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Lewis Braham: Stock Funds With Brakes And Airbags

TedTed
in Fund Discussions
FYI: For many investors, 2008 must seem like ancient history, but for those who recall that terrible year it was a nightmare. Stocks in the S&P 500 fell 37% and nothing but Treasury bonds was safe. Now, almost 10 years into the second-longest bull market in history, it may be time to prepare for the next downturn. That doesn’t mean you should sell your stocks, but that it’s worth shifting to more defensive equity funds.
Regards,
Ted
https://www.barrons.com/articles/stock-funds-with-brakes-and-airbags-1536357068?mod=hp_RTA

Comments

  • Dennis Baran
    Excellent article and research, Lewis. It made me look at Large Growth PROVX, one that has been mentioned here recently, and fits your criteria well.

    From M* as of 9/7:

    2008 Total Return -21.00
    1YR Total Return 25.33
    1 YR Category Return 26
    10 YR Total Return 10.79
    10 YR Category Return 64
    5 YR Downside Capture Ratio (as of 8/31) 65.53
  • Old_Skeet
    This is a subscription read for those taking Barrons.
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