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.
To me the label of Bond fund is less relevant than whether it has served the function of a bond fund. I.e. Decent return and low max dd. With that frame, here are some funds that have returned 7% or higher during the last 5Y with a drawdown of 3% or…
PRWCX is underperforming VWELX for various time periods 3 months to 3 years. 5 and above it has outperformed VWELX
I hold a small position in TRAIX with the hope of scaling up if this fund starts firing again. Giroux has a great long term track rec…
Lots of great insights in this thread. I'm already invested in Eaton Vance Global Macro Absolute Return Advantage Fund and intend to open a new position in Artisan Global Unconstrained.
This is the Million Dollar thread! Cash/MM Plus -- how to get a higher yield than MM but not stretch too far out on risk.
Has BOXX come up for discussion?
The 5% cap is frequently misrepresented (not by you yogi) in the media and sometimes very clearly it is intentional.
Here is some insight
- 5% is the floor, not the ceiling. Managers have discretion to go over
- The most important thing to know is …
Thanks Stillers for your detailed response
I'll admit that I took the stance that Trump says a lot of things (often times completely contradictory themes within the same sentence). It is a stream of consciousness with no apparent editing or self c…
Historical precedent imo does not hold much value. Prior to the 2008 GFC, real estate prices had NEVER gone down nationally and the "pundit" consensus at the time was it could not happen (real estate pricing is local blah blah...) and yet.
AAA CLO …
Sold a part of of my position in UPWK after a huge run up.
Observation: This thread is veering into politics. Aren't there different threads for that and doesn't that defeat the purpose of this thread?
I've used M* premium many moons back. Going by that memory, it had less than 25% of what MFOP provides.
I've yet to see any screener come anywhere close to MFOP at this price point in the 20+ years that I've been using screeners.
My 2c only, not investment advice
MRFOX has done well in 2024. Measurement of performance from date of purchase might not reveal the full picture. I am hodl(for now!)
WSJ and Barrons. I (mostly) steer clear of the WSJ Editorial Board pages which are outlandish and toxic (for the record I am an Independent).
Outside the Editorial Board, WSJ content is top notch.
https://www.amundi.com/usinvestors/Products/Consider-Low-or-Uncorrelated-Allocations/Insurance-Linked-Securities/ILS-Pricing-Performance
ILS is Amundi's interval fund version of CBYYX.
I get access to most funds at zero to low mins due to being with a RIA. I tried to push through a purchase on Schwab with this one but was not able to get through. A push is necessary sometimes (on an advisor account) because the trade confirmation …
I believe Trump watches stock market pretty carefully (one can never be sure, Trump has no fixed core, he has no issues flipping 5 times on a position in 5 minutes) and uses that as a measuring stick for success.
Imo 60% China tariff is a bluff to …
