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.
Thanks Catch,
I actually like both models...legs on a stool as well as this pyramid...As I approached and considered the concept of early retirement I found it helpful to run a lot of different financial and lifestyle iterations. My world view was …
Robert Kessler gives his expert opinion on the topic of US Treasury Bonds - Aug 2012 on Wealthtrack:
robert-kessler--us-treasuries-are-still-the-place-to-be
A previous interview:
investmentnews.com/section/video?playerType=CMWealth&bctid=136979…
I bought my one and only stock purchase...RIMM at $57...just before it took me for a one way Nantucket sliegh ride...still holding my breath...waiting to come up for air. Oh well.
One small consolation...Don Yatckman latched onto RIMM on two separa…
Reply to @Investor:
Thanks Investor...I recently did something similar with MSMLX and WAEMX...different funds but, with relatively equal results. I chose WAEMX as it was exhibiting smaller downward pullbacks compared to MSMLX over the last year th…
Reply to @AndyJ:
Thanks...different income approach compared MAPIX with similar results. Maybe they are different enough to keep both and monitor. I was invested in MSMLX, MATFX, and MJFOX but have since consolidated into these two "income" funds.
Reply to @Mark:
Thanks for comments. Lots of great points. Seem like a good way to get exposure to Japan. I often graph other funds against MAPIX when I am comparing and considering other Asian funds...I also reallocate profits from other Asian fun…
Recent interview with Rob Arnott...player control is located under his picture:
mutualfundobserver.com/discussions-3/#/discussion/4606/rob-arnott-pimco-manager-interview
Hey Shost,
Rob Arnott has some ideas...linked through Claimui:
mutualfundobserver.com/discussions-3/#/discussion/4639/rob-arnott039s-latest-all-asset-commentary
Thanks Ted,
SPHIX seems to make a nice rising rate bond fund. It duration is 2.9 years. It looks like it nvests in High yield income instruments which carry a higher default risk but, the risk reward seems worthy of consideration. SPHIX has a great…
Reply to @ron:
Another source for sharing is M* discussion board... here is a recent thread on PONDX. There are many others if you have the time to browse their threads
socialize.morningstar.com/NewSocialize/forums/p/312647/3313877.aspx#3313877
Reply to @Charles:
Its interesting that RiverNorth is the second largest holder of PDI, which is the CEF version of PIMIX (Pimco Income fund). In fact, it looks like your RNSIX holds 200,000 shares...must be a vote of confidence when the competitio…
Hi Ted,
Many of us here are with you on this manager and all of his fund's iterations (PIMIX, PONAX, PONCX, PONDX, PONPX, PONRX and PDI (CEF version)).
I believe PIMIX is available through Vanguard brokerage:
click here
His ending comment is wor…
Thanks for this link...Some other links I explored regarding SWFs:
Norway fund opposes 'Glenstrata' deal, amid allegations of passivity:
NWF - Glencore - Xstrata
The 20 Sovereign Wealth Funds That Are Buying Up The World
businessinsider.com/sovere…
Reply to @msf:
Thanks msf, almost all of my investement are in tax free or tax deferred accounts. I assume your strategies are meant for taxable accounts. I was a little more concerned with the selling dynamic on the overall market. Could the tax …
From your link:
" Selected American Shares (SLASX) will waive their normal 30-day trading restriction through Dec. 31. According to parent company Davis Selected Advisers, outside shareholders requested that they be allowed to realize gains before …
When a soviegn, like the US, has a large stash of gold as well as ability to manipulate its currency it seems they have a distinct advantage over other soveriegns and minions that can't do both. Minions (you and me) can hold gold as a hedge against …
Getting back to your generousity...Be sure you understand how this gift will impact other financial dynamics for your grandkids. Paying for college is a very large outlay. Often a FAFSA form is filled out to identify student need. Monies that are in…
Hi Al,
Welcome to MFO...have you given some thought to setting up mutiple Roth account in your name and designate these grandchildren as Roth recipients (beneficiaries of each account)? This would provide them with an inherited Roth IRA upon your d…
Reply to @Charles:
Thanks for the full text...I like his style of writing...a warm knife through the thick butter of the postmodern economy.
A few quotes from your link:
"We are now in the middle of a bull market in equities, commodities, bonds,…
Thanks Ted,
Three national Munis I have used in taxable accounts are from USAA. USAA is NFT at Vanguard.
USATX - Intermediate Term Nat'l Muni
USTEX - Long Term Nat'l Muni
USSTX - Short Term Nat'l Muni
I noticed SFLTX has a load, high turnover rat…
Wondering if Long Term corporates bond funds might continue to be the beneficiary of capital appreciation especially if interest rates in this sector move lower. These bonds impact the growth of the private economy...maybe a tax incentive to owns th…
Wondering if these funds fit the above criteria...
I went to Bloomberg's fund ranking tool and screened for "blended" funds to find funds that match the index. I uncovered Oceanstone Fund, OSFDX. It presently holds 17 stocks (concentrated strategy)…
I'm thinking, at best, PONDX treads water going forward. Capital appreciation has been the "wind beneath its sails" as interest rates have moved downward. Japan is about to go negative with their rates so there may still be some continued opportunit…
Looks like a good performer over the last 1,3 and 5 years. Going back over 5 years (VWESX has a 10.4% 5 year average return)...hopefully it continues. Thanks for the update.
Others in this space I have researched:
PBDDX (PCTIX)
DEERX (DEEIX)
I wo…
Thanks Ted,
An important topic but, I have a couple of criticisms on such as study.
The article suggest using moderate allocation (balanced) funds instead of trendy retirement funds. The article doesn't suggest any balanced funds so it doesn't pr…
In another thread linked here:
Emerging Markets: Why So Many Funds Are Flawed
Andrei commented on this fund. I like the fund company's overall record. I agree with your comment regarding Watsatch's ability to weather downturns in the market. Maybe…
Reply to @David_Snowball:
The name hit me funny as well... maybe an agricultural version of Rockstar... Mr Fernandez fund launch follows another turnaround guru's unsuccessfu launch (Mitt R.)...now that Mitt is free to seek other work...I wonderin…
Thanks Ted,
Many of these bond fund choices look familiar...thanks Catch22 for your weekly updates...and this list was linked by Ted no less...
As an aside, I am cautious of articles that highlight funds that have consistently outperformed because…
Linking through one of JohnN threads I found this:
Best Bond Funds For Rising Interest Rates
Bond Fund Types to Beat Interest Rates and Inflation
Best Bond Funds For Rising Interest Rates
Reply to @rono:
Thanks rono...good points.
I believe the early redemption fees can be avoided if one were to hold Vanguard ETFs rather than Vanguard funds. I switched from VEIEX (Vanguard Emerging Market Index) to VWO for this very reason. Thank…
Reply to @scott:
Thanks for your input Scott. You enrich this board so I, for one, will miss your commentary going forward.
Your recent "risk parity" thread spilled over into a second page...I have never seen that before.
Keep sharing your ide…
Reply to @hank:
Hi Hank,
All good points. I came across these possible issues as well:
Why Energy MLPs Will Beat Utilities In The Months Ahead
MLP...please
Utilities ETFs Turn Negative for Year on Dividend Tax Worries
Utili-tax-ity
Reply to @Hiyield007:
Hi HY,
Are you able to buy ABTYX with a minimum of less than $250K(USAA Brokerage)? I'm just a little short of this hurdle this week.
Reply to @BobC:
Hi BobC,
I agree. Can you suggest some actively managed funds that will transistion well as rates reverse? I recall an interview with Dan Fuss and his experience investing during the interest rate rise of the 80"s. He mentioned la…
