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.
alternate to stock-bond portfolio
http://www.smartmoney.com/retirement/planning/alternatives-to-the-stockbond-portfolio-1331145549126/
investors are wise to TDF
http://www.onwallstreet.com/news/investors-are-wise-to-target-date-funds-vanguard-26777…
barringtonfinancial.com
barringtonfinancial.com commentary
STRATEGIC OVERVIEW
March, 2012
SHORT TERM VIBRATION:
Stocks continued grinding higher in February as the rally of 2012 now has the S&P 500 sitting on 9% gains. Amid all the bull…
TDF sometimes miss the mark
http://blog.pennlive.com/business/2012/02/when_youre_serious_target-date.html
123jump article - Touchstone HY fund
http://www.123jump.com/mutual-fund/Touchstone High Yield Fund/759/
em funds look cheaper than ever
http://www.thestar.com/business/markets/article/1136344--emerging-markets-funds-looking-cheaper-than-ever
3 obsessive habbits of Bruce Berkowitz
http://www.businessinsider.com/the-obsessive-habits-of-bruce-berkowitz-…
related - many investors are taking moderate risks in bond market: market credit reports
http://uk.reuters.com/article/2012/02/24/markets-credit-idUKL2E8DOA8D20120224
smart $$ heading to sideline [time to sell?]
http://www.cnbc.com/id/46499591
how safe is your cash
http://www.foxbusiness.com/personal-finance/2012/02/23/how-safe-is-your-cash/
4 funds for capturing bond yields
http://www.foxbusiness.com/personal-…
I am very cautious, not buying much. Just watching w/ my private $$. Although the 401K/tsp is still 80%stocks/20% bonds. Thinking of selling several bonds that made a killing the past few yrs.
Should You Listen to Ratings Agencies on Sovereign Debt?
http://www.cnbc.com/id/46367194
MF managers upbeat on Global stocks/world economy
http://www.utsandiego.com/news/2012/feb/14/mutual-fund-managers-upbeat-world-economy/
related article: looks like if Feds continue to fill the punch bowl, the party will continue [for at least another 2-3 yrs?]
http://finance.yahoo.com/news/bond-market-bulls-forever-hopeful-154518332.html
Old-Joe, don't really know. It's all speculations. I think you have to account for PIIGS - heading toward organized default. US maybe there if we keep printing $$ and spending like crazy. then the whole world may belly up
sounds like another bailout is in the pipeline- Chinese's style
now Greek is also burning as bills passed
http://www.theglobeandmail.com/news/world/athens-burns-as-greek-austerity-bill-passes-avoiding-default/article2335838/
Reply to @catch22: HI Catch...morning. You hit the hammer right on the nail. I do think that holding a diversed ETF/fund portfolio is much less risky than holding just one bond. Also, look at some of NAV of individual bonds around 2008-2009 bef…
The only caveat is perhaps when you buy a bond ETF/fund, you cannot control the daily NAV prices and managements can buy or sell as they pleased. Whereas if you buy individualized corp bonds you 'wait' until the bond mature and gets the whole price…
mf investors should crack down closet indexers
http://www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2012/02/09/bloomberg_articlesLZ3H9P1A1I4H01-LZ3H9.DTL&type=printable
related - more US workers plut 401K investments on autopilots
http://www.reute…
bonds most dangerous assets on low rates/inflations - Buffett
http://www.bloomberg.com/news/2012-02-09/buffett-says-bonds-are-among-most-dangerous-assets-on-low-rates-inflation.html
also
bonds are safe...not so fast
http://www.dailyfinance.com/2012…
don't know if eli is best qb, he is indeed clutch. still have about 4-6 good yrs left. he need to continue what he is doing this yr to show more respect
Reply to @Desota:
HI Desota, don't know if fink makes sense or not but I wish if he would bet where his mouth is...probably better to raise cash AND have lots of good rated bonds. It may crash very soon
Fink's story: "Diversification, ha! Fink …
don't know much about the sectors and cycles but EM was beat up recently but so far this yr they are doing very well
http://www.etftrends.com/2012/02/emerging-market-etfs-double-sp-500’s-gain/?utm_source=iContact&utm_medium=email&utm…
got this from Financial advisor
SPECIAL MARKET REPORT
February 2012
SHORT TERM VIBRATION:
It will be difficult for the markets to replicate their January performances in February. After sporting nearly a 7% gain in the first month of 2012, market…
related to the discussions - there are no safe havens out - smart place to put your $$
http://www.fool.com/how-to-invest/personal-finance/savings/2012/02/07/the-only-smart-place-to-put-your-money.aspx
personally, I rather take a little more risks an…
latecomers to bond party unlikely to have fun
http://www.theglobeandmail.com/globe-investor/personal-finance/rrsp/latecomers-to-the-bond-party-unlikely-to-have-much-fun/article2328240/
stocks least loved since 1980s - should we be worried - after t…
rbc weekly market up date
Market Week: February 6, 2012
The Markets
Bolstered by a strong rally in the wake of Friday's encouraging employment report, both the Nasdaq and the Dow ended the week above last year's highs, and the Nasdaq actually hit a…
MF assets at stand still
http://www.securitiestechnologymonitor.com/news/mutual-fund-assets-flat-29933-1.html
[I suspect this could be the case for few yrs to come]
very interesting article
also related
https://www.google.com/#sclient=psy-ab&hl=en&site=&source=hp&q=Washington+State+Easily+Sells+Muni+Debt,+Despite+Warnings+&pbx=1&oq=Washington+State+Easily+Sells+Mu…
interesting chart to look at
http://cdn.mymoneyblog.com/wordpress/wp-content/uploads/2012/01/cpi_u.jpg
should you consider buying US T after looking at these chart?
related - MM/CDs yields are flat
http://seattletimes.nwsource.com/html/businesstechnology/2017345551_fundnews29.html
would you folks consider buying HY bonds & ETFs/US T, Munis, would these vehicles be better [except that all hell break loose i…
DON'T LOOSE MY $$
https://www.google.com/#sclient=psy-ab&hl=en&site=&source=hp&q=Just+Don't+Lose+It!&pbx=1&oq=Just+Don't+Lose+It!&aq=f&aqi=&aql=&gs_sm=e&gs_upl=1…
bond investing 101 - advance concepts
http://www.investopedia.com/university/advancedbond/#axzz1kITwd1z5?partner=wbw0127
ALSO - the search for income: LPL financials
http://brlink.lpl.com/branchlink/include/wpdocumentdisplay.aspx?ContentID=28536&am…
