oldman

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54 Comments

    • Sat Sep 13th 21:46 PM | Rating: 0 0
      Commented on:
      Diversification Is Your Only Friend
      nothing has worked except cash, bonds, CD's. Diversification is another word for not sure where to be.
      View article »
    • Sat Sep 6th 22:00 PM | Rating: 0 0
      Commented on:
      More Thoughts on Mohamed El-Erian's 'When Markets Collide'
      "That said, this decline is not so bad for those with truly well diversified portfolios."

      No Geoff and it has not taken me much to have a portfolio of a few mutual funds to have anywhere from a few percent plus to a few percent minus without so many different asset classes. Only took a fixed income position of around 35% and 10% cash and rest mostly equities. Why so many asset classes, seems to me it is not necessary to complicate asset allocation for the average investor.
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    • Sat Sep 6th 10:40 AM | Rating: 0 0
      Commented on:
      An Appeal for Sanity: Boeing's Impending Strike
      A company takes the risks and provides the jobs, the greedy ones are the unions and they are forcing more outsourcing and less jobs.
      View article »
    • Tue Sep 2nd 11:09 AM | Rating: 0 0
      Commented on:
      Buying a Bank? My Vote is for JPMorgan Chase
      How about PNC? The half ownership of Blackrock seems to be the cream of the bamks performance.

      finance.yahoo.com/q/ta...
      View article »
    • Tue Sep 2nd 11:03 AM | Rating: 0 0
      Commented on:
      Thoughts on Mohamed El-Erian's 'When Markets Collide'
      I thought I was being smart by adding alternative asset allocation class mutual fund to my portfolio but what I am seeing is when market is up alternative class is down more than it is up when market is down. Is that supposed to be?
      View article »
    • Sun Aug 24th 20:17 PM | Rating: 0 0
      Commented on:
      Peak Theory, Applied To Inflation
      Boy am I confused, Just retired at age 75 and looking for some fixed income investments. Thought TIP might be a decent place for about 25% of it, how about the other 75%?
      View article »
    • Tue Aug 19th 10:40 AM | Rating: 0 0
      Commented on:
      Defining a Set of Core Asset Classes
      Thanks for the comment Xu tiu. In my IRA accounts, I can see it makes sense but not sure about the taxable accounts. Perhaps,still better for the equites and mutual funds.
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    • Mon Aug 18th 09:20 AM | Rating: 0 0
      Commented on:
      Defining a Set of Core Asset Classes
      Hi Geoff,

      I have mostly managed mutual funds with managers I find are some of the best, Evillard, Leuthold, Romick, McGregor, Rudolph-Riad Younes, Royce, Cuggino. I don't own any bonds or bond funds except those in the funds I own. Can those bonds serve as my allocation to bonds? If I have 40-50% bonds from those mutual funds, can they be considered my bond allocation? I am 75 and only recently retired.
      View article »
    • Mon Aug 18th 08:20 AM | Rating: 0 0
      Commented on:
      Defining a Set of Core Asset Classes
      I thought I was doing ok with a managed futures RYMFX fund but not now.

      finance.yahoo.com/q/ta...

      It seems that commodities have disrupted any benefit, in the short term, at least. How can this be prevented?
      View article »
    • Sun Aug 17th 10:59 AM | Rating: 0 0
      Commented on:
      Commodities: Though Hit Hard Recently, Bulls May Yet Return
      "Key commodities are near significant support levels (e.g. $110/barrel for oil and $860 for gold), which we suspect will hold"

      Well, so much for that prediction, at least for today, 8/17/2008, now $788.
      View article »
    • Tue Aug 12th 10:21 AM | Rating: 0 0
      Commented on:
      Bond Expert: Monday Wrap
      "The plunge in the price of commodities has wreaked havoc and carnage on the TIPS market. In the 10 year sector the spread has narrowed to 220 points from a wide of about 260 basis points."

      Is this a reason to avoid or buy now?
      View article »
    • Mon Aug 11th 10:06 AM | Rating: 0 0
      Commented on:
      Fixed Income: Little Value in Treasuries, Preferred Financials Yielding 8%
      thoroughbred, do you have GJM- GMAC preferred around 11.75, yielding 16%? Are they going away?
      View article »
    • Mon Aug 11th 09:53 AM | Rating: 0 0
      Commented on:
      While Gartman is Goldless, I Still Itch for Commodities
      I'm not smart enough to make decisions like this so I am using RYFOX an alternative asset allocation fund, which includes 5 different funds, including about 45% in managed futures.
      View article »
    • Thu Aug 7th 09:31 AM | Rating: 0 0
      Commented on:
      Income ETFs vs. CEFs
      neither, only individual bonds are the safest way, where you have a maturity.
      View article »
    • Thu Aug 7th 09:28 AM | Rating: 0 0
      Commented on:
      Responding to Bear Market Conditions
      kkin 365-good comment. The mutual fund managers are mostly like that since they have to be invested.
      View article »
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