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dtconroe

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dtconroe
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  • I also sold JASVX/JASZZ yesterday. Time will tell if that was a good decision or not, but it was troublesome to me that this fund, and company, restructuring was not better communicated to fund owners, and not better understood by brokerages (Schwa…
  • When you consider "chasing this funds performance", I would suggest you determine what kind of investor you are. If you are a trader, and very good at trading, you may want to identify hot performing funds, with the understanding that you are very …
  • Attached is a reply from M* Poster Yogibearbull, who is probably the most respected and knowledgeable poster on M* regarding M* Performance Charts: "I don't like new M* charts. They show reinvestments for mutual funds only, not for ETFs. And they c…
  • FD, I have not been following M* recently and am not familiar with the newer M* performance charts, but I have a hard time believing that the old M* performance charts are so inaccurate, that there is a difference of 3% peak to trough differences in…
  • FD:"My calculation for peak to trough...VCFIX -19.7% from M* new charts found (here) from 2/25 (10000) to 3/25 (8027.67). Stockchart gives me -19.85% for VCFAX(link)" I used the performance chart system that Yogi sent out via email some time ago. …
  • FD: "I'm OK with VCFIX but the meltdown of over 18% was too much, even PIMIX was down less than that around 11%. I don't put a lot of faith in Schwab bond selections." We all look at criteria a bit differently in our analysis of bond oef selections…
  • wxman: "GIBLX hasn't really "cooled off." It is a bond fund, and a darn good one From the end of March 2020 to August 7, GIBLX had a steady increase in total return, with no downturns. From August 7 to the end of October, Giblx had a small downtur…
  • FD: "But I understand what you do and it suits your style" I did quite a bit of trading this year, but limited my trading to more risk averse trades, consistent with my rather conservative Retirement objectives--bought GIBLX in a trade this year an…
  • The March crash has "complicated" SD, as a selection factor. Most of the M* Risk ratings are based on 3 and 5 year SD factors, and you have to look at the March crash impact on these risk ratings. There are all kinds of factors that impacted poor/…
  • For What It is Worth, BASIX is a very good NonTraditional Bond fund, that has a very favorable M* Fund Analyst Report, and has held up pretty well in 2020, and has a nice longer term performance record. Its portfolio has a very diversified mix of G…
  • "Derf">@dtconroe; Thanks for stopping in & comments. Stay Safe, Derf Hi Derf, I am not doing much posting these days, but do enjoy reading others posting. I expect to post a little more often af…
  • I don't look at M* ratings by category (Medal ratings) as a significant criteria for determining "Best" Bond funds. I think "Best" is only relevant to each individual investors portfolio criteria for what purpose/role an individual investor is atte…
  • With Trump, his wife, and Hope Hicks all testing positive for Covid 19, it is going to challenging for the market to be positive. I personally would be on the sidelines, to see how this is going to play out.
  • It just seems that there is too much uncertainty right now to risk much in bond investing. I prefer to let the election get resolved, hopefully see more certainty in the Covid 19 battle, see if we can provide essential government support to stabili…
  • I have multiple M* portfolios, set up in a custom view arrangement, to track multiple details for each fund. M* is currently working on the recent problem of users not being able to stay signed in. I also use Schwab which has some details I like. F…
  • "Mona" dtconroe, may I ask which ones? Mona Mona, I moved money into SWNTX and SNTIX. I did have a buy order in for MWTIX for Monday, but after some additional analysis tonight, I cancelled that buy order--need to see more strength in the Interm…
  • I have put some money into Investment Grade Muni bond oefs. They are on a short leash, and I am watching them very closely.
