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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
Good one!
"This post-election logic was not crazy, but it overlooked the rather consequential question of presidential competence."
Ouch.
"It failed to anticipate that Trump would squander political capital by picking a national security adviser …
I know. In fact, I gifted each of my granddaughters shares of DODGX for same reason. But, I would be just as comfortable with DODBX ... or several of the other allocations suggested on this thread. c
Ha! Hi Ted. Thank you. Yes, US history says pure stocks. And, no allocation fund wins out in bull markets over pure play stock funds. I get that. But I, and I suspect most people, would be very satisfied with long term returns of a diversified alloc…
Good stuff.
Thank you BenWP.
I think long-term investing using balanced allocations is a perfectly satisfactory strategy.
By long-term I mean ... a life time.
I like for example the 50/50 portfolio of BBALX and FFNOX referenced in our December c…
Some background ...
MFO's Fund Family Scorecard measures how well funds run by the same management company have performed against their peers since inception.
We first published the card in June 2014 commentary with How Good Is Your Fund Family?, …
Ha!
Good thread.
Hmmm ... worst (and definitely my bad):
Whitebox Funds ... WBMIX
Burns me to this day that they closed-up shop after what ... three years.
Cowards!
c
One of top families on MFO Fund Family Scorecard ...
Here are stats through January from fund inception:
Three are MFO Great Owls and two are on Honor Roll.
Gotham now has 16 funds. Half just a few months old. Oldest just over four years. Average ER 2%. But 15 of 16 have beaten their peers since inception by an average of 5%. Through January, the funds have $2.9B in AUM ... most in their oldest three fu…
If goal really is 4%, what about individual investment grade corporate bonds ?
WELLS FARGO CO MTN BE 4.10000% 06/03/2026 FR ... yield to worst 4.047%
ARES CAP CORP NOTE CALL MAKE WHOLE3.62500% 01/19/2022 ... yield to worst 4.391%
Are couple examp…
Hi Leah.
Just sent you an email resetting account.
Sorry for hassle.
Basically, it's renewal time.
If you have any further issues or suggestions, please post or email us.
Can't thank you enough for your continued support.
Charles
This month there are 12 funds that are both 20-year Great Owls (top quintile risk adjusted return for past 3, 5, 10 and 20 years) and Honor Roll funds (top quintile absolute return for past 1, 3, and 5 years).
The 20-year GO designation is a remar…
David designates funds between 1 and 2 years of age as "Rookie Funds." Here are some top performers based on risk adjusted return in category, specifically Martin Ratio ... max absolute return with min drawdown since inception through October:
SP…
Dodge & Cox Balanced Fund (DODBX)
Dodge & Cox Global Stock Fund (DODWX)
Dodge & Cox Income Fund (DODIX)
All on Honor Roll, which means they are top quintile in category the past 5, 3, and 1 year periods on an absolute return basis.
Doubled my position in SIGIX, making it a heavy holding ... nominally 10-20%.
Moved cash into COF 2017 bond yielding just over about 1.5% ... now heavy.
Considering CHK 2017 junk bond ... but waiting to upcoming earnings call.
That's it.
Remain …
Beginning this month I believe they will be eliminating max load when computing their 3, 5, and 10-year star ratings, which I find disturbing. We continue to include max load in MFO ratings.
Hmmm. Hi Ralph. Not sure I understand. Can you give me the symbols you are looking at in the Risk Profile Tool? I just punched in DODBX and VWELX and got two lines of results, as expected. c
Hi sma3,
With the apps we've employed on MFO Premium site, it's only possible to "stick" headings when the number of display parameters fit on one screen. So, that's what we do with GO, Three Alarm, Dashboard, etc. But with MultiSearch, which outpu…
Thanks MJG. Been thinking about this very situation. Lots of "value" managers under-performing vs SP500 last 5-7 years. Hard to know exactly why. Some of them blame ZIRP. Others acknowledging that the value premium is something you can only count on…
@LLJB
Here's link to Patrick O’Shaughnessy's Commentary page. He's a true student of the markets. And, here is link to the paper he briefed in Chicago Friday, Alpha or Assets?
Market cap index investing certainly making a lot of smart money manage…
Fixed!
Man, you're good.
Want to be a beta tester on the Premium site?
We could use your kind of review each time we roll out a new feature. For that matter, on existing search algos too!
Please let me know.
In any case, can't thank you enough …
Yay!
I prefer white Rhones honestly, like Rossannes and Marsannes.
But, at the end of the day, any wine will do!
While I don't hoola-hoop, I play catch often ... simple and wonderful ... like the hoola-hoop appears to be.
Thanks for sharing.
c
