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11th June, '14: down day, all around. Which of yours dropped LEAST?
@Crash re. PREMX. The transparency of that fund leaves a lot to be desired. Have you been able to figure out what is causing it to dance around so much this year? He must have something(s) in local currency about which the world cannot decide re. value, but I cannot "find it." I have come to accept the above-ave. volatility of the thing, but to not understand where it's coming from is rather .... annoying.....irksome?
PRNHX up as a major holding, Restoration Hardware (RH), swung to a first-quarter profit and earnings beat analysts' estimates. Both VGHCX and PRHSX were up. ARTMX was up. Just one day in a multi-decade endeavor.
The Canadian Rails (CP, CNI) seem to go up every day lately. Sold a little CP the other day, but keeping the rest of CP, CNI. Would not buy anymore of either.
Diageo (DEO) up. Conocophillips (COP) and Vermilion Energy (VET) up, as well as a few other odds/ends.
In terms of EM income, Stone Harbor EM (EDF) has been a pleasant surprise. +17.4% YTD. WMBAX up, RIMIX up in terms of funds.
This AM 6/12 The big action is in oil amid terror troubles in Iraq, with WTI crude up 1.5% to $105.99 per barrel. Gold, however, sees little bounce, up $3 per ounce to $1,264.
Micron Technology, Inc up near 5% yesterday lifted PVSAX and PYSAX to gains.Many Ivy funds also hold Micron.Like Scott, dividend closed end funds FAM and PGZ saw gains along with precious metals.
@Crash re. PREMX. The transparency of that fund leaves a lot to be desired. Have you been able to figure out what is causing it to dance around so much this year? He must have something(s) in local currency about which the world cannot decide re. value, but I cannot "find it." I have come to accept the above-ave. volatility of the thing, but to not understand where it's coming from is rather .... annoying.....irksome?
Another blah day. However, not doing anything. Nothing to buy, don't want to sell anything (especially not the oils w/oil pushing past $105). Just sitting on my hands.
(EDIT to show this is about 12th June.) ...And the small-caps are taking it in the shorts, down 0.75% or so, today. Eventually, I'll be adding to IRA. It'll be one or the other or a combination of: MAPOX (balanced), MSCFX (small-cap), PRESX (Dev. Europe) and/or PRWCX (balanced). I have other choices, particularly in Matthews. But my Matthews stuff has been doing well. I want to buy discounted shares.
Comments
HCP, SCHN for stocks...both up actually.
So was APA.
RSIIX and WBMIX for funds.
Think you are doing better than me YTD.
Well done!
PRWCX: +6.24% MAPOX +4.55%
MAPIX +3.59%.
Bonds doing better than equities in my portfolio. Well, DLFNX not so much. Still rather good at +4.37% YTD.
"Break a leg," everyone.
Diageo (DEO) up. Conocophillips (COP) and Vermilion Energy (VET) up, as well as a few other odds/ends.
In terms of EM income, Stone Harbor EM (EDF) has been a pleasant surprise. +17.4% YTD. WMBAX up, RIMIX up in terms of funds.
The big action is in oil amid terror troubles in Iraq, with WTI crude up 1.5% to $105.99 per barrel. Gold, however, sees little bounce, up $3 per ounce to $1,264.
Micron Technology, Inc up near 5% yesterday lifted PVSAX and PYSAX to gains.Many Ivy funds also hold Micron.Like Scott, dividend closed end funds FAM and PGZ saw gains along with precious metals.
http://portfolios.morningstar.com/fund/holdings?t=PREMX®ion=usa&culture=en-US