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.
from the article - "Make no mistake, picking the best subadvisers is not easy, and many companies fail with the strategy. But the best practitioners have demonstrated a deft touch for carefully evaluating managers that can succeed over long periods"…
Be sure to check the transcripts - good stuff from Steven Romick: http://wealthtrack.com/transcript_10-19-2012.php
On Fed actions - "feel it's really a snowball, gaining forces. ...that's the problem, is that the more money you throw at this proble…
No new ideas here. I'm overweight flexible bond funds (FSICX, PAUDX), energy (IXC) and metals (XME) stocks.
I would like to hear opinions on foreign equities, in particular Europe such as in FSIIX. I sold to take a capital loss and just can't brin…
Reply to @fundalarm: Thanks for the heads up on the premium on GIM. I have held it in years past and been very happy.
Anyone have thoughts on the reason its premium has disappeared? Is there pressure on all similar global bond CEFs (FAX for examp…
These seem interesting & promising. Thks Ted. I'm going to look into the EM version (EEMV) and the non-US (EFAV).
http://etfdb.com/type/investment-style/low-volatility/
Archaic reminds me of the Buffet suggestion that you get a limited number of choices, like punches on a card. I am trimming my numbers for the same reasons.
Seems on-topic to me. I have a small over-weighting to regional banks via KRE. (SPDR SER TR S&P REGL BKG ETF).
thks for the link, even though regional banks weren't mentioned.
Investor - i think this is what led Obama to say the private sector is doing fine. I don't know if that is a true statement, certainly not one the masses want to hear.
Maybe this is miss placed but overall i think government has been labor heavy an…
Thanks to all for the heads up. I hold a little of BJGQX in a Roth account. Wish I ad cut the ties months ago. Looks like, since the 2009 bottom, it has mimiced VPACX (the pacific index).
Reply to @MikeM: I read not long ago that maybe the miners are poorly managed, that perhaps they spend most of their efforts looking for junior miners to take over rather than looking for gold.
I have a little in XME and it may be headed to zero b…
http://portfolios.morningstar.com/fund/summary?t=PTTRX®ion=USA&culture=en-us
Seems like Gross is playing us. His fund is well into riskier bets! 45% in bonds with 10 yr plus maturity. And only 9% in us treasuries. The 57% leverage says…
