The Nov-Dec huge performance is over.
YTD is what counts now. My "gamble" right now is on funds with low SD + bigger yield, think 8+%, and excellent performance YTD.
There are 4 funds on my short list, I own 2.
https://schrts.co/TeIaWmPu
Definitely not PIMIX and its higher SD and lower yield. I used to own PIMIX at 50+% for years until 01/2018. The magic has been gone since then. For investors who hold, I prefer RCTIX.

@Crash. We all know you are into your PSTL but according to Portfolio Visualizer it has a CAGR of 1.65 % 1/20 thru 12/23. It also has a higher standard dev than the S&P 500 as well as a higher Max Drawdown. What’s the attraction?

I confess that I never have used a portfolio visualizer. As for the CAGR: that is definitely food for thought. It shows a stinky poopy RoR, true. I must chew and digest your remark. But we are close enough to the next dividend so that I don't want to bail on it right away. You do indeed leave me doubting whether I should remain invested in PSTL. And yet, I look at the numbers and the stars on Stock Rover, and it looks like a great prospect. The P/E is not the best metric to look at when it comes to Real Estate. Thank you. :)
I chose it just to have some R.E. in the portfolio.

@Crash. We all know you are into your PSTL but according to Portfolio Visualizer it has a CAGR of 1.65 % 1/20 thru 12/23. It also has a higher standard dev than the S&P 500 as well as a higher Max Drawdown. What’s the attraction?

I own tech sector funds, so I don't feel the need to have an exact copy of the 500.

The 3 (9.96%), 5 (15.79%), and 10 year (14.5%) performance records of SPGP somewhat speak for themselves. The portfolio certainly seems odd, and certainly out of synch with the "Magnificent 7, but I guess that's the point.

The graphic is set for the 5 days ending January 26, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame columns.
ADD an etf performance of your choosing, if you desire.
*** Requested ADD: For the week and YTD
--- EWW = +1.5% / -2.1% (I Shares, Mexico)
MMKT note: Fidelity mmkt's remained steady this week, with core acct's yields at 4.98 and 5.02%.
NOTE: Growth area remains nominally positive, although tech. related funds found some weakness near the end of this week.
Remain curious,
Catch

again, FD and others, could you make the comparison not to, say, TUHYX, but specifically to JAAA, since it is far more like the others: good yield, good performance and fairly low volatility (at least for the last 1.5 years). thanks!

Link to Jan 27 Episode:

… dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach.
We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them.

Its a mite different from Vanguard 500- and seems like great returns- would you agree?

Volatility: The beta on FALN is 0.95, almost tracking the rest of the Market. That seems tolerable to me. I want to initiate a bond fund/ETF in my taxable account that will spin off dividends which I can then redeploy.
Barron's shows 5.3% yield, Stock Rover shows 5.9% yield. Either way, it's hefty, and I'll take it. Not so juicy as TUHYX (7.39%) nor PRCPX (6.86%). I'm hanging onto those, too.
Bonds of all sorts in the portfolio = 37% right now.

Had TRP accounts for 25 years...the site sucks!!! Way harder to research and navigate that site than Fidelity!!! Glad I made that move!!! Consolidation is big help!

Glad your experience was what it was.
My experience of Fidelity's website is: Run away! Run away, and be very afraid!
Complicated, clunky.

Had TRP accounts for 25 years...the site sucks!!! Way harder to research and navigate that site than Fidelity!!! Glad I made that move!!! Consolidation is big help!

The 3 year chart says it all.
https://schrts.co/TmZRSSMB
Below is a 5 year chart. I added CBLDX.
https://schrts.co/HWUMzpcV

No more NHYDY Norsk Hydro. It was up today while a lotta other stuff was down. So I cashed out and dumped the proceeds into the PRTXX MM. Maybe I'll get smart. Keep some legal tender handy in order to buy low, sell high. My loss was $117.65, TRP tells me. I'll believe them. It won't take long to make up the difference. No tears here. Some political/environmental decisions from the gummint of Norway have not helped. Aluminum price is down, though in China, it's up. But that has not compensated enough. Latest guidance indicates the dividend will be at least slightly reduced. So, adios.

