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.
Why the switch to quarterly distributions? And the distributions have shrunk mightily. Morningstar piles this fund into a big buncha "Foreign Large Blend" alleged peers, but it really ought to be classified as a single-country fund, no? Sometimes th…
Option to work past 65? I'm seven years from that number, already pushed into retirement. Glad for the monthly checks, not so glad that the checks don't amount to doodly-squat. Work past 65? Hmmmmmm....... Employers are looking for a Purple Squirrel…
S & P. Which is why I'm glad I'm heavily tilted elsewhere...Russell 2000, overseas, EM bonds. Soon will add domestic bonds. I own dom. bonds so far only within balanced fund MAPOX.
My portfolio is lazy. Very few ins-and-outs. I leave the changes to the Fund Managers, after doing my best to choose them, with minimizing risk and maximizing returns in mind. No way I could be a Trader.
P.S.: This would serve to create an IRA for wifey, who has none at all right now. It would therefore serve to minimize tax due for 2012, because my own IRA will be maxed-out in terms of contributions. She's quite a bit younger. Lotsa time to let it …
Lotsa replies. Thanks to all. No, I guess I DON'T need any more EM equity, to tell you the truth. Many moons ago I owned TBGVX, but no longer. I was looking at its unhedged version: TBCUX, and started a thread here about that one in particular, just…
Thanks, guys. But my concern with turnover is that a high turnover number = lots of "taxable events," no? I might or might not get a tax-sheltered account,
Reply to @AndyJ:
I quite agree!!! Let's hope. But I fear a bubble. People who are late to the party are jumping into EM div. payers and EM bonds with both feet, looking for profits. Belgium and Germany 2-year notes carry a NEGATIVE yield?! That's j…
Yes, I'm not adding to my EM bonds or equity funds for the time being. As always, the EM piece is already too big a piece of my pie. I'm letting divs and cap gains ride and grow. I'm semi-retired, which means I'm unemployed, having taken retirement …
Just consider that the USD will be artificially overvalued vs. many currencies in the near-term at least. I'd prefer to own an EM bond fund denominated in both USA dollar and local currency, so that you have both toys to play with, rather than just …
Age: 58 in another week. My own risk tolerance is maybe in the upper end of moderate, which is where TRP locates PREMX on its own scale, and so with virtually half my stuff in PREMX, i'm not too nervous at all. (Famous last words, eh?) I've been in …
How much in EM Bonds? Mine:
46.52% of total portfolio is in PREMX
3.05% in MAINX
TOTAL: 49.57% in EM bonds. But let me also recommend, via Catch-22: FNMIX, at Fido. Its performance might be even better than PREMX, which lately has been on a tear.
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I dunno if I am even able to describe for you how I've done what I've done. Due to work/career surprises, in one sense, I've always been reacting rather than planning, playing catch-up rather than being even ABLE to be sitting where I want to sit...…
Laugh. Impatient and delirious. OK, I'll bite. I cannot claim to know all about the funds you've listed. Real Estate is doing beautifully, I hear, because it was in the crapper. Nowhere to go but up...And also, BOND funds, particularly EM bonds thes…
Reply to @MikeM:
Yes, Y-T-D, MAPOX is near the top. I meant that in thelast couple of months (since I got in) it is struggling: 69th percentile in category for the latest one month back... I will be adding to it, shortly, to max-out my $6,000.00 IR…
Adding to equities: YES. I did so in May with MAPOX and MSCFX, about 5% worth of total current portfolio. MSCFX is on fire. MAPOX is struggling. But it's not designed for speed. I figured I was way too overweighted overseas already, and the big-mone…
Wouldn't you know: my PREMX was featured. It's been up and down over the several years I've owned it. Just last summer, and maybe for the wrong reasons, I doubled-down on PREMX. It is serving me quite well..... And as long as the earth doesn't explo…
This fund is an index hugger. It was not performing badly, but I lost patience with it. It is doing well these days again, along with its other TRP small-cap sibling, OTCFX.
"Bangladesh, Pakistan and Vietnam boast a combined population of more than 410 million with that demographic profile. We believe this represents a rich opportunity set and that any global investor should want to get exposure to this share of the wor…
As above, both parties are looking out for the 1%. The Dems. at least pretend, with their strategic vocabulary, to worry about the average guy who is a wage slave and no benefits. Even the way the statistics get re-defined nonsensically happens unde…
I rode out the storm in '08. Sort of no choice in the matter. Hope for the best, or exit the Market at the lowest low. Like shooting yourself in the foot. Glad I did not go away. But I'm owning lots more bonds now: 47.76%, of various types, but most…
Reply to @Accipiter:
"Since it doesn't have any executable files, no antivirus program is designed to look for it." What kind of spooge-licking scumbag sits around, deliberately creating this crap? And when a Facebook user clicks on an ad, the spoo…
"The Dude abides," man...
In the following link, in case anyone is f****** OFFENDED, you can remember that I did not put the headline on the sucker. It's someone else's. When Sam Elliott explicitly asks uncle Jeff 'why do you have to use so many cu…
Uncle Bill seems to me always a step behind. El Erian makes sense to me. But when I indulge myself and just sit listening to the talking-head guests on Bloomberg or CNBC, it is Gundlach who shoots straightest, to me, even as he confesses that "I wis…
Yup. Makes sense. I'm holding on to my positions these days. Was I fortuitously positioned already, all the while wanting to be further diversified for a universe that has moved past us on the event-horizon?
Ya, I tried twice along the way to manage to fix it so that I could LIVE in British Columbia. Ah, life. "What a long, strange trip it's been." (Apologies to the Grateful Dead.) So far, anyhow. I can't help but to jump into this Conga Line with a b…
