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Sven
Lynn,
Thank you so much. I am planning on a 3-year ladder since I am a year away from retirement. Lots of spreadsheet work to calculate the income replacement needed. This ladder will create a steady income stream. So thank you for all your help.
I moved back to high quality bond funds this year. Some of which you covered in the SA article. For now, I will stay with agency bonds to the bond ladder. I will pick active managers for corporate bonds.
Sven
Reply to @kevindow: At the present I don't find market weighed EM index funds is a good approach to this asset class despite the low ER. I also agree that low daily trading volume also carries larger ask/bid spread.
This year the large cap EM in…
Reply to @Rbrt: Highly unlikely, even in your taxable accounts.
Roth IRA contribution comes from after-tax dollars (both federal and state). Thus the state of your residence has no claim on your Roth withdrawal in the future.
Reply to @Hogan: I was referred to iShares MSCI Emerging Mkt Min Vol Index, EEMV and PowerShares S&P Emerging Markets Low Volatility, EELV.
I have looked at VMMSX, a fairly new active managed EM fund since Feb 2011. Would prefer one with lo…
Increase
AQR Risk Parity, I, AQRIX
Pimco Dividend and Income Builder, I, PQIIX
Wasatch EM Small Cap, WAEMX
TCW Emerging Markets Local Currency Income, I, TGWIX
Reply to @scott: I hope DeMark is right on China..... Personal I prefer funds with more emphasis on local consumer stocks rather than those depend on exports.
online.barrons.com/article/SB50001424052748704836204578354410146165172.html#articleTabs_ar…
Good article. Sometime down the road as the economy and unemployment improve, rate will go back up again. "Unconstrained" strategies will help to protect the downside while provide a decent but not great return.
Advisers also complained that Fidelity replaced 10 of the commission-free iShares ETFs on its previous menu. Nine of the new ETFs have lower trading volumes, suggesting they are less popular with investors.
Always wonder how these free iShares benef…
Let's try this link if the above one doesn't work.
online.barrons.com/article/SB50001424052748704836204578354410146165172.html?mod=googlenews_barrons#articleTabs_article%3D0
Reply to @Art: Here is an article on EM funds today that explain why the EM index is lagging this year.
>online.barrons.com/article/SB50001424052748704836204578354410146165172.html?mod=googlenews_barrons#articleTabs_article%3D0 If the article…
It is not unreasonable to take profit on funds with sizable gain and let the cash build-up. Another approach is rebalance the profit into sector/asset class that has been lagging this year. Emerging market is one of them. There is always a risk o…
Reply to @hank: Beware there is no FREE lunch. Gordon Gekko once said "for the lack of better words, greed is good..." I would take Mo advice and steer clear of Southern Star.
You may want to try cut-and-paste the content into Word. All highlighted contents including graphs and etc will be copied, while with notepad only the text is transferred as noted by Anna above.
Reply to @BobC: Surely everyone like to get more efficiency out of big social programs such as social security, medicare and medicaid. But how to do it without being label socialist is questionable? Many already despise social medicine being pract…
That is one of the reason I ended my Barron subscription years ago. I would come to the same conclusion by tracking the respective indices of EM, developed market, US (large, medium and small caps) and others.
I agree that ECRI missed their call for 2 years in a row. One would think they continue to refine their model to validate the market data if they want to retain their creditability. Otherwise they will go down the same road as Barron roudtable pre…
Last year I picked up Vanguard Europe ETF, VGK the peak of Eurozone crisis. The scare time proved to be the best entry point. Now it is up over 30%. Valuation is still reasonably attractive. As for emerging market, I let skillful managers to mak…
Reply to @Ted: Sorry, I don't have subscription either. Please google the title and the follow the link to the article in full content as kevindow shown below.
Reply to @Maurice: Apple has announced a nominal stock buy-back program, but the exact $ amount/number shares is unknown. I suspect it is not large enough to keep pace with the increasingly large cash position.
In contrast, Berkshire Hathaway al…
Reply to @David_Snowball: I agree with your assessment on Jenner's future. That is one of the risk of active managed funds and the key personnel moving on elsewhere.
Reply to @johnN: In 2012 we switched from Bill Gross PTTRX to its ETF, BOND. So far so good, at least the portfolio is more transparent even at $4 billion asset.
Reply to @AndyJ: Thanks for the reminder. I used to invest with Artisan International up till the tech bubbles. Until more recently with the new addition of co-manager and risk management, the fund has performed better. There are, however, better…
Reply to @Maurice: Wellington Managment, the subadvisor to Vanguard Wellington is truly a class act. My parents still hold after 20 years, and we now have it for the past 10 years.
Ted, on the flip side. Dell is an example of value-trap. Michael Dell has no interest to sell-off parts of the asset to transform itself as Hawkins suggested. Dell has tried and failed after spending sizable asset to build their service business,…
It is good to see Vanguard is improving their target dated funds. On a different note, I look forward that Vanguard will introduce the emerging-markets government-bond index fund in the near future.
Matthews Asia Strategic Income, MAINX, which …
Reply to @Investor: That should help to diversify bond allocation in these Target Date funds. Lowers volatility should be expected from the dollar-hedged. Also the ER ratios are very low comparing to actively managed developed market bond funds.
a sharp reversal from a gain of 19.2 percent a year earlier, pressured by volatile international equity markets, according to a study released on Friday.
You win some and you loss some - guess many hedging positions ended badly, while many MFO inves…
Reply to @mrc70: It may be good to compile all the expense ratio of the MassMutual funds, which I expect to be higher with a second layer of fees. Pimco is most likely a subadvisor to this MassMutual fund. Personally I would avoid funds offer by …
Reply to @bee: I would expand on other bond options you stated above - emerging market debts (USD or local currency based) and high yield bonds. Noted that these two asset classes take on more credit and currency risks but with considerably higher …
