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Any thoughts on PSPFX or PRAFX in this space? PSPFX seems to have a good mix of ag, oil, and some timber. PRAFX, which I am less enthused about, has a lot of mining stocks. BTW, is there a contango concern with DBC? I know some ETF's try to minimize…
Thanks for posting. My take from the article is he does not think inflation will happen at the same time as the recession, but inflation will jump "toward the back end of the next recession" as he stated. So protecting yourself against inflation has…
I have also owned this fund since near inception. It has outperformed and has been much less volatile than "traditional" emerging markets (WAFMX has gained 2.84%, whereas EM fund category has lost 6.34 in 3 month trailing period according to Mornin…
Andrei, I noticed this fund a couple months ago when it first came out and I was interested in seeing how this was going to perform. I am a little hesitant about buying this fund because, as you said, it is 82% long and only 3% short, which did not …
My view is you cannot argue with results. It has signifcantly outperformed the S&P 500 and long/short funds trailing returns as described by Morningstar data over several periods. It has been in the top 10th percentile for long/short funds from…
Scott, is it definitley no minimum at TDA? Their website says minimum of $10,000, but I know sometimes their website is wrong. One thing I noticed in the prospectus is that it states it may have a particular focus on the informtation technology sect…
Scott, thank you very much for taking the time to repond in such a detailed way.
Concerning #2, if Iran and some other countries are trying to move away from the dollar, which currencies do you see them gravitating toward? As for #1, that is one o…
Scott, thanks for your input. I agree with you on RYFOX. It is unfortunate that such a fund with diverse alternative strategies that is available to the retail investor has disappointing returns. I might look into their managed futures fund. Would t…
Rono,
Are you concerned about PRPFX having 35% of it's assets in the U.S dollar?
Scott and Annonymous Clacy (or anyone else),
What do you think of a fund like RYFOX? I already have HDCCX, am thinking of dumping GRSPX, and possibly replacing it …
