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.
Hey @JayRock82,
With the many ways to play the market and for it's ever changing market currents ... Well, that is what makets the market so great as there are many ways to find success (or failure) by investing in it. I sincerely wish you well wi…
Hi @Rbrt,
Thanks for posting a list of the countries that are considered to be emerging markets. It seems, to me, investors would be wise to make emerging markets a core holding within their portfolio just for the organic growth that would come fr…
Hi @BenWP,
I more or less have to use SMCWX if I want to do a nav transfer from one American Fund to another as SMCWX is their only small/mid cap offering which I hold in my global growth sleeve with two other American Funds ANWPX & NEWFX. W…
According to Instant Xray, about 8% of my equity allocation is invested in emerging markets with both my emerging market funds (DWGAX & NEWFX) being up better than +20% each over the past rolling 90 days. In addition, I have a good number of eq…
Hi @Donna,
Not a suggestion ... Just what I'm doing for my grandaughter. However, this concept might be of some help.
I have my 18 month old granddaughter in AMECX, CAIBX, ANCFX and SMCWX at American Funds, The min. for each fund is $250.00. I …
@hank,
I too have played in the commodity space, off and on, and from time to time, with some good success as far back as the last twenty years. I hold BCSAX in my niche fund sleeve rather than a spiff. Although, it makes up about only 15% of it'…
@hank and others,
BCSAX was up much what you reported with your subject funds ... +1.5%. This now puts this fund up 8.5% since my purchase of May 28th. I'm thinking there is more upside to come ... and, with this, I plan to keep with it and might…
Hi @hank, not only are the metals on the upward move other types of commodities are as well.
Back on May 28th I purchased a position in BCSAX (Blackrock Commodity Strategy Fund) which holds some mining companies plus other companies that service th…
Hi @Rbrt,
Thanks for posting the article as I found it an interesting read.
Back on May 28th I purchased an opening position in BCSAX (Blackrock Commodity Strategy Fund) which holds some mining companies plus other companies that service the indus…
@MikeW,
Thank you for your question about how I follow the markets.
The barometer is not geared to follow the foreign markets as it follows the S&P 500 Index. However, the way I have my portfolio organized is by sleeves. I have three sleeve…
@zenbrew,
There is nothing wrong with sleeping on it. Most time with big decisions I think through for about three days as I have made impulse choices before that were just not the best.
Years back I would try to get too much out of a position ju…
@wxman123, I am keeping my position in Pimco Income as well which accounts for about an eight percent position in my income sleeve. I'm thinking it is pretty tough right now in bond world ... but, equities are so richly valued that I decided to ove…
@msf. Thanks for explaining credit scores and how M* scores. I thought that it would be something like you explained it. Lower rated bonds have greater risk thus a higher default rating on the scale. Thanks again. Skeet
Hi guys,
In looking back though the thread I see where the last report was made on July 4th with a reading of 125 indicating that the S&P 500 Index was extremely overbought. Since then, not much has changed with the barometer reading; and, as…
@bee, Thank for your your question about what funds I might benchmark my portfolio against. One, the benchmark must be a hybrid fund and have a yield generation of about 3.5%. Not to many hybrid funds achieve this as they are geared more towards g…
Hi @bee, This is something that my broker provides for me monthly in my account statements and covers a ten year history. By year, it contains the account starting value, how much was withdrawn (or added), investment performance, and then an ending…
Although I have not kicked PONAX (Pimco Income) to the curb I recently started a position in MIAQX (American Funds Multi Sector Income) which thus far has made money for me while at the same time grown it's nav. Actually, I now own more of MIAQX th…
Hi @Derf, Thank you for your question on the equity style allocation. Thus far into my rebalance according to Xray, LCV 31%, MCV 7%, SCV 2% ... LCB 25%, MCB 4%, SCB 2% ... LCG 19%, MCG 7%, SCG 3%. This breaks out not quite as what I posted above…
Hi guys, I've trimmed about 1% from my equity allocation each day thus far this week. I'm now about 14% cash, 45% income and 41% equity. Today will be the final equity trim day for me taking another 1% to the cash area of my portfolio and booking …
Hi guys, I'm thinking that he might be somewhat right in making this call. Remember, in the last election what was considered a business and economy friendly candicate was elected President. If memory is correct, the S&P 500 Index was up nicel…
My advisor reccommended PSHAX for some of my equity sell proceeds that I'm now in the process making. Yield is about 2.2%. It does have some volatility associated with it; but, seems to recover nicely. However, I'm favoring PCOXX as I might need …
Hi johnN, Thanks for posting the article.
