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.
Support MFO
Donate through PayPal
EYLD. looking good to anyone? Mebane Faber. (links)
I have SYLD in the IRA and FYLD in the taxable. Both have held up reasonably well through 2022--influenced by the price I first bought them at of course.
I understand the thesis. And it seems like a reasonable one for seining emerging market funds. If I get into them, I would prefer active to passive management.
I have recently bought EYLD, along with SFVLX, as EM value seems to make sense these days. Like @WABC, I also have exposure to SYLD. One can always hope that the prognosticators are right this time about EM. I like Faber’s idea of buying companies that have real earnings. Pacer (COWZ) and Distillate Capital have somewhat similar approaches, with Free Cash Flow seeming to be the common denominator.
@WABAC. @BenWP. Glad to see your replies. I'm steering clear of small/midcaps anymore. Too streaky for me. And EM is not under consideration, either. I'm happy with my current stable of ponies. Pretty good day today. But it's just one day.
I saw Faber's name in the article, and my ears perked up.
Comments
I understand the thesis. And it seems like a reasonable one for seining emerging market funds. If I get into them, I would prefer active to passive management.
I don't have an account at stockrover. Here is another source: https://www.etf.com/EYLD
I saw Faber's name in the article, and my ears perked up.