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Hi @Old_Skeet,
Thanks for your link to COTZX & CTFAX. I have been curious about his fund since it was noted here at MFO recently. M* lists it as a 15-30% equity allocation fund, while Columbia lists it’s Mar 31st allocation as 70% equity / 30% …
I too have had a toe-hold in DSEEX. I did not buy it to outperform the market. I interpreted Doubleline’s description that it would CYA based on the CAPE strategy. My bad.
“He seemed to be saying that this is as bad as we're going to see it and readers would be missing a golden opportunity by waiting longer to get back in.”
Hi Mark,
I think the article ended with the author about to reduce risk:
“If we reach any of …