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Thanks to everyone for sharing your thoughts and what you’re considering buying. Especially appreciate your detailed breakdown @wabac. Very thoughtful portfolio. In the last week I have added a 5% position in SPY and a 5% position in MOAT.
Thanks for posting this! I thought his comments on Amazon were the most telling. He really slammed the company for lack of performance on the e-commerce side and also for lacking disclosure. @Hank @Observant1 if you are aware Of any other recent i…
I bought some CIBR earlier in the week. Smaller position. I’m already underwater. Kind of feel like I should do the exact opposite of what I end up doing in this market… like George Costanza
@finder yes I’ve been watching that one too. That one has also done quite well but only been around for a year or two. A stronger tilt towards value than GQEPX. Also small asset base. I’m more inclined to select GQEPX because I think Jain will mov…
Take a look at https://www.morningstar.com/funds/xnas/gqepx/quote managed by Rajiv Jain. It’s a large cap blend fund which has navigated this year incredibly well. I believe he uses active hedging strategies. @Lewisbraham mentioned it a few weeks…
I thought this was an interesting post today:
Chart of the Day
Today’s Chart of the Day was shared by Shane Murphy (@murphycharts). It's a daily candlestick of the Energy sector over the past six years. The Energy sector is up more than 35% year-…
here are the top holdings of PRWCX as of 2/28/22. I believe that BD is the only new company in the top 10. So if he's making changes in the portfolio its outside the top 10. Alphabet's % of the overall portfolio has decreased.
Top 10 Holdings (…
Hey @Hank. Funny that you
Mention DODEX because I was just looking at that too. EM has underperformed for so long that it seems there should be some opportunities there. I really like the D&C thoughtful approach too. Plus it doesn’t have th…
Yep you’re right Ben. I guess my point is that a lot of investor funds have been pouring into Europe and it’s significantly outperforming US over last few months. I don’t think they’ve experienced the blood in the streets yet. I think that shoe h…
All good recommendations. I would also take a look at Vanguard core international and YAFFX or YACKX which are really global funds if you look at their portfolios. I also think that DFIV and EWU look interesting because of their sector makeup and …
Thanks Hank. A good interview also with Ed Yardeni on Wealthtrack who is alot more positive. Richard Bernstein is more middle of the road and favors energy and consumer staples. Always good to see different opinions
Agree with Mike that YAFFX is also good. A more concentrated version of YACKX. Similar performance. The other benefit is they both give you strong intl exposure
If you are looking for value funds that are more defensive I suggest you consider CDC which Lynn Bolin wrote about a few months back and also YACKX— excellent long term track record. CDC is the more defensive of the 2 and also has a great long term…
A really outstanding issue. Thx so much to the new team for stepping up! I was really worried about losing the newsletters. Thx to David also for all you do to keep the site running. This is the best site in the mutual fund universe for good tho…
I have to admit I'm slightly envious of long-term PRWCX investors.
If anyone is disappointed with the fund's recent performance and is interested in liquidating their position, perhaps we can strike a deal? ;-)
Hahahaha! Love this! Please add …
Hi @BaluBalu . I don’t have a link to past quarter portfolio holdings but I’ve been monitoring it for about 9 months now. Sector composition has consistently been heavy in consumer staples, financials, and utilities.
@JonGaltIII. Hi Jon. Ive been evaluating options on the defensive and value side. Options that look interesting to me are CDC (U.S defensive low vol), FNDF (Internationalvalue) and both Dodge and Cox International and Global. This could be the y…
@msf yes you raise some excellent points. I went through that same analysis that you describe above and evaluated both funds 2 years ago. Long term they both have similar track records. But MFAPX gets there with much less volatility. MIOPX actua…
Yes I'm pretty much out of small cap growth now. Too volatile and risky for me in this environment. I am expecting a significant correction sometime over the next year. I think tech is going to get hit hard. Already has happened to alot of the h…
This will be a bit painful to do but I will be selling most of my position in MIOPX. I really like the manager -- Kristian Heugh. But there is too much downside risk in his portfolio. One fund that I have added is CDC which Lynn Bolin has written…
@JohnGaltIII I bought WAMCX back in May of 2020 and it has been an excellent fund for me. Unfortunately as you've seen with interest rates rising funds like this with high PE multiples are susceptible to a great deal of risk. The fund was down 8-…
@yogibearbull. This is a really valuable summary. Thx so much for taking the time to read and provide us the key points from the articles. I would value seeing this in the future. I often will read a couple of articles myself But don't have the…
What has been working for me this week are my financials: BAC, WFC, GS, AXP, and AMP. Also a low volatility value etf -- CDC. But Ive been getting killed on the growth side MSFT, HD, BIAWX, MIOPX,BGSAX. I'm likely to trim back on my growth fund…
I just added CDC as a low volatility more defensive fund option. Lynn Bolin had a really nice writeup on the fund a few months back. Steady eddy fund that held up quite well in March 2020. max DD of 15%. Nice dividend too. I am also going to se…
