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.
If my own timing has been fortuitous, it's by coincidence. Since I started in 2003, I've stuck to an investing plan (Laugh!) dictated by a lot of unpredictable events along the way. What I mean, for the most part, is that I jumped from one position …
Quoting Andrei: "Many people say that DBLTX recently became to big and too slow..." Which is why, when I decided to consider Double Line, I went with DLFNX. It's not so crowded with money and is a bit more tame than the other, n'est pas? Anyhow, I …
Over three years, through 2015, I expect to keep PREMX and DLFNX....PREMX is my biggest position. DLFNX is one of my smallest.
MAPIX, MAINX, MAPOX and MSCFX will be held, too, the way things are looking now. If TRAMX somehow manages a good run-up, …
I suppose I'm something of a contrarian in this regard? In '12, I put max allowed into Trad. IRA with MSCFX and MAPOX. (MAPOX being a BALANCED fund with two-thirds stocks and one-third bonds) and equal amounts into DLFNX and SFGIX. If I'm not mistak…
Let me add that I've owned PRSVX in the past. It is quite a good fund--- less volatile than another TRP small-cap fund: OTCFX. Yet the latter gets better overall marks from Morningstar. But its better long-term performance comes with more volatility…
I cannot say yea or nay to the Fido small-cap item you mention. I am very happy with a small-cap domestic fund I bought-into during this past Spring: MSCFX, from Mairs and Power, out of the Twin Cities. It's still a very young fund, however. For a b…
Though I bought-in only as late as September: DLFNX. But all things are relative, eh? I'm only disappointed in this case cuz my other funds lived up to expectations or exceeded them. Once again: here's my others, NOT in any particular order:
PREMX T…
I like the music, Anna. Reminds me of Geo. Harrison's "All Things Must Pass." Any cash I have in the portfolio is being held by the Managers of the funds I own. I'm all-in. And since I continue to hang onto a long-range investing time-horizon, I do …
Domestic junk vs. international junk. From the Barron's article: " ...junk-bond returns, which currently measure 15.55% in 2012 to date...."
(yesterday:) FNMIX: +19.5% PREMX: +19.08% GMO Emerg. Country Debt IV +26.6%
I got two words fer yooz: Diver Sification.
I just can't imagine whip-sawing yourself around, getting 100% out of one space in the Market and loading up on everything else, or any one item, like stocks or what have you. I'm overweight (still) in P…
Flying high, now, but MAPOX and MSCFX have done me well. Wait for a pullback. If you buy-in right now, you'd be "buying the dividend" coming up. MAPOX tonight (18th Dec. 2012) is at $71.78, and MSCFX is at $14.56.
Fund Mojo just updated their stuff. So says a notice they sent me on Facebook. But it seems to me that the up-to-date new info. does not appear on the boiler-plate page that first comes up when you inquire about a particular fund---yet. I tried it j…
I read such predictions/outlook macro-conversations with a few pounds of salt. Having satisfied myself already about the funds I've chosen, I do pay attention, for new information. I think we all would be smart to carry around an attitude which will…
Yes, there is no justice. Ex-wife and I agreed to be flexible before the documents were signed and everything was finalized. Our line of work would have made it unreasonable for me to insist she stay local, particularly in light of her flexibility p…
Reply to @bee (and perpetualBull): "You didn't mention kids..." But he did. He'll have the kids 50% of the time, with the double whammy of child support.
It is indeed a dilemma. You face a retched choice. Nothing to do but bite the bullet. If you …
.....Decided not to do it. After speaking a few minutes with the Rep., I got told that the funds in question which are NOT ntf would carry a $75.00 online purchase trans. fee. (And that the cheapest way to buy new shares would be online.) Simply tra…
Right, will do. I've been through them, and will do so again. But of course, not all of my questions will have answers to be found in the literature, since the literature we are provided with is written both to be:
a) a cover-all-bases collection o…
Just received a bunch of paper in the mail which was dated in late Nov, but not postmarked until 05 Dec. In the past, when I call to ask why that happens--- the delay between the date of the communication and the lag-time before the item actually ge…
Well, OK. I can live with that. What you've noted might very well be the source of the small short-term Cap Gain I just saw recorded in my account. Or is it EM BONDS that the fund is in? I'm reading you as meaning "equities."
JimR: The same happened to me after pulling out of DODIX very quickly after getting in. I was very dissatisfied with the runaround I got from them, regardless of the fund's performance. Can't fight city hall, nor such extortion fees. Let's see what …
I chose that other Double Line bond fund, DLFNX. It has been underwhelming just over the course of the past three months, which is the extent of my tenure in this particular holding. Still too soon, I think, to make a solid judgement as to how well …
Thank you, Ted. You beat me to it. I will never forget my visit to Pearl, and the USS Arizona Memorial. I'm no gung-ho military freak. But the honor due to those veterans: soldiers, sailors, nurses, doctors--- is a thing beyond politics. http://en.w…
Hi, Mike. Unfortunately, the 403b annuity plan does not offer Matthews. It's required that you choose from a list of 19 different funds ranging from riskiest to safest, in several different fund families. .....(Or just bury your money in a MM acct.)…
Howdy. My brother, who works at the same place in the higher echelons, tells me there's a match only after 2 or 5 years. I forget which, and I know it makes a big difference. Your advice, all of you, makes perfect sense. At the moment it just sound…
Oops, SFGIX is not tax-sheltered, either, among my holdings.
I see what you mean about front-loads being waived in a retirement vehicle, yes. On the other hand, a close friend trusted a colleague who also was licensed to be a stock broker/financial…
Thank you both. I appreciate the cogent, brief but precise information... Another thought that came to me, and which my wife is willing to do is to simply not use this plan at all, and decide upon X amount from her bi-weekly checks and invest it in …
...Just now noticed that M* has downgraded the ranking on MAPIX re: the risk/reward profile. The profit/returns are now rated not HIGH as before, but merely "above average." So BOTH MAPIX and MACSX now carry the same "grades" from Morningstar. That…
