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Mutual Fund Research Newsletter for Feb 2016

beebee
edited January 2016 in Fund Discussions
Quote from this month's newsletter:

"Instead of investing based on current data which often just suggests, at best, a possible relatively short-term investment direction, it is often better to invest with at least a three year horizon which looks beyond the "here and now" and tries to anticipate where things are more likely to go if and when there is a change in underlying economic data and/or investor sentiment.

And over such a lengthier span, it makes sense to consider the downside of sticking with highly "overvalued" fund categories, and the potential upside of any possibly less overvalued categories that may not have performed as well but are still likely to do considerably better in the future. Another possibility is just to become more defensive, increasing one's allocation to cash, and possibly, bonds."


funds-newsletter.com/feb16-newsletter/feb16.htm

Comments

  • Thanks for posting Dr. Madell's monthly newsletter. I most always enjoy reading and usually find good value in Dr. Madell's perspectives.
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