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.
I did buy today, just adding a bit more to existing position in NXPI and exchanged about half of MMUIX into existing position in FRUAX. MMUIX does outshine in good times, but with its 15% holdings in energy, is not the ballast I intended it to be.
@Old_Skeet: You did a bit better than me, I was down 4%, but that was only because I have 35% in muni bonds which I hold till first call or maturity, whichever comes first. Equity portion was -9%, best being utilities, staples and a couple of stoc…
Thank you Ted! Just what I needed today, especially looking at ytd figures on my funds and stocks. Oy. Thank goodness I had a few positions that held up, like utilities, and believe it or not, my intl funds weren't nearly as bad as domestic.
Did n…
@MikeM: I too have two buckets for stocks, and virtually all of my stocks are in iras, so preserving of capital is not necessarily priority one, although still important. I learned early on that setting a stop loss almost guarantees it will hit it …
I have to assume he was just showing only funds that start with A - C because it looks like Vanguard Dividend Growth VDIGX beat those listed and also the S + P for 3, 5 and 10 years. Its been my choice as largest fund holding a while now, with add…
When I first heard that Trump was nixing the debate, I thought what a great set up to doing a walkon halfway through. The news has been talking about little else since last night. He may be considered an artful tactitian by some, I consider him da…
Finally thrown in the towel on OYEIX in favor of S + P Index etf from Vanguard VOO. It has missed its benchmark Large Cap Value and S + P over 1,3,5,10 years. I do have other etfs, but mostly in sectors. I still have some of my fav funds such as VD…
My favorite album of theirs is "Hell Freezes Over" which was named for the fact that when they broke up in 1980 and asked if they would ever get back together, they said :When Hell Freezes Over". He will be missed, Frey was my favorite Eagle , hi…
Of my funds, my utility fund FRUAX has held up reasonably well, as of yesterday flat for the year, which is my best performer ytd :). A couple of my consumer stocks holding up, but rest of portfolio in red except for individual bonds I hold.
@Cr…
@little5bee: I own it, add periodically during dips, but holding pat right now. Distributions vary, and are declared each quarter, not always the same. Although I consider it a financial , it is heavy into real estate, so for me its like a hybrid …
Looks like I am in the basic ball park as many others for 2015, but a few of my highlights were
OSMYX 15.6%
MSEQX 11.9%
FBTIX 11.4%
PJP 11%
CMTFX 10.5%
POGRX 6.1%
A few stocks did ok, but my two MLP funds did a major drag on eq…
@Ted: My equal weight consumer staples RHS beat out market weighted XLP by about 6%. I own both. The seem to have a somewhat negative correlation, alternating who does better in a given year, thats why I ended up with both. These are my ballast f…
@little5bee I got rid of my energy holdings, but ARII is part play in this sector, being mfr of railroad cars which is down due to energy sector mainly. However, I have bought and sold COP a few times over the last year, each time making money. Be…
I have to admit to buying two stocks this past year that followed his basic tenets. I kept watching people buying Sketchers ( SKX) and always out of stock in some styles at the stores, I started researching it. Took the plunge at $39, but sold out…
I don't use any bear or stable value funds, but my largest fund holding is VDIGX which does perform fairly well in down markets compared to S + P or other blend funds. In a true down market, there are very few places to hide other than cash, but al…
Dumped my MLP funds INFIX and TMLPX, waited too long, but with them down almost 50% since they were added, that would mean they would have to move up 100% for me to get back to even. Doubt that will happen anytime soon to say the least. Right now …
Pain threshold is ok, I just think its going to take quite a while to come back. I would have sold this way before now if it was in a taxable account. Since its money I don't need right now, can afford to wait, I just have to see if putting that m…
My energy exposure are two mlp funds, TMPLX and INFIX, which were bought when I switched from AMLP. Needless to say, I am down about 45% from when I bought them a year ago. I am in the process of deciding whether to just take the loss and sell, …
@little5bee: Wish I had sold my MLP funds with you. Down an astounding amount, but at this point, not worth selling and locking in a loss- its in my iras and only accounts for 2% of them, so hopefully in 3-5 years will get back to even :) Hopefull…
my top 2:
Portfolio xray
Fund analysis
These are the two primary ones for me. I like being able to see how the top 25 holdings are distributed in my funds, it tells you how many funds have the same stocks ( and how much) trying to limit too much c…
I was surprised that I did not see anything on tv about it. That day is etched in my memory. I remember exactly where I was when I first heard- in 7th grade biology class. Students were crying and so were the teachers that day. No other presiden…
Although it's not having a banner year, I hold HDPSX which has an excellent long term record, and will continue to hold. Small caps are not having a great year, but buying here and holding for the long term should reward you. My other small cap is…
Ok let up guys. Im talking about for income. My taxable portfolio is my smallest portion of total (Retirement portfolios is 70% of total). Stock portfolio is well diversified, but hold individual bonds which do not vary much like a bond funds do.…
@Crash : glad to see you do so much homework, and thanks for posting websites to go to. I use FRUAX for my utilties exposure , about 5% and have been pretty happy with it, but am considering PNM as a bond equivalent in my taxable portion when one o…
PNM is my local utility, thought I would post this for your interest in PNM. I really like PNM, they are very generous with nonprofits and a good public servant. Besides, since I have solar panels, I don't pay for my electricity - usually its $0 a…
It seems that Matthews Asia and many other boutique shops have often had private equity investors. It seems in this case, some of their existing investors sold part of their investment to Mizuho, so ownership shifted a bit but did not decrease Mat…
@The Shadow: Thanks for posting, did not know this. I have this fund, my best performing fund ytd, I can certainly see why it changed its name and focus to include mid caps. It is a low turnover fund, which means many of its holding outgrow the s…
@bee: I also track my portfolio on a spreadsheet, inputting balances of each fund, stock, etf, cash each friday. Since i hold all but a very minor amount at merrill, balances easy to track.my main reason is to track how the portfolio as a whole perf…
It might help if you define what you consider small, and whether you are looking for small cap, large cap, multicap. Personally, i like small cap intl separated from domestic, but others may like the global concept.