https://www.sec.gov/Archives/edgar/data/1355064/000158064224000502/swbc_497.htm
MUTUAL FUND SERIES TRUST
AlphaCentric SWBC Municipal Opportunities Fund
Class A: MUNAX Class C: MUNCX Class I: MUNIX
(the “Fund”)
Supplement dated January 26, 2024 to the Prospectus, Summary Prospectus and Statement of Additional Information, each dated August 1, 2023.
______________________________________________________________________________
The Board of Trustees of Mutual Fund Series Trust has concluded that it is in the best interests of the Fund and its shareholders that the Fund cease operations. The Board has determined to close the Fund and redeem all outstanding shares on or about February 27, 2024 (“Liquidation Date”).
Effective immediately, the Fund will not accept any new investments and may no longer pursue its stated investment objective. The Fund will begin liquidating its portfolio and will invest in cash equivalents until all shares have been redeemed. Any capital gains will be distributed as soon as practicable to shareholders and reinvested in additional shares, unless you have previously requested payment in cash. Shares of the Fund are otherwise not available for purchase.
ANY SHAREHOLDERS WHO HAVE NOT REDEEMED OR EXCHANGED THEIR SHARES OF THE FUND PRIOR TO FEBRUARY 27, 2024 WILL HAVE THEIR SHARES AUTOMATICALLY REDEEMED AS OF THAT DATE, AND PROCEEDS WILL BE SENT TO THE ADDRESS OR ACCOUNT OF RECORD. If you have questions or need assistance, please contact the Fund at 1-844-223-8637.
IMPORTANT INFORMATION FOR RETIREMENT PLAN INVESTORS
If you are a retirement plan investor, you should consult your tax advisor regarding the consequences of a redemption of Fund shares. If you receive a distribution from an Individual Retirement Account or a Simplified Employee Pension (SEP) IRA, you must roll the proceeds into another Individual Retirement Account within sixty (60) days of the date of the distribution in order to avoid having to include the distribution in your taxable income for the year. If you receive a distribution from a 403(b)(7) Custodian Account (Tax-Sheltered account) or a Keogh Account, you must roll the distribution into a similar type of retirement plan within sixty (60) days in order to avoid disqualification of your plan and the severe tax consequences that it can bring. If you are the trustee of a Qualified Retirement Plan, you may reinvest the money in any way permitted by the plan and trust agreement.
You should read this Supplement in conjunction with the Prospectus, any Summary Prospectus and the Statement of Additional Information for the Fund, each dated August 1, 2023, as supplemented, which provide information that you should know about the Fund before investing. These documents are available upon request and without charge by calling the Fund toll-free at 1-844-223-8637 or by writing to 4221 North 203rd Street, Suite 100, Elkhorn, Nebraska 68022.
Please retain this Supplement for future reference.

https://www.sec.gov/ix?doc=/Archives/edgar/data/0001432353/000143235324000011/ck0001432353-20221130.htm
Global X MSCI China Industrials ETF, Global X MSCI China Communication Services ETF, Global X MSCI China Financials ETF, Global X MSCI China Energy ETF, Global X MSCI China Materials ETF, Global X MSCI Next Emerging & Frontier ETF, Global X MSCI Portugal ETF, Global X MSCI Pakistan ETF, Global X MSCI China Consumer Staples ETF, Global X MSCI China Health Care ETF, Global X MSCI China Information Technology ETF, Global X MSCI China Utilities ETF and the Global X MSCI China Real Estate ETF
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001432353/000143235324000016/ck0001432353-20221031.htm
Global X Carbon Credits Strategy ETF
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001432353/000143235324000009/ck0001432353-20221130.htm
Global X Health & Wellness ETF, Global X Green Building ETF, Global X China Biotech Innovation ETF, Global X Cannabis ETF and the Global X Metaverse ETF

I also like ultra-ST FCNVX. Recently, its higher ER class was eliminated and its net ER now is 25 bps. It may be the only Fido mutual fund, besides Fido m-mkt funds, without any trading restrictions.
MY ST mix at Fido and elsewhere is T-Bills (no longer rolled at maturity), m-mkt funds, FCNVX, USFR, ICSH, muni VMLUX.

muni funds, yes, of course, but i'm wondering what else might fit the bill, at least to some degree. i hold funds like RSIVX and CBLDX in my IRA but the possible tax consequences make me leery of holding them elsewhere. so far, i've only been able to come up with the CLO-bank-loan etf JAAA, which has a M* 3-year tax-cost ratio of 1.37, along w/ a very appealing standard deviation of under 2. First, what do you all think of that ETF? Second, what do you think of it in a taxable account? And lastly do you see any better alternative with equally low SD?
Returns-wise, it looks steadier even than RSIVX and CBLDX, which ain't no mean feat, even though who knows what the future may bring, etc etc and so forth. https://stockcharts.com/freecharts/perf.php?JAAA,RSIVX,CBLDX&n=265&O=011000

5-year comparison tonight, 25 Jan, '24:
RPHIX +17.02%
TUHYX +26.92%.

Can't swing a cat in The Valley of the Sun without hitting a Waymo. I've seen as many as three at a time early in the morning.
This has always seemed like a solution in search of a problem. When the kids take my keys away I'm not going to waste money on the upkeep and insurance of any kind of vehicle when I can hail a ride for doctor's appointments or have Ensure, pet food, and Depends delivered.
And as long as I can drive, why would I spend the money to turn that over to a machine-- even if we had the money? If it's a sports car, I want to drive it. If it's a chauffeured buggy, I'ld like a human to say "Of course sir."
I'm wondering if I'll even be alive by the time one of these machines hits the used market. Thinking of riding around in a used Waymo makes me think of Max Headroom.