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Morgan Stanley the latest, saying that emerging equities may see a repeat of the year 2000, which began well and ended with a 32 percent drop.
I hope we do see a repeat of it. Because after that, from 2001-2007, EM returned >20%/year.
explain your disagreement.
https://www.bloomberg.com/news/articles/2017-10-05/this-is-how-to-create-the-top-emerging-markets-etf
The word "value" doesn't appear once in that article.
I'm actually overweighting international in my tax-deferred accounts for a few months. Not because I have some crystal ball, but simply because my ANALysis. And not even because I simply looked at any index, but more because of funds available to m…
Any favorite international funds that have a good percentage in Europe? I've seen Doubleline funds mentioned on other threads but we are restricted from investing in them.
LOL. @VintageFreak: PRIJX (TRP) ...A very young fund, going back to Sept, 2015.
Now you are talking. You guessed I asked the question because I wanted a place where I could buy without load and at brokerage. I do have an account with TRP and thi…
Incidentally, all of the other Driehaus stock funds have extremely high turnover -- over 300% in DRESX's case -- although this information isn't available yet for DRFRX. Just for what it's worth.
That's bizarre for a firm that claims to do botto…
The biggest issue with the Driehaus fund is the $250K minimum investment/$100K for an IRA but if you're investing that kind of money then I'm also impressed with their approach. Is anyone aware of exceptions being made?
LLJB - What impresses y…
Take a look at DRFRX. Short track record, do have an SMA that goes back a bit farther. Driehaus has a very good process and team. Low assets right now. Nice fit.
Anything more you can say about the Driehaus process? Not too familiar with them.
I'm curious what people are doing with WAFMX with this news. Getting out? I'm not allowed to invest in Grandeur Peak (work conflicts of interest). What would you all recommend for a replacement?
I'm none of these things. I want to outperform, period. If you want to hold cash, hold cash. But don't pay a guy a 1.4% ER to hold 80% T-bills and expect that you're going to do well long-term.
Ted, will all due respect, 1-year returns don't matter to me at all. As Buffett says, "I buy on the assumption that they could close the market the next day and not reopen it for five years."
Because the S&P is what he's chosen to compare himself to in his letters.
But if you want to discuss balanced investing, let's compare him to Vanguard Wellington. Martin badly underperformed Wellington every year from 2003-2013 except 2008. A…
How many people do you think would've put up with -15% ANNUALIZED underperfomance between 2003-2007?
I'd attach the annual report so you can see for yourself but I don't see that there's any way to do that here.
