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.
Good morning Junkster,
I have form time-to-time made reference and posted the Moose's call on the board. This is the first time you have taken issue with it. And, I believe bee has made note of it in the past also.
I have looked at the Moose's …
I believe he made the call to Europe on 2/7 and he updates the signal weekly. I am wonding where he will postion with his next signal. Stay tuned as I plan to check back and I will post next weeks signal. Perhaps, somewhere in fixed income or cas…
My favorite global all cap fund, which I own, is THOAX, Thornburg Global Opportunity Fund A. It has a multi sector, style and a country orientation. I have linked its Morningstar report below along with its fund fact sheet. I have heard that it c…
I did a February 2014 month ending Xray analysis on my portfolio this morning to see how my fund managers might have changed their positioning. I hold a good number of hybrid type funds (about a third) within my fifty two fund portfolio which is di…
I did a February 2014 month ending Xray analysis on my portfolio this morning to see how my fund managers might have changed their positioning. I hold a good number of hybrid type funds (about a third) within my fifty two fund portfolio which is di…
Hello,
There are two etfs that I know of that one can use to play the US Dollar against foreign currencies. UUP if your thoughts are that the dollar will strength and UDN if you feel the dollar will weaken.
I wish all ... "Good Investing."
Old_S…
One feature that I have found to be missing in the comment area is the edit feature. Is it gone for good? Or, is there a fix?
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Hi John, found the geer edit icon. Thanks …
I use both the weekly newsletter and the Leadership Strategy as an aid in positioning my portfolio. Needless to say, it is not the gospel. Take for instance in the newsletter under Global Edge it is showing that the Emerging Markets, China and Lat…
Hi Ted,
I got called away from the computer while I was making the above post ... and, I have just now been able to return. Thanks for linking it.
Have a good evening,
Old_Skeet
This reminds me of years ago when one student in the class misbehaved and the whole class got punished. I enjoy this site very much and find it beneficial as well as no doubt others do. I am very sorry to learn that the action of one has caused a …
Reply to @hank:
Hi hank,
My primary residence is in Charlotte, NC ... Depending on where measured in the city we had form six to thirteen inches of sleet & snow and some ice. That was enough to bring the city pretty much to a halt. We had…
Reply to @linter:
I have not looked for a special investment vehicle for Europe. After doing an Instant Xray analysis on my three Global Sleeves I am happy with my exposure to Europe. I can understand the Moose's venture into Europe as he makes …
Reply to @Kaspa:
Hi Kaspa, I have no knowledge of the workings of the Moose's model. I just did an Instant Xray analysis on my three global sleeves (growth & income global equity, growth & income global hybrid, and global growth). Combin…
Now that the S&P 500 Index is back above 1800, I am back to mostly pondering. If I was to do anything it would be to make a special investment in Europe. This is based largely upon the Moose's recent call. In addition, the US Dollar has been …
Hey ... THIS IS HEADLINE NEWS ... thanks for the update. I usually check it every weekend. Now we know; and, Europe is what I am seeing too. I have linked more on the signals for those that would like to view how the Moose's calls have performed.…
In short words ...
Here is my one paragraph take ...
What stands out year-to-date, to me, is that European markets as a whole are mostly green and seem to be doing better than both the Americas and the Asia Pacific areas. In the US, the metals (g…
I use to have two good ones. I now have one (old school type) since I lost the other one due to retirement a few years back. I did not have good chemistry with the successor broker (new school type) and with this I moved everything to the one I cu…
Hi Cman,
Thanks for making comment on this interesting strategy.
I use sleeve fund mythology (collection through study of funds) in my portfolio. I currently own about fifty funds which are divided among ten sleeves with positions ranging form th…
I thought I'd bring this back towards the front of the reading lineup since it has gotten burried deep in the stack. If you enjoy this site then let someone else know by passing MFO's link on to a friend or another fellow investor. It is truly one…
I though it would be helpful if there was some reports that could be linked to aid in this discussion so I'll start off by linking Zacks’ Mutual Fund Research page. On this home page you can select the time period along with the fund category you w…
Reply to @Ted:
How so?
