It looks like you're new here. If you want to get involved, click one of these buttons!
@dryflower,What am I missing? The only plain old regular vanilla Domestic stock fund I see is SPY.
Maybe the holdings are for "premium" victims now.The top ten holdings have been missing for the last few days. Very disappointing if this is a permanent change.
@waxman, Thanks for reading and commenting. Here is an explanation that I just posted on Seeking Alpha:I can't understand why SWAN has a low ranking. It has to offer amongst the best risk-reward over it's short life, CAGR 15.9 Sharp 1.59 Max DD 5.06.
I agree, @little5bee on DIVO. I don't own it, but I like Amplify. The fund has been around since 2017 and has $140M in assets. I do prefer ETFs over CEFs, and the yield is competitive.I bought DIVO during the COVID pullback in March. Several years ago, I had spoken with the subadvisor, Capital Wealth Planning in Naples, FL about a separately managed account based on this strategy. Why bother when you can buy DIVO?
DIVO trades just like CII with a little less volatility, nice if you prefer an ETF over a CEF. Solid pick.I bought DIVO during the COVID pullback in March. Several years ago, I had spoken with the subadvisor, Capital Wealth Planning in Naples, FL about a separately managed account based on this strategy. Why bother when you can buy DIVO?
Bond and conservative funds have made roughly 8% YTD will little risk because interest rates have fallen, compared to the S&P 500 with 14% YTD, but a maximum drawdown of 20%. Stock valuations are very high now. The 25% is Benjamin Graham's lower limit on stock allocation when the markets are fully priced. This is similar to COTZX's strategy of decreasing allocations as the markets become fully valued. TMSRX's strategy is to make 6% plus inflation regardless of market direction.
Thank you for sharing. 25% in equities, wow. I always thought even retirees should have more to make sure funds lasts. I'm in my early 40s. Curious, what is the rate of return for the overall portfolio if only 25% in equities?
© 2015 Mutual Fund Observer. All rights reserved.
© 2015 Mutual Fund Observer. All rights reserved. Powered by Vanilla