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.
It is funny, how some people comment without completly knowing the history of GMO.
Here is what I posted previously in the same forum a few years ago.
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They have very good track record indeed, starting from predicting bull run in 1982.
G…
Switched from VSFVX to VINEX in my daughter's Edu. IRA. Reason is performance chasing and momentum. Since I have a short span for this account, I do some moves based on momentum unlike in my retirement account. She is about to go to college in 2 yea…
Finally sold it today. I bought it at the end of 2013 when they had an advisor class of
share. I have to see what I can replace it with. I also sold MACSX and Trow Price Real Asset funds this Week. I already have SFGIX, that is why sold MACSX. Trow …
Unfortunately, I own it. (:-
Have been thinking of replacing it after holding it for more than year now, but the inertia is keeping me in it. Also, the thought of it performing well in the eventual downturn (whenever that happens).
If I replace it,…
Which Alternate MF you recommend in place of Whitebox Tactical Opportunities fund ?
I have held it for more than years and it has not moved an inch in these two years. Usually, I give at least 3 years for a fund after I chose, but this is a fund I b…
Here is the sector break down as of 11/2014 according to Double line
DLFNX
Cash 9.1%
Government 17.7%
Mortgage-Backed Securities 29.6%
Emerging Markets 13.4%
Investment Grade Corporate 10.2%
Commercial Mortgage-Backed Securiti…
Aren't they different ? One is an Intermediate Term Bond fund, whereas other is a Multi-Sector with some allocation to International, EM and Hi-Yield markets.
You try their 2 weeks free trial membership, and then cancel if you don't like. You can also try it a big longer as they remimurse the remaining amount on pro-rate basis. I am also of the view that it is not worth.
At one time, I used to eagerly r…
BTW, I invested in both AKRE and GPGOX funds not to fulfill some portfolio allocaiton needs, but for the concept that I believe in. In my opinion, proven manger with a new fund is a very good combo to succeeed, so I invested in them as soon as they …
Fundalarm,
Responding to all of you separately so that I won't end up with a big message.
I sold out all my bond funds a while ago and in cash now. Sorry, I did not provide that info, and I should have done that.
Burnt my fingers in 2000-02 downtu…
Heezsafe,
Actually there are three gloabl funds. I already spoke about VHGEX.
Bought GPGOX based on what I read about the managers, not disappoined so far, up 50% since I bought. However, I understand it is a growthy fund and we are in bull market.…
00BY,
Sorry, that was a typo. I am in VDIGX. Invested in it in 2006 based on good reviews of M* on the new manager who took over. Very satisfied and it is my core holding now. Time to time, I think about eliminating VHGEX but don't find a good alt…
Way too much in what sense ? Number of funds ?
Sorry, I have not made that clear. This is a retirement portfolio spread across four different accounts for my and my spouse. Two IRAs and two Roths.
My PRHSX more than doubled over the last couple of years. Unfortunately, a very small percentage of the overall portfolio to make any significant difference (:-
Hi VF,
VHGEX is an old fund in the retirement account, held it since 2005, when Marathon Asset Management was the only sub-advisor. I bought it based on the advice by Dan Wiener in the trial subscription I tried out then. Vanguard messed up this fu…
Sold VINEX - V'rd International explorer during the recent downturn and increased the stake VDIGX - my core domestic lcap fund. Sold out SFGIX as I do not have an alternative way to increase the stake in ARKTX - Artisan International Value fund - in…
Are you planning to buy or sell them ?
I am at 17-18% in cash due to rolling over my 401k to IRA. I made some changes during recent downturn but should have been more agressive then. Don't know what to do now.
Market Pundits are very funny. Just a few weeks ago when EM are tanking, they said they are riskly markets, etc. Now, with markets doing better for a week or two, we find articles on the virtues of investing in EM.
Exactly my thoughts Scott on Brazil.
I initiated a thread couple of months ago, not sure here or at M*, about investing in Latin America. Even though it is a known fact (Football WC), still it might help.
I have not invested so far in exclusive LA …
For people who want both Tech and Hcare in one fund, BUFTX is an option. It changed its mandate from Tech & Hcare to a Growth fund but still it predominently invests in those sectors.
Primecap folks are also known to focus on these areas and al…
Thought of John Neff of Vanguard Windsor looking at your heading but then I saw the begin date as 1983. I think probably you are talking about Jeff Bruce of Bruce fund.
Increased the holdings MSMLX and SFGIX.
Brought down MAPIX to a foothold as it is a closed now. Nothing against the fund. Just trying to realign EM allocation.
Eliminated AEMGX, my best performing fund ever as I invested in March 2009. Eliminated it…
Reply to @Maurice: I don't have anything against Mathews funds but they are different as you have also acknowledged.
I am a bit concerned about the constant change in mgrs at Mathews.
We have more than a couple of changes at MACSX and MAPIX in the…
So many fund shops have such funds, duplicating each other.
I am surprised to see even Trow doing it. Why you need a Global Technology when you have a Science & Technology. They have also started Trow Price Overseas fund in spite of having Trow …
I think he is aware of it. He wants to point out that the fund is holding up well even in down turn.
If the fund is into Tech as earlier mentioned, that would be the reason as Nasdaq is holding up well relatively in this downturn.
I posted my recent changes in earlier threads/posts.
Here is what I did today.
Bought a small amount CEF(a CEF), and bought MSMLX with initial minimum.
CEF is more of a speculation/trade. We were talking about EM being cheap even before this downt…
