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Hi @ JohnN,
Thanks for posting the article which I enjoyed reading about the three strategies covered. Although, I had a good awarness of these strategies, as most readers of the board do, it was good to see them put into written words.
After all…
Thanks @ MJG for your comments.
Whether one agrees with my investment style or not ... I still wear a smile on my face much the same as I did years ago with my betting style and system that I employed many, many years ago when I visited the dog tra…
I am posting below my investment sleeve management system for readers that might not be familiar with it along with my current funds held as of 07/31/2015.
Sleeve Management System …
Hi @ MikeM,
I know you are looking at top line performance which would consists of both income and capital appreciation (total return) as a major factor to pick your choices.
One of the things that is paramount for me is income generation with now…
The Legend of the Lady Jeannette … Dual Congressional Metals of Honor B-17
http://community.seattletimes.nwsource.com/archive/?date=19940816&slug=1925512
Hi everyone,
I appreciate everyone's comments. Certaintly at times one strategy will lead another just as at times active will lead over passive and at other times passive will lead over active. I think one of the most important things, for any i…
Hi jlev,
For me that extra spread earned has justified my time and effort and from my perspective made it worth the effort. Just think in these terms 1.2% on a million dollar portfolio is an extra $12,000.00 a year. Over ten years this out size p…
Hi @ MileM,
Thanks for stopping by and sharing your thoughts and perspectives.
It is for sure being a former corporate credit manager who believes in spreading his risk among many over just a few there is no doubt in my mind that my investment sty…
Hi Catch 22,
The performance numbers that you are reporting come from etfs. The ones used in the study come form those he actually holds in his retirement plan plus he has held some cash along the way too. And two, it seems the etfs are perhaps m…
I wonder what is going to happen to our respective investment(s) valuation(s) should any one of these current characters (all parties) get elected to the office of President?
In other words, who do you think of all those that are running for the o…
It's true I got pinged in SGGDX ... but, I have had many, many winners through the years. A card player never wins every hand bet nor does an investor have gains in every investment ventured. At least, I had enough wit to know to close the positio…
Hi hank,
In my day, on the trap shooting circuit, I had some super piegon loads that would extend my range beyond the normal range trap load for a full choke trap gun up to about fifty yards or so. I remember busting a few trap birds back of fifty …
Here is my take ... and, for what it is worth.
The current event with both gold and oil comes down to supply vs. demand economics.
A few years back the miners geered up due to high demand and prices and borrowed to expand production to meet increa…
I have No Trespassing signs posted on my property designed keep the unwanted off my property. And, if one of these drowns was hovering over my fenced back yard I'd most likely put my skeet and trap shooting skills to use ... and, blow such from the…
My Morningstar Instant Xray monthly analysis indicates that cash levels have been increasing , within funds held inside my portfolio, since the first part of 2015. I can not speak to the whole universe of all mutual funds as a whole. However, some…
Hi Maurice,
I got stopped out of my gold position. It is not to say I will not reenter it sometime in the future. But for now it is history within my portfolio.
Old-Skeet
Eliminated my position in SGGDX today as it hit my stop loss yesterday with sale proceeds settling to cash.
I most likely will replace SGGDX with FMFAX to bring my materials sector holdings back up to a five percent target weighting within my portf…
Thanks davidrmoran I appeciate your presenting these for my review. Currently, if I were going to add a fund to my small/mid cap sleeve, in the growth area of my portfolio, I am not sure what my choice would be; and, I would probally just add to my…
I have been wanting to get back into NEFJX for sometime now as it has remained closed to new investors for a good number of years. It looks as though the A shares have 337 million in asstets while some other funds I have reviewed for possible purch…
Nice going Junkster ... and, thanks for sharing your thoughts.
I can see where Junkster is up 4.4% as claimed because he has booked profit from most of the positions he opened. One of the things that has helped me better my boggy, the Lipper Balan…
Hi again,
I continued my study this past evening on each sleeve within my portfolio.
Here are some interesting things that I discovered.
There were a few funds that did not out perform their standard. One of these was FRINX which is a hybrid typ…
Hi Guys,
Although I declined MikeM’s offer to participate in his study … his post did encourage me to take a quick look at my income sleeve and see how the respective funds held compared to their standard. I used Morningstar data for the noted tim…
MikeM,
Thanks for your response.
There are many things that I look at beside top line performance on my investments held . One of those is yield. And, yes I might get out performed vs. an index but I know my distribution yield out paces that o…
Hi @ heezsafe ...
Thank you for your question(s). And, to satisfy you, and others, that I have an awarness of the cost and fee structure I have choosen to respond to your question number one concerning expense ratio for the overall portfolio. I s…
Hi @ MikeM,
Each of us have to run with what works best for each one of us.
I have my portfolio as a whole benchmarked against the Lipper Balanced Index and overall have out performed it through utilization of my sleeve management system which I…
Not John … But, here is how I see it.
Many of the under and unemployed are now so very desperate that they will take anything once their benefits expire. After all, if they don’t have enough earned income the government will provide some form of a…
@ bee,
Anytime I observe money market moving from last place upward in the pecking order, I feel some caution is warranted. Should it yellow or green light ... My personal thinking and action would to give strong consideration to reduce equities t…
I wonder why BobC singled out Edward Jones about signing his fiduciary statement and did not have it apply to any brokerage or advisory firm who any investor might choose to deal with?
My thinking is that few would sign it, not only at Edward Jones…
@ hank,
I continue in building my position in SGGDX.
Will most likely buy a little more tomorrow.
Currently, only have a small position in SGGDX at about 0.5% of the overall portfolio. Looking to build out to about 1.5% to 2.0%.
Sometimes it t…
Folks might I suggest ... and, if you have the desire ...
Edward Jones has offices in most towns throughout the good old USA ... Why not visit one and meet with one of their advisors, face-to-face, to get the scoop first hand on their Advisor Sol…
While some have been selling their gold holdings old_skeet has been building a position in SGGDX while gold's price is back of $1250.00 an ounce; and, by my research this is below its all in cost to mine. Time will tell if building this position is…
Hi willmatt72,
Just a thought.
May I suggust that you do an Instant Xray on the funds that you plan to hold as well as those you choose to discard ... and, then Xray them as a whole to see how those you plan to keep fit together. I favor CCLAX ov…
Hi, @willmatt72,
Bonds are a part of my overall asset allocation and carry a weighting range of 20% to 40% within my portfolio with a neutral weighting being 30%. Currently, bonds make up about 20% of my portfolio; and, with this, I bubble at the …
Energy makes up about 8% of the S&P 500 Index. I am currently overweight the energy sector by about 1% as I write by holding a little better than 9% in the sector. At this time, I don't plan to add more. However, the fund mangers of the funds …
Hello,
Currently, I have the S&P 500 Index's price decline classified as a dip as we have yet to reach a five percent decline from it's recent high of about 2135. Should the Index reach the pullback range (2030's to the 1920's) then this will …
It would be interesting to know if there are any mutual funds that employ this type of buying strategy? And, if so, what they might be? I have three funds with high turnover ratios SPECX @ 147% , CCMAX @ 119% and AZNAX @ 114% that possibly might b…
