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I'm puzzled by the question. ...
I asked the question because so far we have had a dropping yield environment from 1982 through today. Also in the 1970s, we had to deal with the spike in interest rates. Most of the great funds covered on this s…
@AndyJ: Thank you. I guess I follow them on tweeter.
The others I follow: Lawrence G. McMillan @optstrategist and Thomas Lee @fundstrat.
I have heard good things about Thomas Lee, who is also "data dependent", but don't know if it's worth payin…
Best to keep in mind how today's inflation number is calculated - year over year - and what was happening a year ago.
Hank's right about the usual inflation-related investments having already been bid up, starting months ago. In the case of the an…
I have been looking at Highland Capital Management with respect to their NexPoint Merger Arbitrage fund (HMEZX).
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If anybody has more up to date information on the fund advisor's bankruptcy status, I would appreciate hearing …
@Mav123
PV MFO discussion link
In the middle of this page link, you'll find a reply from bee to Mark, dated Jan. 16. The more important part of this for you and PV, is to click the link at the bottom left (named, PV Link here).
This PV page is alr…
@Mav123 To your question: "Does anyone here invest in dividend-producing portfolios? "
Out of curiosity, I placed these 4 dividend oriented etf's against PRWCX.
PRWCX , DVY, SCHD, VIG, SDY 5 year chart, total return FYI, I thought you could …
@Mav123 - adding to @catch22's response I do invest in my own collection of a dividend 'growth' portfolio. It's composed primarily of dividend champions and aristocrats. I built it primarily for the income AND of stocks that I felt I would be comfor…
I'm rather certain that over the long haul, you'd have reaped more profit from PRWCX than dividend-paying stocks. For years, the big Canadian banks have been my alternative fantasy portfolio. 90% of deposits in Canada belong to those big banks. Ther…
@Mav123 If you sign up for a Morningstar Basic subscription, which is free, and go to "Fund Quickrank" and the "Short Term" tab you can see which funds have performed best in each category over the past day, week, month, three-months and six months…
People tend to feel losses more severely than gains. That may explain your perception, which is not to say that major portions of the market have not dropped lately. Still, there are parts of the market, like international (e.g. VXUS) that are…
It seems that markets are dropping more and more every day and it seems more is coming. Can anyone please share if any of their Mut Fund holdings are in the green lately?
Mav, you may know more about investing than me - if so I apologize for this …
The two Driehaus funds I own are DVSMX and DSMDX, both run by the the managers who have made the closed Driehaus Micro Cap fund a success. These funds are volatile, dropping as much as 4% per day when the markets nosedive. I have no clue as to their…
@msf makes valid points regarding GP’s exposure to certain favorite stocks and the difference between BCISX and GP funds. BCSIX now holds $8B+ spread among 41 positions, holds no international stocks, and is a different animal from any GP fund. Prob…
Thank you for the update, I was wondering why are her funds are so heavily in the red today, ARKW especially.
"Cathie Wood paying an undisclosed sum to ‘extinguish’ the option agreement that could have resulted in her losing control of the company."…
Welcome to the Discussion Board. The following represent my largest holdings (in no particular order) and account for over half of my portfolio. I am roughly 25% equities.
TMSRX T Rowe Price Multi-Strategy Total Return
SWSBX Schwab Short-Term Bo…
I have been using great risk reward funds since 2000 but in the last several years and especially since retirement I just sell to cash when I see extreme market conditions. It's the only sure way to protect my portfolio. When a black swan shows…