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.
At the time I viewed USAGX as a break-glass investment, as in to trigger the alarm, break the glass. In 2011RMDs were not concretely on my mind. It was too small a position to begin with, and it has never compounded well.
If it gets to the price I …
While gold is at new highs, gold-miners have lot of catching up to do.
I'll say.
I'm finally in the green with USAGX for the first time since I bought it in August 2011. I don't plan to stick around much longer. I'm watching GDX like a hawk.
I really do appreciate those of us here who are able to admit that we sometimes try things which turn out to be not such great ideas.
Where do we get the t-shirts?
And of course bonds bounced back today.
Well. I'm back to what I originally had in mind before animal spirits took over. It's not so much a barbell as different size dumbbells. :)
I'm not rooting for a bumpy flight, but I'm keeping my seatbelt o…
Figured I would bump this thread up so members will remember to trade!
Under the title, "Is the Two-Year-Old Bull Market 2 Legit 2 Quit?" Schwab provided an analysis of the current bull market from a historical perspective. I thought it was a good…
Ended up holding on to CBLDX, it was actually up last Friday. It had positive returns in 2020 and 2022. That's the kind of bond fund I like. The five year returns are also pretty good, though I doubt we'll be in that sort of rate environment any tim…
TCAF, QLTY, and LCR go through boomlets of attention here from time to time. Sindreu wants to know if your yachts have arrived yet.
Makes me wonder how much ink Sindreu spilled on the topic of concentration in the cap-weighted S&P 500. Are we …
TCAF, QLTY, and LCR go through boomlets of attention here from time to time. Sindreu wants to know if your yachts have arrived yet.
Makes me wonder how much ink Sindreu spilled on the topic of concentration in the cap-weighted S&P 500. Are we …
Ended up holding on to CBLDX, it was actually up last Friday. It had positive returns in 2020 and 2022. That's the kind of bond fund I like. The five year returns are also pretty good, though I doubt we'll be in that sort of rate environment any tim…
Ended up holding on to CBLDX, it was actually up last Friday. It had positive returns in 2020 and 2022. That's the kind of bond fund I like. The five year returns are also pretty good, though I doubt we'll be in that sort of rate environment any tim…
Not picking on anyone in particular, just wondering out loud because I am ignorant on the topic:
People say that bank loans don't hold their value during declining rates environments, but I see that fifteen year returns for FFRHX are at 4.6% during…
Hi @Mike I have been doing OK with THOPX, MNHAX, and WCPNX; knock on wood. And I did alright with FFRHX, VRIG and USFR earlier in the year. I'll hold onto the first three for a while, but I think the other side of the barbell needs to get a lot shor…
As the old joke goes: The secret ofcomedyistiming.
Bought CBLDX on September 12 for 9.76$ per share. It closed Friday at 9.7549. So it could be around for a while. If M* can be believed, it's return of .05% last week was less than SPAXX's return of…
I'm just looking for some things to beat SPAXX
My goodness. No jumping needed. Any of the Riverpark or Crossbridge funds have been doing that since the start of 2023 with the smoothest ride you can ask for (RSIVX, CBLDX for example). Heck, even th…
@WABAC, I have to decide if I want to be a trader of bond funds or increase the size of my equity trading account and ride the MM train for a few more months. It is just a question of changing my mindset and expectations.
As I mentioned elsewhere, …
Are we beginning to see bond vigilantes in action? Or are people just bummed out by the employment report and the Fed cutting back on the punch bowl?
Trading and investing can often be counterintuitive. How often have we heard (including from me)…
When good news is bad news department:
Now that I have "prepared" my portfolio for rate cuts, I'm thinking about preparing my portfolio with something like FFRHX again.
I find investing in equities so much easier. Since beginning of 2022, after …
When good news is bad news department:
Now that I have "prepared" my portfolio for rate cuts, I'm thinking about preparing my portfolio with something like FFRHX again.
If Derf is looking at this the same way that I do he just means that if he were twenty years younger he'd be in the market, but as an older person it may not be a good choice at this time.
If I was 20 years younger, we'ld be scraping money together …
Read @Devo's interview. I had a couple of thoughts.
I wouldn't bet on the long-term viability of coal.
I don't think the demographic trends are so great for those Turkish consumer-oriented companies.
So I don't see those choices as forever bets …
In a nod to all those still parked in short term and / or floating rate stuff,
Stan Druckenmiller at the Grant’s conference yesterday -
“Bipartisan fiscal recklessness is on the horizon.”
He’s short bonds equivalent to 15-20% of his portfolio.
…
Invesco has XMHQ and SMHQ. XMHQ was something else until five years ago. I'm not sure how long SMHQ has been operating with a quality mandate. So just fair warning when you look at their track record.
Another fund I have been following is CWS.
I …
This sort of allocation fund is not something I'm interested in. But if I was, I would wonder how it fared against Devo's Replicating Portfolio machine. After all, I don't see a fund offers much if it can't beat the clone.
Winner winner, chicken di…
"Bottom line is it will be impossible to contain global warming and meet power needs without nuclear, which may still be cleaner than coal and the environmental damage from fracking etc."
Yes, my thought also. It's going to take wind, solar, and (u…
I am adding to UTES and energy. AI needs lots and GRID will also benefit. But they could all crash if AI flops
But then so would everything else
One newsletter I read had an analysis of TSMC energy needs. All fossil fuel and little renewables in …
How long to stick with the miners?
Maybe this is the break-glass market I've been waiting for.
We'll see if USAGX gets within sniffing distance of what I paid in December 2012.
Rick Rieder is on CNBC Closing Bell today. May be check Youtube later today for the clip.
One of the things that stood out he said was "There is excessive crowding in the markets these days." I think this does not get enough attention and @Junkste…
