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I'm not the expert, but what you're seeing re: that inverse pattern is rather much the same as I notice, too, but not to a huge extent. My bond fund is an EM animal: PREMX--- so it's not so very inversely-tied to the Dow or S&P.
Ya, we're looking at a secular, structural change in the environment. Unemployment at 9-10 percent is the new normal. The politicians cannot admit it, or they won't get the votes to get re-elected. In my city, unemployment is at 11%, and we're recov…
You're a gentleman and a scholar. I appreciate the "ping." There's nothing forcing me to sell my PFE anytime soon, so I could hold it and let it ride up---hopefully---according to those opinions and ratings you specified.
I'm sure some of the contr…
MikeM, thanks for looking out for me. Perhaps the more prudent thing for me will be to go with MWTRX rather than MWHYX when I reinvest the proceeds of my PFE sale, soon. (Inherited.) You're correct in your observations, I can't argue. Here's somethi…
Ok, you guys. I appreciate the question and the info. For "total return bond fund," I may very well get into Metro West's OTHER fund, MWTRX.... There is, I am told, more to come from auntie's estate, but divided between 700 million nieces and nephew…
I have confidence in Matthews. As far as I'm concerned, when things get so bad that everyone is hoarding money and just putting it under the mattress, the only other thing to do is give money to Matthews. Between MAPIX and MACSX, Matthews holds 40% …
Skeeter: I hope to follow in your footsteps in uncovering something much more satisfying. Over the course of time, we do see our world rather differently than when we first arrived on the scene, looking to get started, after putting school DAZE behi…
Investor: kind and wise words. Thank you very much. Once employed again, wifey and I plan to help my in-laws in Philippines. You know the quote: "Give me a fish, I eat today. TEACH me to fish, I eat for a lifetime." We are planning to gift my brothe…
I still prefer the convenience of a bond FUND, though for YEARS, I resisted it, preferring to own individual bonds. I have one coming due in '13 which has been giving me 5.68% compounded every year, almost doubling my investment by then, since '03. …
Hey, JohnN. Young? THANKS! Middle-aged is more like it, and currently---suddenly--- unemployed! I'm expecting, happily, some inheritance money, though we all miss our old maiden aunt, who lived to be 89. It would not be wise for me to dump ALL equit…
Well, now. Consider age, risk tolerance and everything else... But Fixed Income ought to be in everyone's portfolio, no? I recommend DODIX, and will be buying into it shortly. Also PREMX and DLENX
6% for 5 years, outstanding...... Themes... Hmmmmm... EM Bonds these days, both gov't and corporate. When will financials break out and start climbing? My RYDVX is heavy with them. And I wonder how long it will be before Latin America begins to outp…
Hello, again, all. Investor, I was only seeing the 1-year return statistic posted on the "quote" page, which gives a summary of a bunch of different stuff, at Morningstar. That was a couple of days ago, now. They've been incorrect before, posting co…
I'm buying lately only into 403b and that is in PREMX, TRP EM Bond. I appreciate the thoughts that have been shared. Thankfully, the pension I can look forward to is an old-fashioned Defined Benefit thing, but I don't want to tap into it right away,…
Largest holding is in a Trad. IRA: Matthews Asia Div. fund at 41.35% of total. I may be re-jiggering things soon. May become semi-retired before too long.
Number 2---second-largest holding: RYDVX Royce Dividend Value at 17.66% of total holdings. It…
PSA, you've certainly done your homework. I like a sense of balance, but I understand the need to step into EM and High Yield stuff in order to get any sort of returns on your investment these days. And I suppose that even if one or two corporate bo…
Scott: addressing your initial remarks at the top of this thread: a nice problem to have... I try to follow the KISS principle. The "fanciest" stuff I hold is a Latin Amer. fund (PRLAX) and a EM bond fund. (PREMX.) With me, there's no shorting or d…
Hello. I'm glad I checked back. I appreciate the conversation. Information is power. I like to depend on more than just my own inclinations when deciding what to do. I'm still in L.A. but only for 5% of portfolio total. I do believe some months ago …
I suppose you're right, Mark. I just don't know how to very easily translate "yield" into real cash. If I can consistently (monthly) see .07 cents/share --- or .04 cents/share, in the case of DLENX--- and in turn, I know how many shares I own, then …
Comparison:
3, 5 and 10-year returns. It's sort of an apples-and-oranges-comparison, I'll admit. But hey, take a look:
PRWCX includes both equities and bonds. PREMX is exclusively bonds, which are SUPPOSED to offer lower, more consistent returns--…
I have just looked at PRWCX again. Now I see why I steered clear: it's the high-risk rating, even though it comes with high returns, as rated by Morningstar. And I had already decided not to mix my equities and bonds in the same fund. Call me peculi…
I'll have to look at PRWCX. Yet, I'm sure I have examined it before, and there's a reason I chose not to go there. I'm fond of small-caps, and I own PRSVX. Whether or not it is designed to be a core holding, I'm using it that way. Also, though it's …
