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What made HOSIX great to this point is its SD. In terms of returns, HOSIX performed in line with HY bonds, hence my reference to BGHIX. What is unknown is how HOSIX will do when the space gets hit, and it inevitably will. What concerns me most is…
What made HOSIX great to this point is its SD. In terms of returns, HOSIX performed in line with HY bonds, hence my reference to BGHIX. What is unknown is how HOSIX will do when the space gets hit, and it inevitably will. What concerns me most is…
I wouldn't laugh. HOSIX earned basically it's coupon return plus a bit of capital appreciation since inception. Just a bit better total return compared to BGHIX since inception. What gives HOSIX it's high Sharpe is the low SD...but in comparing H…
I've held JASIX for some time and pretty happy with it but can't ignore HOSIX in a similar space. The pros for JASIX is it lived through the March 2020 DD. At that time Holbrook Income fund (HOBIX) was around and had a 16% max DD compared to JASIX…
So, when someone posts about a fund I own now and says, Well, in 2022, it lost more than another fund or in the last 10 years, this fund was better than another, I don't care, what matters is what the fund is doing now..
The problem is defining "n…
@BaluBalu. For me it is always easier to make the buy decision then the sell. I have been at this since 1984 and my list of famous and successful managers that I have invested with is a long one. I could not prove it but I think I would be miles ah…
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 g…
My simple answer is that if QQMNX underperforms at some point, I will just sell it. Just as I would sell any other underperforming fund. There are no guarantees in this business, and I am certainly not a buy-and-hold type of investor.
My problem (w…
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.
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…
I would think that any equal weight strategy takes advantage of reversion to the mean. FWIW RSPS is vastly underperforming this year relative to consumer defensive benchmark. That's what I'm buying now.
If you've got at least $10K in cash in your IRA, you can open up a position in FZDXX ($10K min for retirement accounts). It's currently paying 5.15%. Fidelity officially requires one to maintain at least $10K in the fund, but generally it is qu…
FWIW, my account was an IRA (good guess!). I closed it several years ago but the Firstrade still lets me log in though not trade, obviously. So I can pull up some info like this but cannot do things like test trades to see what happens.
Brokera…
I see that AGOX is listed as Tactical Allocation, but all I see at present is equity. Has it ever held fixed income?
Not sure I've seen it hold bonds, but the cash position has been significant from time to time. Also holds many etfs, you need to…
Question: how do most brokerages report treasury income such as to allow a client to know the portion excluded from state taxes? Is this something that requires and accountant?
I've been with firstrade for many years, never had an issue and they provide access to institutional shares of many mutual funds at low minimums and transaction cost free.
Not the answer in my case as both ATW & ATT show the same amount. @wxman123 : Could you inform me as to when this margin charge showed up ? I see $6 fee, that's all.
Also T+2 didn't take place.
Not the answer in my case as both ATW & ATT sh…
This happens when you sold some stock/ETF but the cash isn't available until T+2. The position screen may show the credit immediately but the amount isn't really available yet (and in your case, on the morning of the day of T-Bill auction).
A foolp…
I like FMIJX and JOHAX. They each tend to outperform and underperform at different times. Recently FMIJX has been the winner, so buy JOHAX, hold FMIJX (if you have a position) and vice versa.
I don't love the muni space, but I need the muni space. So do many people. Placing most bets with VWALX and MMIN. Bought the big dips in XMPT, that has worked out well for me in the past.
