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.
Support MFO
Donate through PayPal
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
Cool. OK, so more simply like "The Ivy Portfolio" that Mebane Faber describes in his book by same title. The so-called generic absolute return portfolio of VTI, VEU, BND, VNQ, and DBC allocated evenly at 20% each. Something like that.
Rather than take positions on bonds and equities like baseball fans choosing their teams and dissing the others, being diversified and staying so through these cycles is the best bet regardless of sentiment.
So, like Bridgewaters' Pure Alpha and Al…
Good stuff cman. Thanks.
I'm terrible enough picking long to even think about shorting ever...again.
(Ha...my one naked short was Staples just about the time Office Depot and OfficeMax merged...was able to unwind without getting hurt...and I still…
David also hosted an hour phone call/teleconference with the PMs at RGHVX, which I thought was very informative...like just about all these calls. Here is link to the summary and mp3:
http://www.mutualfundobserver.com/2014/03/riverparkgargoyle-hedg…
Nice. Will be interesting to see how Cambria's new Global Value_ETF GVAL does going forward. It employs strategy that hinges on investing in such low PE sectors. Studies show these value areas tend to outperform over next 10 years. In any case, good…
No argument on shorter lives of Aston and Whitebox relative to Boston Partners and Mainstay. But much of MFO is about bringing attention to younger funds, not yet recognized...certainly, these two are worth noticing.
With Whitebox too we could tra…
Hey, one other interesting metric.
FAIRX during last two market cycles Apr '00 - Sep '07 and Oct '07 - Present (thru 1Q14):
Despite the volatility since 2007, it remains in top quintile of risk adjusted return. Can also see a lot more volatili…
Betting the S&P 500 could rally past 2,250 before the 2016 presidential election, “depending on what new ammunition the Fed can dig up.” But then, a black swan will ignite “around the election or soon after, the market bubble will burst” and “r…
@Maurice.
Good stuff!
You know I am a BB fan.
That said, your comment: "He has been consistent."
I think you are right...he has been, at least as far as any mere mortal perhaps.
But his fund performance has not been, which is what rocked his wo…
Hey, I certainly agree with the Forbes' author on full-cycle returns, as discussed in April commentary. Hope to be adding full-cycle returns to the single-ticker MFO risk return profiles soon...along with lifetime returns.
Becoming a fan of both la…
WBMIX up (again) today...0.61%.
Interesting to see their shorts:
Name Position % Symbol
iShares Russell 2000 -7.11 IWM
iShares 20+ Year Treasury Bond -5.75 TLT
American Airlines G…
