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Great topic. Thanks for starting it. I'm looking at DHEIX as a steady eddy. But to be quite honest with these volatile moves I haven't pulled the trigger on any of these. I'm just keeping money in my Schwab money market and waiting. How do we k…
Thanks Mike. I'm personally reluctant to add to any bonds when the 10 year treasury just hit its all time low in terms of yield. When things turnaround they could move awfully quick the other way just like they did on the way down.
Something to be very wary of is that bond rates are at all time lows right now.... I personally would be wary about taking on new positions in bond funds right now
Bought a lot of TGUSX and some AKRIX. Feels like this market will get frothier before it comes back to earth, but we aren’t at euphoria yet, so I’m just hanging in some high active share funds. ARTNX is supposed to launch soon, may start a position …
@dtconroe. I know I speak For a lot of folks on this board that greatly appreciate the contributions you've made over the last couple of months to MFO. I have learned a great deal about different classes of bond funds based on your postings. This …
@Sven . Interesting young fund. Has performed well. Can you tell me what factors you find compelling about the fund? Thanks for bringing to our attention
Like Ben, I hold ARTJX MGGPX and MIOPX... take a look at MFAPX too which has the best risk adjusted returns for international over last 3 and 5 and 7 years
Woops.... I forgot to @dtconroe in the prior post.
Thanks DT. I had a couple of questions I was hoping your could answer. What are your key criteria for evaluating the overall risk of these funds? 3 of them are very close in terms of SD... how do …
Thanks DT. I had a couple of questions I was hoping your could answer. What are your key criteria for evaluating the overall risk of these funds? 3 of them are very close in terms of SD... how do you differentiate their risk levels from lower ris…
@Old_Skeet. I dont always comment but your barometer is one of the top things i look for every week. I always like to see what your reading is and it is helpful to me in planning my own strategy. And you stick by your discipline which is admirable…
@msf and @mark... thanks very much for sharing this. Man you have to love the consistency of MGGPXs outperformance over the short and long term. I own it. I encourage folks to also take a look at MIOPX which holds a larger % of emerging markets i…
The only thing I can say is “Wow” Charles! What an incredible wealth of data to review... I can’t thank you enough for taking the time to make this available to us.
@dtconroe. Have you evaluated DHEIX as an option? It has an average annual return of about 4% and a MAXDD of only 0.2%. Looks like a very interesting fund. SD is only 0.7.
Ok thanks very much Skeet for providing this description. It is helpful. If you sell off a set of funds around year end and raise a significant amount of cash will you still wait to redeploy the assets into equities until your barometer shows over…
@Old_Skeet.... thanks so much for providing such a detailed and thoughtful response. It really helps to see you break out the different market barometer readings across the entire year. I had assumed incorrectly that there were only a few weeks wh…
Hey @Old_Skeet. Thanks for posting. I was curious can you please tell me what periods during 2019 would the barometer have told you to buy? The reason I ask is that I found myself waiting for equities to sell off in the early part of the year and …
I'm so sorry to hear about Ted's passing. one of my favorite things to do every morning was come to MFO and look for his latest postings. I learned alot from Ted and will always be grateful. An incredible loss for our community here. My heart an…
Started a new position in MFAPX as I believe foreign equity markets will continue to perform well. Also plan to add to ARTJX. Currently evaluating a set of domestic equity funds too.
Excellent commentary. Thanks very much @David. I als greatly appreciated the analysis on TGUSX. Can anyone telll me how to analyze correlation between.funds?
Not sure myself. I do like/use their ThinkDesktop active trading/charting package, which is a standalone app and not something run in a browser, which I like and hope they keep it. So we'll see how it all turns out....
@rforno. Thanks for your po…
