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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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November Issue is live

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in Fund Discussions
Our Publisher’s Letter takes on Bill Gates, the Great Depression, shifts in Snowball’s portfolio, and wooden-headedness.

Lynn Bolin refines his conservative retirement strategy in two complementary essays that blend rigorous quantitative analysis with practical portfolio construction. In "Refining My Conservative Retirement Target Portfolio," he uses Excel Solver optimization across 36 carefully selected funds to create "Conservative" and "Moderate" portfolios designed for the challenging conditions ahead—frequent bear markets, modest inflation, and elevated valuations.

His companion piece examines sector performance through "Risk Off" and "Yield" lenses, spotlighting utility and infrastructure funds like Virtus Reaves Utilities ETF (UTES) and Lazard Global Listed Infrastructure Portfolio (GLFOX) as potential conservative portfolio complements. Both essays reflect Lynn's measured response to current uncertainties, unprecedented tariffs, high deficits, and stretched valuations, as he methodically builds a conservative subset portfolio while maintaining his traditional 60/40 allocation with financial advisors for the majority of his assets.

Following up on a short note, we review the logic (and research) behind T. Rowe Price’s surprising or not-so-surprising decision to file a Multi Crypto ETF prospectus with the (currently shuttered) SEC.

GMO has launched a vehicle for contrarians who think that Nvidia & co. will not be the unbeatable story forever. GMO Dynamic Allocation ETF just launched and is an actively managed, low-cost, global multi-asset ETF. Using the same discipline embodied in the 30-year-old GMO Global Asset Allocation Fund, the ETF has access to assets across the globe and will lean into those whose valuations are most compelling. It’s profiled in this month’s Launch Alert.

The Shadow, as ever, catches us up on the industry’s various machinations, including an ongoing rush of launches and fund-to-ETF conversions, in “Briefly Noted.”

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