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David Giroux will manage the Capital Appreciation Premium Income ETF.
I have stopped counting, but pray, tell, how many funds can this one man possibly "manage"?
Just curious, but does the word "manage" still have any meaning in this context?
To clarify: you've enabled money transfer lockdown and when you start a transfer Fidelity prompts you for a security code? You select to receive the code by voice (i.e. an actual call where the phone rings) and it comes through on your Verizon FiO…
Just as a point of information, I am also a Verizon customer and have not experienced any problems with blocked calls from Fidelity to lock and unlock money transfers between accounts.
I currently have RPHIX, but since it is not NTF/Schwab and a rather high ER, I am looking for another short-term bond fund that I can add to periodically without incurring a fee. Do you have any suggestions? I have been looking at WEFIX.
You may wa…
For the past two months, I have been following two "Market Neutral" funds, QQMNX and VMNFX, which held up very well and provided some protection during recent market downturns. New managers have been at the helm of both funds since 2021.
As MikeM s…
At this point, I have chosen peace of mind with no medical bills over lowest cost.
As I said, as I get older, one thing less to worry about in my life might be worth the extra $372 a year.
If I ever want to change plans, I am lucky to live in a sta…
@msf
My wife and I have been with Traditional Medicare and a medicare supplemental plan over 7 years and have never had to communicate an appeal, request authorization, denied coverage, or received a bill during that time. I can see any doctor who…
I'm not going to try to dissuade you from staying with Plan F. Peace of mind has a certain intangible value that for you exceeds $372.
Regarding absence of bills with Plan F, that's the theory. And at worst, you may get a couple of bills that you…
I appreciate your thoughtful responses to my question.
However, at this point of my life, it's still the comfortable feeling of not having to worry about paying any medical bills that persuades me to stay in Medigap Plan F. Hence, peace of mind, wi…
If your sample size is 3 years, fine. Over 10 years BGHIX outperformed QQMNX with a CAGR of 8.18 vs 7.24 and a sharpe ratio of .84 vs .61 and max drawdown of 13.29 vs. 18.27 (it's this last number that's most concerning). All that being said, I've…
That's my worry with QQMNFX. Is the risk/reward that much better than a solid bond fund particularly if rates fall as "expected"?
BGHIX would be one example that I've been in since before the managers joined BrandywineGlobal.
Sorry, but a quick gl…
If you can name a "solid bond fund" with a similar risk reward profile, I will be happy to check it out.
BGHIX would be one example that I've been in since before the managers joined BrandywineGlobal.
Thanks for the information. I will check i…
For the past two months, I have been following two "Market Neutral" funds, QQMNX and VMNFX, which held up very well and provided some protection during recent market downturns. New managers have been at the helm of both funds since 2021.
As MikeM s…
My concern about a fund like this is what prevents it from being like River Park Long-Short, classic great until it wasn't? QQMNX chart looks fantastic and the swings look a lot less than River Park, but both funds were/are ultimately reliant on st…
Thanks you both for your replies. Did the alternative allocation come from (reducing) your historic equity or historic fixed income allocation percentage?
I don't think I ever had a "historic" equity or fixed income portfolio allocation. It was al…
@fred495 and @MikeM,
If you are OK disclosing, what percentage of your portfolio makes up alternative funds and which one of the alternative funds do you currently own.
I have one alternative fund, QQMNX, which makes up 10% of my portfolio.
Every year I find plenty of opportunities, see a chart of THOPX,NVHIX/NVHAX,RSIVX/RSIIX,BND (https://schrts.co/bAbYcJwv)
What is wrong with making 8+% in 2024 with low volatility?
FYI, John Miller has stepped down as the head of Nuveen’s municipa…
Shooting for 7% returns over time, but with very low volatility (SD). I am considering the following allocation:
PHEFX 15%
FMSDX 15%
CBLDX 15%
SWHFX 10%
PVCMX 10%
HMEZX 10%
HELO 10%
PRPFX 5%
LCORX 5%
RSIVX 5%…
[...]
3. Status of M* Discussions - it's nowhere on the new M* Home, but does continue as a separate site hosted by Salesforce under the M* label.
So, the new M* website rollout was fine and there were no problems as were feared just a few days a…
FYI, whatever changes M* planned to implement today (8/20/2024) have not in any way affected my free login to the legacy Portfolio Manager, the only M* investment tool I am interested in besides the fund look-up function.
In other words, so far so…
M* says: "A note on legacy Portfolio Manager: Legacy Portfolio Manager will still be available for use. We will not retire it until Investor’s Portfolio experience has reached substantial parity with the legacy version. [...] Former Premium users wi…
Interesting
PRCFX is less than a year old (automatic eliminate for me despite being run by a star manager).
Boils down to timeframes one is looking at (I don't care about daily returns including pivot days like yesterday). Minimal evaluation peri…
I put money into a fund if it has a good risk/reward record over the past 3-4 years and that meets my personal conservative risk criteria. As a retired investor, I certainly don't want to lose a lot of money at this point of my life.
The only thin…
I am now checking out two "Market Neutral" funds, QQMNX and VMNFX, which held up very well and provided some protection during the recent market downturn. New managers have been at the helm of both funds since 2021.
Today, when the US stock marke…
Sorry to say that QDSNX has been quite a disappointment over the past month. The same goes for some other well regarded AQR funds, like QLENX and QMNNX. Apparently, someone bet in the wrong direction.
I am now checking out two "Market Neutral" fund…
My thoughts re BLNDX...is I am passing on it as long as I can get 5%plus in tbills...why get greedy and screw around with the black box stuff?
Well said, I agree.
BLNDX is advertised as an "all weather" fund.
I was also somewhat surprised that BLNDX lost approx. 2% in the last 2 days.
As a retired and conservative investor, I am looking for a little more consistency.
After posting the above on July 19, …
BLNDX is advertised as an "all weather" fund.
Yes, the fund may finally be "on fire this year", but looking at your chart, it seems to have exhibited a relatively flat total return performance for most of the previous 2 years, i.e., from approx. A…
msf said: "A problem using ETFs (or any bond fund) in lieu of a MMF is that either one takes the monthly divs in cash (rather than reinvesting) or one runs the risk of dealing with wash sales on each redemption. A minor nuisance but still something …
