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 David,
This is about as nuts and bolts as it gets. I'm not a widow nor an orphan but, I appreciate David Sherman's openness and honesty...both very refreshing.
As an investor, these conference calls are as close as it gets to the "breaking …
Reply to @fundalarm:
Hi Fund,
Probably too many... I just counted and I come up with 40 funds give or take.
My choice of funds has a bit to do with where I have my accounts...T Rowe, Vanguard, an USAA. I chose to diversify across brokerage house…
Hi Catch,
As I look back over my equity holdings I notice that high volatility hurt many of my equity funds from performing as well the overall market. Maybe its "catch" up time from these sectors. This has already happened with PM (USAGX, PCRDX) w…
Something worth noting when it comes to gold and money printing...I came across these "concepts/strategies/set of thoughts" this past week:
"Money "printing" involves a central bank buying "assets", usually sovereign debt, and crediting the seller …
Hi Catch,
PONDX had a good day today...up .42% on the day...still liking its mojo. It also made a new 52 week high today which gives me reason for pause.
Other funds making new 52 week highs include the following equity funds:
USMIX (Russel 2000 …
Reply to @scott:
Nice chart.
I noticed that FOOLX, Motley Fool Independence Fund, which is classified as a world stock fund holds BIP and BAM in concentrated amounts...an interesting 5 star fund managed by an analyst and once contributor of The M…
Reply to @Accipiter:
Yeah... I agree... in fact, I contributed this question a while back:
http://www.mutualfundobserver.com/discuss/index.php?p=/discussion/2029/does-your-chart-tool-use-semi-logarithmic-scalings-looking-for-a-better-chart-tool...…
Thanks Ted,
A couple of related articles.
Morningstar Study mentioned in your article (PDF format)
http://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=2&cad=rja&ved=0CCgQFjAB&…
Reply to @Investor:
I appreciate these links Investor...thanks.
Picking up on one topic covered in your first link is the data that the auto industry is "picking up smartly". Anyone have ideas on what funds or ETFs might benefit "smartly" as wel…
Hi Skeeter,
Thanks for the article.
A couple of market timing sites I follow are presently:
Long SPY:
http://www.decisionmoose.com/Moosignal.html
and, recommending lots of buys:
http://www.theetfbully.com/2012/09/weekly-statsheet-for-the-etfno-lo…
Thanks Catch,
From the article:
"In such an uncertain world, Gundlach believes investors can be successful if they can position their portfolios for several different scenarios. Those scenarios include inflation, deflation, continued anemic growth …
Reply to @Hiyield007:
Thanks for this article as well. Like any investment...keeping an eye on the cook and the ingredients in the stew is an ongoing process.
I've owned too many investments that turned out stinkers to get too excited about one …
Reply to @andrei:
Isn't this Pimco's derivative strategy? A couple of references:
"Derivatives have been used as an integral part of PIMCO’s strategies since 1980. It primarily uses these instruments to manage risk and take advantage of market in…
Hi Junkster,
Every time mortgage rates are eased by the Fed's (buying of MBS) older dated MBS become more valuable as well as being higher yielding than what the Fed is willing to buy. This is great for new home buyers, for banks willing to work ou…
Reply to @ron:
Hi ron,
I ran into the same issue.
The solution is to create a new button in JING that has "embedded code" as its format option. You only have to create this button once and it will then be available anytime you capture an image.…
I own PCRDX. Since 2003 this fund has had its ups and downs...volatility was especially severe in 2009 when it tumbled as a result of ...well you remember.
Since then the fund has doubled in value...not sure what your point is but, in a non-inflat…
Hi Skeeter,
Thanks for the link. When dealing with Bear (markets) there are usually two outcomes...sometimes you eat the bear...sometimes the bear eats you.
I have been watching EDV and its valuation as it often moves opposite the market (VTI). E…
Cuban at El Siboney, Pelican Wings and a Hurricane at the Southern Most on the Beach, Turtle Races & Pull Pork Sliders At Turtle Krawl, "Reds" (X-large Gulf Shrimp) at Conch Republic...Sunset...Sunset....Sunset...Music at the Green Parrot and Ho…
MIT article on how blackouts in India and other places could be avoided:
http://www.technologyreview.com/news/428666/how-power-outages-in-india-may-one-day-be-avoided/
Reply to @msf:
Wow...nice. I guess if one were under 59.5 the roll over would avoid an early withdrawal penalty but, just doing as you suggest allows one to contribute each year instead of just once as is the case with the IRA roll over. Too much …
Fund Mojo also likes this fund and classifies it as Moderate Allocation:
http://www.fundmojo.com/mutualfund/fund_report/mutualfund/BUFBX
Bloomberg Classifies it in their Flexible Portfolio Fund list up against:
PAUDX - smooth ride...singles and d…
Reply to @msf:
Good to know...Also, A tax deferred IRA can be used to fund an HSA (Health Savings Account) by doing a one time rollover. This is a one time allowance equal to a maximum of $3250 for an individual and an additional $1,000 if over 55 …
Reply to @msf:
Lots of good points being made here...Let me add a couple.
Contributing to a Roth has two qualifying hurdles both relating to earned income. I must have earned income in the year that I contribute and I must not earn too much inco…
I wonder if there will be an steady increase in net outflow over the coming decade due to more and more retirees "out-flowing" their investments to pay their monthly bills.
Social security payments to retiree are probably just "printed money"...no…
To all,
What we forget about investing sometimes is that life (or death) sometimes gets in the way of our calculations/math. As I reread hanks first comment he was questioning the wisdom of a Roth IRA vs. a traditional IRA as it relates to life's e…
Hi hank,
Being a little more aggressive in a Roth seems to make sense to me. I would take profits when the aggressiveness is trending in you favor by exchanging a few shares into a less aggressive fund. By doing this your profits are now held in a …
Interesting Ted...Here is a link to Data Explorers mentioned in the article who keep track of short selling.
What's being shorted just ahead of earnings:
http://www.dataexplorers.com/news-and-analysis/most-shorted-ahead-earnings-4
Thanks John,
I get my exposure to Munis at USAA with USTEX and USBLX in my taxable accounts. The first, USTEX, holds strictly Long Term munis and its NAV is at a 52 week high. The second, USBLX, provides a monthly tax exempt distributions but also …
Hi OJ,
Thanks for keeping the thoughts flowing here.
It seems as investors we need to keep in mind the distinct differences between Countries and Companies. Countries tax or control resources to function...hopefully for the overall good of its po…
Reply to @Old_Joe:
Hi OJ,
96.64% of VGK is non-US Equities
Top 25 Holdings:
VOO-
http://portfolios.morningstar.com/fund/holdings?t=VOO®ion=USA&culture=en-us
VGK-
http://portfolios.morningstar.com/fund/holdings?t=VGK®ion=USA&…
Must have something to do with all the "value meals" they offer. These days I have a hard time finding what I want because of all the choices.
I do remember simpler times:
http://screencast.com/t/vd06eAqpt
Everybody wants yesterdays yields so investments like EDV and BTTRX have been soaring as of late. My question...what's gonna give?
Chart of EDV:
http://quote.morningstar.com/ETF/chart.aspx?t=EDV®ion=USA&culture=en-us
Reply to @fundalarm:
Unless of course mutual fund managers are holding cash and or previously not exposed to the down draft. Don Yacktman comes to mind...probably others.
