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Thoughts on a couple of Intermediate Bond Funds

Is it time to lesson my investments in a couple of intermediate bond funds? I currently own Pimco's Total Return Fund (PTTRX) in my 401K and my wife owns Harbor Bond Fund (HABDX) in her IRA. These make up the bulk of our bond funds although we do own non US bonds, municipals and high yield funds as ...
by colonel
Mon Jul 01, 2013 7:08 pm
 
Forum: Investing - Help with Personal Investments
Topic: Thoughts on a couple of Intermediate Bond Funds
Replies: 1
Views: 453

Re: Alternative Investments

Thanks to all for the comments. I do think that the investing environment has changed In my own opinion, I don't believe this to be the case. The "environment" is, and always will be, the fact that no one knows what the markets will do going forward. The very foundation of investing has re...
by colonel
Fri Jun 28, 2013 8:13 am
 
Forum: Investing - Theory, News & General
Topic: Alternative Investments
Replies: 14
Views: 1405

Alternative Investments

Just finished reading Bob Rice's "The Alternative Answer", and he presents some interesting thoughts about the future of the markets. Wondering if anyone else has read it and if so, what opinions you might have? Specifically, he argues that the traditional stock/bond portfolios do not miti...
by colonel
Thu Jun 27, 2013 6:49 pm
 
Forum: Investing - Theory, News & General
Topic: Alternative Investments
Replies: 14
Views: 1405

Re: This Market - what to do?

colonel, are you making monthly contributions to a 401k or similar vehicle? If you want to "do something", find a way to increase your contributions by a percent or two. Best move you can make. I try to do the same when I have the urge to "do something". greg24, yes I am maxed o...
by colonel
Tue Jun 25, 2013 7:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: This Market - what to do?
Replies: 26
Views: 2477

Re: This Market - what to do?

Thanks to all who responded. Stay the course is the concensus.
by colonel
Tue Jun 25, 2013 7:26 am
 
Forum: Investing - Help with Personal Investments
Topic: This Market - what to do?
Replies: 26
Views: 2477

This Market - what to do?

Looking for thoughts on where to go in this market. Concerned about rising interest and the overall weak economy. Certainly don't believe a 3% GDP growth. My positions roughly 60-40 with good diversification but am seriously considering going to a cash position and waiting things out. Any thought or...
by colonel
Mon Jun 24, 2013 9:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: This Market - what to do?
Replies: 26
Views: 2477

Thanks

Anth & Stratton, Thanks for your comments. Both have been helpful. I agree that both funds fee's are higher than I'd like but returns had been good in the past. Any index fund suggestions? Also, thanks for the comments on selling and then buying IRA and it being taxable. I guess I was foolishly ...
by colonel
Sun Jan 11, 2009 2:33 pm
 
Forum: Investing - Help with Personal Investments
Topic: CGMFX vs PRPFX in a Roth IRA
Replies: 4
Views: 1634

CGMFX vs PRPFX in a Roth IRA

I own both of these funds and amd considering moving one to my Roth IRA.

Are there any opinions as to which of these would be a better choice for a Roth IRA.

Thanks
by colonel
Sun Jan 11, 2009 10:59 am
 
Forum: Investing - Help with Personal Investments
Topic: CGMFX vs PRPFX in a Roth IRA
Replies: 4
Views: 1634

New Investor

Thanks to all the responders. Some real good food for thought. My son is 18 and getting ready to enter college so he probably won't be purchasing much (other than his education) in the next few years. Not sure what will happen with jobs over the summer or while in school so we are basically looking ...
by colonel
Mon Jul 28, 2008 9:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: Mutual Fund Advice for a teenage new investor
Replies: 14
Views: 2228

New Investor

Rodc & Tibbitts, Thanks for the replies. He is 18 and getting ready to enter college so I expect it will be a while before he invests in a house or has steady employment. I agree that spreading his money is a good idea. I expect that not all will come out of the MMF. Any ideas on funds would be ...
by colonel
Mon Jul 28, 2008 9:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: Ideas on a teens first portfolio
Replies: 5
Views: 1101

Ideas on a teens first portfolio

My son is looking for some advice on putting some money into a good mutual fund. He currently has about 5K in Vanguard Federal Money Mkt(VMFXX). We are considering something with international exposure and we have been looking at Vanguard Global Equity (VHGEX) but it's performance has't been that st...
by colonel
Mon Jul 28, 2008 11:58 am
 
Forum: Investing - Help with Personal Investments
Topic: Ideas on a teens first portfolio
Replies: 5
Views: 1101

