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  • Five Dividend Stocks for Long-Term Dividend Growth [View article]
    They only offer average yields but I like both of Matthews Asia dividend-oriented funds MACSX and MAPIX. Great risk-adjusted returns + dividends + currency appreciation.


    On Oct 29 08:29 AM User 458794 wrote:

    > Looking for suggestions on a Core Mutual Fund for my Roth IRA which
    > is based on high dividend yield to re-invest, (Dividend Aristocrats?),
    > no-load, low cost, (like Vanguard). Or is it better to build a portfolio
    > of individual high dividend companies? Would need the income in 10+
    > years. thanks.
    Oct 29 18:28 pm |Rating: +1 0 |Link to Comment
  • 4 Ways to Protect Your Capital (Think Debt and Bond ETFs) [View article]
    I think Pimco offers an EM bond mutual fund denominated in EM currencies - Emerging Market Local Bond?


    On Oct 01 10:36 PM Bob Mayo wrote:

    > Ugg. PCY and EMB are in dollars. GIM and TIE are more than two thirds
    > in dollars or euros. CEW is the only thing I can find denominated
    > in a variety of emerging market currencies, but it is a currency
    > fund not a bond fund.
    >
    > Templeton and Merk also have hard currency funds, but with >1% expenses.
    >
    >
    > Anybody have suggestions for emerging market bond funds in local
    > currency?
    Oct 02 17:58 pm |Rating: 0 0 |Link to Comment
  • 4 Ways to Protect Your Capital (Think Debt and Bond ETFs) [View article]
    It's true you need to be careful with emerging market bond funds since most EM bonds are denominated in dollars. Sometimes it takes a bit of digging to find out exactly what your currency exposure is. For instance GIM, which is also mentioned here, is about 40% exposed to the dollar, which makes it more dollar neutral than a bearish dollar play. I like the FEO closed end fund; it's 50% exposed to the dollar (again dollar neutral) and invests in both EM bonds and stocks.


    On Oct 01 03:56 PM market mojo wrote:

    > Regarding PCY. Here is part of its profile from Yahoo.
    >
    > "The fund normally invests at least 80% of total assets in emerging
    > markets U.S. dollar-denominated government bonds."
    >
    > Doesn't this mean that the fund is 80% dollar correlated? If so it
    > doesn't seem to be a good fund for dollar diversification.
    Oct 01 19:06 pm |Rating: 0 0 |Link to Comment
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