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.
Reply to @Derf: Hi Derf,
Thanks for following my post and for your question.
I was the age six when my great-grandfather seeded me with some of the sales proceeds from one of his farms. I remember the date well as it was Easter Sunday 1954 when I…
Hi Ted,
I wondered what the old professor might be thinking? Now I know!
I think a good investor can present the case for either just as a good attorney should be able to present good arguments in making a clain or in defense of one. I am stil…
Hi Carefree,
This is an open end subject and varies from investor to investor. I guess one might ask … How many hymns should be found in the church’s Hymnal? … and, How many parishioners should a church pew hold? And, How many church pews should …
Reply to @slick:
Sounds like you are good to go. And, holding 65% in equities I believe by Morningstar's allocation does put you in the low moderate range. In contrast, I fall in the top of the moderate conserative range by holding no more than …
I have linked Morningstar’s Risk Tolerance Questionnaire that my help you with this. I feel you might need to review your asset allocation before proceeding with the other.
https://mimadvisor.morningstar.com/public/ingrtqpage
And, another ...
ht…
Hi hank,
I agree with rono on the rebalance theme. I think this is most important and this should be done at least once a year. Since some of our strongest equity returns seem to come in the 4th and 1st quarters each year a good time, for me, to …
Reply to @slick:
You are most welcome for the link. I hope you will continue to post information as you discover things you feel important on the markets and investments. For me, information is what I key off of concerning my investments and the…
Hi Slick,
I have come to realize you are one clever investor as most retail investors do not follow short interest. I do follow it through referencing the etf, SPY. My source is showing 2.6 days to cover. I have linked my source for you and othe…
Reply to @willmatt72:
I have been watching BAICX, GSBFX & JNBAX as possible replacement(s) for PASAX should I decide to let it go at the first of the year. It has rebounded a good bit since mid summer and is up about 3.4% over the past 90 da…
Reply to @Charles:
Hi Charles, I am speaking in past experiences and with this I feel caution is warranted with respect to the present conditions, at least it is for me. It is for certain ... we want know if we are at the top to it has come and …
Hi Scott and others,
Thanks for putting the thread up again. I always enjoy reading what others are thinking and what they might be up to plus I enjoy writing about my thoughts too. For me, I have not been doing much of anything during the past c…
Hi Ted,
The sectors currently looking the best from a value based perspective are utilities and telecom. However, since I hold about seven percent each this is a pass play for me. I look for this posting each week at Bespoke; and, I am glad to se…
Hi willmatt72,
Here is my thinking. I too own PGBAX and I have available, to me, HBLIX for purchase. I have also looked at this very same thing. But, decided to keep PGBAX. In review of HBLIX against the otrher hybrid growth & income fund…
Reply to @kevindow:
Hi kevindow and others,
No doubt the market can trend higher as you have pointed out from the Novemeber 1st date. What was conveyed to me, by the article, was that there are some investment headwinds brewing that could become…
Hi Guys,
No doubt, many have thoughs on this subject. And, any good investor can present either side of oversold vs. overbought. I am of the camp caution is warranted. I think one of the article readers summed it up pretty good with their commen…
Hi Ted, thanks for posting the article on Bill Bernstein. I enjoyed the read as it reinforces what I have been doing and my thinking to manage my equity allocation within my portfolio during this bull market run.
With this, I decided to begin to s…
Hi ron,
I think everyone has to come to their own decisions regarding either holding or selling Pimco All Asset and/or All Asset All Authority. I still have my position in PASAX. I am much disappointed with its performance this year when compare…
Hi Willmatt72,
Have you done a Instant Xray on what you have? If not, this might be something you might consider doing before making any changes.
I like the fact that you have spread your management risk around among nine funds. In addition you …
Hi bee,
I own the A share class of this fund, TOLLX. Before you start plunking down your money look at it's Price/Prospective Earnings Ratio. Morningstar is showing it at better than 23. With this, I'd am only adding to my position during pull b…
Since there was a good discussion going on about small caps being in one's portfolio I came across some good commentary by Dr. Declan Fallon who is considered by many to be a leading technical analysis expert. Linked below is his most current chart…
Hi Mark, Hank, Sven, Ted, Max and others,
Stocks have had a good run much better than I first tought they would at the beginning of the year. With this, and just going into retirement, I am glad I took some profit on the way up and have built a si…
Hi Will,
I can not speak for Mr. Rowland so I am writting based upon my observations. The Leadership Strategy trigger seems to be slower moving than the Newsletter triggers. In this way, it cuts down on the number of trades that are made. I look…
Reply to @expatsp:
Hello,
This is a site that I use to read weekly until it went to be a paying membership site. Several years back it seems some, not me, were taking the Mooses calls and providing them to others for a fee. When he discovered …
Hi Art,
Those that have followed my previous post know that I have a sleeve that holds my small and mid cap funds in the growth area of my portfolio. With this small caps make up about 15%, mid caps about 25% and large caps about 60% of the growth…
Hi Ted,
Thanks for posting as I am on the hunt for value.
Real estate, emerging markets, metals and commodities (materials) along with energy are about the only places I have found any value to speak of and even some of these are too pricey, at th…
Hi rono,
Below is a link to a site that I have been using ...
http://money.msn.com/investing/top-funds.aspx
You can click on the fund's ticker to view its report.
and, another ...
http://news.morningstar.com/fund-category-returns/
Just click o…
I held the A share version of this fund PGMAX in the growth & income area of my portfolio in its global hybrid sleeve. I let it go, a couple years ago, for lagging performance reasons and I also held a sister fund, All Asset (PASAX), in my hybr…
Reply to @Crash:
Hello there again,
Welcome to world of investing ... Sometimes, things are not meant to be understood or easily understood?
I feel if you stay with it ... and, hang in with us on the board for a while ... in time ... the answer…
Hi AndyJ,
I understand completely what you are saying ...
I'll share how I use it.
In order to know what you have is to know how you are positioned. To know this I Xray my portfolio monthly. Now let's take the knowledge the newsletter provide…
Hi AndyJ,
Go to the head of the class. Reading his newsletter seems to be catching on. I hope you find it as beneficial as I have. I have linked it below for those that might want easy access to it for their reading enjoyment. As MJG wrote ... …
I monitor my portfolio and its holdings closely through doing a monthly Xray on the portfolio as a whole, each investment sleeve within the portfolio and each holding. One thing that I have noticed is that in my small and mid cap sleeve is that mos…
Crash,
One simple question. Would you marry someone after the first date? I hope your answer is "of course not!"
Many of these brokers have been to charm school.
Sounds to me like you got a "song and dance" ... and, now you are "head over heals…
Hi Crash,
Doing the math ... and, expected returns.
On a well diversified portfolio a six percent return going forward is indeed a posibility by my thinking. Taking my own allocation and applying it on a $100,000.00 hypothetical amount which woul…
Hi MikeM & Mindy,
There were several reasons that I chose to take a new handle. I have been using Skeeter for more than fifteen years dating back to the Fund Alarm days. Since then it seems another, possible more, picked and used this same ha…
Hello,
Usually, my reconfigured portfolio trails the Lipper Balanced Index in an uptrending market as I have continued to dial my risk back as most valuations have increased. However, today I matched it's performance by also being up 0.38%. With …
I know Ted I saw that ... However, I have been linking them together for some time now as a packaged concept. I want get upset with you if you remain calm with me. Have a good evening and thanks for all the links that you provide. Cordially, Old_…
