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I sold SPHD on the late upswing today for a 16% gain over a few years. It paid a half decent dividend as well, but I don't like its positioning going forward. There are other dividend options that may do better in the current environment.
Wondering about the status of SPHD, which seems to be getting pummeled YTD (-6.5%) because of its holdings in Utilities, Real Estate and other interest-sensitive stocks. I have built up pretty large cap gains since I bought it a few years ago. It's …
A couple other bond funds that seem to be holding up fairly well during this rising rate environment: BSIIX, GILPX, DHEIX, ASDAX and ISIAX. They all seem to be shorter in duration and lean toward being more credit sensitive.
Bank loans/floating rate funds are one possible option in a rising rate environment. Also, you would benefit from staying in a short to intermediate duration for your bond funds.
https://reuters.com/article/us-usloan-2018/u-s-loan-funds-remain-app…
TRP pulled the fund's launch several months ago. IIRC they said the 'market conditions' weren't right. I'd rather them postpone things than launch just to try and gather more AUM -- so IMO they did the responsible thing and probably what was bett…
@willmat72, you may have much less EM in your portfolio than the 15% you stated. None of the 3 funds you listed are full-in EM funds like an index EM fund would be. There is a lot of developed, bonds and cash in that 3-some total.
For example, it l…
I've been watching some of the talking heads on CNBC and Fox Business and it is quite humorous to hear them explain what is going on. They will say we are near the bottom and then the market drops another 1,000 points and they say we could drop anot…
Jan. 31 through 06 Feb, '18.
SFGIX -3.38%
PRIJX -3.76% (I do not own this guy.)
Did SFGIX do its job of reducing losses in a downward-stretch?
...And from a different planet, my domestic small caps in VSCIX were down by -4.45% in the same period.
…
Jan. 31 through 06 Feb, '18.
SFGIX -3.38%
PRIJX -3.76% (I do not own this guy.)
Did SFGIX do its job of reducing losses in a downward-stretch?
...And from a different planet, my domestic small caps in VSCIX were down by -4.45% in the same period.
…
Waiting for it to come out, as it probably will (further) at some point. Size difference cited for first half, also lingering illness, but the second half decision was not good. Bademosi's work not so good always.
Even one of the Eagles assistant co…
Right, but my point is that this was a rather better showing for their O than the norm, no?, by my read of the data
Agreed, I think the Eagles offense outperformed and the Pats defense underperformed. I don't think it helped that Butler sat on the …
But I think the chief reason for that was the Eagles' O.
Yes, lots of yardage, lots of points.
I hope you saw the responses to Gisele's 6yo point about her spouse's catching ....
https://www.boston.com/sports/new-england-patriots/2018/02/04/to…
They just seemed to be having their way from the getgo, mostly; of course I know it was close. But not as much as it looked. Pats could not stop the run, either JA or Blount, and JA was amazing. Eagles' D kept Pats run stifled, for its part. Most of…
lots of >$1M bets made, I heard on the radio, so some major payouts
Eagles sure were the better team tonight
"Sure were?" The game was up in the air until the last few mins.
Hi Larry, you can always choose to ignore the link. The Linkster provides more value to the website than many others, so let's be thankful that we have him to provide us with news, or things to ignore !
PIMIX is my largest bond holding and yes, it's struggled over the past few weeks for sure. I've been looking at LSYFX but it does seem a bit volatile in that category. Any thoughts on LFRAX ? It seems to be a tamer fund.
@willmat72: (But PRSNX is not EM, just FOREIGN.) @MikeM: Thank you, sir! You've made the issue very plain and easy to understand. I shall "leave well enough alone."
Understood. I've never been able to determine whether the EM bond risk is worth i…
@Crash - May I ask why you are thinking about selling PRSNX? Thanks.
I'm wanting bigger monthly dividends. Stretching, I suppose. The fund is solid, I'm not unhappy. I always wait quite a while before selling-out completely from a fund. PRSNX has d…
This fund has an excellent long term record, so I would give it more time before jumping ship. It held a small stake in Asia, virtually no emerging markets and a high cash position, which held it back in 2017. The dollar hedging didn't help, either.…
It is sad that many of the "Fund Discussions" threads are turned to snide political remarks. Yes, MFO has turned into GOM (grumpy old men).
It happens constantly. Some people can't help themselves.