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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
Look like everything experienced the same issue with Win 8. You can still find Win 7 computers in many on-line stores such as Amazon.
If you get tire of PC, consider to switch to iMac and all your frustration would go away... We have both platfo…
enants of these Wall Street-backed rental companies have also posted hundreds of scathing reviews on Internet message boards, such as Yelp, Topix and Zillow. (These sites also include a sprinkling of positive comments, though they comprise a distinc…
Reply to @Charles: Jumping into the market when it is hitting all time high is not a good idea. Remember the budget fight will come again in 3 months from now as the can got kick down the road...
Reply to @scott: At Fidelity, Mainstay offers a "P" share of Markerfield fund, MFPDX, as a transaction fee fund ($49.95). Identical mandates to the institutional share MFLDX.
https://fundresearch.fidelity.com/mutual-funds/summary/56064B662
Reply to @hank: Exactly, those are the by-gone days when Radio Shack was the go-to store for everything pertaining to electrical and electronics. Sadly they are going down the same path like other iconic US companies - Polaroid, Kodak,and (soon) Se…
I don't get it. Job number is not that strong at all. See interview below.
bloomberg.com/video/u-s-private-employment-data-abysmal-swonk-says-eVKMHnYKTQCF_xxSzStMCA.html
Are investors too optimistic??
Reply to @Kenster1_GlobalValue: The risk profile of Steve Romick's fund is the opposite compared to Bruce Berkowitz's FAIRX. Many investors (I believe these are hot money) left FAIRX during 2008 bull market after FAIRX lost 30% and another 33% los…
Reply to @VintageFreak: It is NOT common for FPACX to have high cash position when the stocks/bonds don't meet his criteria. Often the fund lags during the bull market, but it tends to hold up well in downturns (i.e. 2008 and 2000-2002). Over the …
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…
