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.
Hello,
Thanks @carew38 for the question.
No, I was never charged an additional sales charge that I remember. This is not to say all my purchases were in bond funds which got moved to equities. The way I learned to do this was through a seasonal …
In respone to a cavalier post made by another.
Two of my lonest holdings (and now largest) since my teenage years (better than fifty) have been AMECX and FKINX. Looking back ... I'd invest in them again as since high school (mid 60's) my return ha…
Hello,
Since, I posted that Xray was not working early this morning ... Well, it is now back to the old format and things seemed to be fixed.
Thanks to those that made the short order "fix." Hopefully, it will last.
Skeet
Hi @Ted,
In answer to your question.
When something else comes along that has a better report than Xray I'll switch but for now I use it as a management tool for review and positioning along with some of their other reports as well. Kind'a neat t…
Hello,
An update.
This past Friday Old_Skeet's market barometer closed the week moving from a negative bias tilt to positive bias tilt with a reading of 153. The neutral reading on the barometer is 150. This reading change was primarily due to a…
Investment asset diverfication is one thing while manager risk is another. So, the real question might have been ... How many funds do you need to diverisy your manager risk within an asset category? My thinking is three per asset category you cho…
My current brokerage firm suggest that investors keep no more than five percent of their portfolio holdings in cash. Now, I just get a chuckle out of this because it suggest to me that they make more off of a more fully invested portfolio than they…
Hello,
No matter how well the withdrawal modeling system is unless an investor has reached critical mass their money is not going to last. For me, since I have reached critical mass for my lifestyle the taking of up to one half of the five year av…
Hi @willmatt72,
I don't think you are to late to the global infrastructure party ... but, just my thinking. Anyway, my fund (PGUAX) is not the lead fund within the sector but it is performing to standard. I'm going to continue to ride this train …
Hello,
An update.
I thought I'd post how my outlier funds, held in the specialty sleeve found in the growth area of my portfolio, that I referenced earlier in the thread (August, 2016) are performing year-to-date. Virtus Global Infrastructure (P…
Hi @Puddnhead,
I am happy for you ... and, welcome to the greyhead world. I have really enjoyed my retirement from the full time working world over the past three years. Although, I still put in a few hours from time-to-time at the office as I j…
I really like my equally weighted S&P 500 Index fund (VADAX) as it is cost effective for me to buy through Invesco's nav exchange and purchase program. When I choose to load equity ballast within my portfolio this is the fund I most often use. …
Hi @Tony,
Just a thought ... Perhaps since you are an end user of these type strategies you would be open to doing a weekly commentary concerning these technical indicators and overlays. I'm sure some of us old grey hairs on the board would find t…
Hi,
I most likely will add to my single state muni fund (FMTNX) when the US 10 Year reaches a yield of 2.5%, or thereabouts, with current yield at about 2.3%. Remember, generally bond prices fall as their yield rises. I hold this fund as part of …
Hi @Tony,
Thanks for posting Jill Mislinski's blurb on Moving Averages. I follow some of her other work as well but had not yet gotten around to viewing them.
I'm wondering if moving average strategies are something you use within your own portfo…
Hello,
An update.
Now that we have made it through June Old_Skeet is enjoying the summer and continues to expand my foot print in hybrid funds within my portfolio due to excess cash. Being in retirement I have looked for ways to participate in th…
Hi @Maurice, I'm thinking that Ms. Gaffney left Lommis Sayles because there was a good possibility that Elane Stokes and Matthew Eagan were higher in the pecking order to replace Mr. Fuss when he leaves. Recently, they brought on Brian Kennedy as …
Hi hank and others,
Something to think on ... Perhaps as the new thread gets opened the old one gets closed for continued comment. In this way, the old is there for reference; but, the discussion and comment continues into the new. So far, this h…
Now, I wonder ... Did the American Funds out perform (or under perform) over time? Seems, this person (the plaintiff) just might be trolling for a large settlement.
Hi @Puddnhead,
I have used the trifecta system in my portfolio for years since the mid 80's. Years back I bet the dogs and found my winnings were much greater at the track betting on three dogs to win, place or show over just betting one or two do…
I have used both Yahoo Finance and Morningstar. With the recent problems Yahoo has been having I am now using only Morningstar which of late has had some issues itself. Thanks @JoeD for the tip on Google, I'll set up one of my sleeves (that I am m…
Hi @PopTart and others,
In the past the thread ran for a monthly period and at times there were some good discussions in progress as the month came to an end . In opening a new thread it cut the discussion off so I thought I'd try running the thre…
Hello,
Again, the title of the post is "What Would You Do?" not "What Should I Do? With this I answered as to what I'd do if I had an extra 100k come my way. In no way did I feel I was giving advice for someone else to follow. Generally, my post…
When this was first posted by the Pud, I did not take it that he was seeking advice; but, if one (any one of us) had a 100k over the next six months where would they invest it. My answer has not changed. Since, I am currently invested within my as…
I wonder if this will go the way of big banks ... savings through size and efficency, etc. Then as Wells Faro (WFC) did through it's actions and practices (We Fleece Customers). I truly hope this is not allowed to go through. And, if I had to wai…
At current stock & bond market valuation along with the short time period it would be small ball for me so I'd go with a six month CD which can currently be found with annual yield paying around 1.25%. Now, if the market were to have a good pull…
Old_Skeet is blessed with a portfolio of 48 different funds split among four accounts and ten investment sleeves plus two cash management sleeves. Let's see, if I owned only eight I'd be two short in having a fund in every investment sleeve and tha…
Hi @JohnN,
I most always enjoy reading Dr. Madell's newsletter. I find it interesting if one were to add the stock, bond and cash allocations for all three portfolios and then average them; they average at cash 20%, bonds 30% and stocks 50%. Th…
Hi @hank,
Thanks for making comment.
Being a retail investor below are my thoughts on hybrid fund types.
Generally a hybrid fund is made up of some sort of mix of stocks, bonds and cash; but, it can also include some other type of assets as well.…
Hi @MikeW,
Although I have dialed my investment activity back a good bit during the summer I still visit the board from time-to-time and will ocassionaly post or make comment.
Not BobC but that is a good question you have asked of him and I'd be i…
