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FMI first comes to mind for this kid. I read the quarterlies for FMIJX only, but I assume they're similar for the other two funds they run.
They do very detailed market commentary, a general portfolio review with the pluses and minuses, and detail…
Hoo boy, they need to hire somebody who can write a coherent sentence.
"2014 year end ordinary income distribution is not estimated for the Matthews Asia Dividend Fund ...." Yes it is. It's 'estimated' as zero.
Then they "explain" about REITs, b…
The opening words about reducing volatility "in a fixed income ... portfolio" are misleading. Here's what M* says (accurately, imho) about CWB:
"CWB is not a bond substitute, as its volatility is several times greater than that of a typical fixed-i…
But do you suppose this might be nothing more than just another g.d. sloppy typo?! :)
For sure a possibility. Or, say, there was a placeholder 0.0 in the columns, somebody didn't supply the MAPIX figure by posting time, and nobody at Matthews has n…
Problem is, the other income funds (as well as most of the other funds) do show estimated income distributions. It may deserve a check-in with Matthews; I'm not sure that in this case an estimate of zero doesn't mean an estimate of zero, but that do…
No. I'll edit my post to be more clear. We just made it more difficult to click "Mark All Viewed" by accident.
Got it - thanks - and thanks for your time working on the site.
Chip: "The "Mark All Viewed" option has been moved. Its previous location made it too easy to click accidentally, and there was no option to undo it. "
Is there an option now to undo "Mark All Viewed"?
M* has had this problem off and on for years. Plus, you can't tell in M* PM what the as-of date is.
As alternatives, Yahoo's decent, faster and more consistent, and you can keep a simple portfolio for checking everything without a lot of hassle.
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Gundlach has clearly shown more gravitas in the past several months or more.
I think it's the way the press is covering him; his webcasts have always had plenty of meat and serious analysis, macro and micro, going all the way back to the early days…
Ain't that the real question! I'm looking at WAFMX: 4.8% YTD and GPROX: 7.4% YTD, both decent funds, and really wondering about WESNX at some 16%. Seems too good to be true.
Not familiar with WESNX, but here's another maybe similar EM/FM success sto…
Very interesting, Charles. The M* analyst report for GONIX (assuming the details are accurate) has a good description of the strategy.
Basically, it's designed to be 25% net long (120 long, 95 short, but with such a tiny beta that it falls into th…
The "gets it right" piece is about having skin in the game at his company, nothing to do with investment returns, which as finder and the numbers say, have been underwhelming.
Meb F's investing with his own company is commendable, but he must not …
Bee, THOPX is ~ 90% investment grade (mostly BBB) and OSTIX is more than 90% non-investment grade; I don't think you can call those similar holdings. Making a choice between them involves a portfolio allocation decision.
(Now if someone can explain why DSENX has done well through recent volatility.)
I dunno enough about how they run it to know, but I'm mildly interested too. I s'pose the bond sleeve helps in stock selloffs.
Is there any way to keep up with the sect…
Hi OJ, here's what the fact sheet says. Gross is 1.40 and net is 1.14 for the retail shares. Cheers, AJ
Class R (Retail)
NASDAQ Symbol: RNDLX
CUSIP Number: 76881N301
Minimum Initial Investment: $5,000
Minimum IRA Initial Investment: $1,000
Annuali…
Scott- for heaven's sake, don't let a casual throw-away remark govern your discretion. No harm was meant- none should be taken.
Regards- OJ
I agree; though there's a point there in Hank's post, it shouldn't be thought of as directed at Scott, but m…
It's breathtaking how quickly traders jump on any 'oversold'-like opportunity. That article was published today, apparently written a few days ago (it's a little stale on the HY spread peak, which happened last Wednesday per the FRED calculation). W…
Low volatility-focused funds are fairly good at preservation in a downturn, although they typically won't win much of anything in an upmarket. For one month, which pretty much captures the downturn since Sept. 18:
VFIAX (Vanguard's S&P 500 inde…
The 1850-ish support level (I still don't know where that comes from) has held, T rates are up, and energy (both fossil fuels and renewables) is getting a major bid.
Wonder what'll happen in the next five minutes.
With all of the discussion about energy being creamed, look at the drop solar stocks have taken. Once again, we have zero long-term view in this country - the SECOND oil drops in price, solar is thrown out without a moment's hesitation.
Yep, Scott,…
Also overweight the dollar, and no blue skies for foreign stocks or currencies - Cornerstone sees these current trends lasting into the 'long term.' U.S. mega caps aren't such a good play because a large share of revenue comes from abroad, and in fo…
1905 is the 200d simple moving average, which is apparently why he mentions 1900-1905 in the piece. But there's no rationale given for anything he's quoted as saying, so it's anyone's guess.
A blowthrough of the 200d (especially one that's sustain…
