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.
One of the contributing factors for the slow growth economy, from my perspective, is the Affordable Care Act. Money, for many, that was spent for goods and services is now spent on health care premiums.
In addition, some full time positions were e…
Hi @JoJo26,
Thanks for reading my post and making comment.
In response ... I'm thinking it is not investor sentiment that the small retail investors knows (like myself) ... It's big money pushing the markets.
Hi @Sven,
In response ... I think …
Hi @johnN,
Thanks for posting Dr. Madell's monthly newsletter. I always enjoy reading Dr. Madell's perspectives. In this month's newsletter ... Dr. Madell covers active management vs. passive (the market).
Below is an interesting quote from the …
I strive to maintain at least a five percent weighting in the minority sectors (materials, real estate, communication services and utilities) and at least a nine percent weighting in the majority sectors (consumer cyclical, financial services, energ…
My choice for a reit income fund and one that I own, is FRINX, Fidelity Advisor Real Estate Income. It is a hybrid fund that contains a mix of stocks (mostly small & mid caps), bonds, preferreds and possibly some convertibles. There are a good…
Hi @willmatt72,
In response to your above statement.
Income is generally taxable by the Federal, most States and some local governments?
If you are retired as I am; I am looking for ways to generate a diversified income stream from many sources a…
Hi @Willmatt72,
Yes, I use hybrid (multi-asset) income funds within my portfolio plus I have a couple of other sleeves that contain hybrid type funds as well.
In my income area I have two sleeves, one a fixed income sleeve and the other is a hybri…
Hi @Ted,
Thanks for posting these daily blurbs. I enjoy reading them form time-to-time along with their spin.
Under reading the above US take ... it seems to me ... if stocks were to return to their winning ways then their rolling twelve month ea…
Hi @FundStudent,
Thanks for the question.
Although I have been buying during pullbacks I have been adding to certain existing positions in the growth and income area and when it is time to trim my allocation to equities (rebalance) I have been tri…
Under the topic of: "Buying, Selling & Pondering" here is what I have been doing along with my thinking.
At these richly priced stock valuations I'm thinking of selling down more of my equities as they advance upward to new 52 week highs. This…
Hi @Junkster,
If I was as good as you are at picking the movement of certain asset classes that trend to have good upward market movement and potential I'd probally be more of a trader as you are. However, the way I've made good money is to put mo…
Hi @davidmoran,
I have owned both FDSAX and SVAAX for better than ten years. They were both suggested to me for purchase by my late father's broker who has now retired.
Old_Skeet
Hi @Junkster and others,
Thank you for your inquiry. I have no problem in answering your question as to why I started breaking down my performance reporting.
In reading the post of others, I discovered that some were posting investment returns on…
Hi @Charles,
Thanks for posting how SPY & AGG has performed and split 50/50 would have performed with a return of about 5.75%. This is something that I monitor but in mutual fund form and not in etf form.
My mutual fund 50/50 portfolio that I…
Hi @MFS,
Not to keep lingering of the subject; but, it seems while it is increasing its position in stocks funds, it is decreasing its position in bond funds, unless it has an ample cash position to absorb its trading activity. However, from readi…
Hi @Ted,
Thanks for posting this article.
I most always enjoy reading about a fund(s) that I own. This article is no exception. The two largest of six positions that I hold in my domestic equity sleeve found in the growth & income area of …
Hi again @MFS,
In reference to CTFAX ...
It appears from review of addition fund literature titled "Adjusting to Changing Markets" under sub heading "Rebalancing" ...
On 1/1/16 with S&P 500 level 1990 the fund held 30% stocks and 70% bonds.
…
Hi @msf,
Thank you for making comment about a fund that I made mention of and that is CTFAX. I realize that the fund is not for everyone. No doubt, you must be one of those investors that does not favor the fund. I got to tell you, though, it is…
Hello fellow MFO members,
I am , and have been, an investor in the capital markets for a good number of years now (better than forty). Through this time I have seen many periods of time when the market moved side ways (within certain trading range…
Hi @FundStudent,
Neither did Old_Skeet get sucked in either.
Being a retail investor, and not a trader, by my valuation matrix indicates stocks, in general, are still to expensive as of Friday market close for the S&P 500 Index (2037) for me…
If those premium members that are paying to receive certain information; and, are not getting what the have paid for ... Why not ask for a refund?
If they got 500 calls in a single day wanting a refund then I'd think this would get their attention.
Hi @Crash,
I have in the past experienced problems with both Instant Xray and Portfolio Mananger. Currently, for me, Portfolio Manager seems to be working ok but Instant Xray is not. Perhaps, when enough paying users, like yourself, cancel then i…
Perhaps if more trades get routed through IEX that will leave the high frequency gang to trade among themselves (spoof each other). It will be interesting to see what kind of volume this new exchange generates. I am thinking that it will grow volu…
Hi @johnN,
I enjoy reading Dr. Madell's monthly newsletter and this month was no exception.
This month I averaged all the model portfolio's recommened asset allocations for cash, bonds and stocks. With this, for his three models, stocks averaged …
I have used this strategy for a good number of years with good success and it is a strategy I learned from my late father many years ago. I guess all strategies have their critics by those that fail to scout the route and fully understand them. Fo…
Hi @ Crash,
Seems as though you have "doubled down" in real estate? Your position (12.5%) computes to better than five times what the Index currently holds (2.4%) and doubles what I hold. I wonder what your weightings are in each of the other min…
According to a recent Morningstar Instant Xray analysis (6/3) my portfolio holds about 6.1% in real estate while the 500 Index hold about 2.4%. This is about 2.5 times what the Index holds so, with this, I plan to do nothing as some of my funds mig…
Thanks, @MFS & @Maurice, for your comments.
Not planning on acting on this in the next month or two ... but, I will most likely start to review this in more detail sometime during the 4th quarter of 2016. It is my understanding that new DOL r…
@SlowLane & @Junkster
Those are great year-to-date returns.
Thanks for posting what you are doing.
And, most of all I sincerely do enjoy reading about the success of others.
Old_Skeet
I sold and reduced my allocation to equities during the first part of May. According to my valuation matrix stocks are both currently overvalued and overbought by my perspective. In checking one of my reference sources (WSJ) stocks (S&P 500 In…
I know, at times, in my life it would have pressed me to have to come up with a $1,000.00 to cover an unexpected expense. Thank goodness I had a father I could turn to if finances got tight for me. Now, I am the father and I have to be prepared to…
Hi @Junkster,
Thanks for your comment.
In looking at SAMBX and EVFAX they have both offered good recent upside and better returns than my current bank loan fund GIFAX. And, as a trader I can understand why you selected them. But, over the past…
@Old_Joe,
I have been thinking of rolling out of one of the six funds in my domestic equity sleeve found in the growth & income area of my portfolio and replacing it with TWEIX. Although it has performed well, of late in downdrafts, it's yield…
I think, what he means in "I am going for it ..." The door!
But, not me. I am staying with my asset allocation ranges. I'll have ample cash to raise my equity allocation from its low range of 45% towards its high range of 55% when I feel warran…
Over the past few days, I have been thinking over some of the comments made by some posters.
Thought 1) Let's say an invstor was passively invested 100% in equities in the S&P 500 Index (SPY). What would their year-to-date returns be? I compu…
