Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I offer no opinion about the fund or the reported majority of its holdings, but this is what is discovered about the reported debt form.
Residential Subprime Mezzanine debt
Hi @hank
Yes, for the most part; I was being a smart arse. I grow tired of the site(s) pronouncements that arrive here. Too many posts have no input from the poster as to why such a site link may be of some consequence. Tis fairly simple to have at …
Hmmmmmmmmmmmmmm.........
From the article: "Investors are prone to two opposing but equally debilitating fears: the fear of missing out when times are good, and the fear of loss when markets are volatile. These two fears have a zero-sum relationshi…
ADD, relative to market melt: both funds chosen for the chart had their high price near May, 2008 and both found their lows near Nov. 2008, with the Franklin fund dropping about -45% and Fidelity about -57% in this time frame.
During the fall, 2018 …
Hi @Old_Joe
This is Morningstar's convertibles funds list.
Numerous duplicates among fund families due to the "R" type for dedicated retirement accounts and some institutional that may not be available to us regular folks.
You can sort the return l…
Hi @msf
What they are quoting above is from Ted's original link, about the fourth paragraph down; and not from your link.
This is the statement: "Of course, that changes once RMDs become mandatory. By age 71, 60% of retirees were taking withdrawal…
E.U. banks, deposit guarantee scheme
If E.U. bank fails created massive financial problems with personal monies accounts; one may be assured that the E.C.B. would print whatever it takes.....
Hi @PopTart and @Old_Joe
The below chart..... Treasury(s) is for 30, 10 and 5 year; as well as the 3 month. It looks a little busy if viewed on anything smaller than an Ipad size screen. The critical color is the mauve, which is the 3 month yield. …
Hi @BobC
I/we don't have to travel any of I-75 in the southeast area; but I know the second phase of major rework has already started in the "Troy" area in Oakland county, but this isn't in your travel path.
When traveling south and headed through …
@BobC
Do you know how much of the I-80/turnpike fee goes to repair of the Ohio portion?
Just being curious, as to a compare of fees/repairs/maintenance.
Example; I-75 through Michigan has a lot of traffic in the southeast area, in particular; but t…
Hi @Mark
Your post is of value, more so; for the young/younger investors who read at MFO.
I suspect there are many who choose not to ask a question, nor express an opinion. This is natural, expected and acceptable. Hopefully, they will know more th…
@Starchild
I'm just goofing with the years, some funds and the resulting numbers.
I'm away to the pillow for an early rise tomorrow; but give a few tickers for some funds you would like to compare.........as with the 60/40........my first easy cho…
Hi @Starchild @Mark
Just for the heck of things...............this chart, of course; includes the dot.com melt, as well as the dark period of late 2007 through March, 2009 and the remainder of 2009 with the beginning recovery. Note: Stockcharts (p…
@johnN
Though outside of the topic of this post; you note:
"What is the most preferred accounts you folks use for 401K - we have merrill edge and schwab both opened but may use merrill edge because all tradings are free]"
---Those with a 401k, 403…
Hi @msf
We all place a lot of faith into the electronics with which we are involved, eh?
We've processed our taxes from the way back days; as we've not had a need to use a CPA and related; although we have had some fairly simple business uses over t…
Hi @Ben
My typo regarding widower/widow. Thank you for finding the error, and I have corrected.
The lady in question is in her 80's and did not work outside the home and therefore no SS payment. Valid question.
Only the spousal/husband pension for …
@MikeM
Sometime this week, I should have an opportunity to clarify more info about this person's filing status. They had stated "widow", but I don't think they understand the IRS qualification for this. I don't know enough personal history to fully …
@MikeM
Correct, total income for 2018 is $19,065 from pension only.......no income from any other source, CD's, bank accounts, etc. This may read a bit strange for many; but the pension is from U.S. Postal system; and the older pension program was s…
Hi @Ted
Thanks for your input.
I had looked at the IRS pdf earlier, too.
The person had a total of $19,065 2018 pension income.....no other income and no taxes were withheld from the monthly pension payment (no refund of taxes paid to recover).
The …
Welcome @guster1212
Not knowing, your query suggests you may want more exposure to this sector. Broad equity sector investments, as with SPY or SP-500 indexes indicates from 3-9% exposure to real estate.
The traditional REIT index and the "new" Col…
@ron
Only the fop left, first box works for me. After you enter the first two letters, a drop down list should populate and you should be able to scroll down to the bottom. The ETF or other lower position boxes do not function for this laptop.
I'm u…
I have not looked at this site for about 10 years; but it appears the discussion board is available to read without any registration, for those inclined to discover more. One will also find various internal links for other information.
https://403…
Hi @ron
Navigator is indeed erratic. Only the top line for data entry box for "funds" begins to load a funds list; and the ETF entry box doesn't begin to populate a drop down list. This function does not always load any list.
My guess is that not …
@johnN
Your use of "LOL" is likely a bad habit left over from instant messaging and now texting; but is crude and out of place for this topic, wholly inappropriate. LOL has very limited usage possibilities, as with and for a funny animal trick, etc.…
Related aircraft story, personal:
Flew to and from work 6 days a week for one year in a.......Caribou built by DeHavilland.
Shown here in flight.
Not the runway at my work site, but similar.
The runway at work site was 150' x 1750' plus 200' o…
The range of total return for funds mentioned ranges from 59-68% from a start date of Jan., 2014. SPY is included only as a reference point.
Funds mentioned above, chart:
Not knowing if the potential investment is a taxable account, tax efficien…
My physical health is fine relative to my age group.
I've not found much recently I choose to post; nor any thoughts to add value or positive personal insight to other posts.
Take care of you and yours,
Catch
Come on @johnN . Get your s@*^ together.............except for one etf, this stuff is in Europe. Fidelity doesn't even provide internal linkage for info about these tickers.
Will you please read/review what you think is of value here before was…
Morn'in @Ted,
Please post your personal email address here, so that we all may process through you first any posts we are considering placing; so that you may provide your approval.
Better yet, start your own site.
Have a pleasant remainder and le…
@00BY
My, what are these folks attempting with this etf? Always positive and hopeful plans and thoughts with a better mouse trap one may suppose.
Do you think this etf is algo/machine only; or are humans involved with the function of choices.
I'll…
Hi @Ted
I recall that was part of the period I was recovering from a heart attack; and short of time for reading. Stuff happens, eh?
Have a good remainder.
@Crash
Ya been watch'in any traditional network (non-cable) stuff in the past few years?
Ah, you're looking at 20 minutes of "show" for every 30 minutes of clock time?
Sports more so worse.
To each their own, eh?
Oh, well; one may invest to take …
@msf
I second your opinion about discovering bond related educational info at the site you linked. I recall the 2012 time period at MFO, when are least one of the writers for that site was a member here.