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.
Thanks @TSP_Transfer for the information.
In its review, I selected Hartford Growth Opportunities (HGOAX) since it contained about 6% of it's holdings in pre-ipo holdings, UBER being one of them. It is classifed as a large growth fund by M*. It's…
Hi @MOZART325,
Thank you for your sugestion to look at GSVC and SVVC.
The first screen that I took these to task was a performance screen test.
Here was the results with their respective performance ... ytd ... 2015 ... 2014 ... 2013 ... & 20…
@rforno,
Thanks for making comment.
What might be other options for the small retail investor seeking exposure in some privetly held companies through a mutual fund wrapper? Any suggestions you might have to offer would be appreciated.
For infor…
Folks,
There is an indirect way (for the small retail investor like myself) to invest in some of these privetly held companies and that is through a private equity and/or business developemnt mutual fund. A mutual fund that I own that does this is…
Hi @hank,
As you know I am an active retail investor who throttles my asset allocation (through a process) from time-to-time based upon how I might be reading the markets plus I also adjust for seasonal strategies along with some known upcoming eve…
My first computer for me was a Commodore 64k ... Then I upgraded and got another 64 that was packaged in what amounted to a small suite case containing the two disk drives, the computer with small screen and it's key board. I did a lot of things on…
@FundStudent,
The details about how I have things organized along with the portfolio's current 46 positions can be referenced under the recent thread "How Many Funds Do You Own?" started by JoJo26 on September 12th. At times, I have owned upward i…
@markot06,
Thanks for the sugguestion.
There is probally some overlap in holdings ... however, investment strategy I am not so sure etf's can replace some of the funds. However, should I be looking for a weekend project I'll take a look.
Know…
You folks think I have a lot of mutual funds now ... Wonder how many etf's it would take replicate my 47 mutual funds positions. I don't believe I'll be taking a look see into this anytime soon.
In my state, North Carolina, where I live ... Sleeping with another man's wife is call adultery and is illegal. But, each state has different laws. In Texas, as I understand, adultery is not illegal but from my perspective and beliefs it is diffen…
Hi @BobC,
I am a little confused because in another post under "How Many Funds Do You Own?" You list your allocation as being 5% cash, 20% bonds, 20% alts, 40% domestic stocks, and 20% international stocks. When I add this up I get 105%. Does …
Hi @JoJo26,
Below explains how I have my family's investments organized along with how I monitor and manage the portfolio.
Sleeve Management System
Now being in retirement here is a brief description of my sleeve system which I orga…
Hello,
For me I try reduce the range between the peaks and valleys within my own porfolio. Holding a good amount of cash, as I do, helps dappen the fall during a market downdraft. I'll have to go with MJG on this one and select the portfolio with…
I got up before daylight and awaited dawn. As it came I slowly lowered the falg at our home to half mast. This evening as the sun sets, I'll sowly raise it to full mast. I have observed some people as they walked the neighborhhod passing our home…
I remember when Liz use to tout the Rule of Twenty as a valuation measure for stocks (S&P 500 Index). I have not heard her mention the Rule of Twenty ... as being plenty ... for sometime now. I wonder, What gives? Could it be stocks have beco…
@Catch, I think it is time to buckle-up ... for some that might be invested above their risk level. So are you running for cover? Expecting a margin call? If so, then you might have concern.
Since, I have already built my cash position ... I am …
Hi @MikeM,
Thank you for the fine words. It is appreciated. For information purposes my year-to-date investment return according to M* portfolio manager computes to 9.1%; and, with cash held factored in the portfolio as a whole computes to 7.6% a…
Hi @hank,
I am now using an adaptive asset allocation strategy to set my portfolio's stock allocation within a range of 45% to 55% based upon a valuation matrix and scale. The stock allocation was determined by a risk tolerance and need analysis m…
Hi @MikeW,
Thank you for your inquiry.
In June I sold all shares of IACLX & VADAX which were held in my large/mid cap sleeve which is found in the growth area of my portfolio with the sell proceeds settling to cash manaement sleeve. In additi…
There are 492 etfs on Rowland's Deathwatch ...
What was the saying? "Build it and they will come." Apparently, not in this case.
For me, I staying with mutual funds because etfs have become more of a trading vehicle than an investment vhicle fro…
Cash is a sizeable amount within my portfolio's asset allocation with a range of 15% to 25%. According to a recent Xray analysis it is at its upper limit at 25% without being overweight cash. In the nearterm, it might just become overweight.
Hello ...
I think I'll stick with my SWAG ... for me, it's just as good as these highly paid strategist's projections.
After all, if someone could call the market's direction with regard to it's peaks and to it's valleys with great consistency do …
Hello,
A good article on rebalancing covering the why's and how to's.
For me, the best thing I did, years back, was to determine an asset allocation consisting of cash, bonds, stocks and other assets with target percentages being set for each asse…
Hello,
I'll get straight to the chase with this question as a lot has not been detailed about this alleged misconduct on the part of an unknown subject investment advisor.
It makes me wonder ...
Did the subject advisor performed a risk tolleranc…
Now, I wonder?
If MJG's sister had received "good advice" from the subject advisor ... Would this been the making of the thread? I think not. We still don't know the advice rendered ... just that it was not, form MJG's perspective, stated to be i…
I think of myself as a small retail investor even though by SEC classification I am considered an accredited investor.
As I have become a more seasoned and perhaps a better well rounded retail investor I have learned to gague the stock market by …
Hello @LLJB,
I am thinking much like you on this that it will be a net to net movement as real estate securities get moved from the financial sector to the new real estate sector. Perhaps, some new money might flow into the real estate sector as s…
Currently, what I consider to be my specialty funds which make up about 30% of the growth area of my portfolio and found in the specialty/theme sleeve are as follows:
1) Emerging Markets ... NEWFX & THDAX.
2) Private Equity & Business Deve…
Hi @Bobpa,
I have dabbled in commodity funds (PCRAX & JCRAX) in the past ... and, I have made money in both of them. Over the past five years I would have lost money if I had stayed invested in them. I, like you, have been thinking of reestab…
It is very simple, I am currently not buying new equity positions or adding to any existing positions at these high P/E multiples. I have been rebalancing my portfolio as the stock markets reaches new highs thus keeping equities towards their low r…
Hi Ted,
It is nice to read about a fund that I recently added to my domestic hybrid sleeve found in the growth and income area of my portfolio as member number seven. FBLAX was added as member number eight. Member number nine, for the sleeve, is …
Hi @JohnChisum,
Thanks for the heads up on AMJVX (broker sold ticker AMJAX). Although, it is a relative new fund I like it's sector allocation with it's top three sectors being real estate (43%), energy (15%) and financials (12%). With this, I th…
Hi @MikeW,
Thanks for the question.
For me, I am thinking of again rebalancing my portfolio and trimming back my allocation in equities. According to last Friday edition (July ending) of the WSJ the S&P 500 Index is selling at a TTM P/E Ratio…
