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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
I believe FundX has followed these strategy for years. It's done well this past year, but not so well of this market cycle. Momentum get a lot of attention with quants. c
Thanks everybody, very much appreciate your insights here. I did add Barron's to my subscription list, but have mixed thoughts so far. Like a couple articles, did not like the data section ... so far, anyway. c
I struggle with this topic all the time. Taleb might argue that only pedestrian journalists would make an issue of such things, since most journalists untrained in probability can't recognize being "fooled by randomness." Instead, like M* claims, lo…
Thanks Ted.
Here's how the five funds stack-up on MultiSearch ...
https://mfopremium.com/blog/2019/07/06/barrons-best-mutual-funds-youve-never-heard-of/
They have a shrewd business model. Attract subscribers to post hundreds of images for free. Then, start charging "or lose all your images." Then, switch the posting methods so discussions boards, like ours, can't use them. Ha!
@hank
"The linked article reads like an Ad from D&C."
Yes, exactly.
@davidmoran
"Yeah, always with the 'excellent record'."
I thought same thing! Does the record justify the "missteps."
I guess with all the resources available at M* (vast)…
Just punch in BIASX and BIAWX (and select desired evaluation period) on our QuickSearch tool ... yep, it's free, because we expect all things to be free on internet these days, a public library in the sky.
PS. I'd post the risk and return table her…
I'm a D&C fan, but find Tony Thomas's evaluation anything but a masterpiece ... it's just a drive-by.
More thoughtful commentary on board, like here:
https://www.mutualfundobserver.com/discuss/discussion/45550/all-dodge-cox-funds-trending-down…
Jing and SnagIt (via Screencast) recently changed the way they construct embedded links, which is incompatible with our board. I needed chip to help me find a workaround ... so, sorry for the delay in posting return and risk tables for AQR funds abo…
Latest MFO Fund Family Scorecard gives AQR a "Lower" grade. Of AQR's 39 funds, 26 trail their peers since launch through April 2019 based on absolute return.
Fortunately, most of AQR's AUM is in just five funds: Managed Futures Strategy (AQMIX), …
Ha! Cool. Yes, me too. "Miraculous MultiSearch" was our very first try. I actually like the larger, more simplified look of QuickSearch and plan to bring that to the main MultiSearch tool, which is where I live. The Navigation bar on top of the page…
Yes, I too have seen the recent flattening, but no big drops fortunately.
Like Junkster said, this past month it rebounded quite well:
Up 2.3% YTD. Hard to complain.
Still 5% div.
I don't see the move away from RMBS Crash mentions.
@ MikeM. …
OK, I revised the article to add the full-cycle comparisons requested by VintageFreak and to update the tables with month ending February performance ... so, the full 10 years.
The Ten-Year Bull
I made the full-cylce data for just the top bull mar…
Hi VintageFreak. I will post shortly ... been preoccupied releasing first "production" version of Premium site and the February data update, which just posted. c
