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Asset classes moving in sync - what to make of it???

Hard to figure out lately what seems like asset types which historically have not had correlation which now move in sync. I really don't understand how broadly equities and the bond markets could daily be moving in the same direction, (down days like yesterday and today). Where is the money going? I...
by ncjayhawk
Thu Aug 15, 2013 10:00 am
 
Forum: Investing - Help with Personal Investments
Topic: Asset classes moving in sync - what to make of it???
Replies: 9
Views: 889

Which income stream to use?

I have recently entered "retirement". Having been fortunate to have carefully contributed and managed a now conservative portofolio over many years (25%equities/65% various bond fund holdings/municipal and corporates/10% cash), and having adaquete assets based on spending needs, I also hav...
by ncjayhawk
Fri Feb 08, 2013 10:12 am
 
Forum: Personal Finance (Not Investing)
Topic: Which income stream to use?
Replies: 2
Views: 404

Re: Taking profit on municipal funds held

Yes, I thought about it further, the delight of possibly reaping a nice profit would leave a hole in my portfolio that would be filled in again with the same asset class. I guess I would only do this were I to rebalance in a different direction with this component of my asset allocation. Thanks for ...
by ncjayhawk
Tue Jan 29, 2013 7:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Taking profit on municipal funds held
Replies: 8
Views: 790

Taking profit on municipal funds held

I have a number of good quality Municipal funds I have held for quite some time. I use the funds to generate income monthly. I have significant gains in the funds cummulatively and wondered if it made sense to sell the funds, reap the gain, and re-buy the funds in the near future to continue generat...
by ncjayhawk
Tue Jan 29, 2013 11:18 am
 
Forum: Investing - Help with Personal Investments
Topic: Taking profit on municipal funds held
Replies: 8
Views: 790

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