Investing in noload funds | Stock Discussion Forums

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends
Investing in noload funds

An SI Board Since June 2002

Posts	SubjectMarks	Bans
26	2	0

Emcee: pcyhuang	Type: Unmoderated

Introduction Compact

This forum is created to discuss the pros and cons of using a portfolio of noload funds as an investment vehicle. It also discusses the techniques in selecting the appropriate funds and cover other current topics in regard to noload funds, or specific noload fund, fund-managment company, or portfolio manager.

The forum also discusses the techniques for hedging the market risks of such portfolio.

Since Techstocks.com's portfolio tracker allows only the listing of long positions, the short positions of our portfolio are not included here.

pcyhuang

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
26	Further adjusting the hedge ratio downward As of Dec. 2, we have adjusted our h	pcyhuang	-	12/2/2002
25	Closing out more QQQ We are closing out 1/2 of our short-hedged positions on Q	pcyhuang	-	10/23/2002
24	Realizing $2,480 profit on short SPY Because of the extreme pessimism of the ma	pcyhuang	-	10/3/2002
23	Adding short-hedge Since the inception of the portfolio, shorting SPY and DIA	pcyhuang	-	9/18/2002
22	Partial closing of short positions On Aug.19 2002, we have closed out our short	pcyhuang	-	8/16/2002
21	Details of hedge portfolio Now the continuously updated life portfolio, includ	pcyhuang	-	8/13/2002
20	Substituting VWINX for OAKGX We have substituted the Vanguard Wellesley Income	pcyhuang	-	8/3/2002
19	Dow Gains 489 Points as Bank Stocks Ignite Sharp Rally Another sensational head	pcyhuang	-	7/24/2002
18	Markets Continue Downward Trend; S.&P. 500 Hits 5-Year Low Here's anot	pcyhuang	-	7/24/2002
17	How many funds to invest in When I created a portfolio in noload funds, I had $	pcyhuang	-	7/19/2002
16	Hi, Sorry, I perhaps was not clear. How did you decide how many funds to invest	SG	-	7/19/2002
15	The hedge ratio SG: You wrote: "Have you calculated the optimal number of	pcyhuang	-	7/19/2002
14	S.&P. 500 Index Drops to Its Lowest Level Since 1997 That's headline in	pcyhuang	-	7/19/2002
13	Very interesting. Have you calculated the optimal number of funds to use or is t	SG	-	7/19/2002
12	Noload fund portfolio now live We are just added the content of our live portfo	pcyhuang	-	7/4/2002
11	Effectiveness of our hedging model Since the inception of our portfolio of nolo	pcyhuang	-	7/1/2002
10	Contrasting business models In contrast to your business model, J.B.'s mode	pcyhuang	-	6/29/2002
9	I only look and care about a no-load fund's performance over the last 5 to 1	JakeStraw	-	6/28/2002
8	Paul, Your model has an outstanding record. Keep up with the good work. Regard	Julius Wong	-	6/28/2002
7	Propelling to #1 Hello. Julius: It is good to meet you again online. Using Jan	pcyhuang	-	6/28/2002
6	Janet Brown is in the 5th position in the MSN Insight Strategy Lab. moneycentra	Julius Wong	-	6/28/2002
5	The business model The following is a message I posted at the bulletin board o	pcyhuang	-	6/27/2002
4	Hello, Jake: Since 5/17/2002, the inception of the portfolio, to last night	pcyhuang	-	6/27/2002
3	>>that our portfolio as a whole has substantially outperformed any of the	JakeStraw	-	6/27/2002
2	Hedge portfolio outperforming Hello, Jake: If you click on the link to our hed	pcyhuang	-	6/26/2002

Go to reply# or date (mm/dd/yy):