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.
What I have done is to do an Instant Xray analysis on my portfolio to see how much energy I currently own. My findings was that I am currently overweight energy by better than two percent when compared to the S&P 500 Index so I am doing nothing…
Hi Catch22, Junkster and others:
Indeed currency exchange rates will have some effect on foreign and European returns here, states side, as a strong dollar will be a headwind. I am still with my thoughts to overweight Europe, Diversified Emerging …
Hi Junkster,
Thanks for posting your take on your asset class of choice for 2015.
My "Big Three" themes that I am concentrating on and increasing my current positions in are in Europe, Emerging Markets and Commodities along with their producers. …
Hi Junkster,
Thanks for your comments.
Although, I have dabbled in them over the past ten years, or so, and currently have a small commodity position within my portfolio I agree that, in general, through the years stocks have out performed commo…
Hello,
The Great Owl funds will not view well for me either as it ... wants to open and then close, opens and then close, opens and then close ... and, this keeps repearing.
I wonder what gives?
I use Windows Vista.
Old_Skeet
Hi all,
Now that gold is around, and back of, the $1,250 range I have been buying SGDDX through a position cost average approach. Thus far, I am up while building the poition. Currently, the fund is off its 52 week high by about 20%.
Old_Skeet
Well ...
Today is Tuesday 01/06/2015 about 6:30 AM EST and it seems Morningstar is still having concerns with its portfolio manager system as my portfolio has yet to update as it still reflects Friday January 2nd market closing prices.
For those t…
Agreed John.
The first week will indeed be telling ... Will the decline continue? If so, I'll continue to look at formulating my buy list as greater value will be coming into the markets with a price decline. And, should it turn upward and reac…
I thought I'd bring Scott's thread back towards the front as indeed this is one of the better ongoing threads for it allows for us to express our own independent thinking. Over the weekend, my posture has not changed going into the New Year with th…
Hello,
Now that I have received most of my yearend distributions from my mutual funds I am flush with cash within my portfolio. In doing my yearend Morningstar Instant Xray analysis I am finding that I am light in bonds as it is showing that I am …
Hi Mark,
FEU is invested in the largest of large companies in Greater Europe(split about a third to the UK and the rest to Europe). I was indeed surprised with it's dividend, Wow! And, it is currently selling towards its 52 week low. For me, I'd…
Thanks John for posting ... really helpful ... and, it seems I am currently well positioned for their 2015 call.
I've got Greater Europe (covered), domestic large caps (covered), emerging markets (covered) and my bond durations on average within m…
Hi Puddnhead,
Yep, I remember the Studebakers ... Hawk, Super Hawk but most of all the Avanti.
Perhaps these links will be of interest ...
http://www.studebakerdriversclub.com/index.asp
http://www.streetsideclassics.com/showcar.php/atl/1866
and…
I own BWLAX, American Beacon Bridgeway which is a large cap value fund and I am well pleased, thus far, with its performance. It is available in other share classes and the no sales load thicker is BWLIX. You might want to do a performance analysi…
Hi Amir,
Now, that you have picked our collective brains for certain information ... How about telling us what actually went down with this presented sell transaction?
Old_Skeet
Hi all,
I am adding an additional comment to this thread which reads ...
As of Friday December 26th market close Morningstar's Market Valuation Graph is reporting that stocks, in general, are selling at about six percent above their fair value. At…
Hi mcmarasco,
Raising cash as I unwind my special equity spiff position that I built through most of October as we move into the 1st Quarter of 2015. For those that have been following my recent post then you know of my strategy in doing this.
I …
Hi folks,
Thanks to all that have made comment.
Here is what I have decided to do in management of my special equity investment spiff assuming the market continues its upward advancement.
Now that the S&P 500 Index is in striking distance of…
In general, here is how I understand it along with what was written on a site that I referenced.
The record date is not the key date, the ex-dividend date is. Ex-dividend date is three days after the record date. The reason is that it takes three b…
Hi Tampabay ...
I don't know too much about the above as I was taught to live within my means and if that means being frugal well so be it.
As far as making money through the capital markets our profits have been taken a third for fun, a third…
Hi JohnChisum, expatsp, kevindow, Catch22 and others that my follow with comment,
Thanks for stopping by and making comment. The reason I made this post is I am looking out towards mid January when fourth quarter 2014 earnings will began to be rep…
Hi Charles and others,
It is interesting how well SPY and AGG have done on a total return basis this year. Currently, I have only four equity funds that have bettered SPY. They are IACLX, VADAX, TOLLX & THOAX. In my inomce sleeve which consi…
Hi Dex,
Thanks for your comment that brought out comments from others.
I guess, market timing boils down to ones own definition. Seems some think of it as inappropriate trading in mutual funds after the markets have closed although this is not …
Hi Tampabay,
For me, market timing is used mostly by day traders in an attempt to profit from buying and selling rapidly to take advantage of small price changes. This, to me, has some serious drawbacks as these repeated transactions result in hig…
Hi hank,
My intent was not to attack Dex ... but, to further explain my thinking. There are many strategies that one can employ in investing ... Take the lunar strategy for example. Is it market timming ... or a strategy? Just as in the seasonal…
Hi Dex,
I follow a biblical trait within my portfolio and that is to harvest seasonal investment positions just as a farmer would his crops before they wilt. In addition, it follows some other biblical and religious facets. With this, I have prov…
Hi LLJB and others,
Yes, I follow seasonality to a certain extent; but, I also follow some technicals from time-to-time. With this, I plan to let my indicators lead my direction while seasonality prevails. Naturally, I don’t want to exit too earl…
Hi Derf,
Thanks for asking …
The spiff that you might be referring to is the one I put in place back in October. And, yes as I write I am up about 7% with the S&P 500 Index price reading at about 2040. The more recent dip that I was referrin…
Perhaps 2015 will be a good year for domestic small and mid caps. With this, I am still keeping my small/mid cap sleeve in tack and might do a little buying when they start to take command over their large cap cousins. Year-to-date my small/mid ca…
Hi Maurice,
I really enjoyed reading your well thought out and written blurb. I am not sure what the best strategy is try to catch a falling knife, so to speak, or trying to pick a bottom. Here is how I do it. Basically, there are eleven broad s…
Hi mnzdedwards,
So that is why cash has recently gone for plus twenty percent to about sixteen percent for EVBAX. I am still with this fund as I believe that it's manager, Kathleen Gaffney, has been recently buying plus, no doubt, there have been …
Hi Ralph and others,
I am now following my portfolio in three venues. They are Morningstar, Bloomberg and Yahoo.
Come the first of the year I plan to reduce this to two venues and I am not so sure that Morningstar will be the one that gets cut …
During the month of December I am not doing much of anything concerning adding to or selling any of my current positions. In addition, I am taking most all of my mutual distributions in cash and plan to revisit my portfolio in January to see where …
Hi Accipiter …
Thanks very much for providing all the links in how to set up a spread sheet along with data feeds. It is very much appreciated. While I am not the most skilled when it comes to this type of stuff I plan to give it a go. Perhaps t…
Hello,
I have a fund SGGDX that its price has updated on Morningstar's quote sheet as of about 6:30 PM EST of Wednesday ... and, as of Thursday 12:40 AM EST it has yet to update in their portfolio manager system. Seems Morningstar indeed has issue…
Hi JohnChisum,
Thanks for trolling this up and posting it on the board. I have been working on blending in some alternative asset classes within my own portfolio and found the reading both enjoyable and informative. My current target allocation t…
