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 @hank,
While I have the market, as measured by the S&P 500 Index, up about 1.45% my portfolio is only up by 0.3% from the 11/7 market close (2132) vs. the 11/9 market close (2163). This is in part due to my sector allocations, my sizeable c…
Hello,
Infrastructure is one of the themes found in the speciality sleeve of my portfolio. I have used TOLLX in the past but have switched over to PGUAX, about a year ago, which offers a better yield with good ytd returns of 13.1% as of 10/28/2016…
Since, my November 1st comment I've done some more buying in equities. At last report I was at 49% equity up from 45%. I am now at about 51% range; and, with today's market gains I wish I'd bought more. I'll see how things go once the election is…
For those that might find an interest in Principal Small Mid Cap Dividend Income Fund ...
PMDAX is my largest fund owned within my small/mid cap sleeve and has performed very well, for me, since I have owned it with an average annual return rate of…
Hi @DavidV,
Thanks for the question.
I use Morningstar's portfolio Instant Xray Analysis to review my overall allocation for my portfolio. To spot changes I compare the most current report run to previous Xray analysis reports noting difference…
Hello,
First, I'd like to thank slick for opening this thread. Let's all keep it going.
Second, I am invested within the ranges allowed for within my portfolio's asset allocation. Currently, I am about 23% cash, 24% income, 32% domestic stocks, …
And, @Ted,
I should have mentioned ... Thanks for the many reads that you put up that were indeed informative and beneficial to me. Sorry, I made no comment on them at the time.
Skeet
@Ted,
Yep, I now know ...
Perhaps, this one will stay up for a while now that it has received a couple of comments.
Interesting, that it got sent to the bullpen as this newsletter addressed active vs. passive in a light that offered a different…
Ron Rowland has started coverage of factor positioning in his weekly newsletter.
A link to the newsletter is below for those interested in reading more on factor investing.
http://investwithanedge.com/newsletter-archives/102616-introducing-the-fac…
I posted this same newsletter a couple days back and just discovered it got moved to the bullpen after 80 viewings.
See below limk.
http://www.mutualfundobserver.com/discuss/discussion/29955/mutual-fund-etf-research-newsletter-november-2016-editio…
Hi @Catch22,
Good morning,
Sounds to me you are fully invested holding such little cash. For me, I am 23% cash, 32% domestic stocks, 17% foreign stocks, 24% bonds and 4% other according to my most recent Instant Xray.
I'm holding some cash ... b…
In response to BobC's above question.
Below is my best guess, thoughts and comments.
Not speaking for American Funds but from the perspective of one of their mutual fund investors I am thinking it would be very difficult, if not impossible, for …
I'm thinking ... They are offering their funds to a wide spectrum of investors and have the many share classes that they have to "sidestep" getting in trouble with their regulators where only a few share classes will not work, as they see it, in the…
HI @MJG and others,
My method is very simple, I take to cash reserves up to 1% of my portfolio's quarters ending value not counting its cash position since cash currently offers little return. When I was receiving an annual yield in the four to fi…
I'll take it ... although with the "true" cost of living for me and my wife this forth coming COLA adjustment falls well short of our "true" cost of living over the past twelve months just for the basics alone; and, not saying it covers the cost inc…
I can not write about Michigan ... but, I sure can about what I have done with my Medicare Advantage PPO coverage in North Carolina.
I curently have a Medicare Advantage PPO through Blue Cross Blue Shield of NC. During the year BCBS of NC has been…
Below are my thoughts on the Wells Fargo issue.
This Wells Fargo issue is an example of massive corporate corruption at its finest. To think, all those underlings (5300) who were for the most part and most likely good citizens in their respective …
Hi @hank and @Derf,
Thanks for making comment on the number 47 as indeed as it turns out to be a most interesting number and when divided into 100 provides the quotient of 2.12765.
The number 47 is said to be contained in Biblical Law.
Something …
My comment has to do more with accommdating the retail investor more than big money investors and with this I'm thinking that the long term retail investor should be able to withdraw money from most any fund, at their will, without penalty once a ho…
@LLJB,
In the top right hand corner of the new link page to M* there should be a link that will take you to the old version. I clicked on the old version link and everything works ok for me in the old format. You might wish to overwrite or again …
Hello,
After reading the comments made by others I revisited the site through my old established link which currently takes me to the new version and to portfolio manager where I keep getting an offer for me to upgrade to premium while being only a…
Hi @Charles,
Let's look at the other side of the coin (so-to-speak).
I am an AF shareholder that paid the "one time sales load" many years back before there were a good selection of no load funds. As I understand these no load (F1) shares are for…
@hank,
This is through their U-verse package ... here is the 800# ... 877-403-2042 ... don't forget to ask for their specials. While this is available to me in Charlotte, NC ... it is not in Murrells Inlet, SC. You will just have to call to find …
Hi @Junkster and others,
Thanks for making comment following my post.
It is interesting that you have selected bank loan/floating rate/leveraged loan area to make a position in. This is the number one performing area within my income sleeve; an…
My recent worst performing sectors, for the past 30 days, within my portfolio were utilities, real estate, telecom apparently due to anticipated rising interest rates and account for 23% of my equity allocation. However, their decline was more than…
Not certain on this but I am thinking, and I believe, the F1 shares are only available in brokerage wrap accounts where investors pay a certain percentage (wrap fee) to the brokerage house based on the value of invested assets held within the accoun…
Hi @DanHardy,
Thanks for making comment which I feel needs a response since it ask a question.
I am sure this information is know by others more so by big money and perhaps not so much by the small retail investor. My post was intended to share i…
Hi @hank,
Currently, I am at my residence in Charlotte, NC. A neighbor in Murrells Inlet, SC secured my proerty along with his before he and his faimly headed to Charlotte today to spend some time with us and to wait out the storm. We made it thr…
When I load equities thru spiffs (special investment positions) I usually use an equal weighted S&P 500 Index fund over the cap weighted one. I like the quarterly rebalance feature the fund that I use most often utilizes. In addition, the equ…
Hi @Mark,
Thanks for posting. I thought the reading was good; but, a little long at sixty six pages for one sitting. In time, I just might spring for a copy of the book if I can locate one.
Skeet
A few comments.
First, I like rforno liked the old format better; but, since the content is great I'll adjust to the new.
Second, I found Charles' Balcony of interest this month. If I was just starting out as a retail investor and was going to ha…
Hi @JohnN,
Good morning ...
Thanks for posting the newsletter. I believe your post will draw more readers and followers if you write a little blurb or recap about what a reader might find in your link.
In this months edition, Dr. Madell covers o…
Not with Wells Fargo ... and, will never be nor Bank of America. I now do my banking business with two of my state's home grown banks BB&T out of Wlison, NC and Home Trust Bank out of Asheville, NC. These big National Banks that are too big to…
