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 Investor, Skeeter here ...
Not suprising that the beat rates continue ... look how much expectaions have been rolled back.
For 2012 many feel that full year trailing earnings will come in at about $98.00 to $100.00 per share for the S&P 500…
Hi MJG,
Thanks for stopping by.
One of the great things about investing is that there is no one right way, or wrong way, when it comes to investing. We all have to come to a realization that encompasses many things. I believe that one of the mos…
Hi Catch 22,
The distribution is different form the yield which is computed form interest and dividend income only as the distribution factor considers all where it be interest, dividends, capital gains or return of principal. I have linked its di…
Hi Mark ... Since you asked ...
Thank you for your inquiry and since I feel it is a sincere request I’ll respond on a good number of the funds that are held in the Growth & Income, Hybrid area.
AZNAX, I own this fund because it kicks off a goo…
Hi Investor,
Thank you for your comments not only for those that are contained in this post but on the many other post I have made in prior years.
As investors, we all have to do what we feels is best. When I statrted investing in the mid 70's mo…
Hi Charles,
No debate from me this ... I use Morningstar's Market Valuation Grpah myself as one of my tools concerning valuation. I think they do a pretty good job. I also use it as an aid in when are the better times to load equity ballast and w…
Hi Charles,
I know that there are many that like to manage less funds. Being a former corporate credit manager of a large distribution company years ago I learned quickly techniques to manage large account positions in both size and numbers. This…
Hi PhilPil,
On your rebalancing inquiry: This is a reduction in equity only and I am not trying to rebalance each fund held.
Rebalancing is very simple as I reduce my position in some or eliminate the entire position. Take the Growth Area, Domest…
Hi Robert,
I am not sure exactly how to respond to your question … but, here is my comment on positioning and a look at the holdings within my portfolio.
I own a lot of stuff in my well diversified portfolio. I like to think of it from this persp…
Hi Mike,
Thank you for your kind words.
This ivestment style goes back years to my late father where he would buy stocks that he followed when they were at a seasonal or 52 week low and then sell them off when they appreciated usually towards a 52…
Hello,
Part of my investment strategy is to adjust my equity allocation as stock valuations moves upward and downward and cycle into overbought and oversold conditions.
Since the S&P 500 Index has now closed above 1500, I have begun the proces…
Hi Investor,
Thanks for linking the bespoke information. Indeed that is good stuff and although I have seen this before it is something I had just moved away form. Good to see it again.
Thanks again,
Skeeter
Hi Derf,
I am not sure if your question was directed to me or Kaspa.
I am still trading around the edges as I earlier described.
At this time I have cut back my equity ballast section and it currently is not as large as it used to be with some …
Hello NumbersGal,
I have not seen you make a post on the board before this ... so let me say welcome.
In answer to your question I looked at the Morningstar report on the fund and I have linked the part of it on management that I think might answe…
Hi Catch 22,
I wish you the very best with your project. Hey, wait for a pull back before hooking up to the equity train and then I'd position cost average in during the pull backs with the funds that you wish to own long term ... and, then buy th…
Hi Scott and others,
I have already positioned my portfolio for 1Q2013 and I am waiting for the S&P 500 Index to reach 1500 at which time I plan to off load some of my equity ballast. I am looking for about an eight percent gain in the index t…
Hi Catch 22,
I thought I’d piggy back and link up the post I made on Friday in which you posed a question to me. I am sorry that I was out of pocket most of Friday and I did not respond to your question until Saturday. It is my belief that you ha…
Hello,
I feel that equities are going to be the place to be … and, I have for the past three years or so. About three years ago I started trimming bond funds back within my portfolio and favoring equities. Some bonds will fair better than others …
Hi Catch 22,
I am sorry about the delay in getting back to you concerning your question about dividends. I was out of pocket and away from a computer.
I feel many responded and some even provided additional information that is perhaps helpful. S…
Thanks Ted,
The bar chart found in the article shows why one should diverisfy the styles within their equity allocation ... and, I found the article to be a well written recap of 2012 along with where one might consider positioning for 2013.
Seems…
Hey Maurice ...
Here in Carolina ... Cat Daddy ... is some of the finest shine made. It's history dates back to famed Stock Car Driver, Junior Johsnon ... He actually did time running the stuff. The families best in the old days was known as Cat …
The Bond Blues ... Coined after the Blues Brothers ... It is for sure trouble is brewing with
bonds being too popular and over the top for their own good ... and, with no resolve in site.
You have gotta love Jake & Elwood! "Too popular and ove…
Hi Slick,
First, let me say I am sorry about your loss. However, I find favor in the fact you were both involved and versed in your investing decisions. … and, with this you are, from my thoughts, far ahead of others. I feel you know your destina…
Hi Max,
Yes, these events in the news will be sure to push the markets around in the short term.
Even with no action on the cliff in Washington revenues will increase through increased taxes back to about where they were when Clinton was President…
Hello,
For those that might be looking for a little trading “dancing” action …
Here is a basic meat (stock, SPY) and potatoes (bond, AGG) type trade.
I have linked the charting of SPY vs. AGG … notice that AGG has pulled back about one percent wh…
Hi Scott,
I am not doing much of anything presently except sitting back and watching my investments work as the market moves upward as it looks like the fiscal cliff saga continues towards a conclusion hopefully sooner rather than later.
My asset …
Hi Catch,
I don’t plan to make any major changes in my portfolio with respect to its holdings or even with my asset allocation except to move ballast from the cash area to equity area and back to the cash area, form time-to-time, as market valuatio…
Hello,
I have been buying since the S&P 500 Index has pulled back to the low side of 1400.
I figure, with the ytd high for the Index being about 1475 and the low about 1258 this computes to a mid point of about 1365. As of Friday the S&P …
Hey Old_Joe ...
Glad you made it out on NY before everything shut down ... Would not have wanted to get stuck there with the wrath of Sandy moving through. I watched a special last night on the storm ... man, this reminded me of Hugo that tore up…
Hi Catch … Skeeter here.
I recently received a copy of a nationally published subscription newsletter that highlights thoughts on the fiscal cliff and action that the advisor has taken concerning his income model portfolios.
I find it interestin…
Hello,
I am still with my above stated position that being towards the low end of my equity allocation as I have been lightening up in equities and raising cash for sometime now. Based upon my tolerance for risk my equity allocation normally shoul…
Reply to @Skeeter: An update ... The Set-Up
In checking the charts, I am finding that the R2000 has now moved above its 20 DMA, the Slow Stoch has completed and according to the MFI money is returning. If the trend continues the MACD will soon co…
Hi 007,
No apology necessary ...
You are correct in as much that the number I reported was not the total return for the Index but was the price gain. In round numbers the Index started the year at 1258 and through 10/16 it closed at 1455 for a ga…
Hi Hank,
Thanks for posting Jeff Saut's take on the market. I check the Raymond James site each Monday to read his weekly blurb. I have linked below a recap by Market Folly of his latest blurb. It is about managing losses.
http://www.marketfoll…
Hello,
Well perhaps so or perhaps small caps might have been just working off an overbought condition and are now getting ready to stage a rally off of support.
I am finding a set up formation forming from my charting analysis for the Russell 2000…
Hello,
I have been looking at this fund to purchase and, with that, studying it. However, the min. for an investor to purchase the A share class is $25,000.00.
Here is how Morningstar breaks down the allocation. I have linked it below for your e…
