David, if this continues; you will be offered large sums of money to move to NYC or some other center of finance, to write c…
Hi @hank
You noted: "Beware all the NOISE. Unless you're a trader (as opposed to a long term investor) the Swiss Bank's moves aren't going to affect you. OK - maybe your portfolio was down today or will incur a bad year partially as a result of tod…
@mnzdedwards and @scott
Ha !!! Was just posting when I saw you two beat me to the punch.
Yes. I will assume the currency trades with the flips from Switzerland and elsewhere popped a lot of the managed futures fund today. I have not looked at some…