Friax is currently 10% of my portfolio, all in a taxable account. My yield is ~6.75% of which 25 ..... low in October 2011, lower quality debt also took a big hit, but both have recovered now. Why is Friax lagging? playbook
I expected a dividend declaration by now. Anyone know when? playbook
… the much anticipated correction and go straight to 1400 and higher on the S&P I hope I won't beat myself up to much. Amecx and Caibx were sacrificed in the sell off, but not Tibix or Friax . I actually increased Tibix by 10%. playbook
How does this fund have a $2 market price? Been around about 50 years. An open end fund doesn't pay ROC.
… LBSAX 11322 10913 12277 FRDPX 11614 11185 11212 AVEDX 11718 12609 13451 INUTX 11879 10913 12510 TBHDX 11243 10689 12024 AZNDX 11748 12764 15316 FRIAX 11495 11767 13500 PSA-H 10937 14091 14587 HIW-B 11039 13862 15631 BAC-V 11455 13099 14305
From $.0123 to .0118. playbook
… ray says 46% in equities, but I round it up to 50% due to the low quality bonds held by Friax and Tibix. Here’s the AA: TIBIX 33%, CAIBX 33%, FRIAX 12%, and CASH 22%. If this were a $1MM portfolio, how does one apply standard deviations …
Hi Liman. I've been giving considerable consideration to exchanging and selling my Amecx and adding to Caibx and Tibix. The result of this move would mean that my portfolio would consist of 35% Caibx, 35% Tibix, 20% cash, and 10 Friax . M* shows this AA as about 48% equities, but I would bump it ...
… than 1Million, test screen shows $2000 minimum - But various discount brokers are showing 1M min for IVWIX and 50k min for FRIAX . Anyone got experience with these at Fido, v'gd, schwab, td ameritrade, etrade, scottrade, Wellstrade? TIA, Joe
FD1000 and others: I found the post 'generating income, preserving principle' very interesting. What if you could stomach some flucuation with a mix of allocation funds (in non-taxable account).that had an aggregate yield of 4-5%, some hi-yielders, some hi-growers- picking 5-8 from the list of World: IVWIX, SGIIX, Paudx, TIBIX Conserv: BERIX, VWINX, FRIAX Moderate: OAKBX(if avail), Grspx(nice yld for group), FPACX, PRWCX, PAAIX Would you feel comfortable about retaining a reasonable yield and experiencing capital growth over time (funds would have to be reviewed/replaced periodically as warranted). The Pimco funds are fairly new but look solid but the others held up great during the last (lost) decade. I'll duck for replies. Thanks, Joe