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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
We were actually camping nearby earlier this week...El Capitan State Beach. On day we left, several whales were swimming along the shore, maybe 100 ft away...made for a beautiful morning walk. The next day, the park was evacuated because of the spil…
Hi Derf.
No accounting for survivorship-bias, unfortunately. Yes, it can detract from the ranking...bad fund, close it/merge it...raise your family score.
Ditto for category drift. Ditto for funds of differing ages. Funds of differing share class…
Thanks Hank.
So, right, Hussman just has four, but everyone has under-performed its peers over their lifetimes, although HSGFX is pretty much a push.
And Permanent Portfolio has three of four under-performers.
Here's the data...
Each has at …
Ha! You tell me.
I was thinking...
Wellington Management Company LLP
Their people...believe there is cross over here with VWELX.
Vanguard's fee structure.
I think M* gets it right...VWINX has all five P's: People, Process, Price, Performance, P…
I'll chime in here...
Anyone should feel fortunate to have owned either one over the last couple cycles.
Bee's right on the money...VWINX has outperformed GLRBX both in absolute return, with less volatility (although slightly worse MAXDD), higher …
Good stuff davfor.
Granted, the lifetime metric gives the family the benefit of doubt and for me serves as an initial look.
For the family data, that may be good enough.
We have the full, up, and down cylce evaluation windows, plus the fixed year…
Thanks for sharing Ted.
No need for capital appreciation? No need for dividends? No need to protect against inflation?
How cool is that?
Along with the other members, congratulations!
Following the steps of Alan Greenspan, sounds like.
Very muc…
Hopefully, after David makes contact, we will see if their rationale is motivated by a genuine investment opportunity or just falsehood to gather more assets.
They've said all along that they were going to launch other funds.
I guess I missed that. Not hard for me.
Can you please provide reference where they went on record with intention to start new funds?
Wow.
I expected something like GoldmanSachs, MorganStanley...
But no...life with Ken Griffin.
Well, he is one of richest men in US and appears to be pretty much self made. He certainly has a vested interest in regulatory issues, which Mr. Bernank…
Thanks David.
Would enjoy a hearing Mr. Foster's philosophy on dividends...if and how does it factor in his portfolio construction.
And, perhaps, a little on how he manages capital gains.
Looking forward to the call, as always.
c
Hi linter.
All good stuff and all currently available on beta site.
Actually, over a dozen metrics are searchable and table display is for selected period...apples to apples.
c
Hi David.
Have not forgotten!
Will be adding tenure, AUM, and more.
At least on the premium site, since there we have ability to more easily mod, upgrade, expand and maintain free from integration with the WordPress architecture on the legacy sit…
Ha!
I know.
The site style update clobbered our script.
Chip and I have reached out to Accipiter for help.
Hope to have resolved soon, perhaps this weekend.
Will post when we do.
Sorry for inconvenience Ralph.
c
You're welcome Catch!
Yeah, something we've had in work a while...enhanced search tool set...David's mentioned it a couple times in commentaries.
Still developing and beta testing but coming along well...some cool features, if I must say.
If you …
