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 @Ted: Merry xmas to you sir. sorry have not been posting much recently. Too busy at work. We also went to Orlando last wk first time ever, beautiful weather and beaches. Wish I can stay there for a long time but the wifey hate the tol…
http://www.bloomberg.com/news/2013-12-15/gold-funds-see-unprecedented-31-slump-with-world-losing-faith.html
anyone buying more gold?
still have ~ 4% commodities in privte accnt
bought little of boa bond cusip 06048wek2 ytm 5.5%
still DCA in 80%/20% @ tsp/401k
I think the market will have a major correction or 'crash' in 6-12 months ?!
If Dows ever hit 9000 again I am 'all in' lol
good morning
these are good thoughts, good article.
Of note, we are consider buying homes or commercial real estates and rent 'em out. it could be a 'gold mine' if you live in Tx. Still many foreclosures around. It maybe risky if you get a bad …
hey rono - long time have not seen your post. What are your thoughts about gold and PM, time to buy more?
sometimes schwab give good perspectives about different stocks on research screen [you can sign up for a free account]. We do use google.co…
from muni and bond news
Byron Wien's Asset Allocation Plan
https://www.google.com/search?newwindow=1&site=&source=hp&q=Byron+Wien's+Asset+Allocation+Plan+&oq=Byron+Wien's+Asset+Allocation+Plan+&gs_l=hp.3...40…
Reply to @catch22: hello sir, it's not too hard to sell, but the brokerage firm 'has to make a little $$' so if the purchse priced around 83 cents they may buy it from you form 77 cents or so and + 10 dollars fee/transactions. The select note tru…
Reply to @Ted: yes sir, you know what you are doing since you are indeed a 'guru' here @ MFO. I follow lots of your advise previously. But I am still pretty scare of what's going on but I still have many yrs left - being agressive w/ the 401k/t…
no change in current portfolio - 80/20 in 401k/tsp. bought another bond yield 8% recently but has long maturity - select note trust
http://www.amex.com/strProd/prodInf/prospectus/2005/SXN.A.pdf
and couple of intersting reads
http://www.kiplinger.com/article/investing/T041-C007-S003-fund-returns-get-ready-to-explode.html
http://www.kiplinger.com//article/investing/T041-C007-S003-loomis-sayles-bond-buying-junk-bonds.html
us default?
I think it maybe better to 'let it go' since you cannot really fix it anyways
http://www.pbs.org/newshour/bb/politics/july-dec13/debtceiling_10-03.html
also E.Jones newsletter - from email
Pay Attention to What's Missing
It's sometimes difficult to notice what's missing -- but as Sherlock Holmes observed when the dog didn't bark, what's missing can be as important as what's present. So what are w…
thinking about getting apartment 10 units preforeclosure to rent out but the wifey is absolutely against this idea.
probably buy more oil or energy bond - KEG has bond yields ~ 6.7%
http://quicktake.morningstar.com/stocknet/bonds.aspx?symbol=keg
thank you - very good interesting read but I rather keep my own couch potatoes ways to investing, and this method may have shown better returns. regards
Reply to @Skeeter: Hi skeeter. Thanks for the commentary. I still have 20+ yrs plus to recover, probably can take a few down turns here and there. Still 80/20 in 401K at work the past 4 yrs, no change.
For the private portfolio, recently added…
thinking of taking a position in BTU, or buy it's bond brother - seems very interesting,
http://www.fool.com/investing/general/2013/08/21/is-this-coal-stock-worth-the-risk.aspx
related - detroit bankruptcy maybe minimal to Municipal bond markets
http://www.municipalbonds.com/news/special-report-detroits-bankruptcy?utm_source=Municipal+Bonds&utm_campaign=e0e0feb45b-Muni_Saturday_7_277_26_2013&utm_medium=email&ut…
Reply to @Investor: hey investor. you are exactly right. until we run out of oil [in 10-20s yrs], HOU/DALLAS/AUSTIN would be exactly like Detroit. Unless we come up w/ alternative means for sustainable energy. Look at the Saudis, that's what the…
sorry if i am being too political, maybe best to model after Austin or Houston Tx - republican state run. The fiscal budget is balance but nobody get a 'damned' pennies [pensions, healthcare]. many folks have no healthcare in Texas/most under pri…
i don't get it. DOWs should be down by 20s% - 30s% now or the very near future since the all time high [at least this is what the pundits are saying]. I guess we have to wait for another 2-5 years until this happen. I guess if the FEDS keep pouri…
long term investors, not a short term trader
age early 40s. ~25+ yrs until retirement; 401K/tsp ~85s% stocks:15s% bonds. but buying bonds in my private account YTM ~ average 7%...approximately 60s% stocks 40s% bonds in private account
you may nee…
