Confidence that the market is headed up (bond, fund, dividends)

[mathjak107]

that is what morningstar shows with dividends. i just checked fidelity shows the same , yahoo must be wrong . fidelity insight shows the same too

[hikernut]

I trust Morningstar numbers to be accurate. Just need to be sure to get the dates correct, but YTD return is pretty straightforward.

Yahoo number are sometimes not what you might think they should be, or have not been updated recently. I've learned to always double-check Yahoo numbers for things I really care about.

[k374]

25% of my portfolio is bond fund which is seriously killing my returns with this equity market going skyward, let's hope bonds can redeem their purpose when this market falls eventually, IF it falls anytime soon that is but does not seem imminent to me... oh well, at least i'm getting 3.12% yield on VBTLX which is good.

https://www.cnbc.com/2018/06/06/wall...years-end.html

[mathjak107]

the 3.12 yield is for those who bought in at that price quote . existing bond holders do not see that . if you are losing money in it than you are getting way less since you had to buy in higher than a new investor . yield is not the interest rate , it is the interest rate based on the price YOU PAID , not the one posted for someone buying in at the price quote yesterday which was 3.12% .

[jp03]

Originally Posted by k374

25% of my portfolio is bond fund which is seriously killing my returns with this equity market going skyward, let's hope bonds can redeem their purpose when this market falls eventually, IF it falls anytime soon that is but does not seem imminent to me... oh well, at least i'm getting 3.12% yield on VBTLX which is good.

https://www.cnbc.com/2018/06/06/wall...years-end.html

ah....dont fall for that trick..25 percent bonds is perfect. Woulda ...shoulda..coulda.... it could crash tomorrow.

[k374]

yep, I meant I am getting the 3.12 to compensate me for the drop in NAV.. I bought in at 2.51. What I am saying is that it could be worse meaning my NAV just dropped like a stock. I'm getting better than savings anyway.. the top savings rate I found was Marcus at 1.7%

[BigCityDreamer]

Originally Posted by mathjak107

looking at the insight growth model it is up 7.57% . my fidelity contra fund is up almost 11% ytd

fidelity blue chip growth is up almost 14% ytd , nasdaq is up 11%

the unique opportunity model is up 7.32%

. i wouldn't say that is nothing

Tech has been doing well, and of course the NASDAQ is hitting record highs.

I keep my eye on the S&P 500. Hope we can get a record high out of it not too long from now.

[k374]

I guess everyone has some exposure to bonds and are being affected by the rise in rates. Question is why is the equity market acting so euphoric with bad political news and interest rates resuming upward momentum?

[BigCityDreamer]

Originally Posted by k374

Question is why is the equity market acting so euphoric with bad political news and interest rates resuming upward momentum?

Unemployment is at an 18-year low. Companies are hiring. GDP is up. The economy doesn't care about bad political news.

Generally, the stock market reflects this. But there is not a perfect correlation.

[jp03]

Originally Posted by k374

I guess everyone has some exposure to bonds and are being affected by the rise in rates. Question is why is the equity market acting so euphoric with bad political news and interest rates resuming upward momentum?

Job report..its ALL bout that last jobs report.

Lets see how it reacts when the yield hits 3.0 again. (probably tomorrow)