It looks like you're new here. If you want to get involved, click one of these buttons!
T. Rowe Price was the second largest holder of DKNG as of the end of September (behind Vanguard) https://www.holdingschannel.com/institutional/holders-of-dkng/
-
Interesting snippet on Wood’s troubles https://seekingalpha.com/news/3788991-cathie-woods-arkk-closes-at-an-18-month-low-as-all-its-holdings-end-negatively
“Cathie Wood's troubles continue as ARKK experienced its most significant one day of capital outflows in 10-months last week, totaling $352M.”
If you are on the sidelines congrats. Don’t see much fear in this market just everyone wanting to buy the dips. A lot of complacency. I guess that is what the past twelve years have conditioned investors to do. Should we actually get something more than a garden variety correction ala late 2018 and February/March 2020 would use a Zweig momentum buy signal to get back in. Worked like a charm after those two brief sell offs as well as the longer bear of 2008.For those waiting on better valuations to buy Equities, at what point would you be a serious Buyer? Do you have a specific plan in place?
What about Bonds (yeah, what about Bonds) - are any type/class of bonds worth holding in 2022?
Current S&P 500 PE Ratio: 25.85
Mean: 15.96
Median: 14.88
If you like the manager and want to dial down the risk a bit, you could consider MFAPX. The difference between the MS summaries is that MIOPX includes emerging companies, while MFAPX is primarily focused on established companies.This will be a bit painful to do but I will be selling most of my position in MIOPX. I really like the manager -- Kristian Heugh. But there is too much downside risk in his portfolio.
I tend not to deal much with financial institutions in their role as fund shops. To the extent that I do, my interactions are typically limited to accessing reports/prospectuses, perhaps a little info about the holdings/management, and important to me, capital gains and dividend estimates. Also muni income breakdown by state.I'll say it again: I find Vanguard to be the most ridiculously difficult firm to deal with of all fund shops my wife and I use.
© 2015 Mutual Fund Observer. All rights reserved.
© 2015 Mutual Fund Observer. All rights reserved. Powered by Vanilla