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 did a little buying this past week and deployed a sum equal to about one percent of my cash, within my portfolio, which was split between the fixed income, the growth & income and the growth areas of my portfolio when the S&P 500 Index was…
Hi Charles,
This is one of my frequent reference links with P/E information.
Here is another that I often reference with P/E Ratios & Yields on the Major Indexes ...
http://online.wsj.com/mdc/public/page/2_3021-peyield.html?mod=wsj_mdc_addit…
I hope my global fund managers are doing their job in finding good value throughout the global universe. At this time, I am making no major hands on positioning within my portfolio. However, I have been buying a little here and there as cash build…
Hello,
In researching the topic at hand, on daily accrual mutual funds, I have linked below some information I believe will be beneficial in perhaps understanding how daily accural mutual funds make their distributions.
http://blog.fundx.com/blog…
I own PASAX, which accounts for about 3.5% of my overall portfolio. I am currently watching as I have some long term capital gains in this fund as I have owned it for some time now. However, it is a fund-of-funds and if other Pimco funds are takin…
Hi Ted and others:
Ted, thanks for posting the article on small caps. In my well diversified portfolio currently small cap funds make up about 15% of the growth area of my portfolio with mid caps making up about 25%. With this, that leaves about …
Anybody still with MFLDX?
http://finance.yahoo.com/q/ta?t=1y&l=on&z=l&q=l&p=m10,m50,m100,m200&a=r14,m26-12-9,f14&c=&s=mfldx&ql=1
Seems it is still looking to find a floor!
Old_Skeet
Hi V/F …
I think he wants to show that the “old” B/G still has the gusto when it comes to running a mutual fund … I wish him well even though I have not had much money invested with him and/or at Pimco. Currently, I have a little better than three…
Here is a quote form M* on Bill Gross leaving Pimco ...
"We are placing all rated PIMCO funds under review--including the flagship PIMCO Total Return PTTRX--following chief investment officer Bill Gross’ immediate departure for Janus."
Seems PASA…
I added a little to one of my small/mid cap value funds on its current weakness as it is now at, or below, its 200 day moving average. I am thinking small & mid caps will rebound during the 4th quarter. In addition, today is a new moon and in …
Although I am invested within my asset allocation ranges within my portfolio I am awaiting a pullback in the stock market with the thought of deploying about five percent of my cash into a spiff investment position in equities hopefully before the a…
Hi Puddnhead,
Thanks for stopping by and expressing your perspectives.
It's interesting that many are awaiting this anticipated pullback ... and, most of those that are awaiting are also wanting to do some buying. Perhaps that is why we have no…
Hi Tampabay,
In review of your portfolio's Holding Detail Morningstar ... You are listing cash at 3% net. I am wondering if this is your total cash position of your whole portfolio which would include all cash held outside of your investment posit…
Hi Jerry,
Yep, on not so good for the customer as the standard for hedge funds is 2% for fees and 20% on the gains. That is why I think some investors are looking at alternative mutual funds and although they have high fees as far as mutual funds…
Hi Tampabay,
I am no longer a working person myself ... and, my portfolio helps support my life style.
My late father had a saying that I follow today. "If you are prepared for the worst then you are also prepared for the best." This morning, I …
Hi Tampabay,
I think the better wording might be lost to false opportunity? No doubt in my mind the markets are highly levered up by big money at this time. I think, I'd be pulling some of it off the table too before it gets vaporized in a sell d…
Hi John,
Thanks for posting the weekly newsletter.
I decided not to post this for a while as it was not drawing the number of views that I felt something like this should draw. Currently this has already drawn 27 views, as I post, and is more t…
Let's say its manager provides stellar performance and the fund's performance results put it at the top of its class then certainly the fees and sales load are better warranted. After all, hedge funds usually charge 2&20 plus impose a lock up p…
Folks, its on my watch list ... and, at this point in time I am just looking as I have it under review. This might be like Marketfield ... a good performer while it was a relative small fund but when it got sold to New York Life well it seemed to l…
Ok Maurice,
Thanks for the title ... "Investing by the Stars Made Esay."
I bit, my book is on the way with an arrival date of 09/18/2014.
At least ... It should be interesting reading on subjects I find of interest. Both, investing and stargazi…
Thanks Junkster, you are now starting to influence my thinking ... more and more.
However, I not going to jump into high yield muni now as I feel I missed the boat to really enjoy the best ride. Glad you are having good success. Perhaps, you wi…
Hi Jim0445,
The US Dollar "Cash" is currently the high dollar against many others. I am linking the futures where the dollar can be viewed against many others. See Curriencies and move your cursor over the currency, or asset, you'd like to view i…
Hi hank,
Remember ... You were not suppose to tell!!! Just kidding, thanks for the link. Who would have thought one could double their take in trading the full to new moon cycle? And, those stars ... There is Polaris aka the North Star used by m…
Well ... It could have had something to do with the solar storm we had this week ... or, perhaps, it was the result of this weeks harvest moon ... or, perhaps it is the anticipated rising interest rate "storm" to be generated by the central bank. I…
Hi Pudd,
Enjoyed reading what you wrote ... and, I also am holding ample cash to do some buying.
Now when the rubber leaves the raod and the caution lights come on it'll be can you pick the best car & driver for the run to the checkers? I'm…
Hi MikeM,
I like your use of vehicle and driver analogy ...
Seems a weak driver might be successful with a good strong vehicle while a good driver might be successful with a weaker vehicle and overcome plus some track strategy might also come int…
Ted thanks for posting this. I have put this fund on my watch list and plan to study it in more detail. I have found through the years that Virtus has some fine funds. This new product does look interesting.
I have linked its fact sheet below.
…
Hi Jerry and others,
I too, found the article of interest. It seems I have been doing much as to what the article's focus directs as I am heavy in my cash area, light in my income area, light in my growth & income area but heavy in my growth a…
From my experience ...
American Funds sales loads vary based upon the fund and the amount you have invested with them. For starters the top commission paid for an equity product is 5.75% and is discounted down from there. The top commission paid …
Good post O_J, I feel much the same way as A/F's has done good by me too. In addition, I have been married to my wife for forty years, not quite as long as you to yours ... but, long enough to know that I think I'll keep on keeping on with both.
Well, I've got a number of American Funds within my portfolio. They have done a pretty good for me over the years and I feel I am better off with them than I would have been without them. I feel much in the same as O_J.
Hey,
Who would you rather be around Hitler or Flo? (Perhaps, Neither)
My ancestors are of German decent and left German after WWI to get away from the Nazi movement. So for me the choice would be an easy choice as I’d take Flo over Hitler any da…
Hello,
Of the thirteen funds listed, I own four of them. They are CAPAX, CFLGX, IGPAX and SVAAX. As Flo says ... in the Progressive Insurance Company’s commercials … “Feeling Pretty Good!”
Old_Skeet
Hi Catch22,
I am not at this time concerned about minor moves and with market valuation at this time. However, I do feel it is, remains, overbought in general with some sectors more so than others. When I look around for value and things that mig…
