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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
Thank you David. You highlighted Alambic Small Cap Value Plus Fund ALAMX. Alambic is another California-based shop. A quant shop. Each of its four young funds have outperformed out of the gate (click image to enlarge) ...
Hi Ben. I'm afraid I am the culprit here. I read each of David's profiles and make an "objective" assessment. At the time, he mentioned a few dings, which influenced my assessment. If I recall, here are some of the statements:
Management’s stake in…
I think the "Correlation with Peers" metric, which David advocated for on the site, like Max Drawdown, Rolling Averages, and beta, becomes invaluable when assessing a fund ... once you get used to having it, always want it. It's also a proxy for Act…
October marked the 10th year of the current full market cycle, which started in November 2007 (top of last cycle) and bottomed in March 2009.
Here are 10 funds that have delivered perfect scores in their categories across multiple risk and performa…
Fairport-based Manning & Napier acquired 75% of Rainier more than a year ago after a period of heavy outflows from Seattle-based Rainier. While the three Rainier Funds still don't formally carry the Manning & Napier name (eg., Rainier Large …
ArrowPoint is now ArrowMark (I believe over trademark infringement) and has always been Meridian Funds. The MFO Scorecard has been updated accordingly.
Here's summary (OSC means Oldest Share Class, ASC means All Share Classes), click on image to en…
There are now nine equity funds at least 10 years old through September that have never incurred a negative return over any 3-year rolling period. There were only five last month. The four new funds just turned 10! They are Boston Trust Midcap Fund…
IOFIX and FSICX ... 0%.
Perfect alt fund ... never loses money (on up or down market days), but provides some amount of positive return on up market days.
Terminal alt fund ... loses money on up market days.
Great!
We've targeted 1 hour for each ... Wednesday, 16th at 3 pm eastern and Wednesday, 30 August at 11 am eastern.
Plan to cover same material in each session.
Happy to add one more session at later time on the 16th, say 8 pm eastern?
Will be…
chip has posted the 2Q ratings to the main site Search Tools page. These legacy tools are updated quarterly and include Great Owls, Fund Alarm, and Dashboard of Profile Funds.
We started rating Money Market funds this month. If for no other reason then to help track asset flows. Using similar reasoning, we also now include funds that are just one month old.
Lipper tracks 11 categories under the "Money Market" SubType (u…
@expatsp. No sir, I've just posted by sad story here.
Been a while since I've contributed to this thread, so let me update:
Sold AA shortly after the company split, which I could not help think was just financial engineering, despite my respect fo…
@expatsp.
Lucy recently woke me up from my sleep in the pumpkin patch and walked me into shelter. I've sold-out of FAAFX, which I first bought in 2011.
The experience is marked by much downside interrupted by very few upward periods.
Six years is…
EDV and TLT are more negatively correlated than AGG with SPY. Maybe that's enough, which I think is bee's main point (I'm just slow). But I'm gonna try re-visiting pre-1980 data to get better feel for bonds during periods of rising rates.
Yes, even SHLD recovered a bit ... up 30% at one point today, only to fall back 16% to gaining "just" 14%. I believe yesterday too it was up 5% early only to close with a loss.
But not a lot of solace I suspect for long-time holders ...
As with a lot of others on the board, I like PIMIX too. How can you not?
And, SIGIX, of course.
Ditto for FMIYX.
What worries me me is a lot of folks also agree!
At least SIGIX and FMIYX are closed.
Fingers-crossed.
Been thinking about this post lately. One of challenges I think for investors today is that we've had a 30+ year bond bull. Just not sure that many fixed income funds have been around during periods of rising interest rates, so difficult to gage his…
Yeah, tough for most investors to sit through 50-60-70% drawdowns, even if they believe they possess a high risk tolerance and have a long time horizon.
Yes. I see it too.
But its easier to see than do something about.
"However, you must pick an investment routine or manager that you identify with and stick with that process through thick and thin."
Reminds me a bit of ...
"...to have and to hol…
Curious if folks on board see any benefit to shops like Betterment and Wealthfront versus say a simple a target date fund like LifePath series or balanced allocation fund like BBLAX.
Meb's shop had 8 funds (at least 3 months old) through April with about $400M in AUM. Average age 2.6 years with Shareholder Yield SYLD being oldest at nearly 4 years and largest at $126M. Average ER = 0.55%. The fund family has a mixed record with…
