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.
@fundalarm
Thank you. I have followed this somewhat since the elections in Greece. First, the talk was all nasty towards ECB and others and then reformed the past few days.
Don't know. I would like to be the "fly on the wall" to discover the "real"…
@Ted
Thanks. And this Wednesday morning; all was well with the Greek's on tour, visiting several Euro heads. I did see the big swings with crude oil and thought perhaps this was the market down story.
I've been working outside. After I thaw, I wil…
@hank
Ya, a bit strange right now, eh?
EDIT TIME: near the market close; IG bonds are back in fashion and to hell with the other stuff.
I'll have to check............what caused the big equity market flop ???
Non-investing sidenote: just finish…
@BenWP
In addition to Ted's nice list, is this category listing from M*. You may sort the year returns with clicking onto the year at the column top.
Also, I don't think you can buy the DFA funds without a separate account with them; or via an adv…
@BenWP
Along the left edge of this page, under the "big blue" icon named "Start New Discussion" you should find several other areas listed below this, including one named, My Drafts. If you have a draft that did save properly, you should see a "1" t…
Hi @fundalarm
I was reading through this thread again and looked again at PIMIX and its current holdings as of its last posting. This and its cousin, PONDX have a much different mix of holdings from the previous several years. The overwhelming major…
@JohnChisum
We, with the subject line; had a mind connection going there for a second, eh?
And from your article link: "Despite the Australian dollar falling sharply in the past year, from around US94 cents last September to US77 cents early this w…
Hi @BobC
Yes, but one is limited to a dollar purchase amount.
For our portfolio we want the flexibility of larger dollar amounts to invest, and more importantly to move out of the position as we choose. TIPs, either long or short duration do hav…
Hi @Old_Skeet
You noted: " It seems many of my hybrid income, conserative and moderate allocation funds have been reducing their allocation to fixed income for sometime along with reducing the duration."
>>>I will assume (a dangerous prop…
@Dex
I do believe this is part of what you are witnessing with global yields on gov't. debt issues. A race to the bottom, eh?
Sadly, I also feel that some gov't. debt is also "junk".
ECB will reportly buy 10% of public Spanish debt
Two that I h…
"Faber: If I could find a way to short central banks, that is what I would do."
In a technical, round about way; shorting central banks for the past 6 or so years would amount to investing (being long) in the areas that central banks were/are tryin…
Hi @ron
Just my opinion at this time. We have held active managed TlPs funds, including LTPZ.
These funds have their periods of in and out of favor, not unlike equity funds. I have not performed a chart study recently, but one will likely discover…
@scott
Yup. We've hashed this marketing stuff before, eh?
I wonder at times if these "Fed" moments are a pissing contest among members, ego or something else. But, these statements are not generally productive, IMO.
Rants are okay, scott. A form o…
JUCIX still a work in progress, eh?
---Jan 10, 2015
PTTRX is at +1.5% for 3 months and +.97% YTD.
JUCIX is at -.77% for 3 months and -.29% YTD.
---Jan 17, 2015
PTTRX is at +.58% for current week and +1.56% YTD.
JUCIX is at -.39% for current week an…
Wondering how many, if any; job losses at Intuit have taken place over this "hard to match" marketing nightmare. One must presume some very interesting internal meetings.
A current Forbes article below:
Intuit Cries Uncle
@hank
Body armor is illegal for the public citizen. 'Cept, if OJ has to take precious metals to the grocery store for food; there are likely many more things to be concerned about, eh?
And for those so inclined, we always maintain our "onhand" silv…
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…
