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I appreciate the added input. Thanks for contributing to the conversation, all. I suppose it might be of benefit for me to mention that I've already decided to follow the KISS principle when it comes to investing. "Keep It SIMPLE, Stupid!" I don't w…
Both of those funds are on fire, and have short track-records, just remember. I'd say what you're trying to do by pairing them up to form a sort of core-holding in bonds makes sense; makes more sense, I think, that stashing all monies in a passive i…
Thanks, you guys.I had no particular funds in mind, though I knew I was NOT looking for equities. PIMCO has just recently added some equity funds to its lineup, I understand. I STILL do not use a platform like Fido or Scottrade or Schwab or E-Trade.…
I read that first article, through the top link you shared, JohnN. That guy and I think alike. He knows how to phrase it and explain his case better than myself, though. Thanks for that. All of us like to have our hunches confirmed, and I hope that'…
Oh well, then. What's the harm? Technically, it might be against the law. But what is right and good and just is hardly even on speaking terms with what is LEGAL.
This link offers info. and analysis which illustrates my point about being counter-intuitive:
http://www.dallasnews.com/business/headlines/20111106-brazil-china-and-other-emerging-markets-trail-u.s..ece
Yes, the S&P is crushing EM economies in …
Hey, Catch. (and all.)
I can certainly understand a stance dictating no more than 20% in equities these days, given the current circumstances, with the biggest, darkest cloud hanging over us all the way from Euro-land. Surely, if cap. preservation i…
Sorry, Paul: I cannot hope to contribute information as prescient as Dr. Snowball's. I decided to comment simply to thank him---again---for his great work on behalf of the rest of us. I hope you don't mind me "hijacking" this message-thread. I guess…
Burt,
Look at MWHYX High Yield. Then DLENX (Luz Padilla) for EM or PREMX for EM. (I hold the latter.) DODIX is the old stalwart for conservative, domestic bonds. Also: DLTNX (Gundlach) for "Total Return." "Managed, strategic" is what you're after? …
Makes perfect sense, bee. Truly, my own portfolio is always a work in progress, though the way the process has worked-out amounts to making BIG changes, but rather SELDOM. Talk about concentrated bets! My holdings are very much a barbell affair thes…
I'm "hiding" quite a bit in a particular bond fund. Though my ol' reliable Matthews (MAPIX and MACSX) may fall, PREMX is weather-ing the European storm. Granted, it's a M* three-star fund and exposed to interest rate changes. Not the best of its kin…
http://quote.morningstar.com/fund/f.aspx?pgid=hetopquote&t=qrsvx
...And yet, "regret" is too strong a word, cuz it was not so much bad judgment involved in not buying Queen's Road... Compared to a lotta stuff, there are impressive numbers, in r…
My checking and savings accounts are with a local credit union. The Big Banks are thieves, and not just about debit card usage. I keep reading in the newspaper and online that Big Bank A or B or C was busy several years ago screwing retired veterans…
Hey, Catch. You can bet that a chunk of money I'm expecting soon will NOT go into equities! This malaise following the '08 Crash is interminable, with no reasonable end in sight based on anything we can see. Some Black swan is going to have to arriv…
The nano-seconds within which trading can be done via computer today only exacerbates everything, with the yank downward, then upward. But methinks the Big Picture amounts to a Death Spiral downward with random upticks along the way until a Black Sw…
This political and economic "fix" we need is going to happen pretty much never. The world's leaders are hobbled by our and their own lack of political will to do anything very sweeping and big in order to put the toxic stuff and the rest of the mala…
PREMX T Rowe Price EM Bond holds Russian sovereign bonds at 7.5%, the biggest single slice of the portfolio at 8.87%...That is as of June 30, 2011. Also, the former Soviet-occupied Lithuania, yielding 7.375% and that listing comprises 0.76% of the p…
Glad to hear from you. JUST before this latest market dive, I eliminated my USA small-cap stake in PRSVX and also converted my RIVFX and RYDVX (from an old 403b) into my new Rollover IRA in TRP, which at the moment holds only PREMX....I got a real b…
Let's POOL information and let each decide for themselves what to do with our own portfolios. What's at stake? Nothing shared in here is going to determine your success or failure unless an individual chooses to use MFO that way. I might (or anyone…
Ouch. I'm sad, because I trust Rono's assessment of this here situation. This downturn has become secular, and it had been already, going back to The '08 Crash, which followed "prosperous" years built on sand, air, promises (as opposed to actual stu…
Ouch. I'm sad, because I trust Rono's assessment of this here situation. This downturn has become secular, and it had been already, going back to The '08 Crash, which followed "prosperous" years built on sand, air, promises (as opposed to actual stu…
Quoting from another message-thread here: "...Grantham advised taking a page from GMO and buying shares in companies with strong finances and which produce goods that people need, as opposed to luxury items. Look for dividend-paying opportunities in…
I've been in MACSX Matthews Asia Gr. & Inc. for almost 10 years. MAPIX Div. Value is younger. I'm satisfied, but not exactly happy, since the whole global Market is getting shellacked lately. I started my position in PREMS TRP EM Bonds in 2010. …
Thanks, MikeM. EVERYTHING is in the toilet on this particular day. If I can find another TRP bond fund that measures-up to what I'd like to see in terms of risk/reward, it would make sense to divide-up the PREMX money between that one and whatever o…
I noticed the problems with the newfangled Yahoo page, too. Frustrating. I'll use the OLD one, now. Thnx. Hey, JohnN, I just saw that message from you. Appreciate it a lot.
.....And so, having said that, here's what I'm using: PREMX, MAPIX, MACSX and RIVFX, though the last one in the list includes some domestic. A foreign gov't bond listed in US dollars worth 5.5% of my total will mature in '13.
"What are your back up plans? What are you using as the canary in the coal mine?"
I never used a "Plan A" centered around a domestic base or foundation. I own some domestic, sure: PRSVX, RYDVX and just lately, I was gifted with PFE/Pfizer. My forei…
