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Will or Matt, I'm not about to knock or critique anyone's buy/sell decisions but currently the fund is priced only about $1 over it's 52-wk low and is marked at twice the discount of its 3-yr average. And then of course there is that attractive yiel…
Bummer. The article seems to cut off in the middle of the interview. Or maybe it's just my Mac browser.
Anyway, UTG is a core holding in my dividend growth portfolio and I added to my position recently when interest rate scares caused the price to …
I wonder and would also calculate how much of your total portfolio is held in this fund along with whatever other bond funds that you might be holding. As a 31-yr old when you started you should have had 5-10% at most unless you are extremely risk a…
I can only guess that he's looking for true believers in the fund, himself and his process. Brokerage availability pretty much allows investors to jump in and out with changes in the wind direction whereas investing directly with the fund sponsor te…
Thanks Bee! Now I must get my fufu in gear and find or create some mofongo. As for Dan, I'm just going to let him do his thing and stay out of his way. I'm just happy I get to ride along.
For anyone who is interested in getting down in the dirt with 'alt-type or quant' investments the attached link will take you to the 'investingforaliving' blog where Paul has done a great deal deal of digging in the various strategies. I include it …
To quote VF - "You would think funds like these would have some fund commentary." I wonder if it's because the managers of these funds have no idea what's going on either.
Anyway, my thinking is aligned with expatsp as well. Where's the attraction?
We all have our own plans and reasons for how we construct our portfolios and choose those building blocks but I am more inclined to add to PCI here (similar holdings thesis, selling at a discount) rather than PDI. I do own a boatload of each at thi…
What!!??? Has hell froze over? Ted referencing SA. That's it for me.
Added to my utility fund UTG. Added to my REIT fund RQI. Added to PRGTX and POAGX following Tuesday's hit. Sold one of my MLP funds TYG. Thinking of buying either AAPL or ABBV. Ma…
Interesting. From the article:
"Two-thirds of all workers aren’t putting any money into an employer-sponsored retirement plan." Disappointing but not a big surprise.
And also: "The biggest reason for this is many simply don’t have access. One study…
@expatsp - if I had clue I'd send him and Murata my resume. They just keep hitting it out of the park month after month, year after year and I'll just hang on for the ride until it stops. Where else can you find a 9-10% yield with seemingly no mater…
Rockstars: PCI & PDI
Holding above water: FCNTX, POAGX and PRGTX but that may have more to do with tech's run-up so far this year
Puzzling surprise: GLFOX. Down the most YTD at a time when I thought infrastructure might finally find some footing.
I think you might be right here mister. I too sold a couple of positions and will hold the rest of my hand. Time now to go start some tomato and pepper seeds.
Hey Larry. The quarterly dividend on this fund is, how shall we say, flexible. While disappointing I wouldn't let one quarters decline send my blood pressure into overdrive. It's possible that the funds sponsor sold off some high yield (risky) asset…
Fund Summary
The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitaliza…
You will get the best information on these funds directly at the fund sponsor's website.
You can get general info from a site such as cefa.com or M*
https://www.cefa.com/FundSelector/FundDetail.fs?ID=4350
Lastly I suggest this M* discussion forum …
