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@hank,
You may want to check if your local library system offers online access to Proquest.
Library patrons should be able to access Barron's via Proquest.
Thanks. Will check when can no longer receive Kindle editions.
”However, the corresponding written reports are often nonsensical.”
Yes, I think it’s the written reports that I’m seeing. Some interesting content but mostly mundane garbage IMHO. If they pop up for free worth a quick read.
+1
Interesting @Bitzer. It might pay someone to open a small account at Fido just to have access to that tool. AFAIK $1 gets you in the door. Fido doesn’t have any minimum investment amount that I know of. :)
+1 Nice summary @Yogibearbull.
Their emphasis on intermediate duration bonds seems to be pretty much limited to investment grade. I haven’t read much of this issue yet. But find the following title bemusing …..
”The S&P 500 Is Now A Tech…
You get into a certain way of operating, and it’s hard to break. Hard to teach an old dog … Like I said previously, roughing it out on a piece of paper works well. Of course, that requires you to know what’s inside each fund you own.
I’ve used Fi…
Sold 1 stock Friday that constituted a bit under 5% of portfolio. Took equity exposure down from around 45% to closer to 40%. Most of that’s thru funds (but still own 2 stocks). The $$ went into a new position in a CEF that can invest in virtually …
”Just another reason to forget about M*”
I think it depends what you use it for. I find M*’s breakdown of fund holdings very good. Rely on it a lot. Hit “portfolio” tab to view. On bonds you can check credit quality, duration, maturity and how …
Maybe, if you’ve lived long enough you’ve come to recognize the value & importance of equities in a portfolio.
Agree - 90% at 81 sounds a little goofy … Of course, Buffett is 92 and his lieutenant, Charlie Munger, is 99. Suspect they …
Thanks @Junkster. Value your perspective. My concern wouldn’t be so much with dedicated HY funds where you understand what you’re getting into. Maybe a great trade. Don’t know. But I suspect many unwary investors might get drawn into funds with mo…
”...the riskiest part of the bond market has performed the best.”
Thanks David. Great post. That’s the sense I’ve been getting, but don’t have much experience in this area. Junk can hold up well for long periods, even as equities languish, and t…
I’ve had my eyes on ICEM - a new multi-asset ETF from Franklin Templeton with an ER of .38%. That helps explain why I jumped (unfairly perhaps) on @Crash’s post.
The fund is new (June 6) and there’s very little about how it actually invests either …
My wife mentioned to me earlier this morning that she was surprised that no one was killed at the annual Gay Pride parade a couple of weeks ago. This is what we have been brought to by the crazies, abetted by the gun lobbies.
Yes. Of all the groups …
Had same question couple nights back. Not worth subscribing to M* just for that. And there didn’t seem to be any good apps at Apple specifically for that purpose. Honestly, I’ve always allocated by fund type rather than by what they own. Works for…
”Of course, as soon as I increase my equity exposure substantially the markets will crash.”
:) - That’s a pretty safe bet. Slow and steady usually rules the day. Never be in a hurry to lose money.
I don’t think many folks who were in the m…
Those window rattling explosive devices (10-15 detonations) last evening well before dusk and sounding a mile or more away (probably in agricultural lands) made me wonder whether some subversive group were using the festive atmosphere of the 4th to …
I am risk adverse by nature, but without a pension ( except SS) I knew my wife and I would have to depend on our investments for living expenses, vacations weddings etc when we retired.
Much of what I read pointed out that retiring into a multi ye…
I worry about the future, too. Everybody does. But I’ll take this inflation over the hard landing Summers seems to want or mistakenly thinks we need any day of the week.
+1
Healthy modern economies experience some inflation. Deflation (falling pri…
After 25 years of retirement my allocation hasn’t changed much. Early on I looked to TRRIX, a 40/60 TRP fund for guidance. Currently own the fund and it’s one of several I watch to try and keep my feet firmly on the ground.
No X-Ray. Simply broke…
”put a little cognac in the tank to relax its nerves”
Great idea @BenWP. I dumped a bottle of harsh tasting scotch down the drain one time. Maybe should have “fed” it to my car instead. Thanks for confirming the Accord is alive and well. Same here…
Just one model based on age. Take with a grain of salt.
Age-based portfolio model / https://www.schwab.com/retirement-portfolio
A quick search of 5 or 6 other websites seems to pretty much find agreement with the model I linked. There are …
I’m seeing more and more red flags in my reading. But the bears have been hurt so far this year. Just don’t know. Latest red flag is some commentary from Pimco - one of many.
https://markets.businessinsider.com/news/stocks/pimco-harder-landing-rec…
It’s not just “stuff” that has risen in price. Services also. Car towing to the repair shop was more than double what I paid 3-4 years ago, to say nothing of the big check I just wrote to the septic tank pumper, 40-50% higher than five years ago. I …
Apologies for not following the entire thread. Nice to see Larry Summers getting some well deserved attention.
My inflation gripe this summer:
$73.00 for a gallon of interior latex paint at local Ace. (Custom mixed to color)
And $8.00 for an em…
Sad about all those folks being stranded, Happened to me few years ago at LaGurdia. No private jet. Just a cell phone to hammer away on hoping to catch a ride home to Michigan at any price. It’s nice that you have 24 hours to cancel as I booked one …
In my brief stint as an air traffic controller we informally called UAL "Untied Air Lines". But not to a UAL flight crew, for sure.
:) - But honestly, all of the airlines go up and down.
Awesome. A month’s worth of reading. Reminds me of trying to digest one of Bogle’s comprehensive guides to investing years ago. Thanks to all who contribute.
podcast...also stated 90%+ of those under 45 years old who have a 401k account, auto invest into index funds... can that be true?? If so, that could drive markets higher,
@Baseball_Fan -
d
That sounds a lot like a theory I’ve heard on other f…
That’s a dour viewpoint @Baseball_Fan. A favorite old expression of mine begins, “Well, I don’t know … that may be so ….”
The trouble is that the markets, by and large, have kept moving higher during most of my 75+ year lifetime. Optimists have do…
Some have mentioned Dodge and Cox. I’m a fan, having owned both DODLX and DODIX in the past. Both carry moderate fees (.41% & .45% respectively). However, neither is without risk if short term volatility bothers you. DODLX has had two years …
@Crash said ”Can't find apples to apples anywhere. Crud”
That’s because bond funds are nearly impossible to compare. Too many moving parts: Credit quality, average duration, average maturity, countries & regions included, dollar hedged or non-…
I don’t know why M* coughed-up its premium analyst rating when I pulled up OAKCX this morning. Not a subscriber. But I coped a piece of it (excerpt from a portion of full report):
”Oakmark Bond Fund earns an Average Process Pillar rating. The i…
Thanks for all the thoughts. Cuts both ways for me. When something I’ve sold (typically a stock) soars another 50% or so in a few months I feel like an idiot. On the other hand, yesterday I picked up something previously owned that had been beate…
