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.
This fund, as I stated in the past, is one drumstick away from being a turkey. 1-year in the 91 percentile, 3-year in the 65 percentile, and 5-year in the 48 percentile is not what I consider a fund you want to own.
Regards,
Ted
P.S. The fund ran…
@Scott " I'm not sure why L/S funds keep being compared to the S&P", because all of the stocks in the portfolio are members of the S&P 500.
Regards,
Ted
@VintageFreak: Opportunity, are you kidding, and you should be worried. YTD -(5.69)%, 1-Year 9.49%, 3-Year 3.86%, during same period S&P 500 YTD 2.56%, 1-Year 20.44%, 3-Year 13.83% + LSOFX expense ratio above average, just another alternativ…
@Tony: Suggest in the future, when linking from ETF.Com you link the full article.
Regards,
Ted
http://www.etf.com/sections/blog/21950-hougan-how-to-get-an-almost-free-etf-portfolio.html?showall=&fullart=1&start=2
Part 2:
That put commodity investors in a strong position, and many rushed to take advantage. Investors had less than $1.8 billion in mutual funds and ETFs that focus on commodities at the end of 2003, but that amount had swelled to more than $18…
@Bee, Hank & Others:
Regards,
Ted
Commodities: To Buy Or Not To Buy ? 4/25/14: Christian Benthelsen WSJ
Part 1
Commodity prices are on the rise, as gold, corn and other basic materials climb back from steep declines—and outpace U.S. stocks.…
FYI: Stocks vs. Bonds: Since 1980 bonds have trailed stocks in 24 of the 33 years
Regards,
Ted
http://bonds.about.com/od/bondinvestingstrategies/a/Stocks-And-Bonds-Year-By-Year-Total-Return-Performance.htm
@khparikh: Put this fund out to pasture with the other buffalo and let it roam.
Regards,
Ted
BUFSX Performance: http://performance.morningstar.com/fund/performance-return.action?t=BUFSX®ion=usa&culture=en-US
Home On The Range: Tom Ro…
@Accipiter: Thanks for your thoughtful suggestion. Your suggestion will be forwarded to the Committee on Internet Discussion Boards that will pass it along to the Sub Committee on Mutual Fund Discussion Boards that will discuss your suggestion and …
@VintageFreak: ' Any takers?" No ! No ! No ! 3-years 85 percentile, 5-years 71 percentile
Regards,
Ted
M* Snapshot Of BEEHX: http://quotes.morningstar.com/fund/beehx/f?t=beehx
@BobC: Without much fanfare there is Kathleen Gaffney who has picked right up at Eaton Vance, after leaving Loomis Sayles. Her returns stand toe-to-toe with the boys.
Regards,
Ted
@Dex: Rather the buy REM, I suggest you buy it's biggest holding Annaly Mortgage common with a 10.70% yield and the preferred NLY-PC selling slightly below par, with a 7.625% yield. I hold large positions in both.
Regards,
Ted
@heezsafe & Other MFO Members:
4/18/14 Copy & Paste: Kirsten Grind WSJ
(Mutual Funds Moonlight As Venture Capitalist)
That mutual fund in your retirement plan may be moonlighting as a venture capitalist.
BlackRock Inc., BLK -0.57% …
@David: The Save Draft verification notice which appeared on left has not worked all morning. The Draft is saved, but you not sure until you come back to your draft.
Regards,
Ted
@JedClampett: I would go with SGENX, ranked #5 among world allocation funds by U.S. News & World Report.
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/world-allocation/first-eagle-global-fund/sgenx
And of course Jed you know what's ne…
