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ETNMX. Eventide Multi Asset Income Fund.
I like these funds as mentioned above for near cash holdings. They are doing well and the ability to move around in this market gives them an advantage. This fund in particular is doing well.
Then there i…
Asia did indeed have a slow mixed day, mostly down. Japan was up strong despite Toshiba saying they will take a big hit on their nuclear power division. The rally is possibly from the positive vibes from the Trump/Abe meeting.
It depends on your risk tolerance of course. I would consider any money you need within 2-3 years suitable for money market funds. For 3 years or more I would look at income funds. There is some risk but it's relatively mild. I use AMJVX in this reg…
@Old_Skeet
AZNAX has stumbled a bit for the first part of this new year. A 9% distribution rate would make me wonder about the holdings in that portfolio. Everyone else is currently around the 3 to 5% range.
I have to agree with @hank on the political debate. After the first couple of paragraphs the report went in that direction. Now, I'm not saying that politics does not play a role, but rather it opens or changes opportunities for investors. The Presi…
"Focusing portfolios on sectors with more yield potential and less sensitivity to changes in interest rates can help offset price declines caused by rising rates. ... We also like broadly flexible, multi-sector bond portfolios in this environment." …
@msf, I agree. Mult sector or multi Asset funds are a great way to get exposure.
@BobC, OSTIX is a good choice as it provides a monthly distribution and a decent yield to boot.
Making decisions based on valuation is not emotional. Making them based on political opposition is. The wall has a minute effect on the markets as a whole. My main point is to adapt and adjust. Defense and infrastructure stocks could be the winners …
Emotional investing never works out. Investors need to adapt rather than make knee jerk moves. In the long run, this is a blip on the chart.
Same with news. Bloomberg might report that the Nikki is crashing. A quick trip to the charts says otherwi…
The media has yet to discover that more and more people are switching them off in favor of the new media. They are not fooling most of the people this time.
Crash, I have been reading more and more about the possibility of a USA-Japan-UK trade partnership. It would not be formal like NAFTA etc, but basically a cooperation between the three major economies of the developed world. We already see Presiden…
What is the reason for shutting down this fund? Is it due to too many international offerings at Janus Henderson?
Money is still flowing out of that company. If I were a customer I would keep a close eye on all this.
VEIAX started in Sept. 2012 and had only $26.1 million AUM as recent data shows.
http://www.schwab.com/public/schwab/investing/investment_help/investment_research/mutual_fund_research/mutual_funds.html?path=/Prospect/Research/mutualfunds/summary.a…
Asian markets had a good day indeed. In particular, Japan is doing well despite possible tensions in the trade with the US. Japan has decided herein the beginning to adapt to the Trump policy and the larger companies are cooperating.
As I may have…
Thanks Bee and Old_Skeet. I have to call my advisor at American Century to clarify this but I believe AC will do it automatically each month if I set a certain amount to take each month. My distributions are going to cash and any further would be as…
As far as I know, in cases like that, FedEx totals the entire contents of the trailer, even if some items were not damaged. They have insurance and it would take too long to inspect everything.
I think it is always wise to consider a global outlook in any investment and that is possible with income funds as well. I would guess the big fund companies like Vanguard and Fidelity and TRP have something. DODLX is a good one too. Great fund comp…
What is the general consensus here regarding taking distributions? Do you take amounts from all your holdings each time or concentrate on certain funds early on to save accumulations in other funds for later? I've been leaning towards the first opti…
Trump is a businessman and not a politician. This is becoming clearer as his picks for positions are based mostly on experience and not favors. There are a couple of choices that may not exactly fit the mold like Perry for SOE, but in all good choic…
Seattle-Tacoma housing prices have erupted over the past year or two. Seattle usually leads off then the surrounding metro prices go up as demand goes up from people looking for cheaper homes. People end up 60 miles from their work.
This is a great topic. Many investors have gone with target funds during most of their accumulation time but find out that income is not a priority as they approach retirement age. While I was not entirely in target assets, I saw this coming and it …
I have been getting better by the day. My brain was foggy for a few days there. My blood pressure was 90 over 49 at the ER.
I hope Ted and Slick are recovering as well.
I did this same thing a few years back with a pension. I got the check in the mail and had a certain time period to get it into the rollover account. I had contacted my fund company earlier so they made notes on my account. It all went smoothly.
Sounds like a good plan. Remember, the discipline of funding your retirement accounts as much as possible is the biggest objective. Second is to adjust your Fed withholdings so you get as close to break even as you can. So many get huge refunds each…
The choices you have are not the worst by far but it is what it is. One idea would be to use index and growth funds for your 401k and pick Good international funds with your ira. Be sure to include both into one portfolio. Dividing your investments …
Bing is your friend. He has been around for a long time but is not a household name on the financial media.
https://en.m.wikipedia.org/wiki/Charles_de_Vaulx
@hank, a good reminder that sometimes the name of the fund may not exactly correlate with that funds current investment scheme. It happens more than we think.