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Hey @BenWP. Great to hear from you! thanks for your thoughts on this. Didn't see the large distributions. We need to catch up. I'm going to message you.
Take a look at MATFX. Its focus is on Asian companies who are all disruptors in their fields. If you check it on MFO PREMIUM you'll see strong consistent outperformance. The other benefit is it provides diversification through international expos…
Yes thats a good fund. You also should take a look st NUSC which has better long term performance but hasnt rallied as much in the last couple of weeks. Its an ESG fund. A little growthier. Nice consistency in this fund too.
Yes I was researching a number of small value and blend ets over the weekend. Just bought IJR yesterday. Small cap blend tends to outperform SPY significantly in early stages of a recovery.
Hey @newgirl . Yes thats also a great fund. A bit less volatile and also a bit less on the return side. This one doesnt have EM exposure. All devloped markets
MIOPX is a pure international fund managed by Kristin with strong exposure to emerging asian markets. Its my top international holding and a very consistent fund year to year. Take a look.
@BenWP Funny you mention that. Discussing same option with my wife. Our mortgage is at 2.625%. I still think there are opportunities to beat that rate through equity returns on long term basis. I recently added 2 new funds: Fidelty emerging as…
@Bee thanks for sharing this. I was just listening to a retail analyst discussing the upcoming holiday season. Interestingly she is expecting a strong one despite COVID because of product shortages which should ensure stronger margins.
Take a look at Fidelity Emerging asia. Provides exposure to China and other key Asian emerging markets like India but that is balanced out by holdings in Japan. The portfolio manager has a stong background as a technology analyst and thus both tec…
Very interesting @Benwp. Thanks for sharing this. Ive been following MOAT ever since you recommended it awhile back. Ive been researching more cyclical fund options and will take a look at this one. Bought FIDU a month ago.
My favorite fund is MIOPX which is managed by Kristen Heugh. This is a strong international fund with broad exposure to Europe as well as emerging markets. Ben suggested their global fund which is also excellent. If you run the numbers you'll see…
Excellent news. Thanks @Dennis Baran. I bought this back in March and its been taking on alot of assets in last couple of months. Very strong consistent performer.
Thanks very much for posting this @Mark. I closely follow 2 funds on the list.... PRDGX and VDIGX. I find dividend growth to be a good strategy. FD why not tone down the rhetoric. Not helpful
HI Hank. Well this was pure political theatre and will be challenged in the courts. He doesnt have the authority to cut taxes or continue unemployment payments. Thats Congress's purview. Even if he did it still represents a cut in unemployment…
Thanks very much @Mark for sharing this. A very good read. He's an excellent writer. His closing reminds me of Tevye from Fiddler on the Roof.... "on the one hand." I dont think this one is really actionable but a very thoughtful analysis
Hey @Old_Skeet. thanks very much updating us. Do you ever take a look at international stocks in your barometer? Its going to be really interesting to watch Europe and Asia as their economies are rebounding and getting back to work much quicker t…
I swapped out ARTJX and entered into MIOPX back in April. So far, this has been a good move as MIOPX has strong exposure to China and emerging Asia and has performed well.
Thanks for heads up @TheShadow. Looking on Morningstar it says that International opportunities is limited which typically means closed. Does anyone know if this is not the case? Its a top performing intl fund
@hank if you run the numbers on MFO premium there are 2 funds that consistently outperform other intl funds over the 3, 5 and 7 year timeframes... those are MFAPX and MIOPX. Both are managed by Kristen Heugh. He also has a pure Asian fund but its …
Thanks for sharing this @Junkster. I always have enjoyed reading your timely posts. Any thoughts to share on what parts of the market you find interesting right now?
