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@Derf unfortunately most of it was in taxable accounts. I waited until Jan to defer but it’s going to hurt next year - unless I have losses to take this year but that would hurt as well.
After a 2024 that returned about 6.5%, my portfolio was up 23% in 2025 despite bringing my equity allocation down from 74% to 60% over the course of the year. Biggest contributor by far was KGGAX which was up 64% (heavy precious metals exposure). Bu…
Yesterday I brought my equity allocation down 10 ppts to 50% (I’m 57) and feel I don’t like the risk reward as much from here. Sold a third of my KGGAX holdings (up 64% in 2025) and a quarter of my OAKWX, all of my DODGX and DODFX and a small bit of…
After a 2024 that returned about 6.5%, my portfolio was up 23% in 2025 despite bringing my equity allocation down from 74% to 60% over the course of the year. Biggest contributor by far was KGGAX which was up 64% (heavy precious metals exposure). Bu…
If I understand it correctly, it would seem in a short box spread loan you can reinvest the proceeds received today in an ultra short bond fund which would likely create a nearly an interest free (or negative interest rate) loan by the time you owe …
I like this as a shareholder in the mutual fund who is sitting on unrealized gains, but I worry about capacity constraints in a small cap fund. I prefer managers who can and will soft or hard close to new money if it compromises the ability to execu…
Dialed back equity exposure from 74% to 60% over the last 12 to 18th months (I’m 57 and retired) as fixed income became an option and stocks have run (will dial back further in Jan). Discovered or re-discovered great risk-reward options with transp…
Almost all of my bond exposure is to corporate credit so I like the idea of a product that is not at all tied to economic activity. I went with a small allocation to ACBAX. It has grown and achieved decent scale. Stone Ridge minimums are $5M so real…
New catastrophic bond ETF from Brookmont is ticker ILF.
I dug pretty deep into it. I couldn’t get comfortable just yet with them providing the necessary liquidity required in an ETF wrapper. In addition, imo scale is particularly critical for achiev…
Barron's mentioned in July 21, 2025 issue that CAT bond issuance for YTD (then) was already more than that for full 2024. Be careful with hot areas attracting lot of money.
If there are no recent catastrophic events, then the CAT bond investors win…
There's also at least one interval fund: AARTX. Just in case you want to up your risk (and reward).
Thus, while the interval fund’s expected returns are higher, its risks are also higher.
https://www.morningstar.com/bonds/catastrophe-bonds-strategi…
