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.
Reply to @perpetual_Bull:
I had myself a really high priced attorney. I got what i paid for at 250.00 an hour.
I gather you do not live in Boston, New York, Philadelphia, Chicago, LA, or some other metropolitan areas. That $250 per hour would easil…
fundalarm, as RYVFX has been gravitating toward a mid-cap fund, I decided it was time to exit and realize my LTCG. I did so on Wednesday which was the record date. Since it no longer fit for me, I did not want the distributions, which were about 5.5…
Reply to @claimui:
Dan Wiener in the December issue of The Independent Adviser for Vanguard Investors, in part said this:
"As I said before, I think investors are missing the point. The worst erosion of relative yields has occurred among the risk…
Reply to @AndyJ:
If the T's in Core FI head into a rough patch, for example, the EMs will appreciate
I have interest in DBLEX and TGEIX. How do you folks see these funds performing in the next year?
Reply to @TheShadow:
I am confused regarding the difference between the record and ex dividend date. I am to the understanding that if you own a fund on the record date, you will receive the distribution. For example and from Vanguard's website, i…
Reply to @BobC:
Bob,
While M* categorizes OSTIX as a multisector bond fund, it appears essentially to be a high yield bond fund (at least at this moment) with an average credit quality of B, a duration of 2.30 years, a 5.38% yield, and a ER of 0…
Does going public have any affect whatsoever on how the underlying mutual funds are managed?
The article said "Artisan Partners Asset Management said it plans to use unspecified amounts of the proceeds from the IPO to...pay cash incentive compensat…
Reply to @MaxBialystock:
I was looking at the sector weightings on the portfolio tab on M*. I understand "Government" and "Securitized", but what type of "Corporate" bonds are in the 29.38%?
Thanks.
Mona
Reply to @MaxBialystock:
Have you thought about Panama? The nice thing is it's a 2 1/2 hour flight to Miami and the US$ is the currency. Good medical care.
Colombia may be an option as they have done good job cleaning up the problems. Far less ex…
Reply to @AndyJ:
AJ,
Thanks for your reply.
As much as I try, I just can't seem to get my arms around the mortgages (other than Vanguard GNMA) and foreign bonds. Too many funds and many appear to be somewhat similar.
Currently I am sitting wit…
blufoxx,
I think it will be matching apples to oranges. I see no way you can correlate funds. Yes, it will most likely bring down different costs, but you already know that.
Mona
Reply to @Hiyield007:
Hiyield007,
Is PONDX and PIMIX the same fund with PIMIX being institutional shares?
Also, what would be a good fund to compliment PONDX/PIMIX (assuming now that they are the same) to get foreign bond exposure?
Mona
Reply to @MaxBialystock:
If you own TRP stuff, bee is right: take advantage of the Morningstar X-Ray tool to dissect and drill-down to see just what you're holding presently
Just to clarify, one does not need to own T. Rowe Price mutual funds to ac…
For a tax deferred account and if you are looking for a split between stocks and bonds, I really like the combination of Wellesley and Wellington (VGSTX has a 60/40 mix as Wellington does but with twice the foreign allocation) . It has a large cap …
Seems to me that Windsor has a history of holding stocks in cyclical companies, thus running hot and cold with the economy. Also, it buys companies on the cheap, which can lead to extended times of under performance. I personally don't like the ups …
Reply to @scott:
Scott,
How does Marketfield look for purchase in a taxable account? I have no room in my tax deferred accounts and I am in a fairly high tax bracket. When I look at M* 1, 3 and 5-Year Tax Analysis, the tax cost ratio is low, but …
Reply to @STB65:
STB65,
Could you please explain your statement that we "import" foreign trained doctors? Last time I checked, they came come of their own free will with no financial assistance from the US government. In fact, they pay more money…
I really can't add more than Old_Joe. Certainly don't know how to duplicate it and if I have visited MFO say 5 times today, I have only seem the yellow for unread posts one time; but new posts were there.
I have not noticed a difference between Int…
Reply to @Old_Joe:
Back to doing it again.
I use "Mark All Views" button fairly often, so possibly this has something to do with the problem.
At least I now know that I'm not that crazy!
Reply to @BobC:
BobC, thanks for the information!
This particular retirement account that holds BJBIX is at Schwab, so I will look to see if the funds you mention are on the Schwab platform. If you (or anyone else) thinks of a replacement fund fo…
BobC,
Thanks for the information.
I have been in BJBIX for many years now and about once a month when I review my asset allocation, ponder if I should sell. I have not, for four primary reasons:
1. I need large cap blend/growth international allo…
Reply to @AndyJ:
AndyJ, thanks for the information. The purchase would in fact be for an IRA account, but the problem is I would prefer to purchase the fund through Vanguard Brokerage and DBLEX carry's a $35 transaction fee, while DLENX is a no tr…
For EM bond exposure I have been looking into PIMCO Emerging Markets Bond D symbol PEMDX, TCW Emerging Markets Local Currency Income Fund Class N symbol TGWNX or DoubleLine Emerging Markets Income Fund CL N symbol DLENX.
All three seem to have sim…
Hi Mark,
Yes your thoughts have value.
I am going to try to get to a dealer today or tomorrow and will let you and Rono know the outcome.
In the mean time, your comment "Several K-rands sold on Aug 3, between $1745 and $1721" interests me. I am …
Hi Rono,
Great hearing from you, thanks as always, and especially for your condolences.
I do think they are of the plain vanilla variety. When I bring them to a local dealer in the Ft. Lauderdale area (I am actually in Pompano Beach), do I get th…
catch22,
I am in the Ft. Lauderdale area. My father originally purchased the Krugerrands through a company by the name of R. W. Bradford & Co. and for some reason I recall they were located in Washington State (maybe Oregon). He passed away in…
