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.
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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
Does anyone here buy individual corporate bonds or TBills?
I know you can do latter through TreasuryDirect, as well as broker.
Examples:
Dish, B- (hmmm), 1 year, 5%
Ford, BB+, 1 year, callable (lol), 3.7%
Alibaba, A+, 1 year, 3%
US TBill, 1 year,…
Perhaps take some solace here ...
There are 811 bond funds, excluding Specialty Income, that have never returned less than zero in any 3-year rolling period since launch. Several of these go back to circa 1980.
Among them: DODIX, PRCIX, FGOVX, VFI…
Yes, agree @davidrmoran. This is more for those of us influenced by The Junkster School of Investing.
I do know some people that get upset when CDs show a daily loss in their Schwab accounts, not realizing it's mark-to-market pricing.
I also feel …
@BenWP. After two years of Covid, starting with horrific images from NYC and Italy, now we have the horrors in Ukraine. Yes indeed, a good dose of humor goes a long way these days.
@Old_Joe. Good one!
Yep, it's true.
But she impresses me.
I think what I like most is she's poking fun at the whole thing.
Like here:
https://twitter.com/kylascan/status/1502040117103366144?s=20&t=TWdvc5MzVvazRrz8kS_GNA
Her intro this week ...
"A brief summary around all the movements in commodities this week
Agriculture, fertilizer, natural gas, oil as a meme stonk, shale investors, The Nickel Saga, the China tech selloff, commodities vs USD, and finally crypto …
Here are all bond mutual funds, excluding Specialty Income, that are above water (month ending February), sorted by return, highest on top:
Fairholme Focused Income (FOCIX)
Eaton Vance Short Duration Inflation-Protected Income I (EIRRX)
Northeast I…
All ratings have been updated on MFO Premium site through February 2022, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund Fa…
Hi Ben. Sorry for delayed response. CBLDX has less downward volatility, but granted less return since launch. I like the CrossingBridge shop and strategies ... they seem very focused. So far, fund is behaving as expected. Another fund I've champione…
All ratings have been updated on MFO Premium site through January 2022, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, and Fund…
From DODBX prospectus:
Under normal circumstances no less than 25% and
no more than 75% of the Fund’s total assets will be invested in
equity securities. The Fund may invest up to 20% of its total assets
in U.S. dollar-denominated equity or debt se…
Gentle reminder: We will be reviewing markets, sectors, and fund families today using the MFO Premium tools, highlighting how each performed in 2021 and newest tool features along the way.
All ratings have been updated on MFO Premium site through December 2021, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, and Fun…
Usually, I track maximum drawdown across market cycles or other periods of interest, but I found looking by calendar years fun.
Most years, investors in the S&P 500 can expect drawdowns as much as 10%.
More details here.