If one has the right risk tolerance assesment and follows it then they will do well overtime. Let me explain my thoughts. When equites have had the strong run that they have had of late then most invest…
Hi @Mona,
I have a couple of questions. Do you (or don't you) feel that FD1000 has brought value to the MFO board?
I for one feel he has because for his perspectives on income funds.
And, my second question. Does it matter if he was (or was n…
Hi @FD1000:
Thanks for making comment.
While my system might seem complicated ... but, when looking at the three main feeds of the barometer and understaning them ... it really is not complicated at all. The barometer spins off of a blended earn…
Hi guys, This year my focus was to grow my income generation coming from my portfolio while at the same time maintain my principal balance. Now, six months into the year, I have grown my income generation by 5.85% while I have also maintained my p…
Hi @Derf, Thanks for your question. Yes, as the market continued to decline each buy step was greater than the previous with dollars invested. Why, you might ask? Time for a geometry lesson. Picture a pyramid. From the top the deeper one goes …
Hello @Art & @Puddnhead,
Thanks for stopping by and making comment.
I should explain a little about the yield metric. Years back investors did not have all the fancy dancy ways to measure the market. One metric that my late father used was…
Hi guys: With the 4% gain the S&P 500 Index had this week moving from 3009 to 3130 Old_Skeet's stock market barometer scores the Index (near term) as extremely overbought with a reading of 125. I have the Index off it's 52 week high by 7.5% and…
With stocks going soft this past week there has been a reading change in the barometer to a reading of 135 which reflects that the S&P 500 Index has moved from extremely overbought to overbought.
As for my positioning I am currently 10% cash, 4…
I was persuaded a long time ago to support and vote for a change in Washington. With this, even being a Southern Democrat, I voted for Trump in this past election and I plan to do so again.
It bothers me deeply how the Democrat elected have follow…
Perhaps, Yale should package a portfolio like this into a mutual fund and make it available to retail investors. I'd probally bite and add it to my speciality sleeve where I hold my private equity an opportunity fund LPEFX.
Hi guys. I agree with Ms. Schenone about not putting all of ones eggs in one basket.
An interesting fund that makes up about 9% of my hybrid income sleeve is AZNAX. This fund has a distribution yield of 7.7% and disburses 7 cents per share per mo…
I'm thinking that the chart analyst that you are thinking of in the above post is Carley Garner. I don't usually watch the whole show but I did catch the part during yesterdays chart presentation.
I have linked below the bio on Ms. Garner.
https:…
I bought the downdraft. After some good gains from the updraft I have lightened up my equity allocation moving the equity sell proceeds to the income side of my portfolio.
Back in March I was 20/40/40 and moved to a 15/40/45 which grew to about a …
Hi guys ... I have lived and still do live in interesting times in a neigborhood that is rich in history. Even though my family has owned one of the former Ervin homes since the 60's I grew up just one block away from another person that played a k…
I enjoyed Raymond James' perspective when Jeffrey Saut was the spokesperson. Now, for me, they just are not the same and I no longer read them since Jeffrey Saut has moved on and is longer with them. I sure do miss Mr. Saut. They should have kept…
Hi guys ... If we were to dedicate the Flag Day to those lost of COVID-19 why not also for those lost to The Pague of the 1920's. I am a member and cemetery sexton of an old Southern church that dates back to the Revolutionary War. In it's cemeter…