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.
Hi @MikeW,
Currently, foreign stocks make up about a third of my total stock allocation. This exposure is gained mostly through three global sleeves found in my portfolio plus a specialty/theme sleeve. For me to load foreign securities I would be…
Hi @MikeW,
Thanks for the question.
I am currently overweight equities based upon the current barometer reading. This is due to a fall seasonal investment stratey but even with this I am still well within my allowable asset allocation range for e…
Hi @SandraWisdom,
Thank you for your question.
The barometer is comprised of input readings form five indicators plus a sixth if necessary. They are the the number of stocks trading above/below the Index's 200 day moving average, a blended P/E Ra…
Hi @Art,
One fund that comes to my mind and that I have owned in the past is Hotchkis & Wiley Value Opportunities A (HWAAX). This fund is mostly an all cap fund and from an Instant Xray review it consists of 63% large caps, 20% mid caps and 17…
I guess, our linkster will just have to work harder in pursuit of articles where the links are easily readable without subscription. Recently, some reference sites that I use to be able to access (as recent as this past December) are now subscripti…
Hi @VintageFreak,
I am sorry to learn of your difficulties in your attempt to purchase F sares. I am going to reference the link to American Funds I recently posted above.
https://www.americanfunds.com/individual/investments/share-class-informati…
Hi @jstr,
Thanks for the comment about this seasonal trend ... interesting indeed.
And, most importantly ... its history seems to work and you report good success with it.
Looks like I might just add this to my list of opportunity for a spiff.
T…
Hi @Derf,
Thanks for stopping by ... and, although I don't have thoughts on the subject question ... The Wall Street Rant does. I have linked his thoughts below.
http://www.wallstreetrant.com/2016/12/why-do-unified-republican-governments.html
Th…
@WallStreetRanter,
Thanks for commenting.
I looked up the ticker symbol for Bridge Builder Small/Mid Cap Value (BBVSX) and have linked its Morningstar report for those that would like to take a look. Indeed it has a good number of managers (19 li…
Not an accountant ... but, my experience has been.
In doing a nav exchange in a taxable account from one fund to another is a taxable event if there are realized gains. And, for losses they can be deducted.
@JohnChisum,
Thanks for making a comment on AZNAX. Morningstar list its yield at 3.6%. However, the funds distribution goes beyond return of yield as it includes at times capital gains both long and short term plus principal when necessary to mee…
Linked below is an interesting article (January 30, 2017) by Kiplinger on American Funds F1 shares and where they can currently be purchased without a sales charge. The article does not state wheather there is a wrap fee on the account that would h…
Hi @FundStudent,
This is a high distribution fund.
I owned this fund, AZNAX, for a good period of time, in the past, and as long as it could make its distribution of about $1.00 per share per year(8.25 cents per month) I kept it. But, being that …
Hello and @BobC,
I have got to agree with you on Class-C shares. While some buy these (or are sold Class C shares) they are indeed not for me! At one time, a broker that was after my business pitching Class-C shares ... and, I never (ever) went b…
From review of the chart ...
Interesting ... Seems a lot of Edward Jones advisors must be pushing their firms Bridge Builder Small/Mid Cap Value Fund through selling their firms Advisor Solutions Program.
Seems, Jones is on the move towards manage…
Hi @TSP_Transfer,
Thanks for stopping by and making comment.
I have been looking at restoring my CD ladder ... However, the three percent nine year CD you have presented is going to far out for me. I am looking to do a six month, 1 year, 18 month…
Hi @Zoneblitz,
Thanks for stopping by and making comment.
Nice portfolio of income funds including both hybrid and fixed plus (when added) some equity income.
Skeet
Hello,
For those interested, linked below is information on American Funds different share classes.
https://www.americanfunds.com/individual/investments/share-class-information/share-class-pricing.html
Click on the F shares to view the different …
Hi @Dave,
Thanks for stopping by and making comment. I have linked below the Morningstar Fund Reports (for easy access) for the subject funds so readers can learn more about these funds through review of the reports.
http://www.morningstar.com/fu…
Hey American Funds - first timer ... (aka @VintageFreak),
Better take a closer look at those F shares ... I'm thinking most F shares are C share converts and the only way to come by them is to first buy C shares and over time (10 years) let them co…
Yep, back in January and first part of February 2016 the markets were in a downdraft so to speak. Glad, I put a few extra coins to work during this time.
Skeet
I lived and worked in Atalanta during the mid 80's.
And, the saying around "town" was "Go Braves ... and Take The Falcons With You!"
One day while at Cumberland Mall (shopping) I put two Braves tickets under my driver side windshiled wiper blade…
Hi VF,
I feel, you are a pretty skilled investor to present such a question to the board. My comments are not ment to be investment advice ... etc.
I have owned American Funds for many years, since the late 50's early 60's; and, I currently own t…
Thanks @Ted,
A good etf indeed. However, since I already owned FDSAX which incorporates the Dogs of the Dow into its holdings so I passed on this etf a few years back. SDOG is indeed a good strategy fund.
I have linked the Morningstar report on …
Hi @Junkster,
I have always found it interesting and informative to read your comments and value your perspectives.
I guess, a little of Junkster has rubbed off on me because my broker currently thinks I've got too much aggressive income within my…
Hi @Art,
Thanks for stopping by and making comment.
I took a look at BUFHX and have linked it's Morningstar report below for others to view.
http://www.morningstar.com/funds/XNAS/BUFHX/quote.html
Indeed, it does have all three (high yield, bank …
Hi @MikeM and others,
Thanks for making comment. And, now back to you.
I did not take the message spoken by my broker as a threat in any way. Although, I have had only three brokers in my lifetime starting with my dad's broker when I first began…
I enjoyed reading the thoughts of Ms. Kimberly Scott who is lead manager of WMGAX and co-manager of IVOAX. The sectors that she believes will out perform are technology, financials, energy and industrials. In checking my porfolio's Instant Xray an…
Nice reading for those looing for a good dividend growth fund. Although, I don't own this fund it is one I have maintained on my short list in case one of my current funds, within my domestic equity sleeve, would falter.
I have linked it's Morning…
Ring the bell!
Glad the President has put a squelch on this as my broker said that they would have to charge more becoming a fiduciary; however, older exisitng accounts would be grandfathered with no new money being allowed. This is fine with me, …
Hi @bee,
Thanks for stopping by and making comment.
I remember, when I first started posting, years back, at the fund alarm site there were some that were not the most cordial. You being the person that you are, along with being a former school…
Good morning @JohnChisum and others,
John, thanks for stopping by and making comment.
I started this as a daily post because of Ted's absence due to declining health. Hopefully, @Ted will be back and take over the morning slot again along with th…
Well guys,
Here is flip side of my record.
I'm thinking, the father of indexing Jack Bogle belongs on this list as much as anybody.
Had indexing been readily available when I first started investing back in the late fifty's early sixty's perhaps …
Hello,
Here is one of Ted's sources ... US News ... High Yield Bond Funds
http://money.usnews.com/funds/mutual-funds/rankings/high-yield-bond
For me, I am looking at convertibles.
Skeet
I am more of a stock guy than bond fella; and, although I do have a good diverse bond side within my portfolio I understand stocks better. With stocks now being a little overvalued, by my market barometer, this perhaps leave bonds a little underval…
