As promised on our radio show of August 9th, following are the names of funds that we think might make some sense for an income investor. As always, consult your own investment advisor (make that Fagan Associates if you are in need ) .
We would mix and match, depending on your risk tolerance, the follwing 1-year CD, Pimco Total return (PTTDX), Payden GNMA (PYGNX), Vanguard Inflation Protected (VIPSX), Loomis Sayles Bond (LSBDX), Oppenheimer Int’l Bond (OIBAX), Janus Flexible (JAFIX) and Oakmark Fund (OAKMX).
Oakmark is a stock fund with a roughly 1.5% dividend.
We have tried to put these ideas in asceneding order of risk as we see it.
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Fixed Income Fund Ideas
Monday, August 10th, 2009
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Any specific stocks named in this presentation may not be representative of current or future investments in the portfolio to which they belong. You should not assume that investments in the securities identified were or will be profitable. We will furnish, upon your request, a list of all securities purchased, sold, or held in the portfolio during the twelve months preceding the date of this presentation.
Please note that all data is for general information purposes only and not meant as specific recommendations. The opinions of the authors are not a recommendation to buy or sell the stock, bond market or any security contained therein. Securities contain risks and fluctuations in principal will occur. Research any investment thoroughly prior to committing money or consult with your financial advisor. Please note that Fagan Associates, Inc or related persons buy or sell for itself securities that it also recommends to clients. Consult with your financial advisor prior to making any changes to your portfolio.
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