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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
Just added nine new evaluation periods to MultiSearch and Portfolios tools, as described here.
I'm finding the new period quite helpful. Thank you @WABAC!
Yep. You're telling me. I certainly wish I'd invested all in just VWINX (VWIAX) and forgotten about it. I do own it now, since getting back to basics. But given that we've been in a bond bull for most of its existence, I'm not sure my expectations g…
The longer I am a retiree, the less interested I find myself becoming in strategies I need to monitor for market signals. I did not used to feel that way!
@WABAC. In addition to the 48 periods that MultiSearch provides metrics and ratings across, it now provides return metrics and ratings by calendar year, which I find helpful from a consistency assessment basis, as discussed in Back To Basics.
@WABAC. It may be possible to pretty quickly implement a specific period for metrics only (lots of sites do that Yahoo, M*). The tricky part is the ratings for specific periods. That requires computing metrics for all funds in a desired category, pl…
@WABAC. The closest thing in MultiSearch right now that provides ratings to end dates other that current month are the full, up, and down cycle Display periods. There are 6 such cycles going back to 1960 (though honestly it looks like we called the …
Also, thanks to a suggestion from another subscriber, users can now customize the names of Watchlists and Portfolios, both of which are saved to user profiles.
Thanks to @davidrmoran, just added ability to screen for ETNs, as a separate asset class, in MulitSearch. A lot are commodities-based trading only vehicles, many leveraged. But some are pretty sweet, like CAPE.
Very sweet. PortfolioCharts should had your Zig/Zag SPY/TLT portfolio to list. I meantime, I will had Ivy, Golden Butterfly, Permanent, and others to Pre-Set Allocation options in MultiSearch.
Ha! A colleague once told me the same thing when Lehman was trading close to $1. He invested $25K of fun money ... and, could not believe when it was gone. But I hope that's not case with GE!
A Three Alarm Fund.
Over its 21.6 year life through April, it returned 7.9% per year, about 2.1% per year less than its peers.
It incurred a 71.4 drawdown in 2009.
It's a bottom quintile fund by every risk adjusted return measure.
It currently h…
Thanks bee. In investing, I find intelligent and well intending people can have completely opposite opinions. I guess because at some level it's about predicting the future, which is very hard to do.
I live in Central Coast CA. Many vendors at Framers' Market yesterday morning sold out early. Etto, a nearby Italian Deli, line out the door ... wine, fresh pasta. Dropping several hundred. Our local bike shop has no bikes ... all sold! UPS Store pa…
Every time I start feeling a little more hopeful, I get dosed with a healthy degree of pessimism. Even from David. He built me up in his latest commentary about the benefits of optimism, like Colin Powell would do, only to close with predictions fro…
@msf. "A problem with putting too much faith in volatility figures over a generally quiescent period is that one is blinded to latent risks." Hear, hear. And yes, DODIX recovered. Think the Fed helped all IG bonds recover pretty quickly. But right b…
@TheShadow. Thank you, really helpful. Good insight into pricing mechanism. Yay, hope this is not widespread. Think bond pricing is going to get a lot of scrutiny coming out of this mess. c
@carew388. You're in good company.
@NormPeterson. I found the sub-adviser for IOFIX, the folks at Garrison Point, to be of high character. I was never crazy about the AlphaCentric adviser, but the GP folks said they were left alone. I suspect that'…
By March of 2009, Miller's flagship had drawn down about 80 percent. He only drew down half that 11 years later. How does he get the new capital to take advantage?
Oh, but this, gotta love: He cited economist John Maynard Keynes who once said it wa…
I had a neighbor once tell me that stocks had to go up because everybody's retirement depends on it. I've started to wonder if that is a goal of all these emergency actions taken by the Fed and Congress. They're not backstopping stocks yet, but indi…
