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.
Just checking a few I don't own. I do have SCHD, SPLV but wish to add another. Since I have a Fido account, FSDIX looks interesting except for a very bad 2008. It has a higher amount to real estate than others which makes it good for me.
I just converted $25,000 from my Fidelity IRA to a Roth and to keep things simple for now I pretty much decided to use just one fund Pimco all asset all authority PAUDX. It is very actively managed and covers alot of ground. I don't expect to ever u…
A long term holding of mine was IBB a biotech ETF. It took off this year for the same reason Price's Health Sciences Fund did so well, lots more risk with biotech. I sold mine a couple weeks ago.
Reply to @bee:
I cannot paste a capture using jing here bee or many other places like emails. Anything I must do? But here's a link.
http://screencast.com/t/2JtNbofVo
Reply to @BobC:
We hold very small position in TIPs in our portfolio (IRA). We are 76+78 only income from RMD and SS. We hold various fixed income funds but considering adding to TIPs. As you say, with a negative yield and overpriced, just avoid th…
I'm new to junk bonds and only couple months ago bought FEHIX First Eagle High Yield. I like the family alot and own the global SGENX. Perhaps I should consider adding $$$.
We have owned TIBIX but will consider adding a new fund by First Eagle-FEBIX where I also own SGENX, SGOVX and consider First Eagle one of the best family's.
http://firsteaglefunds.com/downloads/all/FE_GIB_FundSummary.pdf
We are now 76+78 and stopped earning income in 2009 and I have been changing my asset allocation to more fixed income. A lttle slow in doing so but I have not used technical analysis in many years for making changes in my asset allocation. At one ti…
I did not sell anything in 2008 and totally recovered plus even after taking distributions. I owned both mutual funds and some individual stocks. I've made some changes in asset allocation and still doing so as we are 76=78. Not selling now.
bee, the interview was 5 months ago and was right on but many probobly thought he was wrong. He proved to be correct. How about now, maybe more left to go for treasuries.
Whatever happens to Greece would have its affect on the European markets and it's unlikely that Europe will let it happen. There are those alot smarter than I that will give you endless reasons how the U.S. will be affected but its all debateable an…
Here is a chart currently set for 1 year to compare a few tips funds and total stock market. You can change time period. It shows the TIP etf fund with highest return for 1 year. These returns have dividends reinvested.
I would only use a tax deferr…
Of course its the portfolio manager choice but can't help thinking off the top of my head, is it a wise way to go? I won't invest in Marketfield as not comfortable with their approach to short positions. Just my opinion.
Reply to @BobC:
For someone taking RMD and ages 76-78, might taking the distribution from TIBIX and just reinvesting in a cash or equivalent fund be a good choice rather than reinvesting as a source for the RMD?
Reply to @BobC:
Bob, of the funds on this chart, TIBIX is lagging in both price and growth. It seems to have highest yield but poorest price growth over various periods. Does that concern you? What do you think it means?
