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@rforno yeah I hear ya… I’ve rarely seen the divergence though in opinions about how weak/strong the economy is among people I read and respect. We all have our favorites. But I think that’s why we are having these violent swings in the markets ea…
I'll step aside from previous years equity markets performance during September and October for whatever reasons; and note that the next 2 full months will remain a full political battle for the future of this country, that the middle east is still …
There’s ALOT riding on this fridays jobs report. As long as the numbers are over 125k, things should be okay. If they fall below 100k we are in deep doo-doo!
I’m seeing a lot of articles talking about downturn in September….so maybe because everyone is expecting it and talking about it…. It won’t happen this year.
Yeah I really miss Lou…. He always had the best guests and made the whole investing process fun. He had such a great sarcastic sense of humor. I used to watch him with My Dad who recently passed. Very fond memories
Yes… I took my equity holdings down from 80% to 55% … 35% is currently in money markets and 10% in bonds. I plan to keep this allocation until we either see a significant selloff or we get past the election.
@Sven @Old_Joe and @MikeM …. Thanks very much for the suggestions. Greatly appreciated.. any concerns about high yield if the economy is slowing as appears the case?
Hey thanks very much for sharing this @Catch22… really appreciate it. I’m starting to look at bonds again for the first time in years. But the moves have been so fast here I’m hesitant to take a position…I’m curious what funds you and others hold.
@Mark have you taken a look at FCNTX lately? Certainly not a SPY clone today. He’s made big bets on META at 14% allocation and BRKB at 9%. Has outperformed over last 1 and 3 year periods ….hoping Danoff doesn’t retire soon
It’s not available yet at Schwab…. I’m wondering if they’re only going to make it available at Vanguard…. I am not going to open up a special account there just to get access.
Our own Lewis Braham just highlighted them in An article in Barron’s. Some excerpts:
“ Despite the confusion, some of these funds are worthy diversifiers for a traditional fixed-allocation portfolio. The hard part is figuring out which ones, as th…
@rforno …. Thanks very much for posting this. I didn’t realize that Schwab was charging so much for their MMs. I will have to explore some of these alternatives that folks here are recommending. So did you put all your excess cash into SGOV?
Nice call @Stillers. I took your advice and have been participating in the semi rally thru SMH, MKSI and NXPI and of course thru my growth funds and SPY
Thanks to @sma3 @PRESSmUP and @Chang for your additional inputs here … and thanks very much @Observant1 for providing the details on ARDBX. Didn’t realize that David had covered the fund.
Really interesting discussion and thanks to you all for your comments. A number of excellent funds. @Observant1 Ardbx is intriguing in particular… just starting to research it. It has done quite well since launch and has an attractive risk profi…
@stillers @hank @balubalu thanks very much for the feedback. Yes Stillers you were the one who steered me to GSIYX …. Thank you for suggesting I take a look. And you’re right I haven’t found another diversified international fund that has consiste…
Hi @mikeW, I hope we can have a column for you in the coming month's MFO on International Equities allocation as Part I. Will try and write about funds next month.
That would be wonderful Devo! Thank you. Would be very interested in hearing your …
I purchased a broad based actively managed commodities fund a couple of months ago managed by AQR— ARCIX. Based on my review it had the best risk-reward available among actively managed funds. And that is the only way I will invest in commodities.…
Those are all strong funds. I would add the following to your list which I own:
FCNTX— large cap growth
PEQSX— large cap value
GQEFX— large cap blend
Each of these are top performers in their style for the 1, 3 and 5 year timeframes. Each have c…
Bought positions in both FCNTX and ARCIX. ARCIX to hedge inflation risk and it has strong risk adjusted returns. FCNTX because I think growth funds still have room to run and Will Danoff is a great stock picker
Another fund to put on your radar is ARCIX— the AQR Risk balanced commodities strategy fund. Up 1.24% today and 10% over the last month. It was also up 21% in 2022 and 17% annual returns over the past 5 years. Looks to be a good inflation hedge.
It doesn’t appear that QDSNX is available to individual investors at Schwab ….only for Institutional. Please let me know if you see otherwise. I can purchase it in my TSP…
Added to my META position today. New report this week on its taking market share from GOOGL. Forward PE is reasonable based on its growth rate. Also trimmed my GOOGL position
