This ad-hoc feature returns after a long break - the last was in 11/2024. One reason is that except for some special issues, Barron's has reduced coverage for funds. This week has several fund stories and some more were added due to my wrong guesses yesterday (market "EXTRA").
Staying home has worked for US investors for years but now may be time to think GLOBAL with 15-20% exposure (average now is 12%).
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Funds: DODLX, FOSFX, GLD, IEUR, INDA, MDWIX, TGVAX, TXUE, VGK
INCOME/FUNDS. Dividend-oriented funds can focus on dividend-growth (CGDG, VIG, VIGI), current-dividends (FDVV, ONEY, VYM) or dividend-blend (SCHD).
Q&A/FUNDS. Alan BERRO, AWSHX / RWMGX / WSHFX (AUM $191.6 billion; low turnover). This large-blend (near the edge of value and blend) and GARP strategy fund mostly holds dividend-paying stocks with stable dividend histories. But there can be exceptions for up to 10% of the AUM, so there are growth stocks AAPL, AMZN, AVGO, CMCSA, MSFT and turnaround situations BA, EL, GILD, NKE, SBUX. Value/cyclicals should do better in meaningful rate environments. But he avoids high-yielding value-traps.
FUNDS. Vanguard core bond VCORX is featured. Top holdings are investment-grade corporates, Treasuries/Agencies, Agency MBS with some EMs, foreign sovereigns, and HY. Fund is cautiously positioned as the probability of recession in 2025 has increased.
EXTRA, FUNDS. Following BlackRock/BLK, State Street/STT, etc, Vanguard is expanding its PROXY-VOTING program “Investor Choice” to several of its index funds. However, only a tiny % of holders eligible to vote do so. Fund companies are also expanding their related investor PR.
EXTRA, FUNDS. Tidal Trust will offer ETFs based on publicly disclosed holdings of funds by Bill ACKMAN, Stan DRUCKENMILLER, Michael BURRY, Warren BUFFETT, etc. These ETF portfolios may be stale by several months.
https://ybbpersonalfinance.proboards.com/thread/841/weekly-business-digest-june-2025Link for Weekly Features
https://ybbpersonalfinance.proboards.com/board/12/market-insights
Comments
So is (was) this a trade for 2025, or is this a new long-term shift in investing attitude?
US equities are no longer the safe bet, according to "expert" advise. Gosh, I wonder what changed.
It has changed our basic investment strategies. Everywhere you look, pundits are espousing the virtues of global diversification. "Don't rely on the US".
Now look at international exposures (stocks and bonds) in some allocation funds/models & TDFs.
Morningstar Allocation Models https://mp.morningstar.com/en-us/portfolios/all
Aggressive Growth Stocks 32.86%, bonds 0.86%
Growth Stocks 27.13%, bonds 1.71%
Moderate Growth stocks 18.69%, bonds 3.88%
Vanguard https://investor.vanguard.com/investment-products/list/all?strategy=all_in_one&filters=open
Growth VASGX Stocks 33.40%, bonds 6.10%
Moderate Growth VSMGX Stocks 24.90%, bonds 12.20
TDF 2070 VSVNX Stocks 37.30%, bonds 2.90%
Fidelity https://www.fidelity.com/mutual-funds/fidelity-funds/overview?imm_pid=58700004243390979&immid=100726_SEA&imm_eid=ep35275476489&utm_source=GOOGLE&utm_medium=paid_search&utm_account_id=700000001009773&utm_campaign=MUT&utm_content=58700004243390979&utm_term=fidelity+funds&utm_campaign_id=100726&utm_id=71700000038714008&gad_source=1&gad_campaignid=1490091060&gbraid=0AAAAAD7OUhJfHEaon_b4soXK1aAmEo7Ue&gclid=CjwKCAjwl_XBBhAUEiwAWK2hzqSGTus3Eqxbn_p1pcRxslHEzthy441IZerMYSkYegV2tR5D1U4dbRoCKQ8QAvD_BwE&gclsrc=aw.ds
Aggressive Growth FAMRX Stocks 38.04%, bonds ?
Moderate Growth FSANX Stocks 27.44%, bonds ?
TDF 2070 FRBVX Stocks 36.93%, bonds 1.01%