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Hi Ted,
It seems, 1660 range got streached down to the 1600's (fair enough). Yes, I might have to wait a while ... But, at least if the market pulls back I want be upside down in my existing positions. I am a happy camper from where I am positio…
Hi Charles,
Yes, I am letting my winners run as I am well within my equity allocation range of 40% to 60% within my portfolio. I don't recall writting ... I was selling ... I am just not buying at these price levels. Let's just say ... I've got a…
Hi OJ,
Seems like bad news continues …
Looks like tomorrow, or next, might be the day the S&P pulls back to the 1635 range should things continue on their current course. Since we are now into day eight of the shut down the market seems to be…
Hello willmatt72,
I have been studing this fund myself for purchase. From my thoughts, it will be much along the lines of NEFZX which is a multi-sector fund that Ms. Gaffney co-managed with the legendary Dan Fuss. With this, my thinking is that …
I am not buying any single stock issues as I feel there is a lot of risk in holding single issues.
However, I have recently been increasing my positions in emerging markets and in Europe along with some select equity dividend type funds. Currently…
Hey,
Thanks for sharing ... I kinda wondered about your handle too ... five letters ... I wonder ... What mutual fund ticker bears that? So I ran it and I came up with T Rowe Price Summit Municipal Income ... A four star fund ... I tought you migh…
Reply to @slick:
No, I was not surprised at you being female because I have been following your post ...
What puzzled me, though, was ... How did a gal come by the nick name or handle slick? Usually slick refers to someone that has hood-winked so…
Hi STB65,
I have been thinking on your post about BBALX and I have no answer for you.
However, I do have a good number of funds that can and do short but are not considered L/S funds. When you take a good number of these type funds that from time…
Hi Slick,
Thanks for stopping by and making comments.
I have been reading your post and have found your handle "slick" to be an interesting one and one that I bet has a story with it. Would you mind sharing how you came by it?
Mine comes form …
Hi Max,
Thanks for the article. In my way of thinking, probally somewhat off center, emergings markets were becoming overbought. I am in the process of raising my equity allocation in emerging markets form about 4.5% to the 5% range. With this, …
Hi VintageFreak,
I have owned a few long short funds myself form time-to-time and some others that can also go short should the manage wish to follow this route.
I currently own MFADX (Marketfield Fund). To me this is a fund that I am not sure sh…
Hello prinx,
I have found there is an art to buying sales load funds. Below I will share some of the ways I have used to navigate the sales load and better utilize nav buying.
One of the ways to pay a reduced sales load is to buy enough of a fun…
Charles,
Thanks for stopping by ... and, I am happy to learn that you found value in the Druckenmiller interview. I think the post "Six Things to Ponder This weekend" pretty much sums up the headwinds that are facing both the fixed income and equi…
Hi Hank,
Thanks for stopping by and for your comments.
The income area of my portfolio consists of two sleeves an income sleeve and a hybrid income sleeve. Combined these two sleeves make up about 25% of my portfolio. The 5% reduction I made in …
Hello,
Since bonds had their great pull back beginning in May, I reduced my allocation to fixed income by five percent (30% to 25%) and raised my allocation to equities by five percent (40% to 45%) keeping cash at 20% and alternatives at 10%. Curr…
Hello,
I recently reduced by exposure in the income area of my portfolio by 5% (from 30% to 25%) and raised my allocation to equities by 5% (from 40% to 45%) with alternatives remaining at 10% along with cash at 20%. Currently, I am heavy cash and…
Hi Mike … Thanks for stopping by and making your comments.
As you and others know that follow my post I recently reduced by exposure in the income area of my portfolio by 5% (from 30% to 25%) and raised my allocation to equities by 5% (from 40% to …
Hey, Old_Joe,
I looked at that one too ... but, went with LMVTX ... Good Luck!
