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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
Reply to @Hiyield007: Hello again Hiyield. I suspect that this reluctant bull still has some room to run. But please beware, HFMDX, WSBEX, and SMVLX each drew down 50% during the financial crisis:
Reply to @BobC: Agreed. PIMCO Sm Co Fdmtl IdxPLUS TR Strat Instl PCFIX is another one I discovered recently in the Small Blend Equity category, but it is a much different type of holding.
BTW, I think VWELX, FPACX, MFLDX, OAKBX, FVALX, PAUIX, AQRIX…
The more I examine Rocky Peak Small Cap Value RPCSX, the more I like it. Trust you will add it to your list for consideration. It was featured in MFO's first Elevator Talk last month. It's up 10% YTD after modest start last year.
Like you, I like f…
Good article by Mr. Jaffe:
Want to trade Standard & Poor’s 500? The SPDR S&P 500 Trust (NAR:SPY) — the first ETF and the one with the most trading volume — isn’t on the list; you could settle for the Guggenheim S&P 500 Equal Weight ETF…
Sweet...
Handy chart on interest rate impact from John's "Dangers Lurking In Bonds" post:
And from the Bloomberg post:
The 1,610 stocks in the MSCI World Index paid an average 2.7 percent of their share price in dividends as of last week, a…
Reply to @scott: Really? I would think it provides an opportunity to get some protection, perhaps because may have less correlation to other options. But, if you do not like, I'm less excited. So, why "No"?
It's extraordinary that this fund lost 78% from mid 2007 to spring 2009. Can you believe?
It seems to have become a boom-bust fund, with a very high expense ratio. Huge draw-down and downside deviations...more than 30% Ulcer Index...nominally twice…
From link Ted provided...a kind-of non-denial denial, like "I did not have sexual relations with that woman...":
Are there waiting periods and other restrictions that affect withdrawals from stable value funds?
Stable value funds do not have waitin…
Here's link to better, more complete and informative discussion by Vanguard leadership than transcript in original post:
https://personal.vanguard.com/us/insights/article/buckley-sauter-interview-01022013
On my GOLD CHARTS MUST SEE complaint, I gu…
Good article and it references RPHYX manager:
"If you think the 10-year Treasury note should be 4.5%, then high yield is not so cheap," says David Sherman, manager of RiverPark Short-term High Yield fund.
Positive Summary:
Recent expansion of three major sectors -- housing, autos and manufacturing -- these are the bedrock components of our economy. If all three are doing fairly well, the worst that can happen is slow growth. There is simply too muc…
Hi Old_Joe. Yeah, I noticed that too...only holding down in my portfolio today.
Yes, Digital China Holdings Ltd. was off -13%, which may explain about half today's draw down.
Correction: Matthews Strategic Income dipped slightly also.
FAAFX today up 4.9%, 13.6% YTD through 6 Feb 12 =).
Scott. Why is TPNTF trading at 20% discounts? The NAV performance looks ok to me...6.0% APR since June 2007.
Here is link to performance: http://www.thirdpointpublic.com/navshare-price/usd/
And,…
Some market truisms, I'm learning:
Don't fight the fed.
Don't bet against Dan Loeb.
And, when Bruce Berkowitz's says a stock is priced to die, listen up.
Hi Alex.
Three lower volatility alternatives you might consider:
Vanguard Health Care Inv VGHCX
BlackRock Health Sciences Opps Instl SHSSX
PowerShares Dynamic Pharmaceuticals PJP
I continue to buy into the current equity rally. By COB tomorrow, below chart will depict my fund portfolio allocation, by %:
Looks pretty similar to Hank's actually.
Attendant risk allocation: 9.7% STDEV, 5.8% DSDEV, and 3.5% Ulcer Index.
Reply to @Investor: Outstanding! I enjoyed every minute. Helped clarify for me much of what's been happening past year of so. Liked the discussion of micro versus macro effects, private debt de-leveraging, fiscal versus monetary policy, end of bond …
Boston, I think.
From a 2010 Fortune article Bruce Berkowitz: The megamind of Miami:
Berkowitz grew up in Chelsea, Mass., a gritty suburb of Boston. His father Barney was a part-time taxi driver who ran a bookmaking operation out of his corner conv…
Hi Bee. I always seem to want to examine some variable or time frame that packaged programs do not offer, so these days I end up just using Excel mostly.
That said, I believe the STEELE Mutual Fund Expert does what you are asking for, but it is not…
