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
Thank you @davidsherman. For me, it's the association that took me aback.
Catalyst, Rational, AlphaCentric all seem like asset gathers. Really high er. Front loads. 12b-1 fees. Multiple share classes.
I came across Szilagyi back in 2017 profiling …
Seems like awful decision by CrossingBridge.
If it were a start-up, perhaps I could understand. But now?
Share holder friendly is not something that comes to mind with funds associated with Jerry Szilagyi.
Thanks for sharing, Shadow, like you do.
Just posted all ratings and flows to MFO Premium site, using Refinitiv data drop from Friday, 4 October, reflecting risk and return metrics thru 3Q24 and fund flows thru 4 October, as applicable.
QLEIX Flows and Return Last 10 Years
Just extraordinary case of massive inflows followed by massive outflows. But AQR may find some (anti) redemption this time, looks like.
While I remain a Cliff fan, I grew skeptical of AQR funds. M* says they'…
If you click on any circled + through the site, up will pop expanded definitions. Ditto by moving cursor over say a button or column header, usually. And then there is the pretty good Definitions page.
Funds report flows differently. Some, like QQQ daily and timely; others, monthly and timely. And even others, monthly, but lagging a month, like DODGX. Historically, some have both daily and monthly.
The FLOW chart will depict however they report: …
Hi ybb. I don't believe a fund with the ticker ETF is in MFOP. I suspect that issue is with a routine that links what looks like a fund ticker to other screening sites, like M*. It's an MFO Discussion Board issue. So, I will ask chip to try and addr…
Just added ETNs and Trading Categories (Equity Leverage and Dedicated Short Bias) back on to site. Also, updated funds and indexes with latest names.
Data from yesterday's Lipper drop, which includes flow data through 6 Sept, should post tonight.
@yogibearbull.
Thank you.
Glad you like. Another Devesh-ism, honestly.
"... new benchmarks are used to assess relative performance only, and the MPT stats are largely unchanged."
Yes.
From MultiSearch Results Table, go Groups/Benchmarks.
You w…
@ybb. Don't know enough to assess point 1. But point 2, yes, seems fair.
March 2020 unsettled even The Great One. He's in good company. He moved quickly enough to dump all the airline holdings though.
The Fed and Congress really did respond quickl…
@Joe. Buffett, like all the other axioms on investing, can support both sides. He espouses owning a company forever, until he doesn't. I'm a Buffett fan, of course. Probably mostly because of his unassuming lifestyle. But, for what it's worth, I don…
@Mark. Devish enlightened me once about BRKA's moves to cash. Unlike say Eric Cinnamond's funds, and I'm a fan, owning BRKA doesn't come with a 1.45% er. And there is no tax consequence. None that is apparent, anyway. As for not holding SP500, see c…
Certainly, wonderful this year!
But, in fairness, most of the outsized returns (versus say SP500) came in first 20 years, not the last ...
Berkshire Hathaway Calendar Year Outperformance
Berkshire Hathaway Past 20-Year Growth
And without l…
Just posted all ratings to MFO Premium site through August, using Refinitiv data drop from Friday, 30 August. Used month-to-date (MTD) numbers to get preview of full month-ending drop, usually only missing a few funds.
BRKA has been extraordinary t…
Reading headlines and listening to news this past week, given the weaker jobs report, it felt like the wheels were coming off. State Street Technology Select Sector SPDR (XLK) was indeed down 3.3% for July. But it was the only sector in the red and …
Thank you ybb. There is a note near the atop the chart explaining the roll-up methodology, but you mean add note inside the chart itself?
I do plan to expand notations and add to Definition page as we finished rolling-out the flow tools. Last coupl…
Just posted all ratings to MFO Premium site through May, which includes month to date performance through Friday, 19 June.
Beginning with this update, all flow data now rolls-up to the oldest share class level. Flows of other share classes remain a…
On MFOP, we try to keep or add the firm owner's name:
New York Life MainStay Balanced A
Deutsche DWS Science and Technology A
AIG SunAmerica SA MFS Blue Chip Growth Portfolio 1
Franklin Templeton Western Asset Core Bond A
Allianz PIMCO Income Inst
…
OK.
Take 2.
1 if you're a purest.
2 if you're a traditionalist.
3 if you're an experimentalist.
5 if you're a conformist.
More than 5 funds, you should have your keys taken away.
c
