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.
VF
The Bible contains about 2,350 verses on money. 15% of the Bible is about money/possessions, that is more than any other single topic including Heaven, Hell, faith or prayer!
Reply to @MaxBialystock: Max, since we do not for the most part know each other personally we should not take anything personally. If we were to get to know each other we might have a different view of what one says here at MFO. Remember "Everyone i…
Reply to @MaxBialystock:
Max, Not sure what you are asking? ROTH contributions are not tax deductible like an IRA or 401. As long as you meet the rules withdrawals are not taxable.
Carefree
I am going to suggest the following:
VDIGX,SEQUX and a fund not on your list, BPAVX. Also consider ARTGX.
Since no taxes to be paid in a ROTH , at least by you, and these could be long term holdings I try to put funds in a ROTH I consid…
I agree we may be due for a correction. Not sure what is best to do but I have made a few moves and have plans for others. A 60/40 stock to bond ratio is my target. International is 50% of my stock portion.
I have held on to PTTRX for now and like …
Reply to @VintageFreak: The fact that it behaves like a balanced fund is why it is a fund to hold. Balanced funds may not be the place to be because of the bond bear market. If the stock market falls on bad times what fund would you hold? This bull …
Reply to @davidrmoran: My choices were solely based on performance of late. To soon to tell on so many of the funds we discuss at MFO in this alternative to bonds category long.short or market neutral.
I have MFLDX and like VintageFreak says it nee…
While "few" mutual funds stay at the top for long there are some. I only need a few. I hope these are the funds that the select group of investors that visit MFO strive to find and use to their advantage. I have a personal watch list of MF's ready t…
I was looking at this fund for possible investment in. Good long term performance with same management.Top 32% or better for 1,3,5 and 10 years in the small blend category.
What can we read into the change? Possible change to a load fund or change …
Should I stay or should I go?
I have 15% of total portfolio in PTTRX. The only other non stock option in my 401 is a stable value fund. For now I have decided to stay with this fund.
What would you do?
Art
Reply to @David_Snowball:
I keep several watch lists of funds I like. In the stock mutual fund category I screen for < 50 stocks, long term performance with manager to match and other criteria.
CFVLX has good 3,5, and 10 year performance rank…
Reply to @David_Snowball:
I missed the fact that Mr. Wyndra started managing BMPEX in 2009. Details.
Still like the 2 funds I mentioned along with so many others.
Art
Reply to @Ted:
OK. If one is considering purchase of BMPEX then there are 2 funds I also like that deserve a look. BPAVX and CFVLX. There are similarities such as asset size and total 3 year return with lower losses in 2008 and all are considered …
At this point I am at 15% PTTDX and 13% OARIX as 2 biggest holdings. Some would say that that the more funds one has the more index like his returns will be. If so less would be more.
I now have 18 funds.
Been thinking about reducing funds. For in…
Reply to @Skeeter:
JNBAX has a lower minimum entry of $1000.00 NTF at Fidelity.
Maybe you have a cool million to invest in JNBSX? LOL.
CAPAX is right there with JNBAX as a good choice.
Art
Reply to @slick:
Barbell approach at least in the 401.Total portfolio is 60/40 stock /bonds with the stock portion split evenly between U.S./Foreign. Add in to the previously mentioned funds PCVAX and CHTTX and you have 70% of portfolio. Internati…
Reply to @slick:
ODVYX and OAKIX are in my workplace 401. I just recently added to both. Between the 2 funds that is almost 25% of total portfolio. Another 25% is in PTTRX and cash. For now holding on to Pimco Total Return.
Art
Reply to @Skeeter:
The P/E data you are using is 6-8 weeks old which is recent compared to other fund companies info. Most fund companies do not upgrade holdings that often. Not sure why. Turnover for (PGROX) is remarkably low at 2%. So in this ca…
Reply to @BobC:
It was only a swap in the sense that proceeds from the sale of one would buy the other.
Having 3 other EM funds at 15% of total portfolio, selling a 4th EM fund for a Global Fund with some EM exposure was OK with me. While I hav…
Reply to @OregonDan:
I am buying that opening position today in (GPROX). While I have a even split with equities domestic/International in my portfolio I am heavy EM with (MAPTX) (SFGIX) (ODMAX) (WAEMX) and now (GPROX).
This is looking long term …
I have not changed my stable value or (PTTDX) allocation by much. Naturally the percentage of total portfolio goes down as the equities increase in value. About 40% bonds and stable value.
I am guessing that stable value funds will not pay as much …
Reply to @MaxBialystock:
Max
There is risk in any investment, even under the mattress, the risk of inflation. The trick is to get the reward to match the risk.
Look like you have the portfolio that you can sleep with. For now.
Art
Beta is calc…
Reply to @MaxBialystock:
Max, Seriously "Risk factor scares me away". Your portfolio is scary to me. If I have your fund list correct none of your funds have beaten the S&P 500 using 3 year performance data.
While (FAIRX) had a bad 2011 its 3…
Reply to @VintageFreak:
VF,
What is it about the Hussman funds that you like?
Art
ytd 1yr 3yr 5yr
HSGFX -3.36 -5.52 -7.22 -5.65
HSTRX -7.88 -7.49 -0.51 2.48
HSIEX …
How about what funds I have, I guess they are my favorites.
Art
LG
LB
LV-American Funds American Mutual (AMRMX)
MG
MB-Aston/Fairpointe Midcap (CHTTX)
MV
SG-Buffalo Emerging Opportunities (BUFOX)
SB
SV-Allianz NFJ Small Cap Value (PCVAX)
Internati…
Reply to @Skeeter:
Skeeter,
Good to hear from you. How's that retirement gig going?
I really did not expect Ted to answer my question. Lately Ted has been, for lack of a better word, stubborn, that his way is the only way.
I described a real l…
