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8 comments:
I think you need to explore the studio space. I mya put my pants on one leg at a time, but when I do, I make gold records
Please provide some examples of funds for the three categories you refer to in your video post.....MIC was specifically mentioned for one of the three categories you mentioned.
Adam, I was out this morning picking up a prescription; a prescription for more cowbell.
For Dividend Capture both Alpine and Eaton Vance have products and Nuveen might have one too. For call writing funds; every CEF company you can think has these now; I think there are close to 30 of them total. There is no shortage.
Sometimes active investors are too smart by half.
Your video post today was an excellent reminder that dividends and a conservative investment foundation for the long haul should be essential for practically every investor.
I personally like the pipeline MLPs such as Teppco (TPP) and well-positioned ETFs like the Claymore Dividend Hog (CVY) that provide income (some tax advantaged) and hold promise for steady, modest growth. Surely others posting have favorites within this domain as well.
Models this week:
Timing Model = 3.5
100% long
Global Allocation of long positions:
MSCI EAFE Index 40%
MCCI Emerging Markets Index 30%
Russell 3000 Index - U.S. 30%
Top U.S. Sectors
U.S. Leisure Goods 4.0
Mid Cap Value 3.5
U.S. Oil Equipment, Services & Distribution 3.0
U.S. Telecommunications 3.0
U.S. Oil & Gas 3.0
U.S. Real Estate 3.0
U.S. Utilities 2.5
U.S. Pharmaceuticals 2.0
Mid Cap Growth 2.0
Top Intl. ETFs
MSCI Malaysia Index Fund 3
MSCI Germany Index Fund 3
MSCI Pacific ex-Japan Index Fund 3
S&P Latin America 40 Index Fund 3
MSCI Sweden Index Fund 3
MSCI Netherlands Index Fund 3
MSCI Singapore Index Fund 3
MSCI Australia Index Fund 3
MSCI Brazil Index Fund 3
Hey Roger, I really can't agree with your reservations about allocation distribution. I actually decided to calculate a table of various alternatives for each of the categories you mentioned. You can find it here on my ETF analysis site.
Correction to the above post: Can't agree more. Sorry about that.
Roger,
To go along with the theme that very few vehicles can escape market volatility, I would encourage readers to look at a chart of IGD, a call writing fund, paying attention to the time period of October 2006 thru the end of December 2006.
Not alot of fun....
You did a great job on this video of stressing the importance of not getting too big on any one idea.
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