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 @MJG:
Thanks MJG,
Any product touting itself as "Best Ever" makes me nervous.
I agree that using the S&P100 is at best limiting. OEF does trade as an ETF that represents S&P 100 so some further research could be done...which la…
U Of Michigan also have a chart study that appears to have some commonalities with investor sentiment...consumer sentiment:
UMCSENT
Article comparing both:
long-term-sentiment-analysis
Thanks Ted,
Article brings new meaning to the Monday morning cooler question:
"So, what did you do this weekend for fun?"
More and more I notice weekends often bring big shifts to Mondays markets...maybe this is one of the factors as to why (your…
Reply to @Desota:
Funny...selling shares can be the best way to generate income.
I own a GNMA fund for the purpose of quarterly distributions for income. I accumulate shares monthly through the year as a result of reinvesting monthly dividends. …
Thanks Ted,
I came across this index (STALSTOX:INX)
STALSTOX:IND
which measures the "collective call" of stock asset allocation by Wall Street firms for asset allocation portfolios. The index now stands at 45ish which relates to a 45% stock weight…
Reply to @AndyJ: Thanks, facts like this could be the difference between me being able to afford Pabst Blue Ribbon or some high end tasty microbrew kids stuff...thanks for the wierd M* heads up.
Not sure if you have had the unpleasant experience of early redemption fees but one way to avoid the high minimum of VGHCX as well as the redemption issue is to purchase Vanguard's ETF health care, VHT.
Here are two charted together over the last …
Maybe not a MLP play, but this fund invests in the gas utility arena...GASFX. It's getting a real boost from NG's recent move up but it has a nice dividend and reasonable ER. FBR recently sold its funds to Hennessey. I jumped out at that point, but …
Hey Ted,
Of the 6300 plus funds at my brokerage Bear Market funds are in good company with precious metals and mining funds...both catagories down 25-30% over the last year. Here's a list of funds that sit at the bottom of the performance barrel ov…
Let's see, a Roth IRA is taxed by local, state and Federal gvernments as income as well as by SSI and workman's compensation prior to it being invested.
At dispursement, roth dollars are still exposed to all of the following forms of "other" taxes…
Extended Duration treasuries will probably benefit short term. I'm thinking Gold and even Gold Miners might see some upside. European Equities that have a global footprint might be another option.
EDV
CEF
GLD
GLDX
VGK
I came across Barons Partners fund, BPTRX, that uses a shorting strategy. In this funds case, I woud have to say that shorting amplified returns rather than cushioned volatility.
Also, if I were considering a fund strategy like this I would consid…
Bob C makes a really good point (in the form of a question)...have a plan as to, what will you do with the "profits". Profits are in quotes because they are only profits if you take them. I have lost my share of 'profits" along the way due to not ha…
ING has a floating Rate fund that is available Load waived...symbol...XSIAX.lw...load version is XSIAX. Any thoughts on this fund?
In a different direction but still considered "income", Faiholme's Income fund FOCIX has also not had any down days a…
Hey Daves,
I started thinking about retirement about age 35 and though I have personally retired from my "career" I haven't retired as far as the government (IRS) is concerned (age 59.5). You mentioned you are 6 years from your "personal retirement…
Charles,
I haven't posted in a while...helping renovate my 90 year old mom's family apartment...lucky for me it's in Hawaii.
Thanks for all your research, tables and graphs.
I believe integrating an "income" fund and an "equity" fund is a pruden…
Reply to @TNK:
Thanks for sharing TNK...were you in cash up until September? Great results if that were the case. I have not used SigFig...Thanks for the suggestion.
Reply to @Charles:
Wow Charles...really cool. This is seems like the kinda site I was looking for. I'll explore it further. Thanks for such a successful portfolio...especially during May and October of 2012 when the S&P 500 stumbled. Really gre…
Reply to @msf:
Hi msf,
Thanks...I have used some of M* tools, but I haven't explore this feature. Does it allow the user the ability to adjust performance over different timeframes like a typical M* chart?
Maybe this particular thread you are referring to illudes me, but a very smart investor (Ted, MSF, Catch22, Old Joe, HiYield, Scott, MJG, MikeM, Charles, Skeeter, David_Snowball, Max B, Hank, Irwilliams, mrc70, PatShuff, davfor, mohan, etc.) mention…
Reply to @Hiyield007:
Maybe you are right this time, but I am just pointing out that bonds over the last 30 years have been one path up the mountain...with less volatility than equities.
Just picking on Ted because he has made himself an easy tar…
If there is one guy who I listen to when it comes to Treasuries it's Robert Kessler. Following this guys commentary is a great way to pay for your Bond education.
His view 10 years ago:
money.cnn.com/magazines/fortune/fortune_archive/2003/09/15/349…
Reply to @MikeM:
Hi Mike
My rear view mirror experience with USAGX and VGPMX has been red hot and ice cold. Taking periodic profits are where I have enjoyed owning such investments. Investor made a good point that PM miners are leveraged plays. S…
Thanks to both of you.
As you both note...take it slow...take it small.
I just see it as an oversold sector that has some upward pressures from money printing, global growth, and potential ebb of interest rates (inflation). My strategy is to div…
Owning only a multisector bond fund over the last year you would be no worse or better off than if they had invested solely in VTI...probably better off if in retirement because of the lower volatility of the bond fund.
Adding EDV (long duration tr…
I slid down the back side of RIMM last year buying it at $57/ share. So after RIMM bottom at $6 a share recently I still could not bring myself to pile in. I guess my temperament is to let smarter investment managers make these calls. I wish I had t…
Reply to @Hiyield007:
HY,
On the M* site it mentions that this fund (PGDIX) is available through JP Morgan NTF. Are you aware of anywhere it can be purchased NTF with a reasonable minimum?
Looks like a great steady performer. Thanks.
Skeeter has mentioned COTZX (ER .9) (Columbia Thermostat Z Fund) which has performed well over different time frames.
Three NTF funds that seems to have great 10 year performance are VLAAX (ER 1.24), BUFBX (ER 1.01) and PRWCX (ER .71). Here they ar…
In the meantime...buy (DCA) cautiously into a good diversified REIT fund. There are bargains to be had and particpating in this sector while the government (props up) and supports Real Estate and banking with this low interest rate environment is ve…
Reply to @scott:
The chart is strictly illustrating performance comparisons. From that stand point, PONDX performance provides a reference when considering other investments... nothing more.
PONDX is the credit side of Real Estate if you will. B…
I like to chart PONDX as a way of monitoring performance of other funds...in this case, your choice, PCKDX. Another derivative enhanced Pimco mutual funds I like is PETDX which has outperformed PONDX in a very consisent manner over the last 4 years.…
