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 bee,
Thank you for your inquiry and for the information on Decision Moose. I have geared my response by item order.
Item One … I did nothing special to achieve this alignment with the strategy it just worked out that way. I do review my Inst…
Hi hank,
I'll report in when they show up, Charlotte, NC & Murrells Inlet, SC. Perhaps others that post on the board will report for their areas.
Skeeter
Hi STB65,
I thought this post would draw some comments form those like yourself who follow the axiom. I have noticed that since May is here and the markets are at new highs it seems as though the board has gotten quite. I am of the camp that at t…
Hi Scott and others …
I continue with following my asset allocation very closely through weekly Instant Xray analysis of my portfolio over the past month or so. I do this, in part, because many bond and income funds are now holding a good slug of …
Hi Hank,
As you are aware, this year form reading my post, I have been selling equities at a measured pace since the first part of the year as they made their seasonal advance. I'll need to sell another three percent to reach my target of 40% equi…
Hello,
As May approaches I have been selling equities down along the way since the first of the year as I have been keeping my equity allocation in check during the recent seasonal equity run and raising both cash and fixed income along the way. …
Hi mrc70,
The real estate fund that I own is a hybrid type fund, Fidelity Real Estate Income Fund. It is one that has a broad based investment approach which includes stocks, bonds, preferreds and mortgage backed securities plus it kicks off a nice…
April 19, 2013 ... Hello:
This past week … I took no action within my portfolio other than tracking my investment sleeves. Overall my portfolio was down 1.0% for the week. In comparison the S&P 500 Index was down 2.1% and my bogey, the Lipper…
04/15/2013 … Hello,
I have given some thought, over the night, to this post with the two different ways value has been presented above from both a technical perspective and a fundamental driven based perspective.
In reviewing SPY through Morningst…
April 14, 2013 … Hello,
Indeed, good to read a Morningstar article written about a fund that I own that keys on how an individual investor, with limited capital, can invest in listed private equity firms which in return themselves make the private …
Hi everyone,
I continue to watch and manage my equities with their upward march and sold some more off as the S&P 500 Indexed reached a close of 1575. My next sell stop will be 1600. In following my systematic sell process I have kept my equi…
Hi prinx,
Here is a relative new fund that you might wish to study. It is Virtus Herzfeld (VHFAX). This fund invest mostly in closed end funds and keys on buying funds that are selling at a discount to their net asset value with a belief that the…
Hello, prinx ...
I follow Ron Roland's Leadership Strategy that is linked below to a certain point in the growth area of my portfolio and is where I adjust my equity allocation the most. If I am light in a certain area that Ron has greenlighted th…
Reply to @prinx:
Hello prinx,
I have reviewed your post and have found that you must have mistyped the ticker symbol for Focused Dividend Strategy Fund (FDSAX) as FDASX which pulls up a Fidelity fund.
Several of the things that I favor about FDS…
Hi prinx,
There are two mutual funds that I know of that employ the Dogs of the Dow strategy to some extent.
One is by Hennsey Funds and it ticker is HDOGX. I have linked it’s fact sheet below.
http://www.hennessyfunds.com/PDF_files/FS TR.pdf
…
Hello,
I use the portfolio feature found at Bloomberg to track my mutual fund holdings and it too is experiencing a slowness in the timely reporting of nav updates and fund distributions.
However, usually by 7:30 PM EDT everyting seems to be curren…
Hello,
During the month of March I continued to trim equities as they advanced. In this way, I have kept my equity allocation right sized within my portfolio during the strong first quarter performance for equities.
In addition, I continued to ma…
Hi Chip,
Thanks for letting us know of the problems. There has been times that I would try to make a post and it would just grid and not do much of anything. And, at times I’d try to link into the board and it would just grind away. So from my t…
Hello,
Although, I stated that I was going silent and become a lurker I came across this and thought I'd post this under the Wall Street Ranter's post. It is form Crossing Wall Street and it has to do with forward earnings estimates and trends.
…
Hi all,
After giving some thought to the title I chose Until We Meet Again after a song that was sung by Roy Rogers & Dale Evans which was a childhood TV program I use to watch. I am not saying good by … but, what I am saying is that to do goo…
Hi Ted,
I hear you on the Pings ... my irons are pat. pend model eye 2's that my late friend Harry C picked up for me off the tour years back. I have a number of putters, some came off the tour again from my buddy Harry C. But my real putter name…
Hey Ron and others,
It's doing that with me too today, and lot I might add. It must be AT&T as they want me to sign up for their new product call AT&T Universe.
Skeeter
Hi Art,
A post to celebrate my up coming goffing sabbatical. I think one can do both.
One does not have to sell out of their positions to remain long. They can simply sell down their position(s) thus reducing the size of the position itself an…
Hi Art, Hank and MikeM,
Thank you for the good wishes.
While I still have good health and physical strength I feel this is something that I need and want to venture back too. I have a signed two dollar bill that I won in a golf match off a good…
Hi Charles,
Thanks for your continued comments and commentary on the board. Again, good comments here again by you. And, so that you know, I went through both events as an investor ... the 1987 event along with the big 2008 crisis. By keeping my…
Hello,
Not saying this concept should be followed … but, here is what I have been doing since the S&P 500 Index reached 1425.
Since my risk tolerance for equities ranges from 40% to 60% within my portfolio I start selling equities down when th…
Hi Hank,
Thanks for the inquiry.
The cash area of my portfolio is comprised of two sleeves. A demand cash sleeve and an investment cash sleeve that held my CD Ladder which is no more. So with this, the investment sleeve, time deposits, contains …
Hi Hank,
Thanks for the inquiry.
The cash area of my portfolio is comprised of two sleeves. A demand cash sleeve and an investment cash sleeve that held my CD Ladder which is no more. So with this, the investment sleeve, time deposits, contains …
Hello,
I think I’d look for a hybrid type income fund rather than straight fixed income funds. You will find a lot of them listed under conservative allocation funds. I have provided a link to them. Simply click on the time period to see the lea…
Hi Investor,
I thought you were the one that posted this but I was not sure. I think it provides meaningful information for investors; and, if you want to carry on and start posting this again ... I'll step back.
Skeeter
Since my edit feature just does not seem to want to function this morning I have posted this quote from his review. Eddy likes Apple and XLF.
"Despite the massive flameout in many financial stocks, the current environment is ideal for investing in…
Hi hank,
In short words ... Its is called inflation creap. Genuine silver dollars I collected back in the 60's are now worth in the $30.00 plus range just on their silver content alone. That's silver dollars not paper dollars.
Good Investing,
Sk…
Reply to @Investor:
Hi Investor, I believe this is an email copy that has been copied and then pasted on the MFO board. I get my email copy about a day before it is posted on the Invest With An Edge site itself and becomes available via link. It …
Here is what I did with my late parents concerning their distributions from their portfolios. I took a sum equal to 1.25% of the portfolio’s quarter ending balance each quarter. This works out to be a variable sum form quarter to quarter … and, wh…
I am with you on doing a nav transfer within a sales load fund family whenever possible thus avoiding paying a second sales commission.
One of the good things about Edward Jones is they may charge a modest annual fee on their self directed IRA ac…
Hi Art,
Yes I have consider in making this change but I have yet to di it. TPINX is mostly a global/foreign govenment bond fund while TGTRX mixes in some foreign corporate bonds with the foreign government positions. TGTRX has been the better per…
Hi Art,
Listed below are my top 10 of the 52 positions held within my portfolio as of 02/28/2013. They have been identified by their ticker symbol, along with the sleeve which they are held within the portfolio, and their percentage of the portfol…
