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rjb112
Well thanks for all your great instruction and telling me about it.
I owned Fuss's LSBRX 2006-2013....but I wanted my bond fund to provide ballast, to go up when my stocks when down.......
I sold my stake in LSBRX and bought SUBFX. So far that has been a poor decision, but my hope is that SUBFX will hold up well if…
At that time I was listening to Bob Brinker on the weekends and he was all for Ginnie Mae's
@JohnChisum, do you still listen to Bob Brinker. I listen to him every Sunday for the full 3 hours. Maybe we can share some Brinker stories.....
I have a question for anyone who cares to respond. Is there differences between an unconstrained and go-anywhere bond fund?
The terms mean the same thing. The bond managers are set free to invest where they think best. Versus a lot of other bond …
........ but I think there will be an entry point in the next 6 months that even I can recognize.
.......one-time contribution to my new grandchild's retirement fund. $3K now presumably produces over $4M at 70, if it's shifted into a Roth when she…
The new Unconstrained funds everyone is jumping into?
Considering we are in a rising interest rate environment, which bonds if any will do better that others? What if you are close to or in retirement age? What to do.
The new unconstrained bond…
I'm in the process of a 401k to IRA rollover now. I put 25% towards my equity goal to start. Plan to DCA over the next 6 months or so
MikeM, not sure what you are referring to
Any money that was in equities in the 401k would typically just be p…
Professor Robert Shiller:
http://www.cnbc.com/id/101930841
30 year TIPS were negative in 2012......'that looks a little bit like a bubble'
'the whole thing might correct, both stocks and bonds'
"The bond market is looking expensive"
"how can it be …
IMHO, I don't like the fact that Gundlach has a "flexible income fund", a "total return bond fund", and a "core fixed income fund". This is all nonsense, rubbish.
I just want to give my fixed income money to a fixed income expert like Gundlach and …
That's why the metric "After Tax Return" I think is very important.
I believe M* and Vanguard.com may report this, but I don't see it widely reported.
Of course each person's tax situation is different, but the After Tax Returns should tell you what…
Concentrating on the topic of owning bond funds in a rising rate environment; there are plenty of fear stories out there that talk of armeggedon and losing your money. This is fear mongering to me. I see the downside at the beginning of the rate ri…
...previously only available to advisors.
What a racket.
Can't stand that stuff.
A lot of websites I sign up for have separate versions and separate access.....the "financial advisors" get one level of access, and we 'regular people' get a lower le…
Personally I have no problems mentioning names.
Let the truth come out.
No more cover ups.
If they are going to expose themselves to the public by writing articles, the facts should come out. And the facts will help the people who are on the fence …
Here's the contact URL for Lipper product support:
https://customers.reuters.com/crmcontactus/support.asp
They have a contact form you can fill out.
Also:
I haven't had any difficulty finding calendar based annual returns for some index families, including MSCI and Russell, or for frequently used indices like the S&P 500 or Nasdaq Composite.
Appreciate your sources for those, so we can access the…
Their so called writers mix conflicts of interest in with their opinions. Selling newsletters or investing services is the main objective. I won't mention names but it is easy to figure out whom I'm talking about.
JohnChisum hit the nail on the hea…
Appreciate if you would provide links and sources of the calendar year data that you have been able to find, for all the indexes and things you mentioned in your post.
Much appreciated.
Regarding "historical data for Lipper's category based indice…
To avoid index funds because of a bear market one would have to find a manger good at market timing .Do they exist? It is my understanding that index funds did ok in 2008. Not by doing well but by outperforming more than half the active funds.
@je…
Been burned before by "go anywhere" managers who go the wrong way......
So have I.
And then you get the wonderful explanation: "We were underweight x and y, which were the two strongest areas of the market; we were overweight c and d, which were …
Fairholme research estimates that the fair value of sears’ net assets exceeds $150 per share. If our research is accurate, we expect sears’ market price of $38 to increase to this value over time.
Well, good luck Bruce. Maybe Sears will increase …
FYI: The Linkster repeats, S&P 500 to finish up 15% in 2014
Regards,
Ted
I'll be very happy if the Linkster's S&P 500 forecast for end of year comes true.
Ted, if you're right on that, we're going to have to get you onto the Barron's Round…
The names marketing people come up with are so user-unfriendly. Does anyone really understand what the name of this fund means? Of course not, at least not until you read enough to figure it out. But if it sounds complicated, it must be good, rig…
I agree. I never associated emerging markets with low volatility. I did not know what RAFI meant. Another new catchphrase. AR I assume means Absolute Return.
Maybe they thought it looks cool to name it like that?
Sorry to the OP for the derailmen…
You mean like the Pimco Strategic Total Return Tactical Unconstrained Opportunistic Low Volatility Fund?
Yep, it needed a buzzword or two.
Yeah, just like that.
These fund companies can be pretty ridiculous. Why not come up with a name that plai…
PIMCO EMG Intl LowVol RAFI-PLUS AR D PLVDX :
First, I give the people who developed and named this fund a D- on their choice of names. Can't they do a better job naming a fund? Certainly they can come up with something that has more clarity than…
In addition to those mentioned, also take a look at SGOVX. It is a load fund, but some brokerages waive the load.
Closed to new investors.
Just recently.
Always nice to hear about Buffett. I have tremendous respect for him. And I've heard him speak (or read what he said in interviews) just what you reported about intelligence. I think Buffett doesn't realize just how intelligent he is. I think he…
It is much easier for companies to roll out an ETF than a mutual fund. Both have a lot of regulation, but logistically I have been told on many occasions by ETF sponsors that ETFs are pretty simple to put together once an index has been created fo…
No 1 unnecessary occupation : Investment Manager
No 2 unnecessary occupation : Psychologists
Let's put both of them to pasture.
I know, a bit off topic, but I'm curious....VintageFreak : If you want to put all investment managers to pasture, are y…
@Ted Thanks for the early news briefing
@Bitzer: Looks like you didn't quite make it up early enough to beat the Linkster.
@Ted: keep up the good work, much appreciated!
"Vanguard has overtaken Pimco as the largest provider of taxable-bond mutual…
Well, those are certainly nice funds.
"Best Balanced Vanguard Mutual Funds – Vanguard Star (VGSTX)"
Vanguard Star is one of the very first mutual funds I ever purchased. I had no idea what mutual fund to purchase, and decided on Star, which was a …
It is interesting that the manager with the most experience here is Mr. Fuss, who also happens to be least likely to be quoted or appear on camera. I implicitly trust him, while I find Mr. Gross and Mr. Gundlach shills for their companies. The may…
I'm not saying Ted is wrong. But I would be reluctant to pay higher than par. Then again assuming I were to buy a closed end fund, I would be reluctant to pay a premium over NAV.
A bit off topic, but I would also be reluctant to buy a closed end fu…
Since the stated objective here is to increase international exposure, some excellent international funds are:
1. Vanguard Total International Stock Index Fund Investor Shares (VGTSX), which is also available as an exchange traded fund, VXUS.
2. …
Fitch recently raised Ally's credit rating to BB+.
http://www.stockhouse.com/news/press-releases/2014/04/01/fitch-upgrades-ally-financial-s-idr-to-bb-outlook-stable
At BB+, if it were a bond, it would be a junk bond
Doesn't sound like a very good …
@Ted, can you comment further on this.
I've never purchased a Preferred, and suspect that most MFOers do not have much experience with this either.
I'd be quite concerned that Ally could call this issue, since you have to pay a premium to buy it.
