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I am mildly bearish at this time but the counter point of "administration will do everything to juice the economy ahead of mid terms" argument is powerful. I hope AQR plays that trend well.
@FD100 - Have you ever mentioned “trend following” by name in any of your previous posts or recommended the best current trends to chase follow for the benefit of members who read you?
There are successful trend following funds. I have 5-6% so i…
EGRIX imo is much riskier than a plain vanilla bond fund due to it's strategy -- long/short, lotsa macro calls, frontier market holdings, FX risk, etc..
It has performed really well with an amazingly low SD with the falling dollar as a tailwind. Bu…
EGRIX imo is a better bond alt than QDISX. But certainly still a lot riskier than a straight bond fund. One has to have very high faith in manager capabilities.
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Understood, I should have stated my question more clearly.
Why this particular AQR fund vs. others such as Risk Premia, Style Premia, Long-Short, Market Neutral, Trend, etc..
@Junkster
Good primer, tks. Agree that the recent outsized gains cannot continue. However I still expect the spread on these over MM acceptable enough to be worth the risk. But just like you, I am keeping a close watch.
There's also this narrative around the topic (reasonable imo).
https://www.wsj.com/finance/investing/private-lenders-arent-out-of-the-doghouse-yet-19d47250?st=5ba8Re
It is a tangled web but First Brands and Tricolor being private lending heavy mis…
Interesting to find out via this outage that most customers (including large ones) do not use the disaster recovery features of DynamoDB. Maybe this is AWS nudging them to do so :)
Understood -- I am far from an expert in BDC's or corporate debt but based on the long history of manias (Tulips, telecom, mortgages, etc..) would not be surprised at all if the gusher of capital into private credit over the last decade turns out ba…
Thanks mskursh for the context. The Quality Growth program is pretty much on par with benchmark returns. Given the unusual compensation program, I might just call them to find out more about the Private Program which certainly has impressive returns…
Check Capital is interesting. Anyone know what their track record is and what they invest in? Also they have listed qualification criteria but not what minimum account size they want.
I don't believe in portfolio sleeves or core bond funds at all. I am oversimplifying it but I think in terms of high volatility and low volatility.
Loosely, below is how I screen and pick
- Funds with volatility below 5% and returns above 10%. If I…
@Observant -- tks for pointing out a key diff between PV and PB regards max dd.
Adding BND to your analysis results in following stats for the same dates
CAGR: -0.37%
DD: 18.58%
So at least for this 5 year stretch, QDSIX would have been a fantasti…
Here are my observations
- The SD metric incorporates daily price movements. No need to manually pore over individual price charts imo
- Selective cherry picking of dates for unclear reasons. I.e. A 3 year chart of QDSIX is being looked at alongsid…
In the above referenced thread, @FD1000 kindly educated me as per below.
Where is the actual data that supports your contention that QDSIX has dropped 7% in 2024/25?
See the chart (https://schrts.co/pWNKwfaP)
I looked at a 3-year chart so it looke…
I did not mean to hijack the thread, I was addressing Bitzer's question to me. Good luck to OP and anyone else shopping for a bond fund or sub, I don't have any further commentary.
"QDSIX is far from the bond category. It lost about 7-8% this year from peak to trough and in 2024"
YTD return as of end of September is 13.24% (per PV) with one negative month. Where are you getting your numbers from @FD?
Per Barchart, YTD as of …
