Some Graham and Dodd Type Thoughts on Stocks vs. Bonds [View article]
U.S. Treasuries offer what James Grant refers to as "return-free risk". The next wave will be an inflationary one, I'm afraid. The economic, fiscal and political policies currently being pursued are the exact opposite of those which took us from 15% long Treasuries in late 1981 to almost 2% in late 2008
The Green Shoots of April: Some Reasons for Market Optimism [View article]
the bond market doesn't like it now, past few days. So how do you stay invested in fixed income and earn a decent yield. Even short duration bonds are getting hit.
Defining a Set of Core Asset Classes [View article]
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.
Defining a Set of Core Asset Classes [View article]
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.
Harvard and Yale 2009 Returns [View article]
40/60 or 20/80.
Some Graham and Dodd Type Thoughts on Stocks vs. Bonds [View article]
Time for Income: Time for Bonds? [View article]
35 ETFs Showing Strong Upward Price Pressure [View article]
'Too Far, Too Fast': A Look at Asset Classes [View article]
Or for weekly or monthly?
The Green Shoots of April: Some Reasons for Market Optimism [View article]
Why Not to Buy Bond ETFs [View article]
Do We Need Bond Sector ETFs? [View article]
Relative Performance of Asset Categories [View article]
You Can't Trust Bond ETFs for the Time Being [View article]
Defining a Set of Core Asset Classes [View article]
Defining a Set of Core Asset Classes [View article]
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.
Defining a Set of Core Asset Classes [View article]
finance.yahoo.com/q/ta...
It seems that commodities have disrupted any benefit, in the short term, at least. How can this be prevented?
REITs Pop While Commodities Flop [View article]
TIPS spreads are now collapsing