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... now goes to the Vanguard Total Stock Market Index but PTTRX is still the world’s largest bond mutual fund. So…what happened here and was the writing on the wall?
As alluded to above PTTRX, and PIMCO ...
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...
8/29/14: Sold 111 shares of IVV @ $82.58 (S&P 500 Index)
Bought 282 shares of BND @ $201.96 (Vanguard Total Bond Index)
What’s interesting to note about this month’s ...
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... Small Cap ETF) @$113.90/share (~$7k total)
7/29/14: Sold 20 shares of IVV (S&P 500 Index) @$198.71/share (~$4k total)
These are small adjustments which equate to us simply reducing equity exposure ...
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... Sold 90 shares of BND @ $81.89 (Vanguard Total Bond Index)
Bought 18 shares of IVV @ $193.96 (S&P 500 Index)
As of this writing the MPG Core Tactical Portfolio is up ...
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... it to other funds or indexes using simple tools like Google finance by clicking here
Fees:
The fund charges a management fee of 0.51% with “other expenses” amounting to 0.15% which total for an overall ...
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... on Wall Street are managing billions of dollars, yet over 80% of the actively managed mutual funds underperform their index or benchmark every year! If they struggle to beat, or even match the market, ...
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... of IVV (S&P 500 Index) @ $193.96
Bought 89 shares of BND @ $81.96 (Vanguard Total Bond Index)
As of this writing the MPG Core Tactical Portfolio is up +4.15% YTD. The passively ...
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... shares of BND @ $81.76 (Vanguard Total Bond Index)
Bought 12 shares of IVV (S&P 500 Index) @ $188.00
As of this writing the MPG Core Tactical Portfolio is up +2.16% YTD. The ...
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... model called for a slight paring back on Bonds with the proceeds going back into Stocks:
3/31/14: Sold 21 shares of BND (Vanguard Total Bond Index)
Bought 28 shares of IVV ...
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... has a P/E of 24.5 while FSLR is at 14.8. Here are two quality companies with impressive returns but the future looks brighter for FSLR and they move on in this tournament.
#9 Mid Cap Index (VO) vs #7 ...
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Let’s begin by letting you know that the MPG Core Tactical portfolio has taken the lead over the passively managed indexed approach of the 60/40 Benchmark portfolio!
We fully realize that with ...
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... January 24, 2014 we added 50 shares
to the S&P 500 Index (IVV) and 200 shares to our All-World Index (VEU). On January 21, 2014 we opened a 1,600 share position @$12.05 in Clean Energy Fuels (CLNE). ...
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... economic record straight on this hotly debated topic.
Currently Congressional Democrats want to raise the current minimum wage from $7.25 (nationally) up to $10.10/hour and also index it to the Consumer ...
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... over two full market cycles, long/short equity hedge funds represented by the HFRI Equity Hedge (Total) Index have actually outperformed long-only U.S. stocks, long-only U.S. bonds and an investor’s typica ...
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... the calendar, by market results or a scheduled call from an advisor?
(4) Indexing – We’ve discussed the fact that in an average year over 80% of mutual fund managers can’t beat their benchmark or index. ...
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... offers the largest water related ETF with the PowerShares Water Resources Portfolio (PHO). If you’re a fan of indexing the S&P 1500 Water Utilities Index is an option. Most indexes are obviously diversified ...
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... year actually finished positive. Although we don’t consider the Dow Jones as a relevant index to follow, imagine if we saw another decline of 1987’s magnitude? As of today’s close of 15,070 it would equate ...
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... of certain asset classes/indexes that year:
S&P 500 -37.00%
Mid Cap -41.46%
Small Cap ...
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... it or not increasing your overall risk. If you check on one index daily find one like the MSCI World Index that measures performance of 24 developed nations (Australia, Austria, Belgium, Canada, Denmark, ...
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... index of exchange-listed companies that have revenues in exploration and production of natural gas. We’ve nibbled at this for a few clients but again…this sector has a different wrinkle to it.
We add ...
