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I'm still hanging on to ARIVX --- who am I to second guess Cinnamond (or his proteges at ICMAX - both about 75% cash)? At least not yet.
Regarding PVFIX (Pinnacle Value) I think that part of its performance has been helped by being so micro-cap ori…
If you want to own gold (I don't) then GTU is more tax-wise than GLD b/c GTU is treated as a stock for capital gains purposes (or was the last time I looked), which is not true of GLD.
Once again, M* ignores Bruce BRUFX - they meet all M*'s criteria handily except having been rated by M*. Sounds like catch 22 to me. But then M* has never liked BRUFX- maybe b/c they don't pay to advertise M*'s ratings.
Barrons likes Matthews Asia Growth & Income MACSX, but I think Matthews Asia Dividend MAPIX is at least as good, but unfortunately closed. Both have had some manager additions of late.
Reply to @MJG: Thank you for all the suggestions. If I do the study I'll post the results. As far as the evidence goes, I agree with you that is clear that most managers can't do enough better than the indices to pay for their expenses and taxes (…
Reply to @bee: As we are talking about stocks, let's look at cycles in the stock market. For U.S. stocks it seems to me that either the S&P 500 or the Vanguard Total Market is a reasonable measure. Then you have a choice --- you can define a c…
Several folks mentioned ICMAX --- but Cinnamond, who led it brilliantly from 10/05 - 9/10 has been running ARIVX since then --- so I think the earlier record of ICMAX is not as relevant.
For small cap I like WEMMX, RYSEX, ARIVX, BRUFX (now more mid …
In the past I have used VWSTX and SMUAX, mentioned above. Recently looked at PTHDX, BBBMX and FMLCX (which is tax exempt.) All 5 of these lost between .3 and .6% in the last month and, depending on where you buy them, some of them have a fee or hi…
I had a blank screen on the Discussion Board using SeaMonkey (which is basically FireFox) and had a problem for the whole site last month. I am at a hard-wired computer but plenty of stuff running concurrently. Chrome seems to work fine.
On the other hand, if there are any Aberdeen funds one likes, all of which have a load, buying the comparable Artio fund, and hoping for a merger, would be a way to get grandfathered in the no-load class.
I have looked at times at GEGAX (institut…
Thanks, Skeeter. I had read that and also the rather opaque prospectus at http://prospectus-express.newriver.com/summary.asp?doctype=pros&clientid=gwlmfll&fundid=39137C701 (These used to be called Maxim funds.) And part of the attraction…
If you look at http://stockcharts.com/freecharts/perf.html?ivwix,sgenx and push the timeline back to the beginning of ivwix you will see that ivwix did better than sgenx initially, but has flagged of late, tho' it's not clear why. One warning, the …
