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I enter 2022 as per below. I plan to increase positions in SFHYX, ARBIX, TRAIX, NTSX and start a position in SVARX
Alts - 59%
US Stocks - 18%
US Bonds - 11%
Intl Stocks - 5%
Intl Bonds - 2%
Cash - 5%
Positions I hold in decreasing order of positio…
I have accounts at Fido, Schwab and Vanguard. Vanguard site is overall the worst of the three but imo Schwab has the worst customer service. Pretty rare for me to get hold of a human with less than 30 min wait no matter the day or time and Schwab's …
COTZX has done well over the life of the fund -- 19 years, Sortino=1.14, APR=8.3, Avg 3 Year Rolling APR=7.2 but I personally would not treat this as a bond sub given the max DD of 42.4% in 200902 and an Ulcer of 7.3.
Imo PRWCX has better risk adju…
No major moves for me. Considering starting a position in SVARX and increasing position in SWAN.
Also toying with playing the option premium game via Robinhood.
@Mark -- yes that is correct. I am invested through a RIA. Minimums will vary depending on RIA arrangement with Schwab but can be as low as $1.
Before anybody asks, to be clear I am not hawking my RIA and have no intent to share my RIA's name here …
I used the term jockey as a synonym for manager skill which is key to this fund because it invests in a broad array of non-mainstream asset classes.
Interesting to know that neither ticker appears on Schwab public sites. So either Schwab shows fund…
Have never owned UNIQX because I bought NICHX after UNIQX closed. NICHX is just a few years old but the Sharpe and Sortino ratios are extremely high and max DD is quite low.
The fund does buy "exotic" stuff so jockey experience is key.
I do not have any business relationship with this fund or any other fund. I'm invested in this via Schwab at a significantly lower amount through a financial advisor. I don't have $1M to invest into a single fund.
No proof of accreditation was soug…
