Proxy Palooza
Random Roger's Retirement Planning
JUNE 25, 2022
For years, I've been talking about understanding what a fund is actually trying to deliver, what expectations are being set and what the fund might be a proxy for. Getting this wrong could result in having way more volatility in the portfolio than was expected or being left behind in a big move higher. A good example is long/short funds. They buy some stocks based on some sort of criteria and then sell short other stocks based on maybe the same criteria or something different.The chart shows thr
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