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 @johnN:
With each fiscal hiccup there will be a "flight to safety"... regardless of interest rates. Own EDV or BTTRX as a remedy to the hiccups.
Reply to @Hogan:
Over the years I have found Vanguard to be a investor friendly house.
Recently, however, the difference between my Vanguard holdings compared to my T. Rowe Price investments tells a diferent story...when VWO underperform PRMSX (w…
Until the Fed stops buying $85 Billion worth of 10 year treasuries and mortgages back securities interest rates on these securities will have downward pressure. This, along with the fact that the world still views these securities as a "flight to sa…
Reply to @MaxBialystock:
Thanks for the reminder Max...for me, somewhere between the virtues of religion and the common everyday exitence of our humanness ring the words of a French Poet.
I first heard these words at a Makem and Clancy Concert on…
Congrats and Thanks to both of you...now let's get back to work...any thoughts on HY offerings for the ucoming year? USHYX and PRHYX are two I have owned...consistency and conserativeness (higher quality) are two qualities I am screening for. This a…
Reply to @msf:
Good points...thanks for your links and thoughts on the topic. Also, one could argue that a Roth account often is the last "pot of money" tapped into due to its unique features supporting your point that these investments will grow …
Reply to @msf:
Maybe I'm missing something, but this is how I see the impact of early tax collection (due to a Roth Conversions) on management fees compared to fees collected from tax deferred investments.
If I convert a 401k to a Roth 401k I pay…
Your article in combination with Rick Edelman's (an Investment Advisor who sounds off on the radio) rant this morning...triggered a caffeine induced thought...how much money are investment advisors losing as a result of these new Roth conversion opt…
Hey Catch and Hank,
I also believe risk is reduced after market corrections. Just as markets get more and more risky (in a bubbled up sector) it also becomes less and less risky as those assets are repriced due to a severe correction. I just bought…
Does anyone see this as a temporary "risk on" signal? With high yield bonds being a second cousin to the equity market I often notice that HY bonds will move in unison with the equity market.
Thanks for this link.
I recently have been charting PONDX (any similar type fund would work) as well as any GNMA fund (VFIIX) with the rest of my portfolio of funds. One of the first things I want to point out is how these two funds fared over the…
This site reminds me of an irish pub...people of all ages getting together to spin a story, share a laugh, banter an opinion, celebrate a success, pour over a loss, throw around some hot tongue...collectively bubbling up between the music and song o…
Thanks Catch...this article takes it one step further and connects these tracks to our very own space program.
What-Is-the-Link-Between-a-Horses-Arse-and-Space-Shuttles?
Reply to @scott:
Hey Scott,
Have you compare RREIX to its value opportunity brethren managed by the same manager HLRRX? Looks like it has the ability to leverage and short and seems to be doing this successfully so far compared to RREIX.
Reply to @claimui:
Thanks for bringing this to my attention...captial appreciation has been a good slug of muni bond funds performance this year. Back to the drawing board on part of this strategy...the tax man never sleeps.
Thanks Ted,
USAA has three flavors of national munis...USSTX (Short), USATX (Intermediate), and USTEX (Long)...They are available through Vanguard brokerage NTF. They also have a fund USBLX, USAA Growth and Tax Strategy, which blends munis for tax …
Hmmm...maybe instead of boondoggle...Bond Doggle.
Also just finished an article by James Paulsen...he refers to the upcoming "Bond PAIN"...sounded like the "Pains of Bondage" to me.
From his recent article:
"a normal historical valuation range is …
Thanks MJG,
I haven't yet reached the draw down phase, but I started investing with this "moment" in mind. In my younger years...Instead of a taxable emergency fund account I invested in a Roth account. Since they are both after tax investments I t…
I'm looking for funds or strategies that captures the periodic out performance as well as captalizes on the periodic underperformance of emerging market equities. Something along the line of a Matthews Income fund, but in the Emerging Market space. …
Reply to @MikeM:
Yeah... there's always a need to be skeptical, but I like the list of funds as a cross reference to funds mentioned here or on other boards. Check out this list...many seem to be in good company with MFO member favorites.
fundmoj…
Reply to @kevindow:
Thanks for pointing out WSCVX...As I screened this fund on Bloomberg's fund screener I came across SSSFX, Southernsun Small Cap...considered a small blend fund with similair performance. It has 25 equity holdings which I would …
Thanks Ted,
I have owned FBR Fund's GASFX which M* catagorizes as a utility fund. One of its largest position is NGG mentioned in the article. This fund was recently purchased by Hennessy Funds. GASFX is a Energy/Utility play on the Natural Gas sec…
Hey PBull,
Sorry things didn't work out. I initially missed the point about the kids which is probably the most important piece...emotionally and financially.
Take the time to explore your options. Good luck.
Reply to @scott:
MAPIX has a 25% weighting in Japan...might be one way to participate. If MJFOX (or any other Japan fund you follow) starts to outperform MAPIX then, maybe put a toe in that fund as a way of increasing incrementally.
On a one mont…
If you venture toward the land of steady habits (CT) check out Max's Oyster Bar around the corner from Fido...A Max worth crossing paths with.
maxrestaurantgroup.com/oyster/
Reply to @Hiyield007:
HY..."taking some form of action"...thanks for this point...I always like the saying..."Lead, follow or get out of the way"...I often think of myself...needing to remind myself to overcome the urge to..."don't just do somethi…
Collectively we are brilliant...thanks for the sharing that goes on here. Individualy we act...sometime brilliantly...sometime with luck...both good and bad.
Thankfully, all three provide an alternative to blissful ignorance which, personally, I'm…
Hi Catch,
Any GNMA funds on your radar...Gauranteed by the USofA? Sit has a short governmant fund that I think attempts to navigate the interest rate tide while providing a treasury beating coupon. SNGVX is the ticker. I also like Vanguard's GNMA f…
Just wondering... If, as an individual, I buy a 10 year US Treasury bond and hold it to maturity I received the face value of the bond as well as the coupon along the way. Now, if I buy a US Treasury Bond Index fund...that trades (sells) very little…
Thanks Ted,
PIE is mentioned a a better performer verses VWO. If one were to go further out on the ER spectrum WAEMX (ER is close to 2%) but, on a comparison basis worth the cost. Here are the three investment compared over PIE short lifespan. Than…
