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...preferably a manager who isn't afraid to go to hold onto cash if the market looks to rich.
Thanks.
D.S.
I own ARTGX and WAGOX. WAGOX provides some exposure to emerging markets.
I also own WAFMX to give some additional spice with exposure to '…
Kaspa, I own FSC and PSEC and I'm still expecting them to do well. They might lose some in terms of trading volume by no longer being listed in the Indices but that shouldn't affect how they go about their business.
In fact, I was thinking this coul…
Another interesting thing I had observed long time back was that both XLP (Consumer Staples) and XLY (consumer discretionary) have better long term performance vs. S&P. Try different time-frames on this chart.
http://quote.morningstar.com/fund…
My view, not necessarily on this specific topic, is that life is too short to
get engaged in expanding small differences of views. Let's work towards
reconciling views. I don't think there is necessarily any harm in providing advice.
The person …
A compromise solution for those who want to point to a video of interest would be to just include a link in their posting and not paste the whole video. Those who are interested in looking at the video can always click on the link. It is similar t…
Reply to @Old_Skeet: I don't understand how Moose's model works, but I got out of Europe (EZU) ETF couple of weeks back based on momentum considerations.
I was thinking what would happen if indexing popularity increases to the point where most of the investing is in index funds. Would it actually increase volatility due to reduced effective float? I know this is not going to happen, but it would be…
If I were to buy a conservative allocation fund, BERIX will be a strong candidate as well.
http://quote.morningstar.com/fund/chart.aspx?t=BERIX®ion=usa&culture=en-US
Expand this to the Maximum time frame by clicking at the right top o…
Just based on trends, I had switched from XLY to XLV couple of weeks back. Actually IBB has been
on a tear, but I can't stand the volatility. Note also articles like this one.
http://www.marketwatch.com/story/is-this-the-end-of-retail-as-we-know-…
I have increased my position over the last couple of weeks as well. As cman points out, and I think Junkster mentioned before, that this is a momentum play. Let's see how long it lasts.
Take a look at HDV, or VIG. I like HDV, for its lower exposure to financials and higher exposure to
healthcare. Dividend is also higher. Over its lifetime (just shy of three years, I think) it has done
better or comparable to other similar plays.…
Can a mild trading tax (pick a number, 0.025% of transaction value) work? It should not
significantly affect costs for a buy-and-hold investor or small-time trader.
Thanks everyone for their comments. For now, I will stay the course and let the good folks at Wasatch Frontier funds decide how much to allocate to Africa.
I have owned MACSX for over ten years and have no intention of selling. I just posted the article about Singapore as I had not seen anyone else forecasting a meltdown of its economy. Although the real estate is frothy and there can be some correct…
Agreed on the manager risk for OAKBX. I have owned this fund for more than 12 years now. Both OAKBX and FPACX protected downside a little better than AUXFX in the 2008-2009 drop. See the link below and set it to maximum time period
http://quote.…
AUXFX looks like a fine fund. However, if you are looking at a fund which can go to cash and internationals to reduce downside risk, FPACX may be better. I know it is not exactly the same animal, but it depends on the reasons why you bought AUXFX …
Reply to @Mark:
Even for 20 year olds, I think some amount (say 20%-30%) in bonds is good.
From his own website
http://www.merriman.com/PDFs/UltimateBuyAndHold.pdf
returns in a relatively long recent period (1970-2012) are 8.5% annualized for 100…
This fund was mentioned in a link Ted posted couple of days back and I am considering investing it in it. One thing that bothers me about this absolute return fund is its dismal performance in 2008, which makes me think it is essentially increasing…
This does look interesting.
From the fund's website
"The fund seeks to outperform the S&P 500 Index by purchasing derivatives linked to the Enhanced RAFI 1000 Index. The majority of assets are then invested in an actively managed fixed incom…
Reply to @Charles: FAIRX and PONDX for me. PONDX position is pretty small, but FAIRX is quite significant and I am in fact thinking of taking some profit.
Truly appreciate BobC's posts. Emphasizing known ideas and presenting them in easily understandable, concise form is valuable. What is obvious to one may not be so obvious to others.
Reply to @MikeW: Actually, morningstar shows ARTHX performing a little better vs. ARTGX over last one year.
http://quote.morningstar.com/fund/chart.aspx?t=ARTGX®ion=USA&culture=en-US
Add ARTHX and change scale to one year. Anyway, they…
Reply to @Kaspa: Switched from XLV to EZU last Friday, after a long time hold (well, long for my momentum portfolio). Switches purely based on price action/volatility, no fundamentals.
Trend is your friend. No changes to my buy-and-hold portion, except some small, regular DCA in WAFMX. Momentum portfolio is in XLV, IWO, QQQ, XLY. The only recent change was replacement of XLF by QQQ last week.
Very nice work. Have you tried applying this to strategy to a balanced fund (or even a 60:40 mix)? I suspect you will get less whipsaws as the trends are smoother. You may lose less during the short downturns and a shorter MA may work better to …
