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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
Hi Art....I recently sold FPACX in both my taxable and tax-advantaged accounts. In the IRA, I've replaced it with VWINX...which is now my largest holding in that account as I swapped BERIX earlier for VWINX. For a conservative allocation fund, I've …
hi randynevin, it was actually prior to the company offering a 401K, but was a part of an employee profit sharing account if I remember correctly, which eventually rolled into a 401K. I don't have the original paperwork on this, but I believe it was…
This whole issue related to the GSE's has been frustrating, so much so that I even communicated with my Senator, Sherrod Brown who's the ranking member on the Senate Banking Committee. My sizable FAIRX position may have had just a bit of motivation …
That big pop is what happens when a hyper-concentrated fund has a holding which spikes up 35%.
It appears that Bruce's lawsuit to free up Fannie and Freddie may turn out well. It looks like our esteemed Congress knew that the two were solvent and i…
Thanks for posting this Ted.
Nice article Lewis. I was not familiar with SPHD, but this looks like it could fit nicely in an income sleeve....on the next pullback.
It's revealing when the fund companies you truly admire can be counted on the fingers of one hand. VPMCX was the first fund I ever owned, when the first company I worked for, which was based in King of Prussia PA offered this Primecap fund to employ…
Will...I went through a similar process as you, and ended up pairing PIMIX, DBLTX along with WATFX and PTIAX. These 4 serve as the core of my bond holdings.
Works for me but I choose to own the individual companies rather than either of those two elf's who's blended yields give me pause.
Likewise. So far, this year is similar to 2011 where the dividend payers provided the positive ballast for the equity…
Hi Crash....no, I do not have a position in LXP. You may want to check Seeking Alpha, as I see several detailed write ups on that holding. Sorry I couldn't be of more help.
press
Hi Old_Skeet
Despite a nice rebound, I remain a bit more cautious as to near term prospects. I am more optimistic in general about the 2nd half of the year however, so with another dip I may be inching forward. The last several months have been ext…
Mr. Skeet...looks like a positive open per the futures, which is a surprise quite frankly given China has been on ice for a week.
But...what has changed from a few days ago? The same headwinds are still there and nothing has been resolved.
The Supreme Court is an integral component of the functioning of our democracy. The Constitution is clear as to how vacancies are filled, and I would presume those wishing to follow the Constitution are familiar with the process.
Or...maybe not.
Either, or both...depending on what you're looking for.
A lot of dividend payers have been bid up, but some are still attractive. JNJ under 100 is a buy....and HCN got whacked today along with all the other healthcare REITS. I haven't seen that sto…
The small sliver of stocks which was powering the market the latter part of 2015 is now getting crushed....which may indicate this correction may be coming to a close. When everything gets pummeled indiscriminately, that is (oddly) a good sign.
It'…
We're getting very close to the magic 20% correction, but I don't think it's 2008 revisited.
But I think there are going to be a lot of companies in the oil patch who won't make it, and the question will then be with their banks. The revised capit…
It took a few years for me to realize diversification was needed in my bond funds as well as equity funds. This, plus the earlier thread on PAUDX reinforces that.
I believe the key phrase you used is diversification. Similar to old_skeet, I use multiple sleeves including one for income, which also includes a subset of 11 individual holdings in various industries including REITS, which in aggregate throws off …
More reasons why retail investors should never buy individual stocks.
I believe that's a fairly rash oversimplification based on 2 tech stocks getting a haircut. A well selected sleeve of dividend paying stocks can comprise an effective component i…
Your post reminded me to take a look at several funds which I liked in my past 401K, but were closed and unavailable to me in a rollover IRA. With a few more months of turmoil, there may be quite a few funds opening their doors.
Hi Mona,
It was mostly a decision resulting from a portfolio evaluation and swap of one conservative allocation selection for another without factoring future rates into the equation. I swapped BERIX for VWINX for a bit better current yield and mo…
My preference is to use tried and true, historically proven methods for evaluating and guiding investment actions....reading chicken entrails.
An order for a big slug of VWINX was made today....dipping the toes in the equity space.
M* has one of the worst websites I've encountered in terms of overall reliability and user friendliness. It has been horrible for years, and nothing seems to change.
Thanks for the post Ted...this is my longest held Matthews fund.
This interview is informative, particularly after reading the post of davfor suggesting the shift of the BRIC banner to one of TICKs (Taiwan, India, China and Korea). MAPTX appears n…
Sorry if my comment created unwelcomed turmoil...stated perhaps more clearly... anyone suggesting that the Social Security eligibility age be moved out ( a Federal Reserve member per Dex's post) needs to account for those performing manual labor to …