  • "Mona">Are those of you investing in muni bond funds doing so in taxable accounts only? Not all brokerage houses allow you to purchase a muni bond fund in a retirement account. I'm sure FD will comment on this. Mona, I am with Schwab, and they …
  • dt, thanks for your post. I, like yourself, work through Schwab (I also am with Vanguard). I have had this discussion with my Schwab Pinnacle Representative in Indianapolis. Besides the short term redemption fee that the fund may impose, based on …
  • I would just suggest that you research short term trading positions of bond oef funds you might consider for short term parking purposes. I have read poster comments of those who have attempted to use DHEIX in that manner. Diamond Hill issued warn…
  • PUCZX has dropped 1.36% in the last week, and PIMIX has dropped 1.01% in the last week--maybe you are right in that in at least the last week of this market correction, both of these multisector bond oefs were poor performers. JMUTX was down .58%--…
  • You may want to evaluate peak to trough performance, as a factor worth tracking in periods like this. If you look at your YTD charts, and you focus on the last week, PUCZX is dropping like a rock, and gives you some insight into how well it will pe…
  • I view PUCZX a step up in risk, compared to PIMIX. It does not have as good of a performance record in downmarkets, and it is much more heavily dependent on derivatives. If I were going to replace PIMIX, I would look at VCFAX/VCFIX as a better alte…
  • I use to have a M* Premium Membership when I used T.RowePrice extensively for my investments. T.Rowe would pay for that M* membership, and I enjoyed it, but I primarily valued the M* section that was free. Eventually, I switched to a full brokerag…
  • The edit button on threads are intended to allow posters to modify posts, to help better reflect their original intent in their posts, to resolve misunderstandings, and to promote civility in posting. I used the edit button with those objectives in …
  • Anna, I apologize for not doing a better job of explaining my thoughts on types of threads, that produces different levels of participation. Again it was not my intent, for my previous post to be interpreted the way you did. Hopefully my edited pos…
  • Anna, it was not my intent for my previous post to be interpreted the way you have. I was simply attempting to state that there are different kinds of threads on MFO--some are very narrowly focused threads, such as newspaper or magazine articles, t…
  • Participation is an interesting subject. You can get a large number of more narrowly focused threads, with very few comments, and they will then go into a category of participation with minimal poster participation. You can get another thread that…
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    in * Comment by dtconroe February 2020
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    in * Comment by dtconroe February 2020
  • MikeM: "Maybe I'm reading you wrong dtconroe and I apologize if that's the case, but it seems like you are saying 'if you don't play my game I'm going to take my ball and go home'. To that I say, just post if you want, don't post if you don't want t…
  • Today, there was a series of comments on this thread, and a series of related comments on the thread entitled, "moderated" status of board members. Because of those comments, and what I experienced yesterday, I feel compelled to make a few addition…
    in * Comment by dtconroe February 2020
  • Although I indicated an intention of introducing another category of bond oefs on this thread, I have subsequently decided to take some time and evaluate what I have experienced on MFO with this thread. Thanks again for those who have been supporti…
    in * Comment by dtconroe February 2020
  • Since I protested the decision of David Snowball to close the thread, partially because it had become too long and unwieldy to navigate, he finally agreed to restore it, even though he stated: "the argument that it is unwieldy strikes me as valid".…
  • I find the "follow up" comments on this thread interesting. It is clear to me that if I had not vigorously protested the arbitrary closure of my thread, the thread would have stayed closed. There were a significant number of posters, who joined me…
  • Thanks to those who were supportive in getting this thread restored. I will be introducing another topic for discussion, on this thread, in a day or so.
    in * Comment by dtconroe February 2020
  • Thanks for the reconsideration! If there is something that I need to know to correct some issue, or make an improvement, please inform me and give me a chance to address it. I am very sensitive to any issue of incivility, as I think it is imperati…
  • If you want to set limits on the number of pages, that is certainly your prerogative. It would be interesting to understand how you rationalize ending very popular threads, that so many posters value and follow. It is much easier for me to find a …
  • "TheShadow">The reason it was closed was due to two reasons. One of the reasons is inaccurate and should have been directed to another thread that is still open and running. The other reason is strange and confusing, as it has become long becau…
  • "sma3">While it is not public knowledge who has been "moderated", I have found dtconroe's ideas and threads to be useful and more the target of the "Spats" not the source. I for one would be very disappointed if dtconroe does not continue to co…