n*u
发帖数: 373 | 1 是不是利率一涨，bond fund都没生路？尤其是中长期的。 |
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r****m
发帖数: 1204 | 2 You can hedge by short long term bonds (there are such ETFs).
But generally yes, avoid long duration bonds, if you believe rates will go
up (which we all know will, soon or later). |
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S**C
发帖数: 2964 | 3 The rule of thumb for constant duration bond funds is, if duration is N,
current yield is X, your annualized return in the next 2N-1 years is X. |
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a*p
发帖数: 209 | 4 大家嘲笑我吧。但是我诚恳地想听大家的意见。
我的４０１K以前基本上都是STOCK FUND，少量的Bound 和MM。
十月份前半个月的大跌对我心态影响很大。熬了几天后，终于把一半的资金转为MM。
结果大家都知道了，股市触底后反弹到新高。虽然我不是在最低点出的，但是也损失很
大。
我知道Timing Market是做错了。问题是现在该怎么办？是现在就认了损失再杀回去？
还是等等？但是要等到何时？还是先转进PTTRX等着看？
总觉得应该还可能有一个回调。但谁知道呢.
Thanks |
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c*********2
发帖数: 216 | 7 刚刚开始弄401k，但是不太懂。自己炒股过。现在不知道怎么把401K里面的钱拿来自己
炒股。
公司用的是Merrill Lynch。以下是提供的各种bond选择。
EQUITY/STOCK Symbol Current Desired
AMERICAN BALANCED FUND CL R6 RLBGX 0%
AMERICAN EURO PACIFIC RERGX 0%
BLACKROCK EQUITY INDEX FD CL M BEIMT 5%
BLACKROCK MSCI EAFE EQTY FD M BMSCT 20%
BLACKROCK RUSSELL 2000 FD M BRIFT 9%
JP MORGAN MID VALUE INST FLMVX 25%
JP MORGAN U.S. EQUITY FD CL R5 JUSRX 9%
NEUBERGER BERMAN MID CP CL R6 NRMGX 0%
O... 阅读全帖 |
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l******n
发帖数: 697 | 8 联邦加息在即，现在是合适的时候买bond吗,e.g. PTTRX?
股票太高了现在，不想买。 |
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l******n
发帖数: 697 | 9 不是应该是bond升值吗?
可是pttrx今天也跌了0.5%
怎么回事呀 |
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s*****7
发帖数: 281 | 10 那天被问到401K里面的还有多少钱，我今天就抽空看了一下，刚入公司的时候，就是胡
选了几个，现在看了一下。-5%。我对投资基本一窍不通，401K的目标也无非就是，能
涨点就行。
下面是我们公司的plan.我记得我之前是买了好多的VANGUARD TARGET 2045还有FID
CONTRAFUND K (FCNKX)，以及FIDELITY GOVT INCOME (FGOVX)。
想听听大家的建议。有没有更好的选择组合呢？另外见到大家经常提“不行就放指数”
。。可是下面这几个，哪个是指数呢。。
Name/Inception Date Asset Class Category 1 Year 3 Year 5 Year
10 Year/LOF*
FID CONTRAFUND K (FCNKX)05/17/1967 Stock Investments Large Cap
3.37% 13.27% 13.47% 8.55%
FID OTC K (FOCKX)12/31/1984 Stock Inves... 阅读全帖 |
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发帖数: 1 | 11 以前就放在 vanguard target 2040, 发现那里的股票竟然占了80%， 然后在网上查了
好多， 单位提供的基金如下，依次代表的是基金名称，class, category,和ER
American Funds EuroPacific Growth Fund® Class R-6 RERGX, stock,
foreign, 0.5%
Cohen & Steers Institutional Realty Shares
CSRIX , stock, specialty
, 0.76
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX,stock
, diversifd emerging mkts, 0.66 or 0.56
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX, stock,
small cap value, 0.37
Harbor Capital Apprec... 阅读全帖 |
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x******2
发帖数: 9400 | 13
what is "pttrx"?
thanks. |
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c*******o
发帖数: 3829 | 14 PTTRX. 5 year annualized return rate 7.78%. |
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c*******o
发帖数: 3829 | 15 All in PTTRX,YTD return is 8%. Annualized rate in 5 year is 8.15% |
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l*****u
发帖数: 180 | 16 My PTTRX went down about 8% from this year's high. If it contnues, I will
add a little more positions. |
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s*******d
发帖数: 3786 | 17 pttrx比这个还好,每月都有红利。今年的表现稍微差点，也有4.5%了。 |
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s*******d
发帖数: 3786 | 20 随便买个bond（比如PTTRX)放着不动也比这强啊。 |
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k********8
发帖数: 7948 | 21 所以说一定要有独立判断，不要轻信任何"大牛"
http://money.cnn.com/2011/08/30/markets/bondcenter/bonds_pimco_
NEW YORK (CNNMoney) -- Investors have been pouring their money into U.S.
Treasuries all year, much to the consternation of bond guru Bill Gross, who
had been advocating for investors to dump out of government debt because of
their low yields.
Gross, who manages the world's biggest bond fund, is now admitting that he
struck out.
Print
Pimco's Total Return Fund (PTTRX), which has $245 billion in assets under
man... 阅读全帖 |
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k********f
发帖数: 6033 | 22 PTTRX. 5年annualized回报8%,一直捂就行。比病人的策略强多了。 |
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d********r
发帖数: 1238 | 24 看看他的bond fund早就重仓MBS了，其他的fund的average才 7%的MBS，把T-bond基本
清空了
PONDX：
Agency MBS Pass-Through 23.09
Non-Agency Residential MBS 18.69
Corporate Bond 13.72
Asset-Backed 13.23
U.S. Treasury 6.94
PTTRX:
Agency MBS Pass-Through 31.58
Corporate Bond 15.79
U.S. Treasury 11.07
你妈的内幕消息太多了 |
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p****a
发帖数: 4829 | 25 呵呵，most of the time, my 401K was parked in PIMCO Total Return Fund (PTTRX
). It is the best Bond fund out there. :) |
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s******t
发帖数: 12883 | 26 that's a good idea. 所以不会踏空。
PTTRX |
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p****a
发帖数: 4829 | 27 (1) Close all gold long position at 1694 yesterday. Lost confidence in gold
after gold has failed to break 1700 resistance for a couple of days. But
will consider to load back if gold corrects back to 1650 or lower.
(2) The ES short position at 1470 was stopped out again at 1475.
(3) Short ES again yesterday at 1490 with stop loss at 1495.
Now I only hold ES short position and all other fund is put in PTTRX. |
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k****n
发帖数: 1334 | 29 不知道fidelity里有些神马
我自己有PTTRX和TGINX，一个做美国国债一个做国际国债
etf买神马都差不多，直接上expense ratio低的就成 |
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