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 Ted,
Ever wonder how I got fifty two funds to fit into the max of fifty entry spaces in the basic Xray analysis tool?
So it would not surprise me if they don't cut the number of funds allowed in their basic Portfolio Manager system.
Again, I a…
Hi Mark,
Thanks for the questions.
Q 1) Yes (taxable & self directed ira accounts)
Q 2) Although it was posted in the front part of this thread ... I have provided it again below.
Here is a brief description of my sleeve system which I orga…
Hi Catch 22,
Thanks for your comment. I too, look often to see what a 50% bond/50% stock portfolio does.
After all, by best friend attempts to take only two fund (a bond fund and a stock fund) portfolio and tweak its allocation and better me. Bu…
Hi Derf,
Thanks for the question.
From my perspective it takes the lot to make the whole. Lets take a six fund sleeve and in this case my large/mid cap sleeve in the growth area of the portfolio. In this sleeve I subscribe to the five percent mi…
Hi Ted,
So your thought is an all stock etf (SPY) is a good comparison against a hybrid styled portfolio consisting of many category type funds?
Old_Skeet
Hi Tampabay,
Not intended to spark debate.
Maybe you are not doing enough to keep the "old" mind sharp? Perhaps, there are things that are not yet known that might be factors. After all, as I recall, you seem to enjoy, from time-to-time, large q…
Hi JohnChisum,
Thanks for stepping forward with your comment.
You are correct in your assumption that I Xray each sleeve to see how it is formulated and make changes within a sleeve, or sleeves, as I feel warranted.
Recently, I added another fund…
Hi JohnChisum:
I think that indeed could be part of it. For the past couple of years I have kept my bond funds within my own portfolio in funds that were either short duration or ones that leaned that way. One can easily see, at times, extended m…
Hi Ted,
Thanks for you comment.
When I consider the number of accounts (five) that hold all these assets I think it is a neat and clever way to manage. Anyway, I have no desire to make changes at this time. The performance results on the overall…
Hi Slick,
I general read and follow your post because I enjoy learning what your thinking and perspectives are. I see things a little different than you; but, I also know we each have different goals and perspectives. I like for my portfolio to g…
Hi Ted,
At your suggestion I did a little work and added fund number fifty three. The fund is AJVAX and is a foreign small/mid cap fund which was added to my small/mid cap sleeve in the growth area of the portfolio. I have edited my holdings and …
I added fund number fifty three; and, it is held in my small/mid cap sleeve in the growth area of the portfolio. The fund is AJVAX which is a foreign small/mid cap fund. Interestingly, it has a yield of about 2.8% and a Forward P/E Ratio of 11.
…
Hi bee,
When you say ... "I am trying to peal off the quarterly differential between PONDX and PSHDX." ... And, "... moving the difference out of PONDX and into PSHDX."
I might have missed something ... but, how is the rebalancing, of sorts, helpi…
Hi all,
Seems my below comment will fit well in several threads.
This is how I played the low yield cash environment.
I closed out my money market and CD's years back after the yield's of each went next to nothing; and, I took up positions in a …
Hi all,
This is how I played the low yield cash environment.
I closed out my money market and CD's years back after the yield's of each went next to nothing; and, I took up positions in a few short term bond funds with some of this money which is …
Hi Bitzer,
Under another post of mine, you asked how my funds were performing with respect to their benchmark? Within this post I have listed my funds owned. It is easy to pull their respective Morningstar report and one can easily see how they h…
Hi Ted,
Thanks for stopping by.
I had to turn to Google to find out who Arch Crawford was. For those interested I have provided a link to his site. It is interesting that our apperance favors along with our voice and speach pattern ... but, I ha…
Hi Ted,
Here Is It Is ... (was).
The Mutual funds held along with cost basis and their respective performance data was removed on Feburary 18; however, the performance data remains for the portfolio as a whole plus I added a blurb about my sleeve…
Hi Ted,
When you make a call like this ... show and tell ... you will have to provide the same information sought. Please, show your details first; and, then I'll post mine as reported by Morningstar portfolio.
Old_Skeet
For those that have chosen, as I have, to run with a good number of funds, for me it is fifty two, you might enjoy reading about FMD Capital's sleeve system.
I have linked it below for your reading enjoyment.
http://fmdcapital.com/wp/wp-content/up…
Hi folks,
While these assets (gold, precious metals, plus commodities) are currently out of favor I recently opened positions in them and plan to grow the positions over time. I am up in my gold fund and down in my commodity fund as I write. When…
This was a great fund before MainStay bought it and one that I owned. A fund such as this needs to be nimble where it can reposition to the current ever changing investment macro themes in short order. MainStay grew the fund to such a large size t…
Even though Mr. Williams made a big mistake in this false report about himself perhaps that is the way of life these days. Ever wonder how many times false reports get reported in the news never to be corrected? At least this came to the surface a…
Hi Tampabay,
Thanks for the reply. I am not sure if you looked at Doug Short's link. If so ... Did you notice that December 2014 TTM earnings for the S&P 500 Index were reported at $104.50 while January's 2015 TTM earnings came in at $104.01?…
Hi hank,
I too am overweight in energy and materials. Interestingly, they have been the better performers over the past week along with financials.
http://www.sectorspdr.com/sectorspdr/tools/sector-tracker
Old_Skeet
Hi Tampabay, Ted, JohnChisum and others,
If you are of the camp that domestic equities are cheap you might wish to visit the links that I have provided below.
The first one is Morningstar’s Market Valuation Graph. It is showing that stocks in gen…
I am with the Buffett camp on holding Treasuries ... I think, he also went on the say, something to the effect, he was not interested in a 10 year much less a 10 day.
Recently, I have reduced my target allocation to fixed income form 25% to 20% wit…
Hi Ted,
I share your concern about current market valuations. When I look around the investment landscape there is very little I am finding, of good value, for new investment opportunity.
Areas that come to me are Europe, energy, materials, commo…
Hi Catch 22,
Thanks for your interest and inquiry about my post.
In recently review of my many hybrid funds through Instant Xray I have noticed that many of these funds have reduced their allocation to fixed income assets and have raised their all…
Good afternoon,
I don't know how low yields will go ... but, they are now low enough for me to start to make some changes within my portfolio's overall asset allocation. Some of my past favorite fixed income investments are now becoming suspect.
…
Good afternoon,
I don't know how low yields will go ... but, they are now low enough for me to start to make some changes within my portfolio's overall asset allocation.
I have now lowered my allocation to fixed income within my portfolio form 25%…
Hi Ted,
Sometimes the second and third moves on the old checker board better determine the outcome over the opening move although it is important to control the center of the board ...
Welcome to the defensive side of the board.
With utilites, h…
As part of my investment planning I have a buy list on hand just in case a good dip (up to five percent decline) in the market becomes a pullback (a decline form five to ten percent). This would put the S&P 500 Index around 1990 for me to give …
Hi all,
As part of my investment planning I have a buy list on hand just in case a good dip (up to five percent decline) in the market becomes a pullback (a decline form five to ten percent). This would put the S&P 500 Index around 1990 for me…
Hello,
Morningstary's Instant Xray tool is something that I use at least once per quarter to review my portfolio. In addition, I use it to analize each one of my funds form time to time plus those that I have under review for purchase.
As far as …
I have always felt it was unjust to tax social security benefits. So why give those with a ROTH IRA a free pass on taxation from the growth of principal? It just does not seem fair does it? I look for ROTH IRA's to get taxed somewhere in the futu…
