FAIRX - blast from the past nah, I disagree, it doesn''t even out...I'd take my chances with a slowly rising sea way before I went into some rat hole crime infested city led by Marxists and politco cronies looking to suckle of the teet of other's savings and hard work. Criminals and punks wilding and looting...ya that's a good idea, let's defund the cops...
I'll be putting my house up for sale outside Chi town in the next two months after 25 years...sell into this epic bubble....property taxes are 5x as in home in Asheville, for 1/5 the land and 1/3 the home value...too many taxing districts, now local school looking for more, more , more thru tax referendum, putting out feelers. Good Luck, they are insane asking for more tax revenue when so many out of work etc. Selling more video gambling licenses, trying to build large casino, selling weed...needs the tax monies to keep the socialism going...as all the folks with means and companies leave...
So ya, I still wave old glory and believe in living right and being free.
Good Luck to all,
Baseball_Fan
Infinity Q Diversified Alpha Fund to close to new investors Too bad about the $100K minimum, I'll have to pass on this one. This fund has had decent performance overall, and is probably one of the better ALT funds.
TTL Assets are at $1.8B.
Fidelity Disruptors Fund - FGDFX That wasn't the point. It's very probable that one of those 5 sectors will lag badly, Why allocate to it at all? Nobody expects 100% equality at all times.
AQR reorganizes seven of its funds Just noticed recently that AQR Long-Short and Market Neutral, about which much was typed here several years ago while they were soaring at a time not much else was doing anything, are now negative since inception (per M* growth of $10k charts).
Infinity Q Diversified Alpha Fund to close to new investors https://www.sec.gov/Archives/edgar/data/1261788/000089418920010078/infinityq497etempclosure.htm497
1 infinityq497etempclosure.htm 497
Infinity Q Diversified Alpha Fund
Investor Class - IQDAX
Institutional Class IQDNX
A series of Trust for Advised Portfolios
Supplement dated December 30, 2020, to the
Prospectus and Statement of Additional Information (“SAI”)
each dated December 3
1, 20
19
IMPORTANT NOTICE ON PURCHASE OF FUND SHARES
Effective as of the close of business on December 3
1, 2020, the Infinity Q Diversified Alpha Fund (the “Infinity Q Fund”) is closed to all new investment, including through dividend reinvestment, and the Infinity Q Fund’s transfer agent will not accept orders for purchases of shares of the Infinity Q Fund from either current Infinity Q Fund shareholders or new investors. Current shareholders, however, may continue to redeem Infinity Q Fund shares. If all shares of the Infinity Q Fund held in an existing account are redeemed, the shareholder’s account will be closed.
Shareholders will be notified when the Infinity Q Fund is re-opened for all investment.
Please retain this Supplement with the Prospectus and SAI.
Investing at the All Time Highs In VFINX This year 5 stocks in the S&P 500 accounted for a 35% gain. The other 495 stock together accounted for a collective 5% loss. That's changing...see article linked below:
the-biggest-market-comeback-of-the-year
AQR reorganizes seven of its funds
Updating The Thesis On Emerging Markets My MEGMX purchase was made in early May. I looked at ARTYX at that time but was wanted a fund that would be EM per my way of viewing things and had a hard time thinking of stocks like VISA, Netflix, and Nike as being EM stocks (M* lists ARTYX as currently being 28% US Equity).
Here are a couple of links for MEGMX. It appears to clearly be a foreign stock fund:
Fact Sheet11/30 HoldingsTime will tell what impact the Chinese government's regulations updates will have on Alibaba, Tencent, and other internet-based companies. My suspicion is that the problems will get ironed out once the government is satisfied it has reasserted its control. But, the fund managers get paid to sort those problems out.