Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
If such a process works consistently, it would be of interest. It may be just another gimmick.
The Deletions ETF (NIXT) is essentially a bet on long-term reversion to the mean. Index deletions are typically followed by sell-offs. Arnott hopes t…
Breakdown
67.83% % of Shares Held by All Insider
6.57% % of Shares Held by Institutions
20.43% % of Float Held by Institutions
306 Number of Institutions Holding Shares
Top Institutional Holders
Holder Shares Date Reported % Out Value
Vanguard …
According to filings, the lock-up period is scheduled to expire for Trump on September 25, but it could come even earlier.
The lock-up would lift if Trump Media’s share price equals or exceeds $12 for any 20 trading days within a 30-trading day peri…
"Trump says he's 'entitled' to make personal attacks on Harris, citing lack of respect"
https://abcnews.go.com/Politics/trump-hold-press-conference-campaign-criticizes-harris-limited/story?id=112837924
Gosh, @mnzdedwards its a wonder, isn't it? L…
If he currently owns 115M shares of DJT, and the daily average volume is under 8M........it will take a lot of third-party assistance to prop this beauty up next month.
That's assuming he gets away with selling a big chunk of his restricted hold…
Here's your big chance:
As reported by Barrons today:
"Shares of Trump Media & Technology Group, parent of Truth Social and majority owned by Trump, are trading below $20 a share after falling on Wednesday and extending losses after hours. Trum…
...also interesting that no one has mentioned bitcoin...are we just a bunch of older dudes fighting the last war or are we going to open our minds and skate to where the puck is headed not where it is and has been?
Looking forward for this exercise…
That said, I ran Portfolio Visualizer efficient frontier analyses. Because a couple of funds were extremely new, I had to make substitutions. In lieu of PHEFX I used IPSAX; also near the top of 1 year performance for options trading funds. F…
Given that you're not asking for the moon, I suspect you don't want to be active, and don't care if your manager(s) have an inflexible mandate. Isn't this why traditional, balanced allocation funds came into existence? Are you maybe trying to rein…
The main point of this exercise for me is low volatility and a "half-decent" return.
Also, how much to rely on bonds. Longer dated bonds had a bad stretch, but with rates coming down.....do you go back to them now?
Lastly - Use of derivatives,…
If the popular vote was the true measuring stick for our US Presidential elections, Harris currently has a 3% lead. However, with our wonderful Electoral system being what it is, Donnie still has a shot at avoiding jail time.
Gold keeps rising....the typical gold bar (~400 troy ounces x $2,500 spot price) is now worth $1M.
Of course, I keep my bullion stacked in a little fortress formation in the middle of my concrete panic room. ...just kidding
But the HOSIX performance chart is sooooo beautiful. Straight across from bottom left to upper right. Please don't make me consider selling this yet.
Just....just look at that chart again. Positive returns in all 26 months. It's like som…
IMO, Fed is not going to drop FF rates in a hurry to 4% or below, unless it sees long term inflation expectations dropping to 2% AND r* at 4% or lower. I can make a case for a total of 50 bps or less cuts this year.
This was along my line of thin…
“Bought LCORX today because it came up in MFO conversation …”
That’s as good a reason as any. I can’t see making these decisions overly complicated. :)
Yes, I take all my investment direction from various message board postings at MFO. Works like…
LCORX charges 1.44% ER. That's a bit high for a conservative "go anywhere" fund. Would like to see that come down - even if it means 1 or 2 less ice-fishing trips for their Minnesota office.
Bought LCORX today because it came up in MFO conversation, Schwab lets me buy only $100 initially and because it's been on my watchlist forever. It will sit right next to PRPFX, and I can see which fund "wins". LOTS of excitement.
Good times.…
The consumer is pulling back a bit, and this is reflected in Retail companies' earnings. Not the end of the world, but I can't remember the last time we saw folks zip up their wallets in the US.
Consumers are the engine, no? Probably not going…
Looking to replace MMKT funds and still try for 5% per year after rates are reduced, with low volatility. RSIVX (RSIIX)and RPHYX (RPHIX) are getting initiated, and will sit next to HMEZX and CBLDX. Boring is desirable in this bucket.
The Fed …
Donnie would just cut rates to 0% immediately in the hopes that it would make him look like a stable genius..... and then he could finally wear a Kings crown. That's his supposed "instinct" at work.
After filing Chapter 11 so many times, he is an …
Now that retail investors have been trained to buy the dips, does that offer a new floor on any market pullbacks? It's a bit of a change in herd mentality, but retail doesn't make up much of the daily volume. A few more consecutive trading ses…
So it's really an allocation fund that includes commodities exposure, and as a result can display high volatility (SD).
David went back for an explanation on the -5% single day loss on BLNDX from a few years ago, and of course it was related to …
AQR funds that may (or may not) be of interest - QDSNX - AQR Diversifying strategies (a Fund of AQR Funds).
Also, QLENX - AQR Long-short, QMNRX - AQR Market neutral.
How does one purchase AQR Funds? Don't you have to have a million to invest per …
Added some to most positions.
The media keeps using the R word (recession), and the market rolls over. Was yesterday capitulation, ending a correction? Or the start to something else? Either way, I'll add more as time passes.
Futures are up nicely AH. Lets see if that holds tomorrow.
Need some more of this here downside volatility stuff. The dippers have to get scared, and we aren't there yet.
Per A Wealth of Common Sense....with my bold for emphasis:
https://awealthofcommonsense.com/2024/08/this-is-normal-2/
"The S&P 500 has finished the year up double-digits in 56 out of 96 years since 1928 (almost 60% of the time). In 24 of tho…
AQR funds that may (or may not) be of interest - QDSNX - AQR Diversifying strategies (a Fund of AQR Funds).
Also, QLENX - AQR Long-short, QMNRX - AQR Market neutral.
Since the peak on July 10, the MAG 7 have given up -13.3%, or $2.26 trillion, in market cap, which has now fallen to a still very high $14.7 trillion, where they’d first been on May 28 (at highs ~$17 trillion).
They started out the year closer t…
