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 MikeM,
For some reason JohnN name resonantes with me ... but, indeed, it could have been someone else possibly Scott or another that brought it to the board. I know, it was several years ago and it was a fund that I had on my radar even though …
Hello,
After reading the article ...
I guess I am some of all three types as referenced in the article as I have profits as determined by IRS guidelines classified as short term capital gains as well as some long term capital gains and other type…
Hello,
I have watched NBR for a good number of years and enjoyed it very much. I'll give a look see to the new for the next couple of weeks or so and if it no longer peeks my interest ... Well, for me, the Speed Channel is there ... and, I guess I…
Hey,
Good to read about a fund that you own ... PGBAX.
Indeed it has been a good performer in my hybrid income sleeve over the past couple of years that I have owned it. I beleive this is a fund that John N or Scott touted on the board as being o…
Hi Investor,
Perhaps so ... Somehow I must have missed it. I try not to post something that someone else has already posted ... but, at times it happens. If you recall I discovered this newletter some years ago and broutght this to the board back…
Hi Daves,
I think there are head winds coming for bond funds. With this I shortened the duration in my income sleeve within my portfolio this past month by making some changes that I felt might extend my staying power with my positions within this…
Hello,
During the month of February I have been reviewing my fixed income sleeve of my portfolio and shortening its duration and added some equities to its asset base. In doing this, I have made a few changes to the funds that the sleeve holds.
T…
Hello,
During the month of February I have been reviewing my fixed income sleeve of my portfolio and shortening its duration and added some equities to its asset base. In doing this, I have made a few changes to the funds that the sleeve holds.
T…
Hi Good Folks,
Yesterday was the markets blowing off a little of the overbought condition and was triggered by the news from my thinking. A lot of uncertainty exists now. So look for the news to drive and trigger the markets.
The down draft in my…
Hi Scott, Andrei and others,
I like to read what Ron Rowland’s take is and I follow him through reading his Invest With An Edge weekly newsletter and also check his positioning in his Leadership Strategy report. For those that don’t have these lin…
Hi Hank,
As the old saying goes ... Buyer Beware! Do you really want to get sucked into this vortex?
I am looking for those $112.50+ 2013 per share earnings estimates on the S&P 500 Index to soon get revised downward possibly by as much as fi…
Hello,
I am still with my overall recent bull run plan to trim equities as they advance. I sold equities down by about one percent with the 1525 close on the S&P 500. My previous trim was at 1500. The next planned near term trim will be S&am…
Thanks for posting Ted.
I own both of these funds with my largest position being in All Asset. I have the All Asset fund in my Hybrid Income sleeve and the All Asset All Authority fund in my Growth Specialty sleeve because it can short and widely …
Hello,
I am still with my plan to trim equities as they advance. I plan to sell equities down by about one percent since they closed above 1525 on the S&P 500 Index yesterday. The previous trim was at 1500. The next planned trim will be S&am…
Hello,
I have linked a performance graph of the S&P 500 Index vs. SPCEX, Alger Spectra Fund A vs. AGTHX, American Growth Fund of America A vs. VADAX, INVESCO Equal Weight S&P 500 Fund A (with quarterly rebalance) vs. IACLX, ING Corporate Le…
Hi Investor,
Thanks for making comments on ALERX.
I would like to know more about this fund before moving forward with it so I will not being doing anything in the near term with it. However, I think it will be interesting to continue to watch …
Hello,
I have been looking at this open end fund that invest in a MLP Index. It claims that no K-1 form is sent for tax reporting but you will receive a 1099. I have not moved on it but I do have it under review as it recently paid out a distribu…
I Art,
Thanks for stopping by.
Through the years you have provided information that I have found to be of good value.
I was starting to post this under Ted's post on MLPs as it might be of value to some. It is an open end fund that invest in…
Hi MikeM,
Thanks for stopping buy and adding how you like to approach investing through associating it with the offensive, defensive and other specialty teams found in football.
One of the seasonal strategies that I use to make a special investmen…
Hi Scott,
Thanks for chiming in. Your input is welcome.
On TOLLX … This is a fund that is available to me commission free as load waived although I do still get whacked with the ongoing 12b1 fees. With it I am able to gain exposure to global inf…
Hello Kaspa and others,
Four of the small and mid cap funds that I own in the Growth Area of my portfolio are as follows:
PCVAX, Allianz NFL Small Cap Value A, has been one of my holdings for a good number of years. I have linked its Morningstar …
Hi Slick,
I have owned MMUFX, the A share version and have found it to have performed to my expectations. One of the reasons I no longer hold the fund is that utilities currently make up about a triple weighting for me within my portfolio as compa…
Hi fundalarm,
I currently have four accounts. A taxable account, a self directed IRA account, a 401k account consisting of a deferred comp side and a profit sharing side and a health savings account.
Although I may own the same fund in more th…
Hi Hank,
The more conservative way would have been to have kept STIAX. As I responded to MikeM, I moved a more aggressive fund, NEFZX, to the fixed income area and booted STIAX. I did this because I felt the fixed income group needed some exposur…
Hi MikeM,
Thanks for the question.
I now know who’s been looking under the hood, so to speak. Caught me with a 427 in a car badge 327.
http://www.cars-on-line.com/61495.html
I have to agree, that form my first thoughts it fits more the profile…
Ok Hank,
Since you like cars … I guess that includes fast cars?
Here is a chase scene featuring two of the most famous mussel cars of all times …
The General Lee vs. The Bandit Trams Am …
Enjoy.
Skeeter
Hi Hank, and others ...
I am 65 and still working by choice as I enjoy my work, my golf, my fishing, my investing and most of all my family and life in general. I assure you investing allowed me to do and to enjoy things that I would not have othe…
Hi Ted,
Thanks for posting ...
In the article it references that those that think they are coming early to the party may indeed be coming late. Well, those are my thoughts too and that is why I have been selling equities down as the stock market …
Hello,
Hi MJG and Investor … Thanks for stopping by and for making your comments.
Picture a compass … It uses the magnetic North for its center of focus to provide a directional read and then one can plot their desired direction from the compass d…
Hello,
I thought I take a moment and use the World’s Most Simplest way to compute a stocks valuation that recently appeared in the Crossing Wall Street Blog; and, I will apply this formula to the S&P 500 Index itself.
In review, the formula is…
Hello,
I thought I take a moment and use the World’s Most Simplest way to compute a stocks valuation that recently appeared in the Crossing Wall Street Blog; and, I will apply this formula to the S&P 500 Index itself.
In review, the formula is…
Hi rono,
Thanks for stopping by.
I am thinking many on the sidelines will be drawn in feeling they are being left behind. Heck, from my thoughts, the train left the station about three years ago. I've played the upward movement with some selli…
Hello,
I sold equities down a little myself this week by about one percent. The next near term selling stop for me will be S&P 500 Index 1525 than I'll sell another one percent.
Good Investing,
Skeeter
Hi Catch ... and, Ted:
Thanks for your response(s).
Where I was coming from on my above comment was I don't have a problem with your post nor those of Ted's except for the ones that have directed some harsh words at times towards you and then you …
Ok, I guess I can write from the position of Ted gardening me the mutual fund number champion. Perhaps so as I believe in spreading my risk over a greater number that perhaps both Catch and Ted do. But, with my background in credit, that is just m…
