
include HY bonds, equity REITs, preferreds, utilities and consumer non-cycliclals would be a good second choice. OE MFs like TIBIX would, for me, be a distant 3rd alternative." I would be interested in more discussion from you, as well as other M* members
equities plus another estimated 12% in equity-like low quality bonds as part of the income funds I own: Amefx, Caifx, Tibix , Friax. I still own some Yackx too. The risk of substantial loss to the portfolio is about all I care to take. I'd probably
SPLV 5.00 PGDIX 5.00 P RHSX 10.00 TIBIX 5.00 WHGIX 5.00 No matter what you ..... Vanguard, WT, and Scottrade. For one, TIBIX is only available at WT, with a 100k ..... can. Meanwhile, any suggestions for a TIBIX substitution?
probably should be put into funds, too, plus 2.2% cash now. I am thinking solid funds like MWTIX, DODIX, PONDX, OSTIX, TIBIX (riskier)... Her TIAA/CREF core gives her overall portfolio around 25% in equities now and the three individual stock
isnt open to MLPs, alas, though I did get her into Kinder Morgan. I am thinking about nice income funds/CEFs like PDI, TIBIX , PFN...? Here is the basic portfolio with percent allocations and tickers where available and asset types, as best as
I would like to add a World Allocation Mutual Fund to my portfolio. TIBIX looks like a solid choice, but the minimum investment through VG is quite high. Has anyone navigated these waters within Vanguard? Glenn
I have SS and Small Pension. Wife working one more year who has sizable 401K. Constructed conservative port with 4.5% drawdown. 40%stocks 60%bonds thru x-ray Vwinx 20% Tibix 20% Pimix 10% Prrsx 10% Pauix 10% Whgix 10% Mapix 10% Ostix 5% Tgeix 5%
it not so helpful?). Thanks to R48 and other posters, I'm pretty sure I know at least some of the funds I might use. TIBIX (can it be bought at Wellstrade?), SPLV, HDV, VSS, PFF and JPI for preferreds, NTG for an MLP, and a healthcare fund
institutional shares of these funds. I know you guys can give me the answer quicker than I can search through the threads. BTW, if you have any other suggestions besides the funds I've mentioned, feel free. Thanks! lb TIBIX CPXAX PGDIX JNBSX
Bond TGBAX 6,355 3.67 N/A Roth IRA Thornburg Inv Inc Bldr TIBIX 2,024 1.17 N/A Roth IRA Cash 12,000 6.92 N/A N ..... Bond TGBAX 7,500 4.33 N/A Roth IRA Thornburg Inv Inc Bldr TIBIX 5,000 2.88 N/A Subtotal 38,469 TSP TSP S Fund 9,110