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.
@MikeM
It has a short position that matches its long position in both us and international. So, when their hedge is triggered, they hedge the beta exposure. I shouldn't say cash, but it is a market neutral fund right now. The exposure is zero, bu…
Hi Catch,
I like the theory behind the fund and I like Wes Grey, but I am not sure if the fund will work well in practice. Interesting though. It is a rules based etf, so it shouldn't have human management (until they change the rules). But the g…
@ben I appreciate that you are trying to bring civility to the discussion board. But, seriously dude, at the same time, you keep calling me (and everyone else that does not share your world view, which happens to be most Americans) ignorant over an…
In America, there are three branches to the federal government. This helps maintain a balance of power. Trump has said many things over the years, sometimes contradicting himself. I still support conservative policies at the federal level. I don'…
Wow.... I am a conservative. But for the record, I can't relate to the hate that supposedly all Trump supporters have. I will admit that I haven't been to any Trump rallies. I believe in a limited federal government, individual responsibility, fr…
I understand that @Rono is upset and I recognize him as a long standing contributor. However, I disagree that it justifies hurling vile insults in a childish manner. I'll just refer to Charles plea for civility.
If people want to discuss policy, …
@crash
The quote taken out of context is misleading as it only refers to short term munis. The article says that investors in the 15% tax bracket would benefit from long term munis.
I've lived in a country with government run healthcare and I can tell you that it's not some kind of utopian system. People too often over simplify a complicated issue. I prefer a system that would allow doctors and their patients to decide the be…
If you want a global fund IWIRX might work.
It is hard to find a similar fund to DODFX as it is mostly a bottom up large cap value fund with a heavy dose of emerging markets. You might want to go with to funds to replicate it.
M1 finance and motif investing are online brokers that allow automatic investing in a basket of equities. But I don't think they are able to adjust based on market conditions
Generally cefs are a niche investment aimed at individuals looking for income. They aren't in the media much because they are too small to draw institutional money. Also they are an older type of investment vehicle. I.e. they are a bit out of fav…
I own QRSVX, FOSCX, and MSCFX in this space. Queens Road is a value fund, while the other two ride the line between growth and blend.
5 year annual returns of: 11.11%, 14.2%, 15.5%
QRSVX is pretty conservative if that is what you are looking for,…
It is the volatility that spooks the markets. And when the oil price is high, big oil companies each spend tens of billions a year in capex. With low prices, they cut their capex bugets. Energy touches every aspect of the economy.
