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.
Reply to @Art:
Hi Art,
I grew up in the Hardware City (New Britain, CT) where Stanley Works all but shut down the city in the 1970's when they moved their manufaturing overseas. Even 40 years later the town is still trying to reinvent itself. When…
Health Care and more specifically Biotech have had a nice run...even with that in mind, dca into VGHCX would make sense to me. We are in a transitory period for Healthcare (ObamaCare). Companies are jockey for position and in the end this sector wil…
Reply to @PRESSmUP:
WAFMX, which is Africa-centric (frontier market) has definitely done well since it opened a little over a year ago. Here it is charted against the conservative MAPIX:
Thanks PB,
Looks like GAINX holds equal amounts of US (55%) and Foreign equities(45%) and is considered a World Stock fund. Heavily weighted towards Consumer Defensive stocks. Two other funds I like in the world stock catagory are USAWX and TOLSX.
Hi ron,
I would first determine what you would like your asset allocation mix to be going foward. If not 30-70, what? Once you have determined this new mix(40-60, 50-50,etc,), then I would evaluate the performance of the equities you hold. Over the…
Reply to @Investor:
Ageed...probably not a bad time to rebalance some PONDX back into PRGTX. Right now I am finding myself taking more profits from equities and moving those into bonds. One could use a conservative allocation fund (I use VWINX) to …
Reply to @scott:
If NIRP does happen VUSTX will enjoy another (maybe last) round of capital appreciation. LT treasuries still serves as a flight to safety and responds positively if rates fall further.
Hi Investor,
I have recently tried an unconventional charting approach to help me with my trading decisions. Instead of charting a fund I own against its 200 dma, I chart my fund's performance against it's particular index. For example charting a T…
Hi prinx,
In the past dips...grand dips...GNMA funds have performed very well...Treasuries of all stripes outperformed. As interest rates move upwards something other than these type investment will need to be identified becaues they may not be the …
Reply to @Investor:
Thanks for these choices...they remind me of a portfolio suggested in a recent interview on WealthTrack with Harold Evensky. He also likes Unconstrained and Risk Parity components.
Harold Evensky: Afraid of Outliving Your Reti…
Reply to @BobC:
This new method of calculating CPI, called "chained CPI", will not only lower SSI COLA increases, but many State and Municipal Pension that use SSI COLA increases in their claculation as well.
The compounding effect of COLA incre…
Reply to @Investor:
Good point...this sector seems ripe for mergers and acquistions, especially where known reserves exist, but current balance sheets are not sustainable.
The sector trend still appears downward moving.
Reply to @Investor:
It's your thread...suggestions?
My point is that recent performance is exactly what an investor should look at...especially, in light of a call from a legend. Bogle makes a call...you report it here. I agree with Bogle's asse…
A fund I noticed recently, PRVBX, is invested in the types of assets Bogle is suggesting. It has an amazing 7% 1 year return. Only $16 milliom AUM. M Cuggino is the manager. Here a link to recent I started on this tiny fund:
MFO discussion
M* brea…
Reply to @MikeM:
Maybe I am retrieveing my info incorrectly. Here's what yahoofinance provided me for the timeframe of 4/15/2013 to 4/19)2013 with regard to PRNHX...it looks like +.036%. Maybe you are including Friday to Friday results? I consider…
During the next few months I will be looking for funds that resist the dips of summer and have exhibited low volatility over longer time frames than a week. On my short list are TOLSX, GASFX, PONDX, WEAMX, MAPIX MACSX and PRHSX.
Any of your favori…
Reply to @TheShadow:
I wonder with a share price that high if selling shares is based on a dollar amount or whole share amount? Online access...does this mean that you are able to buy and sell share via the internet? I am thinking of dedicated a p…
I have used this in the past to garner comparable Funds or ETFs...thanks for reminding me.
I also like the FundMojo site. As part of its offerings it list comparable funds and ETFs as well as a link below its fund choices to a more extensive list …
Reply to @Charles:
Each attempt was to comment on Charles above thread referencing his comment:
"Is it really saying more than 30% of household financial assets are in insurance? Like Allstate life, home, accident? And, like BlueCross health? I wi…
Since we both thought highly enough of Uncle Bill to post these links, how would you play his call? Last year the Fed's QE gave PONDX a real goose...wondering if Pimco has a different way to play the BOJ QE than just buy UST? I do believe UST yields…
Reply to @ron:
Hi ron,
Regarding cash in a mutual fund...I have heard your argument from others. 22% does seem pretty high though its actual dollar amount might compare to funds in its catagory. PRWCX holds 14% cash but it is 15 Billion dollar AUM…
great linkers link alike...
mutualfundobserver.com/discuss/index.php?p=/discussion/6252/bill-gross-warns-recent-japanese-money-printing-as-monetary-red-bull-for-equity-markets#Item_1
Reply to @scott:
Thanks Scott,
VGSIX is a larger holder of these two high dividend payers...I came across an interesting article as to the correct methods to use when elvaluating REITS.
what-are-all-the-financial-ratios-to-evaluate-an-reit?
Usi…
Hi K,
PETDX...Its strategy is a bit esoteric (its uses derivaitives) compared to say an index REIT like Vanguards VGSIX or VNQ. I own both.
Here's a good review of PETDX:
fundmojo - PETDX
Thanks JohnN,
Here...Jeremy S. explains how Fed ownership of bonds ($1.7 T) could be transferred to banks as reserves rather than sold.
mutualfundobserver discussion/6074
Reply to @Hiyield007:
I'm with you on this choice...fund seems to follow the concept of "offsprings of parent Autonomies" here's the list of the funds top 25 holdings:
A related link from previous discussions:
mutualfundobserver.com/discuss/in…
I own GASFX which is a gas utility index owning both gas and eletric companies. It has a low ER (.69), is NTF, and pays a dividend of 2.4%. Hennessey recently acquired all of FBR funds of which GASFX was one.
If I were a kid, a drop in the market would be an opportunity to dollar cost average into a cheaper market.
Over the next decade, myself and many other baby boomers will not only need to navigate the ups and downs of the market, but understand ho…
