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.
@Ted,
Hi Ted, I think I'll let Mutual Fund Wire discover this themselves.
I am a gratis user and I don't want my link severed. It is one thing to point our short comings and then something else to have a bon'fire, so to speak, with these short co…
I called M* this morning at 312-424-4288 and made note to them about this on-going issue. In addition, I am linking a thread I started back in November about this issue for those that might be seeking reference to it.
http://www.mutualfundobserver…
I think I'll stay with the often used Rule of Twenty. When the TTM P/R Ratio plus inflation are combined if the total is below 20 then value can be said to be found in stocks; and, if the total is above 20 then stocks are said to be overvalued. I …
The real estate fund that I own FRINX usually performs better than it’s category average during market declines. On a TTM basis it has a yield of about 4.5% and has placed in the top 20% within its category for the past thirty days.
I have provide…
Hi Junkster,
I thought about changing out one of my funds within my income sleeve for a bank loan fund but decided against it as I felt these funds were selling for a good premium. And, with the looks of things they could become even more pricey. …
Hey Ted,
Thanks for posting.
In reading this piece, I see where Edward Jones is coming out with two small/mid cap funds. One that leans towards value and one that leans towards growth. I am thinking that these Bridgebuilder funds are only offer…
Hi John,
I enjoyed reading Hasenstab's take. I use to own his fund but sold the position out a few years back and chose to keep PGBAX over it.
Old_Skeet
I have found the sleeve system a neat and good way to organize my holdings by assigning them to an area and then on into a sleeve. It has worked well for me over the past years; and, I am sure it will grow in use as more and more investors look for…
Hi John,
I generaly always enjoy reading what Liz has to say.
"Price does't mater until it does." LOL
Ever since I was a teenager and learned the value of a dollar ... price has mattered a lot to me.
I'll bet old Liz is a shrewd buyer and no pu…
Hi Charles,
Just tune into the nightly news on most any network as there seems to be a good bit of talk about global flare-ups. And, if some cases acts of war. One thing, that I have noticed through the years is that the markets do much better du…
Always nice to have a little cash around as we live in interesting times. I hope this does not come to be ... but, lets consider if one country would take military action against another ... well, the markets are going to pull back and with this fr…
I have a sleeve (hybrid income) within my portfolio that holds mostly conserative allocation funds and account for just short of 20% of the overall portfolio. The funds held within this sleeve are AZNAX, FKINX, ISFAX, CAPAX, PGBAX, & PASAX.
I …
Hi Crash,
Somehow I missed your post until now. In Yahoo if you will input the numer of shares owned along with the needed purchase details then you can click on the performance tab and it will do the math for you.
Old_Skeet
Hi Maurice,
Thanks for stopping by.
There is no doubt in my mind that the S&P 500 Index is overvalued and overbought. But, currently it is the best house in the neighborhood and with that it now draws a premium price. It will not always b…
Hi Junkster,
Thanks for stopping buy.
I for one enjoy reading about what you got cooking, so to speak ... and, what your thoughts are. In addition, I enjoyed reading your book "How I Trade for a Living." Your post have been very insightful; and,…
Hi Tampabay,
Thanks for stopping by.
I too have bought since the first of the year mostly though in the energy and materials sectors that currently are out of favor and I also bought some foreign stuff as well. There are only a few sectors within…
Hi JJM58,
Thanks for your comments.
I too am looking for a decline in the three to five percent range from its recent 52 week high of about 2115. However, I am not sure when this will come to pass but my thinking is by early summer. That would p…
Hi John Chisum,
I do much the same thing. If I have a fund that has faltered within its sleeve then I have a watch list of funds that I can pull a replacement for it from. In addition, if I choose to add a fund to a sleeve to increase the sleeve'…
Hi Junkster,
Yes, I have been watching the utility sector because it a one of the minor sectors of the S&P 500 Index and one that I try to keep at least a five percent position in within my overall portfolio. Within the past five years I have …
Hi Flack,
I am probably an isolated case in where carrying this many funds works reasonably well. Some folks might buy a fund based upon a whim … I buy a fund for a specific reason and purpose; and, it must fit well within the sleeve where I plan …
Well ... hi again, Ted,
Seems the many post about how many funds to own might have given them something to write about. Ever wonder how many from the press vist the MFO board and pick up on ideas? It would be nice if there were away to find out.…
Hi Scott and others,
Since the first of the year I have nibbled around the edges in a few things. They are emerging markets, Europe, metals, miners, commodities, materials and energy. And, I recently opened a new position in an international smal…
Hi Tampabay,
Thanks for your comment.
The policy in the family for years has been if you catch, trap or shoot wild game ... you have to fix and eat it. Its one of the reasons I did not shoot any squirrels yesterday. I simply was not in the mood …
Hi Ted,
I think the saying goes more like ... If you can't hunt with the big dogs stay on the porch! This is one of the favorite slang sayings with southern hunters and can cover many meanings. However, for old_skeet, I got a prime beagle that lo…
Hi Ted,
I looked into QQQ through doing a Morningstar Instant Xray analysis. While it indeed does hold a lot of technology (56%) it also holds a lot of other sectors and carries a large growth classification.
From review of this it seems you like…
Hi, bee ... Indeed a good find.
It seems I catch a lot of heat, at times, for my style of investing.
What should be added though, and what a not of lot is written on, is when is the best time to buy? My thinking is when good long term holding t…
Hi bee,
Yes, I have thought of it.
No doubt, for some the etf route might be the better route while for others the mutual fund route might be the best. However, I still favor mutual funds as a good number of them can be purchased, by me, at nav…
Hi Davidrmoran and heezsafe,
Thank you stopping by.
I’ll try to answer each of you through the below comment.
Although, I did nothing myself to reduce energy holdings I thought it was interesting just how much my portfolio lost percentage wise …
Hi bee,
It is true four are actively managed AGTHX, BWLAX, HWAAX & SPECX while two are index type funds IACLX (S&P 100 Equal Weight) & VADAX (S&P 500 Equal Weight). With this there indeed could be some drift. Using Xray does indee…
Hi Mark,
I thought that your question was what was the Large/Mid Cap Sleeve benchmarked against? My answer was and still is the S&P 500 Index for you see the sleeve Xrays out from a style orientation at 38% LCG, 22% LVB, 18% LCV, 7% MCG, 6% MC…
Hi Ted,
For me the piece just covers the minimum funds needed for adequate coverage. If one wanted to branch out and hold convertibles then that adds another, and then if they want to hold a tax free muni then that adds another ... so-on and so-fo…
Hi Mark,
The Large/Mid Cap Sleeve in the Growth Area uses the S&P 500 (SPY) as its benchmark.
Year-to-date the Index trails and has returned 2.77% while the sleeve has returned 3.87%. For 2014 the Index bettered the sleeve 13.46% to 11.82% whi…
I finally was able to get in ...
They must have been doing some updates?
However, I am still experiencing issues with moving from portfolio to portfolio and from diferent views. Needless to say it is not working to my expectations.
Old_Skeet
