Bond Funds Are Feeling the Pain. There’s An Exception At Pimco: (PONAX) PONAX is one of Old_Skeet's fund holdings found in the income area of my portfolio. Year to date it trails most of the other funds found within its sleeve; but, for November (as the article states) it and a few other of it's income sleeve members are up while the others (within the sleeve) are down. With this, I've got four that are up, thus far, for Novemeber and five that are down. For November my income sleeve is down -0.28% while year to date it is up +8.95%. Overall, thus far, for November I'm up +0.22% and year to date +13.75%. I'm thinking not to bad for a 20%cash, 40% income, and 40% equity portfolio with a yield of about 3.2%; and, with anticipated yearend capital gain distributions figured in this will put the total income distribution yield at better than 5%. This results in more income than I need; but, it does leave some left for new investment opportunity.
IBD: This TCW Mutual Fund Manager Seeks All-Weather Equities: (TGUSX) TGUSX is institutional and TGUNX is retail, despite the same minimums. Still, a 1% ER for what appears to be a very promising fund with an 87% active share - and an MFO Great Owl - isn't too rich considering some of the competition's fees. I'm a great fan of multi-cap funds (22% of assets is in mid, small and micro caps) though NAV here has remained stagnant in the last few months.
Bond Funds Are Feeling the Pain. There’s An Exception At Pimco: (PONAX)
Jonathan Clements: October’s Hits
The Most And Least Friendly States For Retirees I think the above discussion highlights the folly of making a major decision based solely on the criterion of taxes. I, for one, could never live in a place that didn't have a full-line super market close by and open late at night. Or a really good public library, or an educated population, etc.
AGREED. Hawaii now, for us. Even without A/C, as long as a fan is blowing on you, it's just lovely. While New England and the rest of the Northern tier of States endures
17 degrees and snow. So EARLY for dat shit. From the apt. we share with cousins, there is a fabulous view from the kitchen of the Koolau Mountains and the water is a very short drive. Botanical Garden just up the Kamehameha Hwy, off a side-street. Taxes are NOT wonderful here. But a lower income means lower taxes, anyhow... Kaneohe. ZIP: 96744.
SEC Calls Out Conflicts Of Interest In TDFs
The Most And Least Friendly States For Retirees @Ted Too bad that in Wyoming they probably want to shoot these instead of watch them. Oh, and too bad all the right-wingers there miss this:
Or this:
