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'll carry my comment a little further.
It seems, to me, the major news outlets are very quick to comment on negative news about Trump and slow (if at all) to comment on negative news about Democrats. I could continue but for the liberal reading…
Hi @hank, I have followed Zero Hedge for many years. They cover stuff that our own news media outlets do not want the average citizen to read. Thus far, I have not found any untruths in what I have link in the Zero Hedge articles. I'm thinking th…
Here is more on citizens wanting to leave NYC.
The article is titled "Two In Five New Yorkers Want To Leave The City."
https://www.zerohedge.com/political/two-five-new-yorkers-want-leave-city
Hi Lewis and others ... Yes, I'd like to see the board get back to investing. However, I'm not going to sit back while others continue with political comments and post without activity myself.
Seems only fair, to me, if I have to see post put up f…
Hi wxman123, My late father taught me not to chase the market. In a strong upward trending bull market that if I was not already positioned don't chase it. Buy what others hate as long as you are getting paid to hold it. I have already done that…
Hi @ johnN,
Thanks for posting Dr. Madell's newsletter. I most always enjoy reading what he has to write.
Now, the Professor has gone from writing a newsletter to also conducting free review of investor portfolios.
Wonder why this is so? Perh…
@Derf, What would your fund selection be to play (the rebound) after a stock market swoon?
I'm thinking of using IALAX for my next spiff. And, AMCPX for an equity ballast position.
To do this, I'm planning to open a new possition in ITAAX and pay…
Hi @Derf, Boy there sure is a big difference in what Yahoo reflects and what M* reflects. I rechecked SPECX in M* Portfolio Manager ... YTD +33.16%. And, according to the Alger fund site +33.16% as of 8/28. Seems Yahoo ... let you down!
Hi @Derf my top year-to-date performers, with better than a 20% return, through 8/28 are SPECX +33.16% ... AOFAX +29.82 ... FISCX +27.24 ... AGTHX +22.86 ... and, CTFAX +22.25%. Overall (year to date) I'm up about 4.3% with a portfolio yield of abo…
Hi @Derf,
My money flow indicator moved from a reading of 52 to 88 this week. As money returned the price of the Index moved upward from 3397 to 3508 for a nice gain of 3.26% with the heavy lifting coming, this past week, mostly from the underlyi…
Hi guys ...
This past week was a strong week for the S&P 500 Index moving from 3397 to 3506 for a weekly gain of 3.26%. The barometer moved from a reading of 125 to 110 on it's near term scale indicating that, according to the matrix of the ba…
I cover the domestic smid space with AOFAX and KAUAX. I've got the global smid space covered by using SMCWX and LPEFX. These previous four have a growth orientation. For the smid value space I am using PMDAX. In addition, I own FKASX which also …
Hi @hank,
I have been pondering much the same as you and have been looking for an opportunity to parlay a little cash that I made from previous spiffs. In addition, my portfolio generates a good cash flow and it looks as though I'm going to add t…
Hi guys,
After the 911 attacks and anthrax scare a good number of mail box drop boxes have been removed as snail mail volumes began to decline. It use to be years back there were three mail boxes close to my house and depending on my direction of…
Hi guys,
I was for closing down political comments a long time ago and not just recently. Some on the board kept making these types of post. Recently, from my oberveration, now that I have countered and begun to do the same by putting up politic…
For me, the 60/40 is not dead. Since I retired a little over five years ago instead of being 60% in stocks and 40% in bonds and cash ... I'm 60% bonds and cash and 40% in stocks in what I call my all weather asset allocation which is also configure…
Hi @ MikeM, Ecellent point on the declining US Dollar. I think that is spot on. With this, one might also consider funds that hold a good percentage in the cyclicals as they do well in a falling dollar.
HI @johnN, I've pretty much packed the trunk in high yield at about 20% of the portfolio. A good number of my asset allocation and hybird income give me good exposure to this asset class so it no longer is a go for me to add more as a stand alone.…
Hi @Catch22,
Thanks for making comment. In the long duration area my muni fund FLAAX comes into play. Other than that you are correct I do not have any long duration bond funds. I'll give your suggestion some thought. Old_Skeet
I think ... I'll put in a ping for @VintageFreak. I think he was doing something with options and futures. I wonder how this is working out? Perhaps, he will check in an advise and tell us more about his strategy.
Hi @rono.
Thanks for pointing out equity income.
I agree equity income is a good place to look in this low yield environment. For me, I've got a full house in equity income funds. Three equity income funds that I have with their yields better th…
Hi guys.
Politics aside.
My perspective (and thinking) on the stock market follow.
A little more on the barometer that will help explain what is now taking place within the S&P 500 Index which it follows. And, why this might be of concern. O…
Hi Derf, According two a couple of feeds in my barometer they have reflected over the past couple of days a softening and from past history this has often reflected that a dip (decline of 0% to 5%) or even a pull back (decline of 5% to 10%) perhaps…
Hi guys,
Politics aside.
As of market close today ... Old_Skeet's market barometer which follows the S&P 500 Index has experienced a softening in some of its feeds over the past few days. Enough for me to make this post. If you are short of …
@WABAC, Some will put spin on what was written to try to benefit their position as in this case LewisBraham did in his post which I have copied and pasted below.
_______________________________________________________________________________________…
@WABAC,
My sincere condolences in the loss of your brother.
May you find peace and comfort in your memories of him.
In the Spirit of Faith, Hope & Charity,
Old_Skeet
Let it be known ...
If post about Trump continue I in return will continue to put up post related to Biden. The only thing I have done in taking equal time is to present opposing views and perspectives, via links, that counters those posted about…
Here is more on Calif's power outages ... some believe green energy could not meat the demand.
https://www.thestreet.com/mishtalk/economics/green-energy-failed-leaving-millions-in-california-blackout
Years back on one of the family's Cabarrus County farms had electricity before the power company came. The farm generated it's own low volatage electricity. It had a wind turbine on top of the barn and a water wheel in the creek that drove generat…
Folks I got tired of reading all the post that bashed Trump ... Now, those that were active in doing this can read, or at least have to look at title lines, that bash Biden and crew. Have a good day as many of you brought this to the board and now …
Based upon my amount invested the new yield will work out to be about 4.2% for me. With this, and based upon the current low yield environment I plan to keep the position.
If I'm not correct ... then correct me ... Protestors broke through a locked gate and entered property that was posted ... No Tresspassing. The couple armed themselves telling the tresspassers to leave. But the d/a being a liberal democrat wants t…
