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Thanks @Old_Skeet. Based on sectors analysis on the 50 day just about every sector is overbought. Im most interested right now on if the rally in financials and cyclicals continues. I bought JPM and IYG about 2 weeks ago. JPM is up about 12%
I purchased WAMCX, APGAX, and QQQ over the past 2 weeks. WAMCX is a great small cap growth fund with a focus on the tech and health care sectors. Consistently a top 1-5% performer among small caps.. APGAX is large cap growth and held up extremely…
My personal favorite is WAMCX. Great and consistent long term performance and a good manager who’s been at the helm for 8 years. Thanks for the suggestion of JSCVX @LewisBraham. Looks interesting. It has held up well previously in down markets.…
This sounds Promising but the report is only anecdotal at this point. We need to see the full results from the clinical trials that are ongoing. This is information from one site in Chicago and there are 152 clinical trial sites around the world f…
@Old_Skeet. Thanks for much for sharing information on short squeeze. I have to say that I am surprised by the continuing rally despite all the bad news. Based on everything Im hearing and reading, its going to take longer for the economy to reop…
@Charles. Thanks so much for posting this data! Really appeeciate it. Can you please note the search criteria you used for "what worked" for the month?
@old_skeet yes I was doing some research on that one. Thsnks for the heads up. It almost acts like a long/short fund with its flexible mandate. Do you count this as an equity fund for allocation purposes?
Yes as you know I greatly appreciate your posts and you sharing your strategy. So Im assuming youre taking your equity position down a bit here with this rally. Are you creating a spif? I'm currently at about 50% equities now and dollar cost avera…
HI @Old_Skeet.... I think its real guesswork at this point to project what the earnings number will be for S&P....Noone knows when the country will reopen again
This is such a niche fund holding. I'd be very careful. If youre interested in EM take a look at ARTYX. Its done quite well in its 3 years. Has also held up well compared to its category. MY favorite intl holding though is MFAIX. Best risk adj…
Hi folks, I know I was critized on the board, by some, who felt that I held way to many funds (close to fifty). However, I don't have but two funds that are down more than IOFAX (an income fund) and they are considered small/mid cap funds with a lo…
I took my equity allocation down to 20% in my retirement account when the S&P hit 2900. I increased back to 45% when S&P hit 2400. I plan to increase again if/when S&P hits 2300.
@LewisBraham sounds like you feel we've got more to go. there certainly is a lot of negative news that's going to be coming out with COVID and the economy over the next 2 months. that's pretty much guaranteed. Only question is whether that's al…
Interesting @davfor ... maybe a good contrary indicator although the news is clearly going to be bad on equities for a couple of months.... hard to add to equities here
I have toehold positions in global reach and emerging markets but performance has been pretty meh... thats more the joke....have any of their other funds impressed?
AKREX is a small position for me. Im actually more worried about its 45% allocation to financials than I am about manager succession. Performance has been outstanding but I worry that his 4x weighting of financials vs the benchmark will bite him o…
So assets under management are now down to $1.4B. I'm just curious have all of you sold off your positions now. Anyone still holding? I have a very small position in it that I bought when I worried about the fund closing... I'm probably going to …
Hey @Bee I would add AKREX, APGAX , CPOAX, and ARTYX. I'm especially intrigued by CPOAX which showed up on MFO screens. Please let me know if anyone here has evaluated it. its a Dennis Lynch fund.
I'm going to be selling out of ARTJX and taking advantage of the tax loss. I will be adding to AKREX, APGAX, and MGGPX all of which have done pretty well . Has anyone evaluated CPOAX or ARTYX? Both funds have held up really well in this selloff…
I don't think it was disregarded. But its happening across the entire bond and stock markets. Its really more systemic risk which is why the Fed is stepping in now.
@Old_Joe oh yes I understand that. I understand what's happening. Just asking for folks thoughts on whether to ride it out or sell. Treasury is stepping in now for MBS. Does that increase likelihood that we will get whole again over time?
Thanks for sharing this @TheShadow Well this is clearly warning strong likelihood of more downside.... so maybe best to take our licks and sell today....
Yeah this is a conundrum... do you sell at this point down 30% or do you hope that they now have a buyer in the Treasury that the bonds will now reprice upward more in line with their value..... They had to sell.$1.2 B in assets to meet redemptions.…
