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.
Seems cash might be the better choice as there is no lock up to maturity with cash ... and, who would want to buy a zero interest rate bond? Not me. My brain just done not compute in this median of thought and logic. My best guess is that they mu…
I cut some money off to Kathleen Gaffney's EVBAX last week and opened a position in her fund and sold ITTAX. The sleeve now holds the following funds ... EVBAX, LALDX, LBNDX, THIFX, TSIAX & NEFZX. This change has also been noted in Old Skeets …
From my understanding tactical strategies are designed to target near term opportunity while strategic strategies are geered more to the mid to longer term look. In addition, tactical strategies have more flexability with their allocation over stra…
Good morning, Ted:
With your reporting early am today ... Well, are you now back with us without review?
If so, I'll back off my posting on a pre market open.
Old_Skeet
Hi Slick,
I remember you noting this about your portfolio from past post sometime ago. Not too long ago I held about fifteen percent in utilities and I have now reduced this down to about eight percent within equities. In addition, I have linked…
Hi Bitzer,
Within the past year I sold PAUAX & MFLDX ... but, I held on to PASAX.
PASAX is now the thrid best performing fund within its hybrid income sleeve ytd in my portfolio. One of the reasons that I decided to hold on to it was that it …
I have been thinking of adding a utility sector fund to my portfolio ... MMUFX comes to mind along with FKUTX. But thus far have not as I have found when interest rates start to rise utility funds seem to bow to the rising interest rate environment…
I try my best to stay away from managed account programs because of the fee that gets taken usually on a quarterly basis from these accounts. Heck, a one percent annual fee adds up over time. On a million dollar account that is $10,000.00 a year i…
With the re-titlement of thread I am no longer looking for someone to help maintain the tread. After bringing it forward this time I will not be bringing it forward again unless asked for information that might be contained within it as it is now t…
For those interested ... The Run Down Report has been updated with some new links.
They are P/E Ratios & Yields on the Major Indexes along with an article from CNN on "How to Stay Safe in a Scary Market" plus The Lipper Indexes were also added …
Ted ... Thanks for letting me know. I'd send you a get out-of-jail card if I had one. Perhaps, David will lighten up soon. Give it some time and I believe things will work out. Perhaps your first order of business can be taking over the Market R…
I feel it is about Ted ... read the thread title! Perhaps, if this is not about Ted then the thread itself should be retitled. What's your thinking on this? Ted was no doubt in the wrong ... but, I feel he has been "beaten on enough." It is now …
Hi Old_Joe
Thanks for your comments.
I count 26 funds within your portfolio. How many accounts feed your sleeves?
And, TOLLX is a good fund by my thinking and research. And, it is one that I have on my list to buy additional shares during mar…
Folks, can we close this Chapter of MFO history ... and, move on. Ted's back with us so let's all please move away from this thread and let it lay silent.
Old_Skeet
Thanks bee for sending this my way. I plan to repost this under a differnt heading while at the same time noting this is something that you sent my way. And, yes my sleeve approach and their sleeve approach have something in common ... flexability…
Hi LLJB,
Currently, my small/mid cap sleeve is up ytd 2.72% with one fund (IIVAX) in the red at -0.25% the other two funds (PCVAX & PMDAX) are up 2.11% & 4.30% respectively. I recently sold KSDVX, at a good profit, with the sale proceeds n…
Hi John,
In the past I have linked the newsletter as well as posted it in written form. Per your suggestion, I'll edit the post and add the link.
Old_Skeet
Hi Mark,
FYI ... I have asked David to make a call on this since you raised it as an issue. As I write I have not yet received his answer. I'll let you know ... when, I know.
Old_Skeet
Hi Mark,
Scroll down until you come to the wording ... "Distribution is encouraged. Please do not alter content." Seems Mr. Rowland does not mind if his work gets sent on to others if one so desires. I have posted this, in this form, for a good …
Hi hank,
Seems David has done some editing and removed some of the subject comments. It is much cleaner now. Perhaps, Ted will give some thought about the big picture and will choose to return. I am sure David will handle this objectively as Ted…
Hello LLJB,
Thank you for your question. I hope this helps you devise a system that you might find beneficial.
Here is a brief description of my sleeve system which I organized to help better manage the investments that were held in five accounts…
Over the past couple of weeks I have been a net seller although I have done a little buying too. Sold all of MFLDX, JCRAX & KSDVX. Have added to TSIAX, CAPAX, AZNAX, ABALX, HWAAX, IIVAX & TOLLX. I still have about 90% of my recent sell pr…
Hello,
For those that would like to know what prompted this I have provided a link to the discussion where I felt it was time to flag Ted's questionable behavior to David. It is ok to disagree but lets do it in a civil manner. I would not tolerat…
Hi JimH
Thanks for you comments. I elected to move on because I felt the AUM has just become to great to position the fund in short order to the ever changing macro environments through out the world.
Old_Skeet
Thanks for your comment rjb112,
Goes to show that there is more than one way to find success in investing. My portfolio centers around five accounts (401k, self directed IRA, health savings, profit sharing plan, and a taxable investment account pl…
It also appears there is money movement within the portfolio of funds as some positions are being reduced while others are being increased. Wonder why?
Good point ron, I do the same. I compared it to existing strategic income funds that I own ... NEFZX, LBNDX and TSIAX. In 2008 it did lose less than the ones I own.
Old_Skeet
