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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: marc ultra who wrote (6339)	9/3/2011 6:11:10 PM
From: gronieel2	1 Recommendation Read Replies (1) \| Respond to of 10065

How to play it: Battle of bond kings: Gundlach vs. Gross BEATING BENCHMARKS Since the inception of DoubleLine's Total Return Bond fund in April 2010, institution class shares ( DBLTX.O) have returned 17.7 percent through last Thursday, compared to 6.5 percent for PIMCO Total Return, according to Lipper Inc, a unit of Thomson Reuters. "While the rest of the fixed income world was hesitant to extend duration this spring, DoubleLine was aggressive in buying deeply discounted agency CMOs tied to the 10-year Treasury," said David Schawel, portfolio manager at Square 1 Bank who owns the DoubleLine fund in his own account. "As the yield curve flattened, DoubleLine was perfectly positioned while other firms shunned securities exposed to this part of the curve." Year to date, DoubleLine is up 7.65 percent, versus 3.19 percent for PIMCO. The benchmark Barclays Capital U.S. Aggregate Index is up 5.61 percent since 2011 began. reuters.com

To: marc ultra who wrote (6339)	9/3/2011 10:49:11 PM
From: Investor2	Respond to of 10065

With 10 year treasuries now at 2.00%, the common wisdom about the safety of bond funds is suspect to say the least.

To: marc ultra who wrote (6339)	9/4/2011 2:44:41 AM
From: Kirk ©	Respond to of 10065

YTD Returns as of 08/31/2011 Inflation-Protect Sec Inv VIPSX 10.33% Inflation-Protect Sec Adm VAIPX 10.39% GNMA Fund Investor Shares VFIIX 6.16% REIT Index Fund Adm VGSLX 5.83% Total Bond Mkt Index Inv VBMFX 5.62% I believe DTLNX is up about 8% YTD. Not as good as buying TIPS but better than Total bond or GNMA. Pimco PTSAX is up about 3.5% TIPS seem to love stagflation. I took some profits and sold on one TIPS I bought earlier this year after it was up 18% in six months! Put some cash into VGSLX with my vanguard IRA money and into VNQ at Fidelity in my roth and regular IRAs there when the market was perhaps close to its low for the year... I hope.