I had net gains for the week ... and, actually made money! And, you must have like wise.
And, even for today all my "risk on" and "risk off" proxies were all green. Go figure.
And, Ted, I could neve replace the "Linkma…
I currently use ballast within my portfolio. So if I want to overweight equities I simply buy an index fund (or a diversified equity fund) thus moving money from the cash area to the equity area. Likewise, I can do the same to overweight fixed inc…
Hi linter:
Yes, Perhaps.
I am thinking the markets will become oversold and with this they can then be bought at a discount to their fairvalue. Anyway, that's my current thinking. But, one can never be certain. That is why I just did a little …
Hi MarkM,
Thanks for taking the time to express your thoughts. That's the only way I, and others, can learn what other investors are thinking. I wonder, can you posture why you believe a 1150 valuation on the S&P 500 Index is fair value? Ple…
Today, Old_Skeet went form just pondering to doing a little buying.
Since the S&P 500 Index has now pulled back to what I compute to be fair value range I did a little buying mostly in mutual funds that hold a good number of dividend paying equ…
Well, so what!
Some have good success with it ... and, I feel it has added a little extra to own my portfolio's performance.
I have linked Ron Rowland's Leadership Stratey which is one that I often reference to see where Mr. Roland thinks the fas…
Hello,
I just finished review of my portfolio’s asset spread sheet for the month. All tolled, I am down only 1.6%. In comparison the S&P 500 Index is down 3.6% and the Lipper Balanced Index, my bogey, is down 1.6%. Although, I did a little b…
Hi catch 22,
Although I have not made comments on all your recent post I want you to know I have been reading them. And, I sincerely hope you'll be able to budget some time to make more of them.
Take care, stay safe and warm.
Old_Skeet
Hi Ted,
Thanks for catching this for the board. I had intended to post this along with his newsletter later today. I just don't want you to be surprised when you see it again.
Have a great day ... and, "Thanks for all you do."
Old_Skeet
Hi Ted,
I checked my link and it seems to load ok for me. And, yes I read your post but did not see where you posted an article linked to the WSJ. Did I miss something?
Old_Skeet
Hi Amir,
Thanks for posting the Q&A on All Asset and All Asset All Authority.
FWIW, I am still with my position in All Asset, PASAX, which is one of six funds found in the hybrid income sleeve of my portfolio. I am going to see how it does ov…
I always enjoy reading Liz Ann Sonders’ take on the markets. From my thinking she presents a long term outlook.
And, I also enjoy reading Jefferry Saut’s take as it seems to be more of a near term outlook. I have linked it below for those that mi…
I agree,
Emerging-Markets should only be only one small facet of a portfolio. At least, that is the way I view it.
WSJ: Another article on falling stock prices and emerging-markets ...
http://online.wsj.com/news/articles/SB100014240527023032777…
Hi Catch 22,
Nice to have you back on the board more often. Keeping all my northern friends on the board in my thoughts during these winter storms. Although, we are having a cold winter in the south it is nothing like what is happening in the mid…
Reply to @davfor:
I studied a good number of hybrid type funds looking for those that had a reasonable representation to assets classified by Morningstar's Instant Xray analysis as other.
In most cases this could be convertible, preferred, master…
Reply to @Dave:
Hi Dave,
Thanks for the question.
I have a small collection myself of less than 100 lbs that were found many years ago when I was a teenager. I have one that weighs about 7.5Lbs. When I was a freshman in college back in the l…
Hi Ted and others:
For me the 60/40 Asset Allocation model is a good starting point for an investor to get a feel for the market movements by monitoring the valuation movement of stocks (SPY) and bonds (AGG). If they can not stand the volatility …
