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.
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…
Hi @mnzdedwards
I don't dismiss their methods or all of the tools that they have available to move in this special market area. One needs to be aware that these type of funds are not plain jane equity funds.
But charting the performance of PQTDX …
Hi @hank,
You noted: "And the 30-Year is at a record all time low. Catch, you've had the bond call right for a long time (If possibly for the wrong reasons.)"
>>>There has been more than one time during the past 6 years that we have been …
@Derf
Cold !!! Well, for coastal Texas.
-12 in our part of Michigan at 6am this morning; but the sky is bright blue and lots of sunshine. High today schedules at +17.
Take care,
Catch
@Charles
Thank you for "digging" into this.
Here is a linked page which briefly notes this study, named; Investor Quantitative Panel 2014. Tis the top most paragraph. Would be interesting to know who their base survey folks are and how they were s…
@Tampabay
Health insurance premiums up 9.65% at this house from 2014; and deductibles very high.
How do low energy costs help reduce health insurance premiums?
'Course we're always try'in to offset any and all cost increases, so the healthcare fu…
@Tampabay
Lot's of stories on both sides of the "buy this stock" fence..............
I must add and note that in this particularr case of NATH; there was and is a viable and established business model. I won't dismiss this stock or organization for…
@hank
Ten days ago, mid state prices were at $1.55 for about 10 hours; then jumped to $2.09 and stayed there until Friday. Today the mid/downstate average is about $1.80, with Lansing area at $1.91. 'Course, as usual the farther north and the highe…
Hi @Joe
We have been in and out of TIPs fund over the past 6 years. Our most common funds (one's readily available to us) have been TIP, FINPX, ACITX, BPRIX and LTPZ. Although our Fidelity brokerage accounts allow just about any TIPs area we would …
And the habits that may allow one to discover "wealth" in the first place.....
Use the MFO Amazon link for these books. Scroll down on the link pages for a short book description. We give these as wedding presents for the young ones.
The Millionai…
@JohnChisum
I happened to view this story at Bloomberg tv, when revealed. I thought at the time that the chairman took a strange path of observation about "things".
Unless forced by other circumstances (legal?), the chairman didn't do any favors for…
Yes, M&A will continue in many areas; as money for such activities is cheap, as well as favorable tax circumstances. Cheaper to buy another's proven progess, rather than start from scratch, eh?
M&A's have been in play for several years with…
Hi @Junkster
Geez, eh? Been watching from last Friday and wondering when and where the yield journey would travel. And the 30 year.....have been monitoring this for about 1 month; holy crap, Robin would express to Batman !!!
Our house is pleased t…
@JohnChisum
See that Taiwan and Aussieland a bit rough, too.
Stange Days have found us again........................
Glad to still have friends in Bondland !
Hi @JohnChisum
Urban dictionary sourcing:
moar
1. A combination of "more" and "roar".
Comments are always very rough at ZH. And yes, I even tend to listen to our government speakers/politicos with a grain of salt, too. Seldom sure about who is…
