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that's why we hold a mutual fund - to have a PM we trust to make these calls, make adjustments if necessary, and to know when to hold em and when to fold em. i myself have a lot of faith in mr. bruce and do admire his longterm track record.
Fidelity..
my experience is with schwab and i have fund a great number f available, mostly ntf mutual funds with a 2 or 3 month required holding period to avoid incurring additionl costs. so most transactions are free unless you trade frequently. …
i like kggax with david iben at the helm. it is a new fund but run by a stellar PM with a proven track record at nuveen funds such as nwgax, etc. with assets still low, i expect him to put up some nice numbers over time. there's a large play on t…
fyi, kggax with mr.iben is now available as both a no load fund and ntf at schwab. i just started a position there today ad will be jumping in with both feet tomorrow. a great chance to get in early with a great PM when assets are extremely low.
I like Mainstay marketfield MFLDX which does a good deal of shorting, although often baskets of securities. It also holds some bonds and shorts same, and somtimes high in cash. It contrasts well with long/short funds, &over certain time period…
