Useful Links

audreyh1 · 12-26-2012, 03:30 PM

Quote:

Originally Posted by Midpack

So what is the connection?

The connection is that Mathjak107 is using the Fidelity Insight newsletter to decide which funds to buy or sell.

audreyh1 · 12-26-2012, 03:31 PM

Quote:

Originally Posted by mathjak107

im kind of limited to what i can say since we all pay for that information.i can not really get to specific about the models.

sorry.

You can say what to dump (sell), but not what to buy?

I'll take a wild guess that you are using their Income portfolio.

mathjak107 · 12-26-2012, 03:37 PM

discussing what was is never an issue. eventually you can even see the archived issues.

eytonxav · 12-26-2012, 03:55 PM

Quote:

Originally Posted by mathjak107

im kind of limited to what i can say since we all pay for that information.i can not really get to specific about the models.

sorry.

I didn't expect you to provide a ticker symbol, but thought you might be able to indicate what type of bonds the new fund holds, afterall you did say a GNMA fund was replaced. If thats a breach of your membership, no problem, I understand.

Looks like they offer some interesting models and glad to hear you have had good success with them.

mathjak107 · 12-27-2012, 05:32 AM

fidelity does not have to many funds in particular areas,some times its only one choice.

so far so good running income funds only . many in the model act more like less volatile stock funds then true bond funds.

many times lately the markets have been down and we have been up.

bond and income funds can be tough to put together on your own. many move opposite the markets and some don't.

overlap can be a problem too just like with stock funds.

you can buy different bond funds based on the name from fidelity and end up with quite a bit of duplicate coverage.

at some point we may introduce equity income funds again in a low percentge but for now the goal of yielding 3-4% is being met with the bond funds.

capital gains have been good as well.

rbmrtn · 12-27-2012, 08:12 AM

So Eric Kobren retired and sold Insight to Fidelity Monitor a while back, I had not looked at them in a while but I recall Hulbert financial digest had both of them at the top of their long term performance. Another one with good a record is NoLoad FundX.