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@Simon ah yes forgot about that.... excellent suggestion. I'll also email him. Another fund thats looking great.in risk adjusted terms over the last 7 years is FAMEX. David wrote up an analysis of them several.years ago. I was going to see if he…
@Simon and @Derf thanks very much for sharing this info. Have been running screens on MFO premium and TGUSX came up with good risk/reward criteria with 3 year track record. I need to find out more about the manager of the fund. haven't seen much …
@simon looks like a very interesting fund and still small in AUM. Do you know if anyone on the board has done an analysis of it? Looks like one I should further research. Thanks for posting this @Ted
That's too bad. Please let us know which funds you decide to go with. There are a number that folks have mentioned that I'm also looking at, IOFIX included.
@Old_Skeet thanks alot for your update. Always helpful to see your barometer. Are you going back to 40% equities now and where are you newly allocating that 5%?
@BenWP Hah! Actually I had taken my equity position down to 50% a month ago so had been feeling smart until this week. But who knows what the hell the market will do. I just have confidence that the big idiot will screw things up. Thanks for sh…
A couple of more to add to your list for research.... PRDGX and FAMEX... Both have a dividend growth bent to them .. FAMEX has a nice long trackj record and a mid cap focus which I find interesting. It doesnt get discussed very much here. Take a …
fascinating discussion. It's been a good 10 years in the market so I have reduced equity holdings to about 50%. More of a tactical move though. Probably more driven by my fears of what the great idiot is going to do. I have alot in money markets…
@Ted. very sorry to hear about your son. My thoughts are with you. I found Anderson's interview with Colbert incredibly moving and recommend everyone watch it.
@MikeM thanks very much for sharing your experience with the Schwab portfolio. Just curious what % have they been allocating to international and to EM? The 12% cash requirement is also a killer. I received a portfolio review from Merrill Lynch …
@MikeW: I don't know how to create a chart of several ETFs and post it as a link; some members do this regularly. However, the chart for XMLV shows a far less severe drop-off last fall compared to mid-cap growth or blend MFs.
Cool. Thanks for shar…
Thanks @Old_Joe . Yes that's what I'm thinking right now too. I'd also get access to Fido research on funds and stocks. I can't say that I've gotten alot of value from Schwab's research. I find the screeners on MFO premium on funds much more val…
@Sven thanks for sharing your experiences with Fido. Very helpful. I'll ask the same question I asked @msf, have you used their advisory services for retirement planning?
@msf thanks so much for the detailed analysis. This is a wealth of information that I didn't know and greatly appreciated. have you ever used Fidelity's advisory services for retirement planning? Please let me know if you've gotten some good valu…
Thanks @BenWP. I've got to do some serious research on DSENX. I know that you, @davidmoran, and others really like this fund. I'll search for some of the previous threads.
Hi @Crash.... Yes a great owl fund. @Charles ran some screens in this article and VWELX is one of the top funds based on risk/reward. https://www.mutualfundobserver.com/2019/08/are-how-well-do-mfo-great-owls-perform/
@Sven and @davfor I currently have accounts at Schwab and Merrill. I've been happy with Schwab over the past 10 years but will be moving my Merrill account to either Schwab or Fido. I'm a buy and hold investor and primarily hold mutual funds. Do…
@BenWP thanks for sharing that. Yes impressive performance. Do you recall how it held it up in the market selloff last fall? I'm intrigued by these low volatility funds but I know valuations have gotten rich on them too as people have been pilin…
Thanks for sharing @derf. Yes XMLV is an interesting one. Seems to be more volatile than SPLV and USMV. I think @BenWP may have owned this one at one point.
@junkster thanks for sharing your thoughts on this. I'll admit that I know very little about junk bonds so I always appreciate your inputs on this. Is there a good ETF to follow in order to track the overall performance of the junk bond market? …
@BenWP thanks for bringing up VIG. I had totally forgot about that fund as an option. I'm include it my evaluation of funds for the more conservative part of my equity portfolio. Looking at PRDGX, PRBLX, FAMEX, SPLV, and now VIG. Please let me …
@Charles sounds like you're working on some cool new tools for MFO Premium. Being able to evaluate risk and return at the portfolio level would be incredibly valuable. Can't wait to see that. What is "tight channel" screening? Thanks very much …
@junkster thanks for feedback. yes that's why I ask the question. With the incredible run in bonds YTD it feels like I'm late to the party in buying IOFIX which is what I think you are also saying too. I am a buy and hold guy... so this would be…
