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Re: Bond allocation in a single managed fund?

Since it's a new fund, to look at more historical data I checked out TGMNX - same fund manager, also an intermediate-term bond fund focusing on MBS and with a very similar allocation (about 1/3 junk bonds) - in 2008 it basically flat-lined but didn't really lose any money - in that sense I don't thi...
by krem1234
Thu Apr 04, 2013 10:53 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bond allocation in a single managed fund?
Replies: 3
Views: 442

Bond allocation in a single managed fund?

Hi all, I got some good advice from the forum a while back and had a pretty basic question - currently I have about $80k in a bond fund, DBLTX, a managed intermediate-term bond fund (avg. duration ~2.3 years), focuses mainly on mortgage-backed securities. I spoke w/ a broker recently who thought thi...
by krem1234
Thu Apr 04, 2013 10:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bond allocation in a single managed fund?
Replies: 3
Views: 442

I really appreciate all of the advice. I thought about everything yesterday, and today decided to cancel the sell orders. I do still plan to make my AA more conservative - likely 70%-80% in bonds (I haven't decided upon an exact figure yet). However, I'd like to do this buy buying more bonds in the ...
by krem1234
Fri Aug 05, 2011 3:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Can't stay the course
Replies: 94
Views: 13481

At my original 40% equity allocation, I have 8% of the total in small/micro cap. DSInvestor: I'll check this fund out. I know Bogle strongly favors index funds, but I mostly hold managed funds - TGMNX for bonds, YACKX/YAFFX for large cap US, HRVIX/WEMMX for small cap US, and OAKIX/SFENX for int'l. w...
by krem1234
Fri Aug 05, 2011 3:18 am
 
Forum: Investing - Help with Personal Investments
Topic: Can't stay the course
Replies: 94
Views: 13481

Currently I'm considering holding everything, and if I use the remaining cash in my IRA to buy bonds, that will bump me up to 70/30 (bonds/stocks) which I'm feeling more comfortable about.
by krem1234
Fri Aug 05, 2011 3:11 am
 
Forum: Investing - Help with Personal Investments
Topic: Can't stay the course
Replies: 94
Views: 13481

DSInvestor: I'll check this fund out. I know Bogle strongly favors index funds, but I mostly hold managed funds - TGMNX for bonds, YACKX/YAFFX for large cap US, HRVIX/WEMMX for small cap US, and OAKIX/SFENX for int'l. wjo: I'm considering canceling the sell orders, at least for now. I can't argue th...
by krem1234
Fri Aug 05, 2011 1:22 am
 
Forum: Investing - Help with Personal Investments
Topic: Can't stay the course
Replies: 94
Views: 13481

Well my retirement goals are relatively modest - I've always been frugal so don't plan on withdrawing a lot per year. Based on how I've been saving and what I plan to live on in retirement, I should be there before I'm 40 - not that I would plan to quit working forever at that point. Since I started...
by krem1234
Fri Aug 05, 2011 12:20 am
 
Forum: Investing - Help with Personal Investments
Topic: Can't stay the course
Replies: 94
Views: 13481

Re: Can't stay the course

Despite being only 27, I've been saving my earnings for a while, and it would take a long time - at least 4 years with my current income saving almost everything - to make it back if I lost everything. That's another issue - the figures you're dealing in regard to day-to-day volatility increase as y...
by krem1234
Fri Aug 05, 2011 12:01 am
 
Forum: Investing - Help with Personal Investments
Topic: Can't stay the course
Replies: 94
Views: 13481

Bru - I don't feel like I'm planning sell to my equities because I'm panicking (I'm not), but because of the stress I know I'll have to continue dealing with if I remain invested in equities. I can't remain ignorant of market movements or ignore my portfolio balance. Chuck - I understand what you me...
by krem1234
Thu Aug 04, 2011 10:37 pm
 
Forum: Investing - Help with Personal Investments
Topic: Can't stay the course
Replies: 94
Views: 13481

Can't stay the course

Hi all - Just looking for some advice after the past two weeks. When I initially got into investing (about 1.5 years ago), I was very averse to the idea of owning equities, just due to the volatility of the market. However, reading several books on investing (one by Bogle) plus doing a lot of resear...
by krem1234
Thu Aug 04, 2011 10:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: Can't stay the course
Replies: 94
Views: 13481

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