The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Bonds & Fixed Income Investments


Subject:  OT: Any TC2000(funds) Users? Date:  6/20/2002  10:10 PM
Author:  imcharliehm Number:  4015 of 35924

Is anyone using TC2000(funds) as the basis for their investment/trading decisions?

This crazy market is killing returns for conventional strategies, but there are still oppportunities out there. E.g., May 07 I took a position in EGLRX, an international REIT, purely on the basis of technicals --though admittedly very late and I haven't the slightest idea what they own-- and I'm up an annualized 13%, which makes me wonder why I'm even considering junk bonds and putting in the hours doing fundamental research when risk-equivalent returns --the only true basis of comparison-- are available in easier ways. E.g., on something like OAKGX, a global value fund, I'm still up 18% from where I got into it nearly two years ago, and only truly scary bonds are offering 18% these days, not that I'm not looking, but I'm questioning the prudence of committing more money to the sector for it's being very expensive (due to where we are in the interest rate cycle, which continues to base.)

Admittedly, trading technically is sector hopping, and a very unFoolish thing to do, but in the trading-range/down market we're in, holding on and hoping just doesn't make much sense. My interest would be to get a thread going on using funds --any asset class-- as alternatives to