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Old 07-09-2013, 05:52 PM   #41
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Doesn't one normally wait to be thanked before saying "you're welcome"?
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Old 07-11-2013, 12:34 PM   #42
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This assumption is correct. I like cheap Subaru cars. Not flashy, and these cars are quite reliable in winter.
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To be clear, I wasn't criticizing holding Dodge & Cox - while I don't hold it from what I know it has a good record and reputation. I was just saying that I can't see obgyn ever owning it.
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Old 07-11-2013, 03:02 PM   #43
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This assumption is correct. I like cheap Subaru cars. Not flashy, and these cars are quite reliable in winter.
I think Dodge & Cox is an investment fund outfit, not a brand of vehicle LOL!
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Old 07-11-2013, 03:29 PM   #44
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I think Dodge & Cox is an investment fund outfit, not a brand of vehicle LOL!
Just another one of those "what the h*ll is he talking about?" Kodak moments.
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Old 07-11-2013, 03:43 PM   #45
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I think Dodge & Cox is an investment fund outfit, not a brand of vehicle LOL!
Well, there is this (Dodge Viper):



and this (Cox gas model car):



Neither one is likely to be reliable in winter.

-ERD50
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Old 07-11-2013, 05:01 PM   #46
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I'll take the Viper.
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Old 07-11-2013, 05:22 PM   #47
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I was reading this thread quickly over lunch break, saw the word "Dodge" and assumed the poster was talking about cars. I have been living here int US for about 10 years only, and still need to get used to many brand names :-) .
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I think Dodge & Cox is an investment fund outfit, not a brand of vehicle LOL!
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Old 07-15-2013, 01:10 AM   #48
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Speaking of Dodge & Cox, I assume people here, being a bunch of conservative investors, were talking about Dodge & Cox Balanced because its investment style is similar to Wellesley which is a favorite for people on this forum.

I have owned DODBX for quite a while. A few years ago, after being sold by the not so subliminal messages from unclemick, I added Wellesley to my stash. I looked at them every so often to see how they raced against each other.

In the crash of 2008-2009, DODBX came down harder than Wellesley. But ever since, it has rebounded and regained the lead. Particularly, for the past 12 months, DODBX went up 28%, about 3x that of Wellesley. The higher content of equities of 70% vs. 40% explains some of that. But moreover, the 28% gain is higher than that of the S&P500, and of course also higher than that of Wellington at 60% equities.

I usually do not look inside the holding of my MFs, but just did out of curiosity. I found out that the highest position of DODBX at 3% of assets is a short of 10-yr Treasury notes.

Whoa! These guys are gutsy. I love it. While people fret about rising interest rates but do nothing, these guys are acting on their belief. Will see how this is going to play out, for them and for me too.

By the way, I have downsized my MFs to only a few that I will keep long-term and will not trade frequently. I have kept some MFs for decades, too long in fact, and have just eliminated some. Even with my stocks that I pay much more attention to, my turnover is very low. Too low for my own good in fact.


PS. Just read the OP again, and it was Dodge & Cox Income (DODIX) that was held. Well, that's not the same thing I talked about above. Sorry.

DODIX is all fixed income, which in this environment, I would have sold and moved to Wellesley, Wellington, or the "gutsier" DODBX, depending on a person's tolerance for volatility. At least Wellesley, but no, not DODIX.
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Old 07-15-2013, 01:44 AM   #49
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PPS. For people who came to this forum only recently, I apologized if my jesting posts in the past caused some confusion. I thought it would be obvious when I was just bantering around, and people would not take it seriously. However, there are times when I am serious, and the above post was one of them, when I really meant what I said.

Of course, my investment ideas are not guaranteed to make money, and only reflect my current belief.
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Old 07-15-2013, 07:57 AM   #50
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Owned the Dodge and Cox stock fund for years. IIRC it had lower turnover of its holdings than most other managed funds. And, yes, I also hold the Pssssssst Wellesley fund.
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