From review of the Fact Sheet, linked below, on WPVLX ... The stated returns don't match Ted's for 1997, 1998 & 1999.
https://weitzinvestments.com/resources/doc…
Hello again,
Yesterday both bonds and stocks were up in general and emerging markets had a great day ... and, with all this, both All Asset & All Authority were up. Perhaps, they both are indeed finding some traction with thier positioning in …
Reply to @Ted:
Hi Ted,
My best guess.
I believe this to be Corporate Leaders Trust and was organized in 1935 with an equal number of common stock shares in the 30 leading US companies at the time. Since it is organized as a unit investment trus…
Hi Ted,
Thanks for posting the article.
One of the ways I check and measure my own portfolio's performance, which consist of a good number of mutual funds, is against the Lipper Balanced Index as my portfolio is widely diversified holding cash, …
Hi John,
I copied the post I put up this morning under "Scott Where Is Your Thread? Where Are You Investing Now? It seems to fit with your linked article on emerging markets.
This past week, or so, I have been adding to my emerging market funds.…
This past week, or so, I have been adding to my emerging market funds. At August months end my portfolio according to a Morningstar Instant Xray analysis indicated that I was carring about a 4.5% exposure to emerging markets (e/m). Since e/m's are…
Both All Asset and All Authority were up yesterday (9/6/2013). Back on August 27, they were also up when bonds were up and stocks were down. The difference perhaps, this time, is that bonds were flat and stocks were up. Perhaps a repositioning is…
Hello,
I harvest capital gains myself form time-to-time ... and, I think it's a prudent investment stradegy to follow. But, since JAOSX can transverse to global investment universe I think I'd hold on to some of it regardless of what you choose to…
Hello,
I am still with my asset allocation model. Recently, I reduced income by 5% form 30% to 25% and raised my equity allocation form 40% to 45%. Cash remains at 20% and alternative at 10%. Although, I am somewhat near these targets I still ha…
Hey folks,
All Asset and All Authority were up yesterday (One day does not make a turn-a-round but it has to start somewhere). Perhaps they are starting to find traction. I indeed hope so.
My largest holding is in Franklin Income Fund (FKINX) and the senior fund within its sleeve. It is a fund that traces it roots in my portfolio back into the mid 60's. It makes up about 8% of the total portfolio which is the cap for anything that I…
Hi Scott,
Here is a fund that I think has some flair for those interested in private equity. It's A share ticker LPEFX. I have held it for about two years and I am please with its upward movement as it has been one of my better performers in my s…
Reply to @Art:
Hi Art,
I have been looking at JNBAX this evening and running Ben's analysis on it. I was leaning somewhat towards BAICX but like more of what I see in JNBAX. One of the things that concerns me is that PAUAX has given up just abo…
Reply to @ducrow:
Thanks for the tip on JNBSX. I'll take a look. In addition, I thought I'd look at BAICX. I most likely will continue to hold All Asset (PASAX) through September and if it has not yet made an upward turn most likely it will be …
Thanks Charles for the weekly update on SPY & AGG. I had a decent week myself as my portfolio's return was in line with that of the Lipper Balanced Index return of 0.22%.
Hi Old_Joe,
I don't at this time use etfs within my portfolio. I feel etfs are designed to be traded and mutual funds are designed for investing. I just did not want to go the trading route. I have no problem with funds that I hold that use etfs…
Reply to @AndyJ:
Hi AndyJ,
Thanks for your comment. Hopefully, PASAX (All Asset) will be finding traction soon. And, with this, its flair will become in style once again. Otherwise, it will indeed need a make over and if Arnott does not want …
I let Pimco All Authority (PAUAX) go a while back and put the proceeds into Marketfield (MFADX). Both of these funds were/are members of my specality sleeve found in the growth area of my portfolio. So far this was a good move and I am pleased. I…
Reply to @ron:
Thanks for your comment on MWEFX. Indeed this is a good fund. However, I currently hold five funds in my global growth sleeve. They are ANWPX, THOAX, PGROX, NEWFX and THDAX. Should I decide to expand and add a sixth fund MWEFX w…
