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 @Art:
I use a check list of things I find in favor and/or disfavor in a transaction before moving forward with it. If I have a good number of positives and only a few negatives then I use good judgement as to if I should move forward wit…
Hi Max,
I was wondering what lead you to determine now was a good time to be adding to positions?
Do you use any type of technical analysis and/or other triggers to help you determine buying opportunities?
I recently added to a global stock fund …
I recently added to my global stock fund positions and reduced my allocation in my fixed income sleeve of my portfolio this past week. My new targets are 20% cash, 25% income (decreased by 5%), 45% equity (increased by 5%) and 10% alternative.
Th…
Reply to @Art:
Art, I plan to stick with some percentage of income, not less than 20% nor greater than 40%, as part of my overall portfolio's asset allocation. Presently, my near term thinking is not when to load more fixed income but when to cont…
Hello,
For the day my portfolio was down 0.22%. In comparison the Lipper Balanced Index was down 0.20% and the widely followed S&P 500 Index was down 0.33%. I had three funds that were up, three that slicked out and a gaggle that were down.
…
Reply to @Investor:
I compute FDSAX to be currently, as I write, 2.6% off its recent high while a S&P 500 Index fund being off 2.7%. Actually, it was the worst performing fund in its sleeve within the growth & income area of my portfolio …
Reply to @AMatMFO:
Hi AMatMFO, I don't know how a retail investor can buy this fund and avoid the sales load. However, the fund is available in a C share class (FDSTX) if you wish to stay away from a up fornt sales load found with the A shares.
…
Hi Carefree,
Pursuant to your request, here are my favorite funds by style classification. Some style classifications are left open as I have good style coverage with the ones I have listed as many of them offer multi style box coverage. An excer…
I am at the equity party too, I am just not enthused about it as some. At these, or near these, all time high price levels my thinking is that caution is warranted. This is why I employ a systematic sell process as equities continue their advancem…
Hi PRESSmUp,
NEFZX use to be held in the hybrid sleeve but when I reconfigured the sleeve I moved it from hybrid to the fixed sleeve a while back. I still refer to the sleeve as fixed income becasue the sleeve still bubbles better than 80% fixed a…
Reply to @Art:
Hi Art,
Sorry for the delay in responding. I somehow must have missed it.
Form retirement, I have not yet got to slow down. My old firm keeps calling me back to the office from time-to-time to sort things out and meet with prefe…
Hi DlphcOracl,
Thanks for stopping by and making a comment. I started not to start a thread this weekend becasue I felt it would draw comments that would merit a response and I am in flux with my time. So, I might not get to respond to all that m…
I have been following this post and at first I thought I’d remain silent … but, I just had to chime in because I feel the answer is that it depends on the individual investor.
I think the correct number of funds one should hold should be determined…
Hi Ted,
Thanks for the link. With this, my income area has a total of twelve funds that pretty much covers the many areas found in the universe of income investing.
The fixed income sleeve holds LALDX, THIFX, ITAAX, LBNDX, NEFZX and NWQAX.
The…
Well, I guess I’ll chime in here.
Within my highly diversified portfolio I have currently been sitting on the sidelines, for the most part, and harvesting from my crops their unrealized capital gains that I planted sometime ago. As the market mo…
Hi Mike E,
Perhaps the fund manger(s) spent it through the deployment of defensive strategies to maintain the NAV ... and, with this, there was little left to send on to the shareholders.
I went to short duration income funds (3) and multi sector …
Hi VintageFreak,
It is all these thoughts and different perspectives that make the market. If everyone had the same thought and perspective we would not have much of a market. Remember, for every seller there has to be a buyer.
I'll make more mo…
Hi Art, hank, and others:
Here is what Fotress to Blackstone say, Now Is Time to Sell on Rally ... "Its almost biblical: there is a time to reap and there's a time to sow!"
As the two of you know, and some others also, I was equity heavy (60%) in …
Hey Ted,
I am on board ... and, I own about 40% of an equtiy freight train myself within my portfolio. Hey and as the equity train climbs the mountain ... let us not forget ... it has to make a decent at some point in time.
Now where would you b…
Hi mcmarasco,
I have been selling equities down since the first of the year and have raised my cash level to about 20% in my portfolio as I feel equities, in general, have been overbought for sometime now. In addition, I am about 30% income, 40% e…
Hello Vintage Freak,
In addition to NLSAX you might wish to also look at MFADX, A Shares of the Marketfield fund. They have both been performing well in the long/short category.
Skeeter
Hi bee,
Thank you for your question as to what I see intersting in Europe?
I could state many reasons why I put a special Greater Europe rebound investment position into play recently. My thinking in doing this as it is turnning out to have some …
Thought I'd post the link to Mr. Rowland's weekly newsletter that compliments the strategy that Ted posted above.
http://investwithanedge.com/newsletter-archives/072413-detroit-rock-bottom-city
Good Investing,
Skeeter
Hi hank,
For me there are little opportunities for my style of investing currently in the market, at the present time. I like to buy (position new money) when good value prevails and the market is selling accross the board at a discount. Based up…
Hey,
I had a couple of upward zingers yesterday myself and a few that held their on ... slicking out even ... but, I also had, and ... for the most part ... a good number that were negative.
And ... so it goes ... Looks like today is shaping up t…
Hi Catch22,
Here is my take.
In general, and in short words, the recent decline in price for most bond funds indicates, to me, that interest rates are rising. Since bond prices usualy move inverse of interest rates when bond prices fall then inte…
Hi mrc70,
First I would organize what I own. To do this I use the area and sleeve approach. I have four areas of investment within my portfolio. The areas are cash, income, growth & income, and growth. Within the cash area there are two sle…
Hello,
SunAmerica Focused Dividend Strategy Fund is one of my buy and hold holdings. It strategy is simple yet effective. For those that might be interested I have linked the funds fact sheet below.
https://www.safunds.com/pdf/Fund-Fact-Sheets/a…
Hi mrc70,
I agree that BobC answers most who direct questions to him and many who ask questions of the board. However, it is a collection of us all that is what makes the board. For you see, if nobody, like yourself, asked a question, then ther…
Thanks Hurx for posting the article on all asset & all authority. I own a good slug of all asset in my hybrid income sleeve and recently sold my position in all authority held in my specality sleeve.
I have held the position in all asset for a…
Hello,
In the specality sleeve in the growth area of my portfolio I use TOLLX as my diverisfied infrastructure position. I think, infrastructure is a good theme to invest in. I have also been looking at ALERX which holds mostly MLP's which would …
Hello,
I used a strategy similar to the one described in the article in the management of my late parents investments to provide an additional income stream to their social security and pension benefits. I basically, took a sum equal to 1.25% as a…
Hi Ted,
Thanks for posting ... and, most always, nice to read about a fund that I own.
I am not sure I'd say it employees a truly "buy and hold" strategy as it re-sets its holdings annually.
Indeed it has been one of my better equity fund perform…
Hi Joe,
I have a specality sleeve within the growth area of my portfolio with an open position. This is an interesting strategy and at first look they seem to have performed well. However, they seem to be relative new funds with not much history.…
Hi prinx,
On your asset allocation I have a range that I try to keep my asset allocation within. For example for equities it is forty to sixty percent. In times when I feel stocks are oversold I will govern towards the high end of this range and …
Reply to @andrei:
Hi anfrei,
Thanks for your comments and perspective on the WARAX. Rest assured, I'll give it a good review before putting money to work. I am waiting for the S&P 500 Index to pull back to 1565 to 1575 before I venture into…
