Hi Guys,
Jonathan Clements is very conservative, especially with regard to his investment advice. In a totally lucky happenstance many years ago, I fortunately and randomly sat with him on a train ride from New Jersey to New York. Using his columns as a guide, his thinking has not changed much over the years. Hooray for consistency that allows for some learning.
Today, he published a list of investment products and strategies that were sorted relative to their risk ( as perceived by Clements) into three general categories. Here is a Link to that list:
http://www.humbledollar.com/2017/06/goodbadugly/Plenty of fodder for argument here, but it might just be helpful to novice MFOers. Have fun!
Best Regards
Comments
5 years:
MSCFX 16.99
PRDSX 16.38
VSCIX 15.00
But I suppose that VSCIX got there with lots less volatility?
MSCFX holds 52 positions.
PRDSX = 299 (Quant fund.)
VSCIX =1,432