Mutual Fund Advice for a teenage new investor

My son is looking for some advice on putting some money into a good mutual fund. He currently has about 5K in Vanguard Federal Money Mkt(VMFXX). We are considering something with international exposure and we have been looking at Vanguard Global Equity (VHGEX) but it's performance has't been that st...
by colonel
Mon Jul 28, 2008 8:25 am
 
Forum: Investing - Help with Personal Investments
Topic: Mutual Fund Advice for a teenage new investor
Replies: 14
Views: 2228

Thanks

dbr & PiperWarrior,

Thanks for your suggestions. TSM may be the way to go with most of the investment. He is currently getting ready for college and does not have a summer job yet so income will be minimal this summer.
by colonel
Tue May 27, 2008 6:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: New Investor
Replies: 3
Views: 942

New Investor

I want to start my 18 yr old son investing in a mutual fund. He has 4K currently in Vanguard Prime Mny Mkt. Obviously, we are looking towards a long horizon, but also don't want him to carry any more risk than necessary. Any suggestions on good funds for his background?

Thanks for the help.
by colonel
Mon May 26, 2008 9:47 am
 
Forum: Investing - Help with Personal Investments
Topic: New Investor
Replies: 3
Views: 942

Thanks

Mel,

Thanks for confirming what I thought would be the case.

Craig
by colonel
Mon Jan 14, 2008 12:54 pm
 
Forum: Investing - Help with Personal Investments
Topic: IRA Question
Replies: 2
Views: 927

IRA Question

I have some funds in a taxable Vanguard account (vipsx) and I want to know if that money can be switched to a new Vanguard Roth? I already have a Roth in Schwab so can I still open one in vanguard as my 2008 contribution? I want to move this money because it is not tax efficient per previous forum d...
by colonel
Sun Jan 13, 2008 5:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: IRA Question
Replies: 2
Views: 927

Thanks

vpktm,

Thanks for the response on the 529 rollover. Sorry it took so long to reply.

Craig
by colonel
Sun Jan 13, 2008 5:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portofolio Questions
Replies: 8
Views: 2450

ee savings bond and college

I am seeking thoughts on whether I should use ee bonds for college starting next fall or just hold the funds as an investment. I started buying ee bonds when my children were younger and I was in a lower income bracket because they were able to be applied, tax free to college expenses and because th...
by colonel
Wed Jan 02, 2008 9:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: ee savings bond and college
Replies: 0
Views: 546

Laura, PipeWarrior & Grok (who offered similar advice earlier), Thanks for you quick responses. I have printed info and now need to do some thinking/adjusting. One observation is that I probably need to go towards the 60/40 split so this will require a fair amount of rebalancing. Any additional ...
by colonel
Wed Jan 02, 2008 9:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Checkup - Laura and all others
Replies: 5
Views: 1249

Portfolio Checkup - Laura and all others

Laura, I recently read your investment planning article. It got me to thinking and questioning my portfolio. I believe that I may have some problems based on what you've written so I am seeking your advice/suggestions as well as that of any others with ideas. My background is that I am married with ...
by colonel
Wed Jan 02, 2008 1:47 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Checkup - Laura and all others
Replies: 5
Views: 1249

529 plans - Fund use strategy?

Grok,Thanks again for the info.  Since this will be my first use of a 529 I don't have much experience. In switching to another plan such as utah etc., is it easy to just rollover into the new plan?  Are there any charges?Also, since we have ee bonds that we bought years ago for funding college, is ...
by colonel
Sat Dec 29, 2007 11:18 am
 
Forum: Investing - Help with Personal Investments
Topic: Portofolio Questions
Replies: 8
Views: 2450

Reply w/Fund Names

Mel & Grok, Thanks for the feedback so quickly. I'll take a look at it. Here are the fund names to go with the symbols. aegpx - American funds european pacific growth fdivx - fidelity diversified international mrk - merck pttrx - pimco total return flpsx - ficelity low price stock acrnx - columb...
by colonel
Wed Dec 26, 2007 9:31 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portofolio Questions
Replies: 8
Views: 2450

Portofolio Questions

I am new to the site and am interested in getting some opinions on my current portfolios and suggestions as we begin 2008. Any ideas that anyone has would be appreciated. My background is the following. I am 50 and married. We do have 3-6 months in emergency funds. I have a child that will begin col...
by colonel
Wed Dec 26, 2007 6:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portofolio Questions
Replies: 8
Views: 2450

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