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"Frankly, I think Stack’s approach is a little too cute. In my view, the safer course is to stay invested, but load up on stock funds that invest in lower-risk blue chips that have a history of holding up well in bear markets."
The main part if your statement is exactly what I try to do. The big issue is determining when the bull is getting ready to turn. The markets have a way of fooling us most of the time.
Do some research,which takes a little longer now that the 2008-early 2009 debacle falls between published 5 and 10 year past performances,but there is info out there and also on this site. Harvest some gains into a L/S fund you can feel comfy with or a hedged equity fund similar to RGHVX or MARVX. I've been scolded on this site concerning BRUFX and it's performance in the down draft,but the fund continues to set new highs and check out the M* 15 yr ratings and risk.http://performance.morningstar.com/fund/ratings-risk.action?t=BRUFX®ion=usa&culture=en-US .It's my largest holding.Takes a little work to invest because the fund is not available in the fund super markets,but the long term record makes a compelling case. http://www.marketwatch.com/tools/mutual-fund/screener?FundType=0&FundValue=0&ReturnFundPeriod=11 Everyone has a favorite fund story for down markets.Maybe this thread will bring some of those "big fish" stories to light.Thanks to rsorden 's post on OTCRX ,never was aware of the fund until I read about it on this site. I opened a position in the fund and also in HHCAX. Will the funds protect me in a 20%-40% bear market? Which funds have?Which funds haven't had "lagging years"?
Thoughts on Otter Creek Long/Short (OTCRX) It's a new fund, but the predecessor LP was successful despite a few lagging years. Looking for something to compliment a heavy equity portfolio, in addition to William Blair Macro Allocation (WMCNX). rsorden April 5 in Fund Discussions http://www.mutualfundobserver.com/discuss/discussion/comment/41143/#Comment_41143
The main part if your statement is exactly what I try to do. The big issue is determining when the bull is getting ready to turn. The markets have a way of fooling us most of the time.
The main part if your statement is exactly what I try to do. The big issue is determining when the bull is getting ready to turn. The markets have a way of fooling us most of the time.
Comments
The main part if your statement is exactly what I try to do. The big issue is determining when the bull is getting ready to turn. The markets have a way of fooling us most of the time.
http://www.marketwatch.com/tools/mutual-fund/screener?FundType=0&FundValue=0&ReturnFundPeriod=11
Everyone has a favorite fund story for down markets.Maybe this thread will bring some of those "big fish" stories to light.Thanks to rsorden 's post on OTCRX ,never was aware of the fund until I read about it on this site. I opened a position in the fund and also in HHCAX. Will the funds protect me in a 20%-40% bear market? Which funds have?Which funds haven't had "lagging years"?
Thoughts on Otter Creek Long/Short (OTCRX)
It's a new fund, but the predecessor LP was successful despite a few lagging years. Looking for something to compliment a heavy equity portfolio, in addition to William Blair Macro Allocation (WMCNX).
rsorden April 5 in Fund Discussions http://www.mutualfundobserver.com/discuss/discussion/comment/41143/#Comment_41143
http://news.morningstar.com/fund-category-returns/longshort-equity/$FOCA$LO.aspx
I missed that part. I didn't read the link.