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.
@VintageFreak and others,
Hi guys,
To beat the bogey you've got to be in that faster moving sectors of the Index that are beating bogey. In this case EQL. The reason I use the 90 day time frame is that it cuts down on the number trades one makes…
Hi @jerry,
Pursuant to Ted's reply ... to me ... I made my check payable to the Mutual Fund Observer and mailed it to David. This was done because it appears from the address detail Ted provided the Observer has been incorporated. Although, I gue…
@jlev,
This is how I govern my cash.
Within my portfolio I have two cash sleeves. One is a demand cash sleeve where I hold excess cash (outside my checking account) that can be ach'ed overnight to my checking account, at my will, and the other is…
Hello,
Here is a thought I feel worth considering about Robo Advisor.
One of the reasons Robo has the number of funds that it has is to keep asset bloat down on the funds that it invest in. Think of all those investors that have money in Robo and…
Recently, for my commodity exposure, held in my spiff sleeve, I went with PCLAX (and, it sports a 12% yield). It's Morningstar report is linked below. The fund has a number of share classes. Listed for review are the A shares. Years back I owed …
@Junkster,
I need to learn how to cut and paste articles on my I Pad)
Here is how I do it. However, to do it as scripted below I plug a mouse into my tablet.
Do control key and c key at the same time. Then currisor what you want to copy. Then…
Hi again @VintageFreak.
Let's go back to the 500 Index compass. It is comprised of the major sector etf's. In portfolio manager I follow these tickers plus EQL which is an equally weighted sector etf and serves as my bogey. If you want to beat t…
In my lifetime I been through a number of these selling stampedes in the ... 70's ... 80's ... 90's ... 00's ... 10's with some leading into a recession. With this, here is what I have observed. Stock market swings are part of investing. If the 5…
@bee,
Thanks for the information and links. In my brief review of this information ... Well, it just confirms that the stock market is richly priced. Does it mean the market is going to correct anytime soon? Probally not in view of the recent pa…
@MikeM,
Thank you for the inquiry.
There are some similarities; but, no I am not copying his strategy.
To view his strategy you can view it by clicking on the below link and this will take you to the Market Leadership Strategy that he post week…
Hi @VintageFreak,
Thanks for making comment on my Pack and Lead Hound Strategy.
Please know, that the pack is in flux and changes with the movement of the sectors. Currently, the sectors that lead the three month bogey hound EQL are XLF, XLI, XLB…
Hello.
Below is Old_Skeet’s market barometer report for the weekending January 5, 2018.
This week the barometer closed the week with a reading of 135 indicating that the S&P 500 Index is well into overbought territory. During the past year th…
Hi @Ted,
In case one wanted to pay (the old fashion way) by mailing a check ... who should it be made payable to and where should it be sent?
Thanks,
Skeet
Well ... well ... well! What do we have here?
There are many ways to price the market. I can remember within the past couple of years Liz Ann Sonders of Charles Schwab use to tout the Rule of Twenty as being plenty. I have not heard her speak mu…
@ducrow,
In review of the above ticker symbols there are three that I could not pull fund information on they are, as you listed, ... prhnx ... tbgbx & gflox.
Of the ones I was able to pull information on they are all mighty fine funds. I'm t…
Hi @ducrow,
I have not followed your previous post and, with this, I don't know much about what you hold outside of these three funds. Just looking at each of these I'm thinking, as funds, they are all keepers. This raises the question ... What e…
Old Skeet's month and year ending barometer report.
Old Skeet's market barometer follows the S&P 500 Index and it's major sectors using etf's as proxies and pulls data from certain feeds that produce readings that are compiled and scored into a…
Old_Skeet's barometer report week ending 12/22/2017
This week Old_Skeet's market barometer finished the week with a reading of 136 (the same as last week) indicating that the S&P 500 Index remains overbought. Generally, a higher reading on the…
@Catch22
The above comment that you reference is a "tea leaf" prediction.
Currently ... as I write and as we close out the year ... IWM has now taken the lead over MDY & SPY for the past rolling week in Old_Skeet's market compass. Year-to-…
I'm thinking both asset classes will do well in 2018. Probally, small will lead large as we enter 2018 up towards spring. Then large will lead small through the summer and into fall. Come fall small will again become the leader. With this, I am …
@MikeM
I do much like you are thinking as I let my portfolio's investment sleeves feed the cash sleeves; but, I do it through taking most all of my mutual fund distributions in cash over selling fund shares to fund the cash sleeves. I have ten inve…
Trailing comment.
Thanks to all that have made comments on this thread.
I now have a few trailing comments that I'd like to make.
One of the things that goes back to a comment I made was that "some distributions are taxed while some are not" is t…
Hi @hank,
I understand your stance on a thread being viable and then by the will of the board fading with lack of comments and viewers. As long a @Puddnhead continues to put the thread up; and, it continues to draw viewers ... I'll continue my sup…
@MikeM, certain types of investment income receive more favorable tax treatment than others. Some withdrawls form ira's are taxable some are not. The below link will give more information as to how interest, dividends and capital gains are taxed a…
The barometer report week ending Friday December 15, 2017
This week Old_Skeet's market barometer finished the week with a reading of 136 which falls into the overbought area on the barometer's scale. Last week, the barometer reading was 139. So, …
@MikeM,
Thanks for making comment.
What I favor about KCMTX is not it's total return although it is a leader in it's classificaton; but, its ability to generate income. This comes form it being actively engaged in the markets making a good numb…
Hello.
Keeping it simple.
I classify most all asset funds, mixed asset funds, asset allocation funds, and balanced funds as hybrid along with some multi sector income funds. In addition, I also treat convertible security funds as a hybrid type fu…
I added, for me, a double tax free muni fund (FMINX) to my income sleeve a few years back. Since, then I have been buying about every six months (late fall and early spring) as part of my seasonal investment strategy. Seems bond funds are the weak…
Great game and it came down to the very last play. It could have gone either way for the win. However, this year Army prevailed by Navy missing a game ending field goal.
Now it's on to the bowl games with Virginia vs. Navy in the Military Bowl an…
