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 Mark,
I have copied and pasted ... below ... How I use the Moose's signals. And, I use a lot of data feeds and my reading of the thoughts of others in positioning my own portfolio. And, for me it has been ... So-far, So-Good. Naturally, I don…
Hi Ted,
The Q's have been in the top position in the strategy for some time now ... Seems you might have moved to them about the same time the strategy did. Any comment?
Old_Skeet
Hi John,
That was good and clever ... and, I kinda know what you mean ... as I have been following the old moose for sometime now mostly watching what he does ... I guess being a Rocky. I felt it strange for him to leave ILF and move into EDV, sta…
Yes & No, you can view the "Leadership Strategy and read the weekly newsletter "Invest With An Edge" free of charge. However, some other things are provided through subscription only and for a fee.
Hello fellow MFO members ... David Snowball is quoted in this article (see below) and is worthy of reading not only for his comments but the whole article is good reading.
'(David Snowball, publisher of the Mutual Fund Observer website, highlights …
I want to thank all that that I noted in my comment and who stepped forward with making their comments. I believe anyone who read their comments took something away of value from reading them. I like to especially thank MFS and hank for chiming in…
expatsp I don't think Fuss contradicicted himself ... Below is my take.
In reading the article the message I received is that Fuss is trying to stay a step or two ahead of big money as he feels they will soon begin to exit certain foreign positions…
Hi Junkster,
I sure hope you don't have to make pay off on these wagers ... not because you might not be able to afford to do so ... I just hate to see interest rates fall to these levels. Is it possible, perhaps; but, I'd sure hate to see it tho…
Well ok, AndyJ,
I reread your comment and although you did not ask for suggestions to raise said cash … I made my comment as this is an open forum that allows for comments. Please know … I’ll govern differently going forward on future commets you …
High Willmatt72,
Thanks for posting your bond portfolio.
Although, I am not an investment advisor I am a somewhat of a knowledgeable individual retail investor who enjoys analyzing other interesting portfolios from time-to-time. With this, I st…
Thank you BobC,
My brain just would not tune to the same wave lenght today that Ms. Sonders was broadcasting on. Thanks for your help. Much appreciated.
Old_Skeet
Hi VF,
My take ...
MM funds were a way for investment firms to keep money in house once an investor sold out of one, or more, of the firm's investment products (funds). By doing a nav transfer form say a stock fund to the firms's mm fund then the…
John,
Thanks for posting.
Most of the time I enjoy reading Ms. Sonders' market blurbs. Not so sure about this one though ... I feel as though she might be making a pitch for Windhaven and I also did not take much away form her "Ben Franklin" a…
Howdy @AndyJ,
There are a few that make comments form time-to-time ... and, you are one of these.
And, in the spirit of trying to be helpful ...
Well ... How was I to know?
Hello @AndyJ,
Here are a couple of ways I have recently raised cash within my own portfolio.
The first one is to sell into strength. I reviewed my portfolio and selected funds that I was overweight in and/or no longer wished to hold. I used the …
Hi rjb112,
I am happy to learn that you have found the reference links beneficial. One of the goals of the site is to help others transverse the path of investing. Perhaps, information you might provide to someone else might indeed be helpful to …
There is an old saw, Rule of Thumb, about the P/E Ratio Rule of Twenty that says if inflation plus the price earnings ratio of stocks in general when combined are below 20 then stocks are undervalued. Using this rule an applying it today for the S&…
I'll be watching the price action of the market for sure as we enter September and October. I most likely will do some buying in select positions if a good dip or pull back presents itself during this time. Come November, it will be more of watch …
Look at what Eaton Vance might of had to pay Ms. Gaffney to get her away from Loomis Sayles. Talent like her's is very costly and is, no doubt, passed on to its investors. And, since I wanted to own a fund managed by Ms. Gaffney ... Well, I steped…
Hi expatsp,
I just finished listening to the Kathleen Gaffney feature posted by Ted. Seems Ms. Gaffney is presently seeing most assets overvalued and if she can not find good stuff to buy she will build her cash position for future deployment. Sh…
Hi Ted and others,
I can remember within the past five years where my money market funds were paying a yield of about four percent, or so. My CD's were paying in the five percent range and as the yield dropped, as they began to mature, I began to …
Hi Derf,
I have not done much this past week (buy or sell) and still have about 75% of my sell proceeds from recently sold securities (JCRAX, KSDVX, MFLDX, ITAAX) awaiting to be deployed. Currently, I am about 20% Cash, 25% Income, 45% Equity, &am…
Hi all,
Bob Brinker missed the call with the great recession, and a few others to boot, when the economy tanked along with the markets. It was highly leveraged up and good assets got sold to meet margin calls which in turn caused even more selling…
Q: Are Small Cap Stocks Waving A Warning Flag?
C: Let us hope not.
My thinking is they have just become too expensive and overbought. It is now time for earnings to catch up with their price. Let's hope that is possible. Seems many bought on …
Hi Old_Joe,
While you are extending the rope for MFLDX ... Mainstay thanks you. I believe in giving a fund manager ample time to position the fund but when Mainstay kept the fund open rather than closing it to where it could be well managed based …
Hello,
This is something that I would not go all in with; however, it is something I have, at times, put about five to ten percent of my portfolio’s value into.
Right now I have no timing strategies in play and if I did they would fall under the s…
Hello,
There will be no rundown report this morning as I don't wish to compete with Ted and duplicate efforts. However, I may, if time permits, continue with a weekending rundown report if I feel there is enough reader interest. This past weekend…
Hi Ted,
Yep most everything currently is too expensive for my taste at the moment. That is why I have let some things go that I think have a good chance to wilter. And, yes ... I am heavy in cash at the moment awaiting a good dip, or pull back, …
Hi VintageFreak,
I am thinking you are talking ytd on losing five percent or better. I have none that are ytd losers. My three best are TOLLX (+16.63%) ... THOAX (+13.70) & SVAAX (+10.29%). My three worst are LALDX (+1.97%) ... LPEFX (+2.35%…
Hi MikeM,
One of the things I came to realize many years ago is that investing for the average retail investor, like myself, is a marathon and not a sprint although I do, at times, do a little trading around the edges within my own portfolio (sprin…
Hi John and others,
Here is what I have done to help manage an anticipated rising interest rate environment within the income area of my portfolio. I have two investment sleeves within this area … an income sleeve and a hybrid income sleeve. The …
I take the "Botton Line Personal" and saw the article. However, I can not find a link, either, to post it at MFO for others to read. However, one can subscribe for one year, 24 issues, $ 59.90 by calling 1-800-274-5611.
Hello,
I have enjoyed reading how others currently see and are managing their own portfolios during these uncertain times.
For me … During periods of high market valuations I feel more comfortable with a high cash position, a moderate equity posi…
Hi John,
It is very easy for post that don't catch a lot of commentsto get buried deep in the stack. I have found Mr. Rowland to be very good at making a complex investment environment understandable for the average person such as myself. In addi…
Good morning John and others,
I sold off three funds, of my fifty two, awhile back and parked the proceeds in cash. Thus far I have only deployed about 25% of these proceeds back into the market. Although, I have done a little buying, thus far, I…
Thanks for posting the Callan Periodic Table. I have printed a copy of it to put it in my monthly portfolio review and analysis record book. Good Stuff ... Thanks Again ... Old_Skeet
