Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
BaluBalu
Professional Experience:
Corporate Finance (Corporate Venture Fund investments, International and Treasury finance, Public Debt issuances, M&A, Joint Ventures, Planning, Business Divestures, SEC filings);
Policy and Legislative & Regulatory Affairs - Washington DC;
Capital Markets - London and NYC;
Commercial Bank Lending;
Field Biology.
I hope the owners of this fund post in this thread the next allocation update when it becomes available. There has not been an update since the last one on May 31, 2021.
Thanks, Derf. I already read the media reporting of what you posted in the OP. I was hoping YBB can provide the insider scoop of the JPM investigation, without me having to read the official documents of the agreements by JPM with the two governme…
What about communications between employees? If 2 employees want to vent about their boss or another colleague, can that happen on personal phones? No phone call is going to be exclusively about one topic, even if the call was initiated to discuss…
The following is not about GP per se. A manager of a new fund is usually very accessible to potential investors. I have spoken with a few, even those that are already managing billions. The only way to know about the nature of a fund that can not…
I am not trying to dissuade anybody from buying the new fund. Here are my random thoughts, FWIW -
M* chart shows GUSYX has lost 11.65% in the last one month, giving a year to date total return of 16.2%. GPGEX, a fifth global fund from the same sh…
I own GUSYX and GISYX. If there is a benefit in owning this, I am happy to buy, notwithstanding transaction fees. Since you already did the research and took the trouble to open with GP, perhaps, you would not mind pitching it.
@bee, with my inept search skills, the last post I see from you is on Dec 2. I hope all is well. I enjoy the wealthtrack episodes you post. Seems like we missed the last one. Please restart them.
From a quick read of the strategy - All cap undervalued equity fund (in quality companies) generating current yield higher than the yield of SPY but has discretion to invest up to 30% outside the US. Discretion to engage in derivatives (e.g., optio…
@MikeM: "If you do glean added information from the Bogglehead forum, can you please update this thread with that info?"
Certainly. I forgot about the thought of going there. I have never been to it but only heard others mention it. If you offh…
@hank,
You say, "With due respect, I do not find your analysis of the inner workings or risk mitigation features of this fund far superior to mine", though I did not question your analysis of the fund or the relevance of your post. The informatio…
IRA protections by states for contributory IRAs.
https://assetprotectionplanners.com/planning/ira-by-state/
The table provides info for traditional IRA and Roth IRA which leads me to the following:. Brokerages do not seem to designate Rolledover Ro…
@Sven, My last post is about asset transfers in general and I did not have TRP in mind while posting. My thoughts about TRP are already expressed in my first post in this thread.
I own TRP funds both at TRP (from a 401(k) rollover) and outside. I…
You can download JHQAX holdings from fund site link provided earlier. When you can directly converse with god, why go through a priest!? The god that is not directly available is not a god you want to use a priest to reach! If am not looking fo…
Even when one is transferring an entire account, I think it is useful to transfer in more than one tranche and transferring in-kind. The one potential exception is money in the sweep account. At some brokerages the sweep account is their own money…
Today is the merger day, December 10. Tax-loss sellers have only today to do any tax-loss harvesting for PCI, PKO.
PDI is trading flat in the morning, https://stockcharts.com/h-sc/ui?s=PDI&p=D&b=5&g=0&id=p90672583672
Tax basis in PC…
Thanks Charles. I do not follow ARKW but am surprised to see ARKW with lower St. Dev and higher returns than ARKK. Except ARKW, the other ones’ sharpe ratio is not impressive. With the recent draw down, may be future ratio will be higher.
Option pricing could crimp JHQAX future returns. As the stock market becomes long in the tooth, Put premiums are likely to go up and Call premiums are likely to go down. Since March 2020, Calls have been hot and Puts have not been so much which fu…
FMSDX is a good fund and so far the manager has made mostly the right calls. I am more interested in options overlay strategy where the fund is invested in actively managed stocks and not in a passive index. If there is another fund that meets thi…
@catch22, Thanks for the chart. I was not sure, with the chart, if you were agreeing with my statement that until the beginning of Covid, it performed more or less similar to a good High Yield bond fund or you wanted me to see some other aspect I h…
Fido NTF has 60 days holding, Schwab NTF 90 days. If you sell before, you will charged TF.
TD Ameritrade 180 days, Merrill 90 days, Vanguard 60 days, etc. There are more brokerages than we all care to count and they all will have their own rules an…
Upon my search of MFO site, I am surprised to learn only four posters (incl @carew388 & MikeM2) indicated owning this fund. I would have thought it would have a wider ownership among MFO posters.
@carew388, It seems you used to own JHQAX and on another thread you indicated a 60 day holding period requirement. I do not see a fund level requirement. Are you referring to brokerage level holding period requirement to avoid a short term redempt…
@carew388,
JHQDX, headlined in this thread, is the institutional class of JHDAX. Thanks to @Observant1 we learned about the open JPMorgan Hedged Equity funds in the other thread you recently participated.
JHQAX, JHDAX (series 2), and JHTAX (s…
Thanks @MikeM2. JEPI does not appear to be a clone in performance, strategy, yield or how M* classifies it. But it is interesting enough that I have added it to my home work. Thanks.
Are she and Musk related? They are such an outside the box talkers, except he made money for people who got on his train(s). Both moved to a no income tax state as they became rich. They certainly fill a need / role in the market place / society.
@msf, Sorry to hear your troubles with TRP. They are as bureaucratic as Vanguard are. So, you got a double dose in a single transaction. For your troubles, the market rewarded you with some gain. Looks like you do not have a brokerage account at…
Sorry everybody, I meant JHQAX, as you guessed. @MikeM and @Yogibearbull, it is not available to new investors at Schwab - I tried to place the trade and got rejected.
GTTMX is a Target Date fund. As with many of them, it is a fund of funds.
@O…
Recommendations having read just the “What to do”: do not short the market, do not bother sector tilts, go for factor investing. If one wishes to pursue factor investing, there are ETFs and OEFs to try. Having more than a couple of these vehicle m…
