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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (700)	12/21/2021 4:06:18 AM
From: chowder	3 Recommendations Recommended By INCOGNIT0$ Lee Lichterman III Menominee Read Replies (2) \| Respond to of 22059

Re: AIO ... Fund Objective: The Fund's investment objective attempts to simultaneously capture equity market exposure and current income utilizing a disciplined, fundamental, bottom-up research process combined with traditional credit analysis. The Fund attempts to reduce the risk of capital loss through, among other things, independent credit analysis focused on downgrade and default risks and the implementation of a clearly defined sell discipline strategy. So basically, this fund can invest anywhere they see an opportunity to capture market exposure. Having said that, 40% of the fund exposure is in the technology sector.

To: Lee Lichterman III who wrote (700)	12/22/2021 12:56:01 PM
From: Graustus	1 Recommendation Recommended By Lee Lichterman III Read Replies (1) \| Respond to of 22059

Re: AIO “Marvel” is actually Marvell, a semiconductor-related company. Much of what they invest in are convertibles, which many tech/growth stocks issue: it’s an interest-paying instrument that can be converted into common stock by the issuer, and thus it’s price goes up as the common stock price goes up. But it also pays a regular interest payment (like a preferred stock or regular bond). But like chowder said, it’s heavily invested in tech