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Catch22 and Old Skeet, thanks for your input.
@Catch22, these two funds have done well since Jan 2016, but still have slightly under performed the general EM category during that period. Moreover, they significantly underperformed the more traditio…
https://www.cnbc.com/2017/10/27/the-401k-debate-continues-as-lawmakers-float-a-20000-cap.html
So much for you dummies actually believing 401(k) limits would go down.
The overall limit and the tax deferral limit are 2 different things. The overall 4…
I too am a Gen Xer, and I agree with a lot of what is said in the article. However, the author is stating we need to step up and do something about it. Realistically, I don't think there is much we can do about it. The influence of technology is on …
How about splitting 50 / 50 ?
Derf
I was thinking about doing that too, but ideally I would prefer just one fund for a single country investment, rather than "clutter" my portfolio.
I bought MINDX at the beginning of the year, based on Jeff Gundlach's belief that India was a good long term investment. It has done well, but when I compared to WAINX, I was thinking ugh! I had the right idea of putting money in India, but possibly…
We use TGBAX as a core hold in many accounts, with GSDIX for some larger accounts. Although TGBAX is not EM per se, Hasenstab uses a lot of EM currencies and has not been afraid of owning EM bonds (currently about 60%). It is clearly the "chicken"…
We use TGBAX as a core hold in many accounts, with GSDIX for some larger accounts. Although TGBAX is not EM per se, Hasenstab uses a lot of EM currencies and has not been afraid of owning EM bonds (currently about 60%). It is clearly the "chicken"…
Count me as one who pays attention to him. He recommended shorting Apple and the yen and going long the Japanese stock market at just the right time (I believe in 2012), and he recommended buying India late last year, which has done well.
I think Gundlach's bond portfolio can add the 1.3%, but it's on a short leash for me -- it could crater even more severely than most in the right circumstances.
I thought I remember seeing a Doubleline video of the fund manager (Jeffrey Sherman), …
I'm not really sure why everyone loves this fund so much other than the fact it has performed well. Maybe that's enough for those extrapolating into the future, but believing the past is prelude often doesn't end well. For instance the idea that by …
@MikeM. That's a very good point. Fido and Schwab waive load on lot of funds. Scottrade does to some extent as well. Wonder what happens when it merges into TDA though.
TDA waives loads for a lot of funds. Scottrade is merging with TDA? I guess I'm …
This fund took a hit today (Tuesday). That 5.75% load is a real turn-off ...
This fund can be bought without a load at various brokerages. At this moment the day's NAV has not been reported. I'm sure most stock funds took hits today.
couldn't but notice M* rating comment "single person running fund" and "key person risk". Wonder if they apply the same yardstick to other funds. NOT!
I know. I'm sure they don't say the same thing about Giroux with PRWCX, or with PTRAX when Bill Gr…
My top 3 actively managed funds (the biggest percent is in an S&P 500 index fund) are OPGIX, POAGX, and DSEEX, each around 2.5% (I own a lot of funds also). 2.5% of my money is also in AGRDX, which is in my 401k so I am sort of "forced" to choos…
I'm a Bills fan FWIW
Thank you, and all the chicken-wings you can eat! I always figure how fun can it be to be a Patriots fan, or a Packers fan, or a Steelers fan... all they do is win, how boring... :(
Yep, I always root against the same old succ…
@Puddnhead, you had me all excited for a minute that maybe, just maybe, there were other "Bills" fans out there. What a tease :) :) :)
I'm a Bills fan FWIW.
My bond exposure is mostly in funds that are invested in higher yield (which are less affected by interest rates), or have an unconstrained mandate (which can benefit from rising interest rates since they can move to negative duration). I also have …
I have no idea who will win tonight but I think the Falcons have a decent chance of winning. I don't see it as a slam dunk for the Patriots, the Falcons have an explosive offense and their defense has really come along lately. Either way I think we …
Many expect the market to go higher. As DJIA reached new high last week, I rebalanced more back into bonds and cash, ~25% and 5%, respectively.
Any idea on how DoubleLine Total Return and Core bonds are doing?
DLTNX 3 months: down -1.44%
D…
Thanks. I'm trying to find manager interviews. It can tell a lot about the manager especially if there is video.
If you look about half way down the page of the link I provided there is an infomercial type video with the fund managers explaining th…
I own BLVAX. I bought it because I wanted a low volatility fund that was actively managed, rather than a passive low volatility ETF index, as I thought it was possible low volatility stocks as a whole could be getting expensive. BLVAX pays attention…
Thanks for all of your responses.
Gmarceau, thanks. I actually already own DSEEX (institutional shares of DSENX) . Great fund.
VintageFreak, thanks. One of the main catalysts for a market pullback should be a rise in interest rates IMHO. Looking…
At Morningstar the capture ratios are under the tab for risk and ratings
Important for me to know how fund is doing at present - how is it handling current market conditions. I'm thinking data is out there and someone is capturing it.
Consider A…
Recency is awesome! Be sure not to compare JENSX w FCNTX, PRBLX, or indeed RPG *except* at the 1y and 2y mark.
JENSX slightly beats out FCNTX, PRBLX, and RPG during the last 3 years; JENSX beats out FCNTX and slightly beats out PRBLX during the las…
Thanks for this article. I have been researching contrarian funds lately. Many of them have not been doing so well. Some of the funds mentioned, FMIVX and in particular HDPCX, have had a great year, but had a poor 2014 and 2015. I think the best one…
@davidrmoran Thanks again for drawing my attention to DSENX!
If you are thinking of buying in a retirement account, and at least $5000, consider DSEEX. You only need a minimum of $5000 to purchase institutional shares if it is in a retirement accou…
Catalyst Macro Strategy MCXIX is down an amazing -23% for the year. I know I'm not the only one here that invested in it, but I'm guessing the others don't want to talk about it either.
I got out of that 5 months ago. It looks like I made the right …
My low volatility funds for 6/24: BLVAX was down 2.08%, VMVFX down 2.52%, JRSTX ("managed" volatility fund) was down 1.26%, and I'll throw GDMZX in the group (defensive strategy fund) which was down 2.27%. Given the S&P 500 was down 3.59%, I'm …
Incredibly misleading article. What does he mean by "fees?" If he's referring to expense ratios, 401ks tend to be much lower than comparable retail share classes.
"The average 401(k) balance is $91,800 (according to Fidelity) and the average 401(…
I have been holding what is effectively mostly Europe: OAKIX, have been patiently waiting for some sign of positive return, starting to get a bit disappointed in this fund. But I know if I sell it, that's when the rebound will happen. I am sure the…
