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Feb 24, 2010 5:16 pm

B24

Joined: 2008-07-08Offline

I review this fund from time to time.  Although it has done exceptionally well the past 10 years, I think they had a definite tailwind due to it’s natural holdings (metals, bonds, etc.).  However, I would be concerned that going forward, two of it’s biggest holdings (Gold and Long Treasuries) are ripe for massive underperformance in the years ahead.  Anyone use this fund?

Jun 18, 2010 5:15 am

dbd

Joined: 2009-11-06Offline

I agree, natural resources and gold made this fund sing.  Absent those, and it was rather bland. 

Fundamentally I have a problem with any fixed allocation.  Give me some world allocation funds and a couple of satellites!

Jun 18, 2010 3:44 pm

squash2

Joined: 2010-03-09Offline

Idiots...

This fund has been around for a longtime and continually outperforms not only its benchmark but the S&P 500 also, with considerably less risk..

To the idiot who has a problem with fixed allocation: YOU SOLUTION IS FIXED ALLOCATION MORON...

Jun 19, 2010 6:38 pm

I am legend

Joined: 2010-03-05Offline

I agree with B24 on this.  I looked at it a few weeks back and was at first excited to possibly add it to my mix, but upon further examination decided that I wasn't comfortable with the treasury emphasis in particular and the level of gold holdings and that these are fixed allocations.