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This stock fund may be for you if you want to sleep well at night and still make money

DerekJohnson
Administrator, Swaye's Wigwam Posts: 68,558

Comments
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It's a spendy fund from an expense standpoint. Some of the other guys are better suited to critique the strategy, though when I read "well, we tweaked our investment rules to be more sensitive to recovery" only after seeing the V shaped rebound ... well, aren't the smartest guys in the room supposed to take all that shit into account? Ok!
@HoustonHusky will like this:
High valuations, rising interest rates and fear.
Long-term interest rates have been rising, along with the fear of inflation, following the massive increase in the U.S. money supply during the COVID-19 pandemic. This has affected stocks of faster-growing companies the most, so far, but that makes sense because that group’s valuations have expanded the most during the bull market.