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.
Support MFO
Donate through PayPal
lynnbolin2021
Hi Sven,
It sounds like we are taking the same path.
In the Fidelity Fixed Income, Bonds & CDs tool, if you select "Bonds" and then "All Offerings", you will arrive at a screener. In the "Show More Criteria" you can select "Yes" for "Call Protection". Under "Product Type", exclude "Corporate High Yield", "TIPs", and "Municipal". The latter two are fine but should be screened separately. For "Ratings", I like Moody's "A2 to Aaa" and for S&P I like "A to AAA". I also like to untick "Show bonds matching either ratings range" so that bonds have to be in both ranges. Set the date range. I set the Yield to worst at about 3.75. You can then run the query. Sort the results from highest yield to lowest.
The results with Yields more than 4.5% are:
Federal National Mortgage Association
Federal Home Loan
John Deere
Federal Farm Credit
Bank America Corp
US Treasuries
State Street
PACCAR Financial
Hope this helps.
Greetings @Sven, @Catch22, @sma3, @Old_Joe, Sorry for the delayed response. Maximum drawdown is based on the time period, and also month data. Yes, the maximum drawdown will tend to be less than daily periods. For most investors daily deviations …
Great discussions and sorry that I am late responding, but I see Charles has responded with the correct answer - drawdowns are based on monthly data. I agree with the comments about performance being relative to other funds for the time period.
…
@Sven,
Thank you for the positive feedback. I have learned so much from readers and incorporate the best into my investing methods. I enjoy sharing the research that I am doing and am glad that others find it useful.
Yesterday, the stock marke…
Thanks to all for the comments, whether you agree or disagree. Especially to you, Catch, thank you. I write because of what I learn from the research and from the readers. I learned about Portfolio Visualizer and Mutual Fund Observer from readers.
…
Thank you for pointing this out, VintageFreak. There were three names that were wrong in Table #6 of the October Article, but the data is correct for the symbol.
For DODIX, the name should have been "Dodge & Cox Income" instead of "AlphaCentri…
