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To:
peter michaelson
who wrote (
145
)
11/5/2009 8:36:32 PM
From:
peter michaelson
1 Recommendation
of 161
Turns out JFP wrote down its asset portfolio by 17% in one day. Thanks for the warning guys. Sheesh!
I can almost understand that if we are talking a year ago. But today I find it unconscionable.
This has happened before, as I recall. It ought to be a punishable offense. Watch out for these CEF's - they aren't always all that they seem.
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To:
peter michaelson
who wrote (
146
)
11/6/2009 9:08:14 AM
From:
KyrosL
of 161
Taking a look at JFP, i see that it's a very small CEF with a limited number of holdings. It looks like its 10 top holdings are more than 90% of its NAV. So any one holding going bad will result in something like a 10% hit on the NAV. Looking at the NAV history on cefconnect, it seems that sudden NAV swoons have been a regular feature. FYI, I try to avoid small CEFs, regardless of apparent value.
cefconnect.com
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To:
KyrosL
who wrote (
147
)
11/6/2009 11:51:27 AM
From:
peter michaelson
of 161
Thanks Kyros - that's a very good point. Appreciate it. I think that somehow I and others are lulled into not researching CEF's, as they are supposed to be diversified, safe, boring.
The lesson, as it often is, is to do the homework.
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To:
KyrosL
who wrote (
147
)
1/29/2010 12:56:55 AM
From:
Archie Meeties
of 161
Selling any bond funds? I lightened up on paxhx. Somewhat concerned that there is enough momentum in the economy that rates will rise over the next 6 mo.
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To:
Archie Meeties
who wrote (
149
)
1/29/2010 3:24:41 AM
From:
KyrosL
of 161
I am almost completely out of junk bond funds, and have lightened somewhat on muni CEFs. Portfolio is now:
48% cash, TIPS, CDs, short term bonds
28% bonds, of which 25% munis, 1% junk, 1% investment grade, 1% emerging market.
19% stocks
5% precious metals, mostly gold
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To:
Archie Meeties
who wrote (
149
)
1/29/2010 9:41:54 AM
From:
The Jack of Hearts
of 161
I'm > 70% cash and out strongly lots of yield plays ... Considering the % of GDP attributable to inventory building though I cannot really see this as more than a blip at this point wrt to rising interest rates significantly..
EDIT: Lots of my yield plays were trusts so there is the end of 2010 issue I'm considering also...
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From:
tntpal
3/15/2010 5:44:06 PM
of 161
Madison Investments Bond Fund promoted by Schwab...
Charles Schwab Co. is promoting Madison Investments for their managed Fixed Income Bond Funds.
The Fixed Income Mgmt has been netting about 4%. Management fee is .6% annually.
Does anyone have any insights or opinions on this fund?? TIA
madisonadv.com
Fixed Income area:
madisonadv.com
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From:
Ron
3/23/2010 7:59:51 AM
1 Recommendation
of 161
Still holding DODIX here. Every time I consider selling it, it moves on up. Approaching all time high now. Seems odd, but I'll take it.
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From:
Craig Meyers
6/13/2010 3:12:46 PM
of 161
What does everyone think about inverse bond funds? With interest rates at an all time low, is it worth the risk to get into an inverse bond fund now?
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From:
Ron
11/4/2010 2:28:53 PM
1 Recommendation
of 161
Bond Strategist Ed Fitzpatrick: TIPS look good
tinyurl.com
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