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I continue to read and learn. Skeeter, holy cow: I'm just in a different place. I just mean that I've made a prior decision not to own so many different funds and monitor so many different sleeves. I get it, and it makes sense. Maybe what's going on…
Along this thread, I am reassured that some of you/us are finding EM interesting, a good prospect, in light of the recent pullback. I've scouted out the estimated 2Q dividends due this month, in the funds I own. It helps to stick it out right at the…
Quoting David, quoting Eagan: "invest overseas, in particular try to get away from the three reserve currencies." Dollar, Sterling, Euro, no doubt. ...Cripes, I've been investing overseas and grossly overweight there since '03. At the moment, my…
Reply to @TSP_Transfer: 12 families. Surely, "EXTENDED families" is intended. Aunts, cousins.... There is indeed an extreme, built-in, taken-for-granted culture of greed, graft and corruption there. A little payola wherever you go makes things happ…
Trader mentality. Nano-second, computerized moves. That's where their thoughts seem to be centered. Instant profit, then get out. The ol' "in-out-in-out-in-out." Ya, that should remind you of something...
(No, I've not bought yet. July. Or later. I'm waiting for a day that's been coming for 10 years, since I first invested in that particular bond, coming due very soon, on Canada Day, as a matter of fact. Impossible now to find a 5.68% interest rate a…
Ireland climbing out of the pit, and stocks rising, despite everything. http://www.bloomberg.com/news/2013-06-11/irish-stocks-surge-leaves-european-periphery-losing.html
Jesus. Why am I not surprised? At least the NY chief regulator is DOING something. Here in Massachusetts, I recall the days, growing up in the '60s and '70s, when Billy Bulger was Ins. Commissioner and simply served as the lapdog for the Insurers. (…
Appreciate the thoughtful reply, Hank. Yes: it does change one's perception of the entire "game," when the decision is made to simply NEVER liquidate the portfolio. As long as the necessary bases are covered in the way they are today, it is satisfyi…
"The obsession about when the Fed will begin to taper will likely persist for
months....." Lord. OK. If they're correct (the RBC guys,) then things will generally all go on sale. Value investors will be perking up.
Yes, those (closed-end) funds have fared even worse. But the opening sentence says: "They're on sale." That's a positive spin, or wishful thinking... I suppose, since I'm not planning to liquidate my portfolio--- period--- then it makes sense to…
Boring. Yes. Hands off. Don't shoot yourself in the foot. Easier said than done? But that's what I've been trying to do: minimize changes, don't be constantly dickering around with my holdings. This is a good reminder.
Those films are well done. I like to watch them both, over and over... I saw very little today online about the anniversary of the D-Day invasion of Normandy to defeat the Nazis. Thank you for this. War sucks in every conceivable way. But as a last …
"...This dynamic underpins the Federal Reserve’s current dilemma over how to normalize monetary policy. I do not anticipate an easy ride for policymakers or investors over the coming months.” Agreed.
Reply to @JohnChisum: Hello, again. You have a plan you're following, and that's the most important thing. Yes, you mentioned MAPTX twice. (Matthews tiger, yes?) I think the Market has lately been on a sugar-high, until that slightest hint at QE bei…
Reply to @sligo: I worry that Matthews is doing things now the way TRP and a million others are doing it: create a million different specialty funds and present them in such a way that they all fill a bit of a niche in anyone's portfolio... China Di…
Emphasis on "AS A GROUP?" What am I looking at here? Is it the fact that at the moment, it seems like a 100% family-owned and run business? I noticed from David's write-up that Bretton himself is "all-in." Everything he has is invested in the fund. …
http://quotes.morningstar.com/fund/f?t=ASIOX
...I just would not be in this fund at all. As for the question about trimming back one's bond holdings: I'm riding out this downturn, about 50/50 stock funds and bond funds. I toyed with the idea of re-…
BRTNX. Just looked at that. Unique, concentrated, as you say. Holding just 16 stocks right now. Holding LOTSA cash. Looks certainly DISCIPLINED, focused.....
OK, just in terms of the excerpt you've highlighted: is this once again a case of the "average" investor getting scared and selling at just the wrong time---AGAIN? My own EM bond fund still shows (M*) a yield at 5.54%.....The 30-day SEC yield is 4.0…
Thanks, OJ. Yes, I am aware that, going back 5 years, the performance is DOWN -7.6% But in the last two/three years, it has picked up. Maybe due to new Manager? Anyway, that is surely why the numbers suck. Shorter-term, not so bad, in a Frontier reg…
