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.
I see where he visted the site today at 12.51 pm. I sincerely hope that he and his family are well and that it is his busy work schedule keeping him from posting. And, if he is working as a health care worker I can understand he has to put first t…
From my thinking ... Captain Crozier is a modern day George Patton for all the reasons that rono noted in his above post. Perhaps, he had no choice but to govern in the manner he did. The question to be now answered is Why? Since, this has now be…
Hi guys. Another asset allocation fund that I like ... but, do not own is SFAAX. They use to be more transparent with posting their positioning but now they just list their baseline asset allocation as a 40/60 (bond/stock) portfolio. However, I k…
Hi @Crash. You can check on the portfolio tab of the M* fund report and it will show the last time holdings within the portfolio were updated. I've got some funds where the portfolio gets updated monthly and some quarterly. And, some seem to lag …
@BobPa: For my global allocation funds held within the growth & income area of my portfolio I have three asset allocation funds with each playing different roles within my portfolio and each having different investment strategies. For total re…
Hi guys,
This week I thought I'd post the daily movement of the barometer in this way you might come to a better understanding of what went on in the market this past week in relation to stock market volatility along with the brometer's daily mov…
@linter. Thanks for your question. I hold a good slug of CTFAX in my taxable account. Overall about 65 percent of my investments are held in taxable accounts since I have been an investor for the past sixty plus years from the age of twelve. And…
Hi guys, I keyed all of the ticker symbols that Catch22 used in his graph into my fund analysis & review sleeve with fund performance numbers through 04/23/2020. I looked at each fund for its 1 month return period, a year to date period, a one …
@carew388, Hey I took a look at BACPX which is listed as a 20/80 target asset allocation fund. Do an Instant Xray on the fund and you will discover it can short as well. I just added it to my buy list. Thanks again for posting your discovery. I…
Hi @Bobpa, My portfolio generates more income than I presently need. With this excess I continue to invest it back into my portfolio and grow my investment farm. At one time, I thought I'd reduce my asset allocation to produce just my my current i…
I'm thinking ... Georgia's Governor Kemp tossed himself under the bus. Even though he may open the State ... Every business rules their own business. Perhaps, rural Georgia can reopen ... but, Atlanta and the surrounding area ... get real. I use …
Good morning. As I write ... Today is looking better as the stock futures are up across the board in the States, Europe and Asia. Over the past two days there has been a lot of selling as the money feed in the barometer moved from a reading of 63 …
Hi Guys, Today is Tuesday 4/21 (around 7:50am) and it is not looking to start well with the stock futures down across the board. The VIX has climbed back towards the 40's reading after being down in the mid 30's. In addition, the money feed, in t…
Old_Skeet did a little selling Monday on the equity side of his portfolio reducing his equity allocation from about 59% to 57% and raising cash by a like amount. With this, the rebalance procees has now begun while the Index had a gain of better th…
Looks like today, Monday April 20th, will be "Take Back Monday" as the stock futures are down across the board. This should be expected as stocks have had a strong run coming off their 52 week low by a little better than 28%. Time, for me, to book…
Hi @VintageFreak, I share your concerns. With the low yields on cash ... and, the thought that equities will run low on gas ... I hope to be at my target allocation of 10% cash, 45% income and 45% equity come the first part of summer. Within equit…
@Puddnhead,
First, as a fellow poster, let me express my thanks, to you, for being the host of Buy, Sell & Ponder for the past couple of years. It is indeed appreciated. Hopefully, someone will step forward and continue to host the thread. I…
I thought we would make it to month end before I'd be scribing another barometer report but with Friday's upward move and +75 point day gain in the S&P 500 Index puts Old_Skeet's market barometer into overvalue range with a reading of 143. This…
@FD1000 ... What is your source for the VIX?
FD1000 says, my reporting is wrong and ... "In the last 2 days, the VIX is around 40"
My source is linked below. I stand by my statement and it can be postured by visiting the link below. Just hover…
Good morning. In checking a few things this morning the futures look to be up in Europe and the States ... the options market is sending a cautious bullish signal ... and, the VIX is now down to the mid thirties. I'm still with my thoughts that st…
Yes, @catch22, I'm thinking that the S&P 500 Index's earnings will be in the mid 120's while S&P has them projected in the mid 130's. With a 5% earnings yield this equates to a valuation for the Index somewhere in the 2500 to 2700 range thr…
@FD1000. In your analysis you reference CTFAX's inception date being 2012. This is wrong. The fund's inception date is 2002. Going back to 2002 takes into account the Great Recession. Why is this important because when stocks are cheap CTFAX lo…
Interesting. However, I am finding that CTFAX's inception date is 2OO2. I wonder how this would change things. For me, CTFAX is not a complete investment strategy. I am using it to play stock market swings automatically rather than doing it manu…
@Bud, Thanks for posting the article. For me, it was great reading because I am one who has since the age of twelve (now 72+) have always kept some cash available to buy the downdrafts that come from time to time in the stock market. And, I have b…
@LewisBraham, I looked for additional information on this to see if I could come up with something more inline with what you are looking for. I did find something. But, it might just not be what you need; but, I feel it provides addition informati…
This morning, April 14th, looks to be Giddy Up Tuesday as the stock futures in Asia, Europe and the States are all up. In addition, with the VIX being back of 40 this could turn out to be a short squeeze day as short volume in the Index (SPY) was 7…
Hi @MikeM,
I'm thinking there are ways a retired investor, like myself, can manage their portfolio through troubling times and still over time come out ahead. No doubt, you have been exploring ideas and thoughts as to how you might better govern.…
According to this NYT article that I have linked below it took only 4.5 years for the stock market to recover from the 1928 stock market crash. It goes on to say that the average investor recovered by mid 1932.
https://www.nytimes.com/2009/04/26/y…
This morning April 13th looks to be Give Back Monday as the stock futures are down here in the States but up in Europe as I write around 7:30 am ESDT. This is really not unexpected as the S&P 500 Index is at the top of its channel (2700 range) …
@davor, I have averaged in as well. I brought my equity allocation up to 43%/44% range and it is currently at 48% through growth from the recent stock market rebound. When it hits 49% I'll trim back to 47% by eliminating an equity position from my…
@davfor, I entered to work force back in the early 70's ... unemployment around 10%. 1974 was a bad year in the stock market. As it began to turn upward so did the economy. In the mid 80's inflation was running 10+% ... employment was around 10+%…
The stock market will rebound before the economy. Let's hope that it keeps improving and I'm thinking that the economy will follow as people continue to spend with the upward movement of the stock market. If the stock market continues to falter th…
As of market close April 9th, according to the metrics of Old_Skeet's stock market barometer, the S&P 500 Index is now at fair value with a reading of 153. This is in the midpoint range of the barometer's scale. This past week, the short volume…
Hi guys, with the Fed's now having a green light to buy most capital type assets ... The stock market rally looks to continue. Now watch high yield ... Next stop stocks?
Hi guys. I have the S&P 500 Index current up off its 52 week closing low of 2237 (March 23rd) by +22.9% (513 points). According to Mr. Paulsen's thesis I wonder how much near term upside is left?
I'm thinking from here we drift sideways and b…
Hi guys. I thought I'd post an update with today's rally which puts the S&P 500 Index up 10.5% thus far into the week and up 22.9% from its 52 week low; but, leaves it down 18.8% from its 52 week high. With this upward price movement moves the…
