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there is also MFAPX- managed by Heugh- Less North America more western Europe -
Lower standard Deviation- higher sharpe -lower returns over 9 year period
Thanks For your replies @msf and @Vegomatic. I am not at all familiar with portfolio Visualizer... I will dig in and try to learn. I am primarily looking at international multi cap - relying on the managers to choose the best spot moving forward on …
Roth IRA. As long as you meet the income limits , you can also contribute up to $6,000 (or $7,000 if you're turning 50 or older this year) to a Roth IRA. (If you exceed the income limits, you can still use a "backdoor " approach to contribute.) As w…
Thank you @msf ! As I mentioned "recent articles suggest I might do better hedged- or perhaps both Some hedged/some not ?" do you have an opinion . Over long term does it make a difference ? I will add GFLOX to my screen on the multisearch
@MikeW- Ditto . There was this in the morningstar article - "That now gives mutual funds the flexibility to turn to their management companies for loans to provide liquidity should they face pressure to sell less-liquid assets to meet redemptions." …
I would not discount a fund that got hammered - if its good in every other respect and just got oversold - It might even be a better candidate . I am still looking for an alternative to ARTGX, and TBGVX that I would not mind holding on to, if the p…
@charles -assuming you meant this > "Assess your portfolio--but don't obsess"?
Thanks ! not obsessing just trying to make lemonade. I am close to retirement, but still running business. These are all in taxable accounts. I am not touching my 40…
I have not lost confidence in ARTGX or TBGVX-YAFIX I'd like to replace them with similar as temporary parking place to harvest the losses - ( i am still working - at least I hope so !) DDVIX ( value) and LCEYX dividend - both under performed befo…
@Sven. I Totally understand that ! I was not planning on selling and going to cash . I was looking for something substantially similar. Sell the shares in one at the end of the day and roll over to a similar funds, at the same time . SO book the lo…
Is it smart to start taking the losses in taxable accounts and just putting the money to work elsewhere? - ARTGX & TBGVX both have loss i could harvest - but i am hard pressed to find something better in those asset categories
from the headlines this morning - "The Federal Reserve is providing the fuel for this morning's reversal, announcing that it will purchase Treasuries and mortgage-backed securities "in amounts needed," along with plans to buy corporate bonds and mun…
Hi David ( Snowball & Moran ) - I was not over reading the comment regarding a "slap in the face". I have cash , I would like to invest it, but I want to be paid for taking the risk. The markets are richly valued and the political headlines sca…
The decision to remain on the sidelines- (with a large stash of dry powder in short bond funds and Cd's ) or to dip into some of the more conservative suggestion.
Re: charles review of IOFIX- it shows a 0.17 correlation to SPY - but it is only 4 …
yes, extremely useful info. I would be especially interested in more in depth look at investments for " newer investors who have the necessity of starting their portfolios in a market that might well slap them in the face soon" ... I am paralyzed
Thanks all for the thoughtful answers, it is most appreciated.
I have been following along this past year, listening to you comments.
To be clear, I am looking through my funds to raise some cash as a defensive move.
Capital preservation is my pr…
I missed where they said it is annual rebalancing - i read that the holdings changed monthly. The position in Macy's is a bit worrisome - retail in general, and Macy's in particular - their 10.41% in retail/apparel Plus 4.9% in regional department s…
Yep, I did. It said it "The portfolio's equity holdings are subject to change every month. The portfolio is actively managed and its holdings and composition will differ over time"
If you don't mind continuing the conversation ( it is a learning process for me ) Macy's and Darden are the two top holdings - not likely to perform well in a market downturn.
(this whole exercise is an effort to be a bit more defensive for fear of …
Thank you for the response. Any advice you have in terms of "process" to make these decisions, would be very much appreciated. I am trying to learn, reviewing the positions on the MFO premium platform, what I am missing is the underlaying narrative…
