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Buffalo Flexible Income Message Board

  • turkeyboxer turkeyboxer May 8, 2008 6:05 PM Flag

    Allocations

    mid-size postion til fall, see what develops ...

    looks like a potential keeper in the balanced/moderate space; has enough volatility to earn some returns but no so much one'd be afraid to stash returns from more volatile instruments here or lose too much, if the market should tank, and therefore not be able to pick up the more volatile instruments at depressed prices

    has done pretty well recently in the recent downdraft, -10% vs the, say 14%, for the SP500, and has in fact been less volatile; and bottomed earlier than SP500; performance roughly on par with SP500 over the current manager tenure, which is great

    dividends are (07 backward):
    $0.84 $0.26 $0.29 $0.30 year
    $0.39 $0.21 $0.20 $0.20 qtr 1 thru 3




    Cash 9.9
    Stocks 58.2
    Bonds 30.8
    Other 1.1
    Foreign Stocks 4.6

    Sector Weightings 12-31-07
    % of Stocks Rel to Dow Jones Moderate Port ... Rel to Cat Avg

    Information
    Software 3.84 --- 1.08
    Hardware 6.39 --- 0.72
    Media 0.00 --- 0.00
    Telecommunications 0.00 --- 0.00

    Service
    Healthcare 11.08 --- 0.96
    Consumer Services 2.69 --- 0.38
    Business Services 0.00 --- 0.00
    Financial Services 9.07 --- 0.49

    Manufacturing
    Consumer Goods 14.34 --- 1.55
    Industrial Materials 13.85 --- 0.95
    Energy 37.92 --- 3.32
    Utilities 0.82 --- 0.25

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    • leenshirley@bellsouth.net leenshirley Aug 15, 2009 5:48 AM Flag

      Turkey, look like you have this fund covered. Only recently purchased a few shares. I liked the makeup, and since the down turn have pretty much changed my way of investing. Have gone MF's & ETF's.Mostly balanced funds, Bonds (some muni's) ETF's are either bonds or preferred. Have done well considering. Loss about 45% in the downturn, now doown about 20% or so from my high. If nothing happens badly, we should be back where we were in a year or so. Keep keeping us informed. Thanks

    • 03-31-08

      3.92 ……………… ConocoPhillips*
      3.61 ……………… Chevron Corporation*
      2.94 ……………… Coca-Cola Company*
      2.56 ……………… Intel Corporation*
      2.33 ……………… Suncor Energy, Inc.*
      2.24 ……………… General Electric Company*
      2.12 ……………… Pitney Bowes Inc.*
      2.06 ……………… Microsoft Corporation*
      2.00 ……………… Abbott Laboratories*
      1.93 ……………… Marathon Oil Corporation*
      1.83 ……………… Apache Corporation*
      1.79 ……………… ExxonMobil Corporation*
      1.72 ……………… Anadarko Petroleum Corp.*

      3.19 ……………… United Refng 10.5%
      2.43 ……………… Warner Chilcott 8.75%
      2.79 ……………… Swift Engy 7.125%
      2.21 ……………… Lions Gate Entmt 2.938%
      2.20 ……………… Ford Motor Credit 7.375%
      2.14 ……………… Pilgrims Pride 8.375%
      2.14 ……………… Ftd 7.75%
      1.89 ……………… Interface 9.5%
      1.84 ……………… Iron Mtn 8.625%
      1.78 ……………… Smithfield Foods 7.75%
      1.77 ……………… Carriage Svcs 7.875%
      1.75 ……………… Lions Gate Entmt 3.625%

    • 03-31-08
      Cash 1.7
      Stocks 62.6
      Bonds 34.7
      Other 0.9
      Foreign Stocks 5.0

      Sector weightings practically unchanged

 
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