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gundlach says to buy bonds but buffett says to stay away
http://money.cnn.com/2013/05/06/investing/fund-buy-bonds/
http://www.businessweek.com/ap/2013-05-06/buffett-says-bonds-are-terrible-investments-today
rbc investment wkly commentary
Market Week: May 6, 2013
The Markets
Records were made to be broken: Despite some volatility, generally positive earnings reports and a better-than-expected employment picture helped equities continue to power upward…
long term diversifications
http://seekingalpha.com/article/1403281-a-review-of-the-long-term-benefits-of-diversification?source=google_news
http://www.fresnobee.com/2013/05/04/3286404/smart-money-tools-help-assess.html
no more defaults this yr [at…
don't know what will happen but I think I would buy little more stocks/commodities. still 80/20 in 401k/tsp.
This guy is more 'right' than 'wrong' so we'll keep our fingers crossed for now
http://finance.yahoo.com/news/warren-buffett-stocks-lot-hi…
I have not change much but I think staying very passive maybe good in long term -
I did buy several individual bonds recently but 401Ks still 80% stocks 20% bonds.
About Munis, probably stay medium to long term also, especially if you hold good …
ETFs to play in sluggish interested rate environment
http://etfdailynews.com/2013/04/17/3-etfs-to-play-the-sluggish-interest-rate-environment-with-great-yields/
Watching CEF, perhaps thinking of buying in private account. Or maybe buying more MS [cusip 61745EZ61] bonds at zionsdirect, yield @ 7% for medium term. Still 80s/20s in 401k/tsp at work
Paul Matlack interview - DHOIX - learnbond.com
Paul Matlack is a portfolio manager for Delaware High-Yield Opportunities Fund (DHOIX), one the strongest-performing high yield mutual funds over the last 10 years. While Paul only recently became a por…
active vs passive investing
http://www.lowellsun.com/business/ci_23023320/results-are-and-its-another-triumph-index-funds
tax strategies for investors - choose the right securities
http://www.thestar.com/business/personal_finance/investing/2013/04/…
related - Gundlach say don't sell your bonds [several MFO have asked about this topic recently]...Feds would keep rate low for 'quite a while'
http://www.businessinsider.com/jeff-gundlach-why-own-any-bonds-at-all-2013-4
http://blogs.barrons.com/em…
I would consider putting 10-20% in vanguard total bond funds [BND] and the rest in vanguard lifestrategies -TRF 2045s fund. Also follow MF research newsletter may make some sense
http://funds-newsletter.com/apr13-newsletter/apr13.htm
https://perso…
BobC hits it on the nail there. If you buy these bond previously, and if you sell them now, you may get a good INCREASED capital gain tax. I don't think you can find any good that would give 4+% yearly return almost guaranteed for 4-5 yrs. Most C…
Reply to @AndyJ: Hi Andy, we have use a junk email account and have applied to many resources [i.e. investor business daily, marketwatch, etc]. We get bunch of junk emails/stuff to try to cleansed out in the morning. We try to link articles that…
VGSTX - vanguard star portfolio, held it since I've started investing late 2007. Colleague at work recommended vanguard star and we wanted something diversed/mixed and w/ reasonable fees. Don't know what we'll do for the next 10 yrs, probably 70s…
we've been holding ? gld - spider gold etf for a while and thinking of adding.
we also have pspfx - us global resources, diversed commodities fund, you cannot go wrong w/ F.Holmes
4 reasons for declining risks in EM bond market
http://isharesblog.com/blog/2013/03/20/4-reasons-for-declining-risk-in-emerging-market-bonds/
http://blogs.barrons.com/incomeinvesting/2013/03/21/brown-brothers-on-munis-steady-fundamentals-but-tough-…
probably best to befriend w' a realestate agent
you can find bunch of junk on the net
http://www.bankrate.com/
realestate.com
http://www.hud.gov/buying/comq.cfm
foreclosures -
http://www.whereforeclosure.com/foreclosure-listings/
hotpads.com
m…
Reply to @Hiyield007: thanks for the info. Can you list me in your living wills [LOL]. kidding aside...Over the past 20s - 30 yrs, in your own experiences, would you prefer to use more bonds than stocks w/ long term investments or do you feel we …
Reply to @perpetual_Bull: hello. thanks for info. Is ~60k after all the taxations/ annual fees, etc... ??? Gold was about 350s dollars/ounce back in 96 but now ~ > 1500 dollars... gas also < 1 dollar/gallon but now ~ 4 bucks/gallon hm…
Thanks skeeter for the the commentary the past few yrs. Learnt much from you. I think you may have the 'best plans', just close the book, turn off CNBC/loomberg, just leave it in 60/40 portfolio, come back in 10 yrs and your return still > ++ 1…
don't know if it's too late. I don't want to sponsor this but look at this, very attractive offer:
sorry if this is a commercial but just want to pass 'em along for those interested
You are receiving this message as an update to your recent reque…
good morning - great question. We live near Dallas areas it's growing very fast for many bussiness especially housing sectors/heatlh care, some IT growths. Austin is also a good place for family/plentiful jobs for IT/computer personnel. You'll g…
Thanks for the link Mr Snowball, I've 'bookmark' it. Good site.
Look like the recovery could be 'REAL', so we may have slow growth the next few yrs, sequester is indeed Maybe yesterday's news. Market still went up even sequester was happening -…
Reply to @Old_Joe: Hi old budy. If the crash happen tomorrow/and goes down the next 6 months to new lows like in 2008s, you'll be laughin at us out loud...lol
largest holding:
lifecycle fund 2040 @ 401K
top holdings - private account
VGSTX vanguard star
PRPFX permanent portfolio
VPCCX vanguard prime cap core
GLD gold/
LSBRX loomis bond
PSPFX - us global resource
related - CFA study says corp bonds are over valued
http://www.ftadviser.com/2013/02/27/investments/fixed-income/cfa-study-says-corporate-bonds-are-overvalued-sEBDRz84ttSnG1v4fNjH2M/article.html
