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@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…
@rforno. Thanks for your post. I have a Schwab account and was just curious what special services TDA offers that I havent been able to.get at Schwab.... thx
@BenWP. Yes excellent points. Buy and hold also fits the way I try to invest. I need to do a little more digging into FAMEX. The fund held up incredibly well in the Fall selloff last year. However back in 2008 it dropped 49%. I would love to …
@Simon It looks like you and I are interested in some of the same funds. PRDGX is one I've had on my watch list for awhile. Great fund. I'm going to direct message you.
@Simon ah yes forgot about that.... excellent suggestion. I'll also email him. Another fund thats looking great.in risk adjusted terms over the last 7 years is FAMEX. David wrote up an analysis of them several.years ago. I was going to see if he…
@Simon and @Derf thanks very much for sharing this info. Have been running screens on MFO premium and TGUSX came up with good risk/reward criteria with 3 year track record. I need to find out more about the manager of the fund. haven't seen much …
@simon looks like a very interesting fund and still small in AUM. Do you know if anyone on the board has done an analysis of it? Looks like one I should further research. Thanks for posting this @Ted
That's too bad. Please let us know which funds you decide to go with. There are a number that folks have mentioned that I'm also looking at, IOFIX included.
@Old_Skeet thanks alot for your update. Always helpful to see your barometer. Are you going back to 40% equities now and where are you newly allocating that 5%?
@BenWP Hah! Actually I had taken my equity position down to 50% a month ago so had been feeling smart until this week. But who knows what the hell the market will do. I just have confidence that the big idiot will screw things up. Thanks for sh…
A couple of more to add to your list for research.... PRDGX and FAMEX... Both have a dividend growth bent to them .. FAMEX has a nice long trackj record and a mid cap focus which I find interesting. It doesnt get discussed very much here. Take a …
fascinating discussion. It's been a good 10 years in the market so I have reduced equity holdings to about 50%. More of a tactical move though. Probably more driven by my fears of what the great idiot is going to do. I have alot in money markets…
@Ted. very sorry to hear about your son. My thoughts are with you. I found Anderson's interview with Colbert incredibly moving and recommend everyone watch it.
@MikeM thanks very much for sharing your experience with the Schwab portfolio. Just curious what % have they been allocating to international and to EM? The 12% cash requirement is also a killer. I received a portfolio review from Merrill Lynch …
@MikeW: I don't know how to create a chart of several ETFs and post it as a link; some members do this regularly. However, the chart for XMLV shows a far less severe drop-off last fall compared to mid-cap growth or blend MFs.
Cool. Thanks for shar…
