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 @catch22:
hi catch, miss-read your comments
thought you were looking for more diversifications but not about broad-multi national companies [although foods/commodities maybe related to this class and may do well long term :)]
kind regards
hi catch
speaking of food/commodities/global energy resources, you cannot go wrong with these vehicles:
PHO or DBA - broad coverage commodities ETFs
pspfx - us global resources
vde - vanguard energy
I also have a little of evep ve energy partners […
hi catch
what do plan to do when rates increased and eq2 endings. are you concerned about debt ceiling and many other blackswans out there? are you concerned about double dip? what is the best strategies to protect your 100% bond portfolio asset?…
http://marketplace.publicradio.org/display/web/2011/07/08/mm-mutual-fund-managers-invest-in-emerging-markets/?refid=0
mf managers invest in EM
investor confidence down a bit
http://www.boston.com/Boston/businessupdates/2011/07/hancock-survey-invest…
i usually use google finance or yahoo finance, nothing fancy but it looks and work ok w/ me.
I guess as long as you dont 'trade' every few hrs it should be ok :)
good morning
great commentaries
I think congress realize that we have to 'limit' our spending and we cannot buy nor spend w/ the money that you don't have
I believe they will raise the debt ceiling with much restrictions and our economy/congress wil…
greece related story
EU is similiar to Argentinea rerun
http://www.cnbc.com/id/43650504/In_Europe_an_Argentinean_Re_Run_Fund_Manager
mf 2nd quater performance @ a glance
http://www.cnbc.com/id/43671009
China's $70 Billion Fund Managers Rush to Boo…
happy 4th to all the VETS @ MFO
5 questions w/ Dennis Stattman
http://www.investmentnews.com/article/20110703/FREE/110629922
Mudrick Distressed Opportunities Fund: Mudrick Capital
http://www.hedgefundsreview.com/hedge-funds-review/profile/2080000/…
how top 2011 mone ideas have fare so far
http://www.marketwatch.com/story/how-2011s-top-money-ideas-have-fared-so-far-2011-06-24?siteid=nwhfunds
3 financial 'f' clouds
http://www.marketwatch.com/story/three-financial-funnel-clouds-ahead-2011-06-28?…
investors should still be cautious
Greek Debt Crisis Eases But ETF Investors Should Remain Vigilant
http://www.onwallstreet.com/news/greece-debt-crisis-investors-etfs-financials-2674023-1.html?ET=onwallstreet:e3473:2131761a:&st=email&utm_sou…
today's reads
http://money.cnn.com/2011/06/29/pf/investing/portfolio_risk.moneymag/
how to protect your cash from crash
http://www.thestreet.com/story/11163626/1/how-to-protect-your-cash-from-crash.html?cm_ven=GOOGLEN
5 best mf to play in the b…
investing 101- intro to sector mf
http://www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2011/06/18/investopedia3838.DTL&ao=all
best annuities [sorry if this is a repost]
http://online.barrons.com/article/SB50001424053111904472004576392401608661120.…
i sometimes go to mcdonalds or borders or burgerking, all these have wonderful wifi, your best bet could be at local bk or chick-filet [not many wifi customers and reasonable seats], do order the veggie diet though :0)
great commentary
i would also consider adding a little bank stocks/HY etfs also
http://www.investorplace.com/45635/business-development-companies-bdcs-to-buy-fsc-tcap-bdcl/
HI Max
I feel your pain, it's very hard to feed your mouth/family first then to feed the stock markets
I wish you the best of luck
try this website for job search www.indeed.com
You should have 'sold in may' but when the bad news come it's usually…
hi Scott
are you still 'staying the course', mostly in EM and EM bonds? Would you kindly let us know what are your risk tolerance and how much of your portfolio is in equities?
thanks
Mine
~ 75s% in stocks/equities/EMs
~ 25s% rest in bonds/muni fu…
we did have a good day, stocks started to bounce back after down ~ 1.5% earlier in the day then that 'turkish/greek' outbreak carnage then everything went haywire
we'll see what will happen tomorrow, still many icebergs outthere...
hi max
you are still young, still get sometime to let the wave ride
I am in the same boat, lots of equities but still holding on
it's still considered a corrections
it will go up but we'll see how the corrections does
right
thanks to all the stupid personnel in congress/house, they are playing horse shoes with our future money. things will probably get worse
you may want to save as much as possible...otherwise the new leaders will pick-pocket your tax/funds mone…
I think Scott got a great point
I am not a mrket timer
I think your best defense may also be your best offense: a good diversed portoflio comprised of active and passive managements that include real estates, commodities, sp500, em ,etc. etc...
you…
very interesting
my private portfolio ~ 0.9% return in June [mixtures of muni/private/junks], but half of the return is tax free since I've got lots of munis
we'll continue to ride this train until cannot ride it no more :)
ping scott
this is an interesting article from E.Jones
should you worry about your muni bonds?
http://www.edwardjones.com/groups/ejw_content/@ejw/@us/@graphics/documents/web_content/web224251.pdf
thanks Scott
great link
I wonder what will happen to Illinois GO bonds [I have one of it]
still rated BBB+ interestingly but has Negative Outlook [use to be AA]
I think we still hear these news headlines every few weeks so often: Cali/Florida/Ariz…
http://finance.yahoo.com/blogs/breakout/stocks-face-short-term-risks-decent-2nd-half-165753253.html
stocks face short term risks [before] decend 2nd half
http://www.kiplinger.com/columns/fundwatch/archive/kiplinger-25-vanguard-dividend-growth-in-search-of-new-income.html
vanguard dividend growth commentary - in search of new income
best etf for the buck
http://blogs.forbes.com/etfchannel/2011/05/13/…
http://online.wsj.com/article/SB10001424052748704281504576329791701338436.html
5 reasons to rethink the muni rally
Commodities' 'free lunch' ends, but that's no reason to pani
http://www.star-telegram.com/2011/05/20/3092354/commodities-free-lunch-…
Investor Alert - Asian Tiger Sinks Teeth Into Gold
http://www.usfunds.com/investor-resources/investor-alert/
have your portfolio recovery yet
http://assetbuilder.com/blogs/scott_burns/archive/2011/05/13/has-your-portfolio-recovered-yet.aspx