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The weekly barometer report.
This week Old_Skeet's market barometer, by it's metrics, finished the week with a reading of 139 putting the S&P 500 Index in overbought territory. Even with resetting and advancing the earnings feed to what next m…
My domestic equity sleeve, found in the growth & income area, consisting of ANCFX, FDSAX & SVAAX has had some nice upward movement this past rolling month (up +2.93%) while my large/mid cap sleeve, found in the growth area, consisting of AGT…
Hi @bee,
Thanks for posting your findings on IOFIX. Indeed, I found the review of the material to be interesting. Don't know how Junkster finds these kind of funds ... but, I am sure glad he makes "some" of his better findings know on the MFO boa…
@Junkster ...
Never ever tried to stir things up as your state. You stated, that they paid attention over at the Morningstar board so with this I felt inclined to make you post available for those that follow you on this board. @MikeM commented …
Junkster's Forum Comment
Here is looking at you @MikeM.
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Re: Bond OEFs - what now
Junkster 11-02-2017, 11:05 AM | Post #3880685 |
0
>>>> FD says "Most of my money is i…
The barometer report.
This week saw Old_Skeet's market barometer finish the week with a reading of 140 indicating the S&P 500 Index is overvalued. A reading one point lower and the Index would fall into the overbought area. Generally, a lower…
Hi @Catch22,
Thanks for the question.
Q: What would I personally do?
A: Rebalance, if I wanted to follow the discipline. Beyond this, if I was in the accumulation phase of investing I'd widen the rebalance channel from 5% to 10% perhaps even 2…
Hi @bee,
Thanks for posting the article.
What you have read is just one person's take on a five percent rebalance threshold.
My take is somewhat different. And, I'll explain. Take a 50/50 portfolio with a total value of $100,000. This would …
Hi @MikeM,
Wishing you the very best in your coming retirement.
If my memory is correct from viewing the now removed whoops portfolio the yield was at about 1.56% per my Instant Xray analysis; and, it was geared towards growth over income. Sinc…
@Chinfist ...
Thanks for the tip to look at FEMEX. Yes, it will do to fill the void in my emerging market holdings as I am short in Emerging Europe along with Africa and the Middle East Regions from review of a recent Xray analysis of my portfolio…
Hi @Chinfist,
In reviewing my Xray analysis on my portfolio I have less than one percent in emerging Europe. I've been thinking for sometime that I should make an investment move to bring this up to about a full percent along with adding some to A…
Hello,
I do my monthly close on the last Friday of each month with the exception being in December where I use the 31st. My report follows.
For November Old_Skeet's barometer closed the month with a reading of 145 indicating that the S&P 500 …
Hi @jerry and others,
I don't track a 60/40 but the 50/50 Index mix that I do track has had the following returns. They follow: 2012/9.96% ... 2013/17.31% ... 2014/5.60% ... 2015/0.54% ... 2016/7.04% ... 2017(ytd)/10.87%. The cumulative return fo…
Hi @Art,
Below are some funds that I own (by sleeve and my classification) that kick off some good income.
In world equity I use CWGIX, DEQAX & EADIX
In domestic equity I use ANCFX, FDSAX & SVAAX
In global hybrid I use CAIBX, PMAIX &…
Hello,
Here is the Market barometer report for week ending November 17th.
This week the barometer closed with a reading of 147 (up one point form the previous week) leaving the S&P 500 Index in fair value. The Index closed down 0.13% for the …
Hi @Derf,
Thanks for the question.
The below link will explain win, place, show betting. And, yes most of my bets were $2.00 to win, $2.00 to show & $2,00 to place on three dogs per race. This way I had nine possiblities to collect. Natural…
Hi all,
It is for sure some will have greater success at positioning than others. I have found it best for me to allocate even within the growth area of my portfolio where no sleeve is less than 20% nor greater than 30%. In this way, I don't put…
Hi @Catch22,
Thanks for making comment. I'm thinking I read it correctly because the Schwab fund summary reads as follows ...
KCTMX is shown to be open for purchase with an initial purchase of $100.00 in basic, ira, and custodial accounts. I'm t…
In order to check my current funds owned at Charles Schwab to see if they could be moved I was directed to an investor link that I have tried to link on the board for others to use; however, it has to have some kind of wall that keeps it from being …
@Art
One of the things I like to do is input the holdings into Xray. In doing this provides me some insight as to your overall portfolio's structure. In review of Xray, I am finding that your portfolio is 142% long, 42% short mostly in the cash a…
I'll go with American Funds ... Global Balanced Fund (GBLAX). There are many ticker symbols for this fund including a no load F-1 ticker of GBLEX. This is a team managed fund with global exposure to both domestic and foregin securities. Although,…
@Puddenhead
Hi Pud,
Got my leaves up yesterday. Many more to follow.
Below is my take on your portfolio.
From an Instant Xray analysis indicates you are about 116% long and 16% short with the following being your net allocation of Cash 30%, …
Here is the barometer report for week ending November 10th.
This week the barometer closed the week with a reading of 146 putting the 500 Index into fair value territory. The three best peforming sectors for the week were Real Estate (XLRE) +3.24%…
Hi @ Catch22,
Currently for the portfolio as a whole my average combined expense ratio is 0.87%. There is no wrap fee on my account nor do I pay any fees, etc. to the broker. Everything the broker receives (expense wise) now comes from my mutual …
@MikeM,
Thanks for the trailing comment.
With this, I plan to get in touch with the local Charles Schwab office and schedule a visit. I'm just not sure they can get my expenses back (the average and accross the board) of the current 0.87%. But…
Thanks @Catch22 for pointing this out.
Leave it to the MFO crowd to find inadverance. This is why it is best to do your on due diligence and not rely on site and post information alone.
Thanks for posting the Dan Fuss article. I own NEFZX which is a Loomis Sayles bond fund and they have dialed it way down also. It's duration is listed by Morningstar at 3.13 years with maturity being 4.6 years along with a yield of 3.49%.
Hi Pud ... Here is a recap of how I roll along with my comment to your questions at the end.
Sleeve Management System
Now being in retirement here is a brief description of my sleeve management system which I organized to help better…
Hi again @MikeM,
I keep looking for the A share American Funds on Charles Schwab's platform all I see is F-1. This indicates to me this is a fee based account as this is what American Funds states their F-1 shares are designed for. In addition F-…
Hi @MikeM,
Thank you for making comment about Charles Schwab and your ability to purchase A share funds load waived without commission, etc. With this, I have a question. Can you do nav exchanges in this account without any charges, etc? If not,…
Hi Derf,
NAV exchanges are allowed in both my taxable account and ira account. I've done them in both. However, if capital gains result in nav exchanges between funds in a taxable account this is considered a taxable event and capital gains taxes…
