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Sold about 1/3 of my shares in one account of PJP and traded them for MDY. I had some shares in PJP that were still in the 30% profit range, kept those and sold off the shares with losses. I still have plenty of health care in 2 mutual funds (2 sep…
Speedy recovery @Johnchisum . Well it's a three for one.. I just got home also from hospital due to bad reaction to blood thinners . On the mend. Had my pad with me so kept up with MFO. Helped keep me from going bonkers with boredom.
Happy Holiday to Ted and all members, and be generous and send a little to the nonprofit MFO in appreciation for all the work that goes into running this site.. We all benefit from the diversity of links and opinions, long and short :)
Holiday greetings back at you, Roy, you have many fans here, hope you become more regular as a poster at MFO. We love hearing from you, and wish you well in the coming year.
Seems that some MFO members are trying to find bond funds that fit where the economy "appears for the moment" to be headed judging by recent posts. I have about 50% of my bond portfolio (38% of total assets)geared more toward decent but not best yie…
I have the highest cash and bond allocation Ive had in a while,now 37% added to bonds when I took sold FBTIX, CTSH, VZ, VTR, VNQ (the last three for tax loss only, will likely rebuy in 2017). Of course I was betting on having Hillary win. Bonds st…
I always liked Brian Roger's commentaries. He was a regular on Rukeyser, partially because T Rowe w a s about a mile from where they taped the show in Owings Mills and he was highly regarded as the long time manager of its equity income fund. More a…
Dan, I think it is an excellent suggestion to report the why the buys and sells and asset class shifts so here is more detail on what I reported.
Reduction in PKW: This used to be my largest holding, and I have been reducing it this year since I fe…
I am very conflicted about this series, lived in Ohio 17 years (13 in cleveland) and remember going to Indians Yankee games when only 2000 people in stadium and listened to Reggie Jackson taunt the fans because he played outfield, everyone could hea…
@Heezsafe: I should have clarified better, I meant that mortage related bonds were 82% of portfolio: Asset pass throughs, Agency MBS CMOs, Non Agency Residential MBS, Commercial MBS, in addition to Asset Backed. My error.
I recently visited the Florence American Cemetery while in Italy, and was also impressed with the care and condition of this cemetery cared for by the Commonwealth War Graves Commission. It is a total of 70 acres, with over 4400 burials, and It rem…
I have two of Guggenheim's equal weight etfs, RHS (consumer staples) and RYU (utilities). I also have the market weight etfs of these same sectors (XLP and VPU). In the case of staples, equal weight beats market weight 1, 3 and 5 years, utilities …
Im probably in the camp of having more funds than most people think are needed, but I have a regular ira, roth ira and taxable portfolio. I have 21 managed funds, 2 vanilla index funds, 4 bond funds 8 sector etfs. Largest fund holdings are VDIGX, VI…
Im probably in the camp of having more funds than most people think are needed, but I have a regular ira, roth ira and taxable portfolio. I have 21 managed funds, 2 vanilla index funds, 4 bond funds 8 sector etfs. Largest fund holdings are VDIGX, …
I've been watching the replay of that day as it happened and it is stil, so fresh in all of our memories. Blessings to all survivors, families of the victims and especially to all of the first responders who ran toward the danger without trepidation…
I had initially bought into the hype surrounding the total return fund DLTNX, but have since sold it and added to GIBIX. Before 2016 I didn't have any bond funds, as I held individual muni bonds, but half of them were called (had a total of 4) and …
Sandra, it would be helpful if you provide a more complete picture as to age, whether you need the income from the 250K for living expenses and if you have any retirement accounts and how its allocated and when you plan to start withdrawals. You wo…
@Hank, Ive been rearranging my house too. Sold 1/2 my position in PKW and put it into VOO, VWINX, TWEIX and VCIT. Also am selling my biotech and transferring it to my health care fund PHSZX and PJP. I guess some of us are also lightening up on so…
I read with interest the original post by MJG and comments following. "mostly" equity funds can be anywhere from 60% on up, would love to hear exactly how much and not
everyone likes etf indexes.
I am retired, in my mid 60s and have a 65% equit…
The SMGIX fund is one of my two core funds. I think it is somewhat similar in style to the original UMBIX when David Williams managed it. Pope was the heir to that fund now in the Columbia line up of funds which likely will be merged into SMGIX im…
@Ted: I opted for the Cohen & Steers Fund CPXIX as my foray into this space, I saw in a number of your posts you mentioned preferreds and decided to research them. Glad you mentioned them, replaces some income from my munis that were called t…
Thanks guys, I did make substantial changes to each over the last few years, kept some investments the same. We invested together and consulted one another quite often on stock and fund picks. He was a bit more conservative than I, but he was 8 ye…
Interesting to find out I fit the profile described. Have both a regular ira and a roth. In my late husband's infinite wisdom, he converted sizeable portion of his ira over his last five years, so the roth was the bigger portion. My roth is fairl…
One change I recently made was to balance out my large cap growth exposure with an increase in large cap value via TWEIX. Not a major change, more like dampening the volatility in my roth. Fully invested in roth, may be years before I tap it.
@ Soupkitchen: Like some others, I threw in the towel on OAKIX too and decided to put proceeds into ARTGX in one account, but in another account, I sold off all but $2500 in favor of FMIJX. I have noticed OAKIX has started coming back a bit, lets…
@ducrow: I thought I was alone in hating that commercial. I usually mute it. Almost as bad as listening to the Volvo commercial twice in a row each time it played.
Recently started a position in HDS, a spinoff from Home Depot a couple of years ago. Started the position the day after Brexit when everything was down, its all domestic, so thought it was a good entry point. Most likely will be a trading stock, b…
