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Sven
Lynn,
Thank you so much. I am planning on a 3-year ladder since I am a year away from retirement. Lots of spreadsheet work to calculate the income replacement needed. This ladder will create a steady income stream. So thank you for all your help.
I moved back to high quality bond funds this year. Some of which you covered in the SA article. For now, I will stay with agency bonds to the bond ladder. I will pick active managers for corporate bonds.
Sven
The market may experience another short drop (10%) similar to that of July 2011 when S&P downgraded US credit from AAA to AA+. Not sure how this time will play out. Other countries and business are urging Washington to get their acts together…
That is not a repost. Wow!
She recently wrote: "Say you start with an initial investment of $5,000 at the beginning of your journey with me. If you lock in at least one 10% gainer each month – reinvesting all of your profits each time – your $5,…
Reply to @msf: Awhile back I considered using DFA funds via DFA advisors, but decided it was not cost effective (advisor fee and others) for the $ amount we were interested to invest.
One thing for sure the EM space is very different from say 5 years ago. This year is a good example where active management has benefited from stock picking and country allocation relative to the respective EM benchmark.
thank you for the good laugh... Gotta to love CNBC and Maria. It is incredible that he is being considered secretary of treasury (if he wishes) one day.
She manages Eaton Vance Bond. The A share, EVBAX, is available with load-waived at Fidelity. Note that it has 14% stock versus 6% with Dan Fuss's fund.
Reply to @Investor: I concur. I recall Perry's senior moment during the presidential debate. Note that he is not running for the next gubernatorial race.
Reply to @Charles: Reducing by $10 billion purchase would considered orderly tapering since recent employment figure is not very strong at current level.
Things seem to calm a bit for now. A bigger issue has been brewing in the background. The national debt deadline and the ensuring Washington politic...
huffingtonpost.com/2013/09/10/debt-limit-deadline_n_3900524.html?utm_hp_ref=politics
Reply to @Skeeter: Thanks for sharing your buy-and-sell strategy. I too use similar approach and let the cash build-up until opportunity comes alone.
Besides Lipper balanced index, is there other index you are using for small caps, foreign equity …
Reply to @catch22: My kid's class uses certain courses from Khan Academy to supplement their course work. From what I have seen they are quite good and effective.
Great discussion here! I use both passive and active investing strategy. Consistent out-performance over a long period is hard to find. Even exception managers run into extended period of poor performance, then the shareholders flee...
I actually knew of someone who use this type of service. The strategy failed on several fronts in 2008, and that client went completely into bond and cash even into today. As we all discussed here that successful market timing requires two consecu…
Reply to @Maurice: Yes, this year has been difficult for most bond funds. Treasury and TIPs are taking a beating with the tapering fear. Emerging market debts, USD or local currency have performed poorly. Few bright spots include junk bonds and f…
Reply to @Art: EAEMX, is formally known as Eaton Vance Parametric Emerging Market fund, Investor share.
performance.morningstar.com/fund/performance-return.action?t=EAEMX®ion=USA&culture=en-US
From what I gather is that the fund has…
Reply to @Charles: It is likely to be higher. This is classical of Buffet - be greedy when others are afraid. Wish I own enough Berkshire Hathaway, share B, BRKB.
Thanks Mo for the reminder. BobC, a frequent poster to the board also voiced the same reasoning in the past. Many like to invest with Michael Hasenstab without paying the front-end load. Unfortunately the closed-end fund, GIM is one the few vehic…
Reply to @Old_Joe: It would be refreshing to have someone else without so much baggage (mostly BAD!). He have plenty of critics everywhere with good reasons.
communities.washingtontimes.com/neighborhood/emea-watch/2013/aug/22/larry-summers-vs-was…
Reply to @Maurice: Hi Mo. I appreciate you sharing your thoughts with us here. We all have different experience and risk tolerance in investing. Having said that I maybe even more conservative than you are, thus Berkowitz's FAIRX does not fit my i…
Reply to @MikeM: The case of Kodak is an excellent example. Don't forget what happen to Enron, Worldcom and many other which have went out of business. If one owns no company stock, at least you are limited to merely the market exposure just like …
Reply to @MikeW: I don't think you are too late. European market is improving although slowly; hence the opportunity is ahead of us. Remember he is a deep value investor and always seeks opportunity when the market is mis-priced as in the case of E…
Reply to @hank: RNWGX became available in my 401(K) plan in 2002 when the options were expanded. The front-loaded A share has been around for a long time, while the R6 share class American funds are only available to institutional plans. Same goes…
