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.
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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
I think some fund managers believe that there are more opportunities to exploit pricing inefficiencies in companies outside US. Similar to the micro cap argument.
I do think it's pretty cool that airline companies/stocks are finally figuring it out.
Only took greatest destruction of capital in free world for what...20-30 years?
Attended a beautiful Christmas dinner party last night at a local winery...
Ended up sitting next to a couple that came in from Texas, big fans of the winery and area. Each had retired from major global oil companies after 31 years in the biz. …
Ha! I take it back...a closer look at the monthly oil data shows that most of price drop in 1980s occurred over short few month period in early 1986. Steep, heavy drops happened again in 1991 and 2008!
Interesting to see that oil has never recovere…
Really good thread! Thanks everybody for sharing. Thanks to DlphcOracl for starting. Enjoyed reading all points.
What strikes me is how fast it dropped. During the 1980 oil bust, which turned Houston into a ghost town, I believe the 70% decline too…
Here's link to the fact sheet for GAA...
Cambria Global Asset Allocation (GAA)
The Cambria Global Asset Allocation EtF targets investing in approximately 29 EtFs that
reflect the global universe of assets consisting of domestic and foreign stocks, …
@kevindow.
You're tough.
I can certainly understand disappointment with GTAA, we all can, but underwhelmed by SYLD? Here are numbers thru October...
Its performance since inception has attracted the highest AUM by far of any EtF not tracki…
@MikeM.
No change of heart. I've watched the stock drop what 40% in last three months...? So, got back in couple days ago...but set an additional 6% stop. And, it hit it!
I've actually been looking for chance to get into OXY for a while, cause of …
It's basically a buy & hold "balanced" index fund, although the "index" appears to be actively managed.
Costs the adviser very little to maintain.
Mebane gave us a heads-up in Chicago that something good was gonna happen.
Suspect this will ge…
Ha...
Management Fee: 0.00%
Distribution and/or Service (12b-1) fees: 0.00%
Acquired Fund Fees and Expenses: 0.29%
Other Expenses: 0.00%
Total Annual Fund Operating Expenses: 0.29%
Here's link to summary prospectus:
http://www.sec.gov/Archives/edgar/data/1529390/000139834414006205/fp0012402_497k.htm
Cambria Global Asset Allocation EtF (GAA)
Investment Objective
The Fund seeks to track the performance, before fees and expen…
