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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
@davidrmoran. Thank you! "... if it ever adds $10k cagr graphing over easily adjustable time periods ..." Adding holdings data is next big improvement planned, then after that plotting!
@Sven. Thank you! Can't tell you how many times page/styling works in Chrome, Firefox, Edge, but not in Safari ... always a litmus test of the robustness of a site. I will add recovery time to the real-time calcs in Portfolio, as well as MAXDD Date …
I believe negative rates on treasury bills would represent another form of federal tax. Basically, a tax on principal. It would also be like an er (expense ratio, fee) like mutual funds charge, even when holding cash.
Hi Ben.
Sorry for any hassle.
Please use the Refine button above the Results table to update/edit existing Portfolios or add new ones. It is effectively the "go back" button.
Yes, the Results table shows up on same page, but you can open as many …
AlphaCentric's record as an advisor is pretty awful. IOFIX is only fund with any kind of AUM. Catalyst's record is not much better (though MBXIX is interesting). Both families are associated with Jerry Szilagyi. I honestly wish Garrison Point could …
Thanks MikeW. It's a Junkster term. The idea would be to screen for funds over say the past 3, 6, 10, or 12 months that have: 1) no drawdown, 2) low volatility, 3) high dividend, and 4) positive excess return. Something like that. IOFIX behaves that…
@MikeW. I've been pretty much all-in with IOFIX, so nothing more to add really. (Hmmm ... unless I use margin.) As such, I watch it pretty closely ... and the folks at Garrison politely answer my inquires when the fund dips (eg., "Charles, the 5 pen…
Thanks MikeW and Junkster. Steady as she goes. I do think very highly of Tom Miner, the fund's principal. He's supported well by rest of staff at Garrison Point. I see the AUM has grown to $3B. (So much for closing soon.) I hope to visit them again …
Ha! I missed this, sorry. But was very pleased this morning at the pop yesterday.
Here's link to performance YTD through July:
https://www.screencast.com/t/CZ9CBwSJ
I suspect ... these lower rates have been great for RMBS.
c
Yes, I did miss the discussion. Will look up. Before I posted, I searched for IOFIX and saw nothing new ... me just getting old. And yes again, let's hope history does repeat in this case! Good to see your name again Junkster. Hope all is well. c
WisdomTree Fund Family
Thru July, 2/3rds of WisdomTree funds have beaten their peers since launch by 1% annualized on avg. WidsomTree earns an “Upper” rating on MFO’s Fund Family Scorecard, beating numerous other families ...
https://www.member.mf…
Best Money Market Funds
There are about 40 money market mutual funds available retail in the US. The four listed here have delivered about 2.4% this past year … as risk free as it gets. They have been around a long time and consistently outperforme…
The amount of conflicting financial advice out there never ceases to amaze me. Even Meb's podcast guests are on opposite sides of the spectrum from month to month, if not week to week. I think our own David Snowball offer's one way of dealing with i…
Quick note for those who were sent password reset emails a few days ago. If that link is now expired, simply use link below to reset password ...
https://www.member.mfopremium.com/login/?action=forgot_password
Ha! Thank you MJG.
I know I'm biased here but I honestly can't imagine advising folks on funds without knowing the risk and return metrics and ratings available on our search tools site! Rolling averages, drawdowns, correlation.
Brad Ferguson has …
