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.
Support MFO
Donate through PayPal
Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
@Old_Skeet: Thanks for posting info on TOD. I've tried three or four times to do a multiple beneficiaries at Vanguard and had no luck via the internet. Guess it's time to make a call & find out what I'm doing wrong.
…
Ten states, along with Puerto Rico and the U.S. Virgin Islands, don't charge any state taxes on lottery winnings: California, Delaware, Florida, New Hampshire, Pennsylvania, South Dakota, Tennessee, Texas, Washington and Wyoming.Jan 12, 2016
…
35.43% 21.30%
AA 3.44% 5.17%
A 9.80% 12.78%
BBB 18.30% 20.79%
BB 11.41% 18.68%
B 15.76% 14.29%
Below B 4.43% 4.40%
Not Rated 1.42% 2.58%
Percent of Long Fixed Income Assets
RPSIX
Credit Rating
Multisector Bond
Average
Chart
35.43%
AAA
Chart
21.30%
A…
@bee: Its tin ore tailings dump has a large stockpile of Lithium (Lithium-rich spodumene deposit). Just proves one mans junk is another mans treasure !
Good investing, Derf
@Old_Skeet: If market keeps dropping will you still put more into fixed income when 10 yr reaches 3.25 ? I would think if market continues to drop you would have a higher per cent in fixed income by default.
…
Maybe a better question would read" how have your funds done since the end of January?
I looked about a week ago & was running (-) since the end of January market highs back then. To much in foreign equity with the tariff wheeling & dealing…
@Old_Skeet: I took a quick look at PCLAX. About 60% cash & bonds , 40% other. Do you have any idea what the "other" is invested in ? I'll take a peek at Chuck's place & see what they have listed on the fund.
…
@Crash; Did you not get annual reports from SS showing annual earning from your job(s) ? Maybe they quit doing this after I retired 2010 ?
Also if someone served in armed forces I believe you get a (bonus) amount added into yearly total. This is…
Thanks for all the replies . I'll take this up with son & see what he wants to do. As he has a limited number of funds to choose from I'll suggest sell some & invest in something he's short of, like bonds.
…
@ Crash: Just my 2 cents FWIW. Sept. historically is not one of the better months for Equity. Monthly would work for me more than weekly. Take total amount you want to move to bonds & do a 40% Sept.,30%Oct., 20% Nov., 10% Dec. or something of yo…
