sma3

Activity

• 
  johnN → sma3

  Ty so much
  
  Will look at SPHD
  Prob add more SCHD happy new yr has it for 5 6 months now

  December 2022
• 
  johnN → sma3

  hi Sir
  
  Not sure what to make of situations but some studies are saying C19 was rampage in CCP in late Summer in EU/USA way before expected before Late Fall/Xmas 2019
  [Think all of us were barking up the wrong trees when C19 was running through US like wild fire]
  
  kind regards

  February 2021
• Sven → sma3

  @sma3,
  
  I also notice the difference that you noted and sent Charles an email asking him to look into your question. In one of the David Snowball commentary, MFO uses mutual data from Lipper and that could be the source of error.
  
  Later this week when I have time I will run the calculation starting from 12/31/2019 through 8/30/2020 based on the NAVs and adding the monthly dividends. The maximum DD can be obtained from the Excel plot as well the recovery period.
  
  Best regards,
  
  Sven
  
  

  October 2020
• lynnbolin2021 → sma3

  sma3,
  
  I used the Ulcer Index to divide four buckets. Bucket one is very safe. Bucket 4 has an Ulcer Index close to or higher than the S&P 500. All international/global funds go in one bucket, and international/bond funds go into another bucket. One bucket is for income fund based on yield. The other two categories are inflation and defensive. There is a table of them in this article:
  
  https://seekingalpha.com/article/4353756-low-risk-fund-portfolios-in-high-risk-environment
  
  Thank you,
  Best Regards,
  Lynn

  June 2020