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.
Sorry, I got the ticker wrong. NVDA is the top holding in GQGPX, Jain's emerging market fund at about 8% of assets. It is top holding in all of his funds but being a #1 position in emerging markets is interesting. I like the fund and he's make go…
I've been looking at GQHPX as well. One thing I noticed, however, similar to all or most of his funds - is the large Nvidia position. NVDA is not an emerging market stock but its large presence in the fund spikes returns relative to its peers.
I would appreciate the tickers for those 5 to 6 bond ETFs. I'm perplexed as to bonds. Long end ticking up, 10 year clinging to 4.2 but corporate spreads tight so you don't seem to get much extra with IG intermediates. My SMA folks advised me to m…
Thanks Yogi. Expense ratio for SMA is .3% so reasonable but investment minimums are such that you have to make a pretty big directional bet on interest rates vs. funds/etf's. You are right regarding "don't look". Can be a bad habit of retirees. …
I'm itching to buy TCAF but wondering how much of Giroux's track record is allocation and also the fixed income side vs. stock selection. Fortunately, I've got a chunk elsewhere in PRWCX. Also looking at American Funds' CGDV. Have no load Americ…
I'm comfortable laddering treasuries but individual buys on IG corporates have been tougher for me so got an SMA but tend to look at it too much. Often it zigs when OEFs/ETFS zag and hard to figure out. Barbell approach with really long maturities…
If one has the wherewithal to buy individual bonds utilizing an SMA, is this an advantage in this environment vs. buying mutual funds? I've read some analysis that argues in both directions. Appreciate any advice as SMA purveyors certainly have th…
