Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
"Of course, the relationships .... are dynamic and must be monitored through time....the important consideration is not what box to fill in an allocation table. Rather, it is what sensitivity one wants to exploit and what is the most cost effective way to gain that sensitivity."
