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The Good, the Bad, and the Ugly

MJG
edited June 2017 in Fund Discussions
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

  • That just about covers the waterfront. Wife's 403b is in an Index-Vanguard small-cap fund, VSCIX. My other two small-cap funds have done better. Go figure, eh?
    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
  • Not really.
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