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.
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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
He used to smoke 30 years ago, but still smokes a few here and there. Lung cancer is more common among smoker. Exact cause(s) is still unsure in his case.
Ted, glad to see you are doing fine. In Oregon we have frequent power outage even though the power grid was recently updated. Once we stayed in a hotel when the outage lasted over 48 hours in the winter.
Osterweis Strategic Income,OSTIX, is a noteworthy multi-sector fund. M* mis-labelled it as a high yield fund. Another one to considered is Thornburg Strategic income and it holds foreign bonds as we'll. i
As much as I like Michael Hassenstab, I moved most of the allocation of Templeton Global Total Return to Franklin Mutual European fund. Don't think the geopolitical risk is the same magnitude as those of PGII.
Scott:
Great managers make sizable mistakes at times. That's fine. I would actually respect a manager more if they admitted it, told me what they learned from it and how it may change the way they approach an investment going forward.
Concur with y…
Housing cost being the one of the largest living expense. The Bay area is among the highest on the west coast. So is Santa Barbara. Nevertheless it is encouraging that workers are contribute more to their retirement account.
I think David Herro's view on emerging markets makes more sense. Valuation is all relative considering the geopolitical, currency and corporate governance risks.
webreprints.djreprints.com/48738.pdfhttp://
It starts to smell like more baiting than constructive advice. Fact is there are plenty bond investors who are staying put and not willing to dive in the stock market when it is high all-time high. YTD return on bond this year has out-paced equity…
Fact is that Doubleline Total Return made money slow but steady over the past 10 years, while Miller's LM Opportunity managed to loss money over the same 10 years period. Miller is making the same bad bet on real estate while going into the recessi…
Art: Totally agree with you there. Please link below.
npr.org/blogs/thetwo-way/2014/04/18/304528064/china-admits-that-a-fifth-of-its-farmland-is-contaminated
Years of environmental neglect is catching up with them. Heavy metals (cadmium, nicke…
cman: One thing for sure there was more confusion now than ever. I moved on on all my Pimco funds to elsewhere. When Paul McCulley was at Pimco his views were much more clear and direct. Today there is a constant outflow from Pimco. The only sav…
Blackrock's iShares ETFs can be traded for FREE at Fidelity. But why when their ERs are several time higher than those of the equivalent ETFs at Vanguard.
What went wrong with this shop that once considered the best of the best in the bond world.
Bill Gross has been lagging his peers for several years. Quietly his rival, Jeff Gundlach, is outpacing Bill for the last several years.
Concur with most comments on Wintergreen fund. High ER is a real drag on total return unless the fund manages to outperform its index over long period. I invest with Michael Price when he ran the Mutual Series funds. He is a decent and serviceabl…
During the height of 2008 financial crisis Hasenstab bought Irish government bonds while everyone are frozen in fear. This is typical of Hasenstab's contrarian approach. It paid off handsomely years after as Ireland recovers.
Here we are in a …
That is one of reason that many well respected managers own sizable Berkshire Hathaway stock in their portfolios including Bruce Berkowitz of Fairholme fund.
More noise from traders. Short term pullback presents good entry points. Given the aging demographics health care sector will likely to continue to do well in the long run.
Always good to see Dan Fuss. This interview is particular informative of his investment. By the way, his former protege, Kathleen Gaffney now managing Eaton Vance Bond using similar strategy but with much smaller asset base.
Considering the sheer size of the fund it is doing pretty well among the large cap growth funds. It would be difficult to move in and out different sectors quickly. Certainly not my top choice even though it is available in my 401k plan for many y…
Matter is a whole lot more complicated than it seems. Components used in cellular phones are neither standardized nor readily available. Not exactly is that is a reasonable comparison to PCs.
Bonds 32% Equities 66% Cash and equivalents 2%
slick, Your balance allocation is doing very well. More earning report is coming in next several weeks. Hope they are better than what JP Morgan reported.
