И куда бы вложиться?

[alex_ka]

ETJ и все остальные Eaton-Vance. IGD ещё

[австралиечка]

ETJ и все остальные Eaton-Vance. IGD ещё

Спасибо. Я думаю ORC прикупить, они тоже помесячно платят. У меня еще ARR есть для monthly income, хочется побольше diversity и чтоб было 12-15% в месяц

[alex_ka]

ETJ и все остальные Eaton-Vance. IGD ещё

Спасибо. Я думаю ORC прикупить, они тоже помесячно платят. У меня еще ARR есть для monthly income, хочется побольше diversity и чтоб было 12-15% в месяц

Оба символа mortgage backed securities. Как только rates пойдут вверх все эти REITs упадут и сильно. AGNC хороший пример.
BDCL платит 15% в год, но volatility у него не для слабонервных. Но зато к RMBS отношения не имеет и с S&P слабо коррелирует.

[австралиечка]

ETJ и все остальные Eaton-Vance. IGD ещё

Спасибо. Я думаю ORC прикупить, они тоже помесячно платят. У меня еще ARR есть для monthly income, хочется побольше diversity и чтоб было 12-15% в месяц

Оба символа mortgage backed securities. Как только rates пойдут вверх все эти REITs упадут и сильно. AGNC хороший пример.
BDCL платит 15% в год, но volatility у него не для слабонервных. Но зато к RMBS отношения не имеет и с S&P слабо коррелирует.

Спасибо за BDCL, то что надо для diversity. Volume y него правда низкий, но для лонга нормально.
TNA весь прошлый год дивиденты подбрасывали, а в этом году глухо.
Вроде до середины след. года rates не будут повышать

[perasperaadastra]

Вкладывать надо в БАБУ.

[worldCitizen]

ETJ и все остальные Eaton-Vance. IGD ещё

Спасибо. Я думаю ORC прикупить, они тоже помесячно платят. У меня еще ARR есть для monthly income, хочется побольше diversity и чтоб было 12-15% в месяц

sell calls

[worldCitizen]

Хедж фонды, индексы, итд. Золото в слитках. Серьезно -- именно сейчас, а не два года назад.

Gold (Exchange:XAU=) slumped to its lowest level in 15 months on Monday, leaving investors split over the near-term outlook as it trades near key technical levels.

Better-than-expected U.S. jobs data on Friday boosted the dollar (New York Board of Trade (Futures): =USD) and dampened safe-haven demand for gold, pushing prices to $1,183.46 on Monday.
http://finance.yahoo.com/news/ugly-gold ... 49905.html
Предсказывают что может упасть ниже 1,000.

[worldCitizen]

Got SSI?
Stage Stores Inc(NYSE:SSI) Add to portfolio

SSI 18.33 +2.59 (16.45%)







18.33

[AverageJoe]

Всегда вкладывал деньги в low cost index funds, и продолжаю. Предпочитаю сбалансированные где примерно 60% в акциях и 40% в облигациях (fixed income).

[worldCitizen]

Всегда вкладывал деньги в low cost index funds, и продолжаю. Предпочитаю сбалансированные где примерно 60% в акциях и 40% в облигациях (fixed income).

Вы помните сколько процентов профита, примерно?

[X37WAL!^]

Всегда вкладывал деньги в low cost index funds, и продолжаю. Предпочитаю сбалансированные где примерно 60% в акциях и 40% в облигациях (fixed income).

Вы помните сколько процентов профита, примерно?

Ну вот например (с реинвестированными дивидендами)
VT
YTD: +5.91% 1 month: +2.72% 1 year: +8.11% 3 years: +58.74% 5 years: +62.74%
BND
YTD: +5.84% 1 month: +0.53% 1 year: +5.17% 3 years: +8.63% 5 years: +21.70%

Если взять эти два фонда в указанной среднимДжо пропорции (60/40), то получим 14,632 за 5 лет из 10,000 вложенных.
Или 10.7% годовых

[Umka]

