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 Crash, I've got three emerging market funds ... NEWFX, THDAX and DEMAX. I am thinking of adding a little more to DEMAX as it seems to be the more interesting of the three that I own. However, I think I'll wait a while longer to see where valuat…
Well, I guess I am in good company as I've got two the three mentioned in the article ... DDIAX and HWIAX. Hey, I use to be pretty good at picking dogs too. Old_Skeet
Reply to @hank:
Being overweight cash might not be a bad thing should the market continue pulling back. Having a cash hord, say 25%, could indeed become a blessing. I am holding 20+% myself and my broker thinks that is too much. Told him perhap…
Hey, Scott ... You left off Pondering!
Currently just watching as we are not yet through January. From my thinking fair value for the S&P 500 Index now lays somewhere around 1750 to 1760 range. I think what we are seeing are those investors t…
Hi Cman,
I have a sum equal to ninety days of cash demands stashed. In addition, I am carrying about three years of cash needs in my savings, bank and brokerage accounts. Plus my portfolio’s distribution yield is equal to about one year of my cas…
hi rib112,
I am thinking the action for 2014 will be in small caps. As you state on a 12 month trailing P/E Ratio of 86.73 is high in stratospere and with a forward estimate (P/E Ratio) of 25.78 then the small caps are going to have to kick off …
Hi Catch 22,
I was hoping that you’d be finding the time to make some more of those wonderful past post that I had become accustomed to reading. I hope you are now making it ok through the winter and I know you must look forward to spring.
I have…
Hi Kaspa,
From an Xray analysis of my portfolio emerging markets currently make up a little less than five percent of my overall portfolio. In review of my three emerging market funds (NEWFX, THDAX & DEMAX) their combined weighting to the Afri…
Reply to @bee:
Hi bee,
Thanks for posting the Fund Mojo List: I found that I have four managers of bond funds that I own that appear on this list ... Dan Fuss (NEFZX), Christopher Towle (LBNDX) along with George Strickland and Jason Brady (TSIAX)…
Hi Ted,
Thinking back to some of your prior posting these featured spotlighted funds were some of your post that I enjoyed the most.
Thanks again,
Old_Skeet
Hi Cman,
I hope someone with capacity "David" is reading this thread. I really don't think the site is broke. If David caves in and reacts to every whim that comes his way ... he will have to keep making modifications that will satisfy some and n…
Thanks for those that stopped by and visited. I hope you found the links beneficial.
With better than 25 hits over the weekend it made the (no clutter) cut for next weeks positing. So next Friday after the market closes they will be posted again. …
Hi Joe,
Where does the buck stop? I beleieve it to be David and believe he reads the board ... and, if he wanted it stopped he would have done so by now or might even be working on it as I write. I don't have priviledged information so I have no …
Thought I'd bring this back to the top of the lsit to make a point of information.
A fellow poster, John Chisum, asked me to keep positing this information as it was beneficial to him. However, for me to continue to do this it has got to receive m…
I have heard of Schwab doing this. I might check this out. I wonder if this is for a wrap type account where an asset management fee applies on the account value with a certain mimimum invested required?
Anyone know?
Old_Skeet
I think Old_Joe hit on something with his above post. So why try to fix something when it is not broken. When a post has run its due course it drops off as comment activity wains and new post enter the lineup.
Ted brings useful information to th…
Hi bee,
I am happy you are finding good returns with your fixed income funds. I am still with my three short term income funds ... LALDX, THIFX & ITAAX plus there multi sector funds NEFZX, LBNDX & TSIAX in the income sleeve of my portfol…
Perhaps, my reit fund will invest in this. For me as a direct investment, I don't think so.
Many years ago, dating back to my great-grand father, my family voted to start selling some of our farmed land off piece meal. Through the years the famil…
Hi Catch 22,
Old_Skeet here ... aka Skeeter ... Glad to see you are posting again. Just letting you know I stopped by. Hope you will restart posting again.
Old_Skeet
Hi Ted,
If my math is correct and you are now of age 77 (born 1937) that will make you 138 in the year 2075; and, I will be ten years your junior at age 128. I have printed your above comment and placed it in the family Bible. Thanks for the be…
Hi cman, Ted, Catch 22 and others:
I agree Ted brings useful information to the board with his links. I have been on the board dating back to the fundalarm days. There were times when Ted was gone and the board was very slow with activity. I'd r…
I have linked below the bond benchmarks found in the WSJ. And, yes, it seems most all bonds are doing well year-to-date especially tax exempt and corporate high yields. In fact they are ahead of most stocks.
http://online.wsj.com/mdc/public/page/…
Dear Ted,
Why would you wish to ban those that hold more than eight funds in their portfolio(s) from posting? Your comment seems to be somewhat narrow minded and one that I was most surprised to read coming form someone like yourself. Do you not …
Hi John,
Thanks for brinning this to the board. I think Liz Ann does a good job by making her commentaries geared where the average "retail" investor understands her message. Her commentaries seem to be more long range focused while Jeff Saut's o…
Hi bee and others,
Tuesday closing is now updated for those that would want to review.
http://online.wsj.com/mdc/public/page/2_3022-bondbnchmrk.html?mod=wsj_mdc_additional_interestrates
Yep, looks like corporates and high yield is on the upward…
Reply to @JohnChisum:
Let's see if Ted will pick them up ... If not, then I'llpost them form time-to-time as they can easily be bookmarked for quick and easy reference.
Old_Skeet
Reply to @JohnChisum:
There is a lot of good stuff that can be accessed form the links found on the main page. I have linked it for those that might wish to bookmark it.
http://markets.wsj.com/us
Hi Ted,
Why don't you start linking it with the Lipper and Yardsticks when you post them. I posted this information because I believed it to be beneficial in helping me deploy some new money within my portfolio based upon what was currently in th…
Hi Mike,
Old_Skeet here. Where is the other 20% of your portfolio held? Is it in equities? Or, cash?
Have you Xrayed with your proposed changes to see what your end product will look like?
The Xray analysis might show something to confirm what …
Hi bee,
I hope you don't feel I am steeling your thunder by posting Mr. Sauts latest commentary of January 6th. Indeed it is a good read, from my perspective, and I felt worthy of posting.
http://www.raymondjames.com/inv_strat.htm
I wish all ...…
Hi bee,
Thanks for bringing this to the board. At first read I follow a good bit of the thinking and logic that it expresses. However, I am not so sure the markets follow logic and there is a group called the Plunge Protection Team (PPT). The PP…
Hi bee,
Thanks for bringing this to the board. I try to read Mr. Saut's commentary weekly. He presents a pretty good near term out look which I have found to be an aid in positioning new money into my portfolio. And, I like his calls when it is …
