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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
@Anna. Woe us and US indeed ... greatest destruction of capital since the airlines.
https://www.cnn.com/2025/04/06/business/stocks-futures-sunday-tariffs/index.html
Glitches yesterday in Lipper drop. Flows finally showed up at 10:34 pm. About 14 hours late.
MFOP updated now through 31 March. MTD through 4 April. Flows through 4 April, as applicable.
@Sven. Since 28 March 2025, I'm liking TBills, CDs, IG Bonds. I do think that since inflation will not be demand driven, Fed may step in down the road. That said, IG Bonds have not been the place to be for years. Hopes of lower rates have just not m…
I did sell all equities after three years, precisely. Week ago, Thursday, 27 March. Rolled into DODIX, PIMIX, HOSIX. Done pretty well. But if recession bell continues to ring, will exit to TBills.
In March/April 2020, Fed stepped in with monetary policy and Congress with fiscal policy. Helped backstop COVID slide ... and, then massively reverse it. Hard to see either Fed or Congress stepping in March/April 2025.
Through February (seems like years ago), a look at regional ETFs:
3-Year Regional Index Fund Performance - US on Top
3-Month Regional Index Fund Performance - Europe on Top
Will add new unique Display period to MFOP and coin it: Trump 2.0. Wi…
Repost from ongoing MFOP update thread ...
Sweet 10 months for these MultiSector Income funds: Holbrook Structured Income I (HOSIX), SEI Opportunistic Income A (ENIAX), RBC BlueBay Strategic Income I (RBSIX), and Credit Suisse Strategic Income I (C…
Ha! Good to see you Junkster.
I posted recently on the MFOP update thread, hoping you'd see ... will repost here.
I should have named the title: "Junkster Tight Channel Funds."
Hope all remains well.
c
I suspect all of us on the board, followers of David and MFO, me since 2011 and before that with Fund Alarm, look to build our own FOFs.
David publishes his periodically.
In recent years, the proliferation of model portfolios, do essentially provi…
DODIX DODGX 50/50 And forget about it.
But if you don't want to forget about it, I like FD1000's approach.
Stick to just a few mutual funds ... like two or three ... no more than five! Almost all, by definition, are diversified.
On those exceptio…
Sweet 10 months for these MultiSector Income funds: Holbrook Structured Income I (HOSIX), SEI Opportunistic Income A (ENIAX), RBC BlueBay Strategic Income I (RBSIX), and Credit Suisse Strategic Income I (CSOIX).
No (month ending) drawdown. Healthy …
Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 7 February 2025, reflecting metrics thru January. Flows remain through 31 January.
Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 25 January 2025, reflecting risk and return metrics thru December. Flows remain posted through Friday, 17 January.
Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 17 January 2025, reflecting risk and return metrics thru December. Flows are also posted through Friday, 17 January.
Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 10 January 2025, reflecting risk and return metrics thru December. Flows remain through Friday, 3 January.
Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 3 January 2025, reflecting risk and return metrics thru December. Flows are also posted through Friday, 3 January.
Just updated MFO Premium with Refinitiv data drop from Friday, 27 December, reflecting risk and return metrics through November, plus month-to-date metrics.
Just posted all ratings and flows to MFO Premium site, using Refinitiv data drop from Friday, 20 December, reflecting risk and return metrics thru November and month-to-date (MTD) thru Friday. Flows are also posted through Friday, 20 December.
