Bob Brinker's Marketimer Income Portfolio and Radio Advice for Cash YTD Performance of Bob Brinker's Fixed Income Portfolio through September 11, 2014 |
||
|
||
September 12, 2014 Article Bob Brinker Fan Club Home Page |
|
Income Portfolio Update & Radio Advice Below
The bond
market has surprised many this year with how well it has done despite
the fear of the Federal Reserve increasing the Fed Funds short term
rates in 2015.
One of our readers posted the results of Bob Brinker's "Marketimer Income Portfolio" at Silicon Investor1 with the following details and comparisons for performance through 9/10/14. We updated the performance numbers through today (9/11/14 closing prices) in the graph below. How is the Marketimer Income Portfolio doing so far, Year to Date (YTD)? Here's the details:
How about the YTD performance of some more traditional fixed income funds, not found in Marketimer? Here's some popular choices:
|
|||
Radio Advice:
Of course, on his "Moneytalk with Bob Brinker" radio show, Bob has
given excellent advice to callers worried about higher rates. He
says invest in CD ladders. We like this as it saves fees lost on
managed mutual funds at a time the fees are significant compared to the exceptionally low rates offered.
Year
to date, Bob Brinker's best performing fund in his "income portfolio" is
the "Osterweis Strategic Income" Bond Fund which is up 3.18% YTD
through 9/11/14. Note that this performance comes in large part by
investing in risky junk (high yield) bonds! It may also own stocks, but
as of June 29, 2014 doesn't hold any. From Yahoo!:
The investment seeks to preserve capital and attain long-term total returns. The fund invests primarily in income bearing securities, including a wide range of debt and dividend-paying equity securities. Note that Vanguard's Total Bond Index Fund is up 3.73% YTD and Vanguard's GNMA fund is up 4.57% YTD
9/12/14 Editor's note: Bob Brinker's three "model portfolios" with stocks remain fully invested with no change in the September newsletter. We suspect he will issue a "special bulletin" if the market has one of the anticipated corrections he's been looking for. See "Bob Brinker's Advice for New Money." |
||||
Top of Page |
|
|||
Sitemeter
|
Fan
Club Sitemeter |
bbfc
sitemeter |
To
advertise on this page, please contact advertising@<REMOVE>forbestadvice.com |