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@Bobpa: In my opinion, for the foreseeable future, a rising tide lifts all boats. I agree with Old-Skeet, and would add SCG. Regards, Ted LCG Funds: YTD 13.78% 3.yrs 15.02% 5.yrs. 15.05%
Keep in mind growth has outperformed, recently, so at some point the market may rotate to something else. As Old_Skeet eluded, it would be best if your portfolio was prepared for either.
As Facebook stumbled badly recently, even the FAANG stocks are vulnerable to bad news. There is already rotation in other stocks and sectors which I think is healthier for the overall market.
@MFO Members: In my opinion, MCG will continue to outperform MCV as it has for the last five year. Regards, Ted MVG: YTD = 12.73% 3yrs. =15.38% 5yrs. = 12.25%
Comments
Regards,
Ted
LCG Funds:
YTD 13.78%
3.yrs 15.02%
5.yrs. 15.05%
MCG Funds:
YTD 13.30%
3yrs. 12.98%
5yrs. 12.49%
SCG Funds:
YTD 19.43%
3yrs. 15.26%
5yrs. 12.60%
SPY:
YTD 8.66%
3yrs. 17.23%
5yrs. 13.76%
Source Lipper
Regards,
Ted
MVG:
YTD = 12.73%
3yrs. =15.38%
5yrs. = 12.25%
MCV:
YTD=4.04%
3yrs=12.97%
5yrs=9.80%
Source M*