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Thanks for sharing. The question becomes which to buy. By my evaluation prior to the shock DHEIX and SEMMX were low risk short term MBS funds but both have gotten hit. dheix is still "only"down 5.6% for year
@Sven I’m a major user and big believer of MFO Premium. I use it to analyze every fund before I purchase. Charles and team do an incredible job in providing data that you can’t access anywhere else unless you are a professional in the biz. We are…
@Derf and @catch22 thanks so much for providing charts and links to info on the bailout package. Catch22 that chart on the SPY large cap was particularly helpful. We had a lot more downside after all the different bailout packages went into effect…
@rforno now you’re talking! That’s the kind of purchase I can get behind... Love LaPhroaig along with my Balvenie Caribbean cask which is quite smooth....
@finder I think you are spot on. The Italian numbers are extremely concerning. Over 700 deaths today. And health experts in the U.S. keep saying that we are on the same path. I'm hopeful that we don't see these same spikes but we just don't know…
Alphacentric just released this letter. I'm not sure this relieves my concerns. It doesn't explain the steep drops:
March 20, 2020
Valued Investor,
We appreciate your commitment in the AlphaCentric Income Opportunities Fund IOFIX | IOFCX | IOFAX…
I agree with @Old_Joe. @JohnN I have asked you this before. Will you please read the articles and really consider how valuable they are before you post them. You are cluterring up the board with some really bad articles. Some are.also good but…
holy crap! Just goes to show that cash is the only sure thing. All the numbers on IOFAX and its consistency looked so strong. Also true for funds like SEMMX, DHEIX, which were identified in the conservative bond fund thread over the last couple …
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.