интервью с Jack Bogle, любителям балансированных и индексных фондов
http://finance.yahoo.com/news/jack-bogl ... 26937.html
The best thing you can do for yourself is to make your choice [of a long-term strategy], keep it simple and stick with it. When presented with all these new products, it's caveat emptor. And don't let your behavior get the best of you. Behavioral problems can cost you as much as the other embedded costs of active fund investing.....I'd tell them to look if there's a low-cost balanced index fund instead. I just like the fixed 60/40 split. We can discuss whether 65/35 is maybe better, but I like the static allocation. And I am talking about a balanced index that sticks to the U.S. for stocks and high-quality intermediate-term bonds for the fixed-income portion. It would be nice to only invest when valuations are low. Moments of great depression in stock values are a great time to buy. You can't invest at 2009 valuations today. So what are you going to do? You have to invest at today's valuations. You can't not invest now. Choose to not invest and you are ensuring you will have nothing 40, 50 years from now.
You're investing for a lifetime. A 40-year-old probably has a 50-year life expectancy. That's what you're investing for. I am an indexer. That's well known. I'd keep it simple and have my money in the S&P 500 or a broad market index, and the rest in the in a bond index.

[worldCitizen]

интервью с Jack Bogle, любителям балансированных и индексных фондов
http://finance.yahoo.com/news/jack-bogl ... 26937.html
The best thing you can do for yourself is to make your choice [of a long-term strategy], keep it simple and stick with it. When presented with all these new products, it's caveat emptor. And don't let your behavior get the best of you. Behavioral problems can cost you as much as the other embedded costs of active fund investing.....I'd tell them to look if there's a low-cost balanced index fund instead. I just like the fixed 60/40 split. We can discuss whether 65/35 is maybe better, but I like the static allocation. And I am talking about a balanced index that sticks to the U.S. for stocks and high-quality intermediate-term bonds for the fixed-income portion. It would be nice to only invest when valuations are low. Moments of great depression in stock values are a great time to buy. You can't invest at 2009 valuations today. So what are you going to do? You have to invest at today's valuations. You can't not invest now. Choose to not invest and you are ensuring you will have nothing 40, 50 years from now.
You're investing for a lifetime. A 40-year-old probably has a 50-year life expectancy.

Надеяться на следующие 50 лет? Ну-ну...

[X37WAL!^]

интервью с Jack Bogle, любителям балансированных и индексных фондов
http://finance.yahoo.com/news/jack-bogl ... 26937.html
The best thing you can do for yourself is to make your choice [of a long-term strategy], keep it simple and stick with it. When presented with all these new products, it's caveat emptor. And don't let your behavior get the best of you. Behavioral problems can cost you as much as the other embedded costs of active fund investing.....I'd tell them to look if there's a low-cost balanced index fund instead. I just like the fixed 60/40 split. We can discuss whether 65/35 is maybe better, but I like the static allocation. And I am talking about a balanced index that sticks to the U.S. for stocks and high-quality intermediate-term bonds for the fixed-income portion. It would be nice to only invest when valuations are low. Moments of great depression in stock values are a great time to buy. You can't invest at 2009 valuations today. So what are you going to do? You have to invest at today's valuations. You can't not invest now. Choose to not invest and you are ensuring you will have nothing 40, 50 years from now.
You're investing for a lifetime. A 40-year-old probably has a 50-year life expectancy.

Надеяться на следующие 50 лет? Ну-ну...

Давайте заслушаем ваши предложения?

[worldCitizen]

Не дождетесь. Я не писатель, а обыкновенный трейдер. Существует океан литературы и периодических изданий на финансовые темы. Восполнять пробелы в чьем то образовании - не моя задача.

Из последнего:
Wall Street's propaganda that if we trust them with our money they will invest it wisely turns out to be just that. We do have one of the best economic systems in the world but, in this case, our trust has been abused. We have also done a tremendous disservice to our 401k participants in advising them to ride this market all the way down. We should have recognized that this was not a normal economic recession but a mismanagement of the financial system by those who believe they are so much smarter than the rest of us. They broke the system and we should not have let our clients pay the price.

Congress, the banks, and Wall Street need to earn our trust again. My clients are in almost all cash now and we will not change that position until we know that any investments we make will not go to imprudent lending or unregulated derivatives. Stocks can still be excellent long-term investments but they need a competent and stable financial system that supports them. Wall Street needs to understand that the trillions of dollars 401k participants give them to invest is not money to play with but the economic future of each hard-working American. That money needs to be given the respect it deserves by investing prudently, not speculatively.
http://www.401khelpcenter.com/401k/mcal ... IiPOYuNtmI
Если вам действительно нужно, можно легко найти материалы на эту тему.