Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]
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Let’s start with the bad news… we got quarterly updates this week from Charlotte’s Web (CWEB.TO, CWBHF) and II-VI (IIVI), both stocks I’ve bought fairly recently (IIVI just a few weeks ago, CWEB a few months ago), and those are both in the red. Neither one hit a stop loss yet, but what did we […]
I’ve been meaning to check in on one of the few mutual funds that I’ve written in detail about for you, so in the absence of any other big portfolio moves we’ll take a minute for that today. DoubleLine Shiller Enhanced CAPE (DSEEX) is a “better mousetrap” kind of fund, which should make us start […]
Today I’ll start by stating the obvious: One of the great problems with being an investor is that you can’t know for sure beforehand what’s a dip and a buying opportunity, and what’s the beginning of a long-term decline or a crash. That’s what sticks in my craw about mechanical stop-loss trading, because it doesn’t […]
I don’t spend a lot of time writing to you about my mutual fund and other diversified holdings in my portfolio, many of which are effectively indexed to the S&P 500, but I wrote to you a little over a year ago about the “better mousetrap” fund from DoubleLine that tries to provide a “double […]
This article was originally published on January 18, 2017. It has NOT been updated or revised since that date, the new versions of the ad we’re now seeing have dropped the “Retirement Blackout” pitch about April 10, since that fiduciary rule change was delayed in Washington, but otherwise the “26(f)” pitch appears unchanged. This ad […]
I spent last week vacationing in Sarasota, Florida, near the old stomping grounds of one of my favorite authors, John D. MacDonald… so I ended up re-reading several volumes of his Travis McGee series as part of my vacation escape from the world. But MacDonald always included some social or environmental commentary in his novels, […]
This week I’ve got a lot of thinking to catch up on — there are several stocks in our Gumshoe Universe that have reported or generated some news of late, many of which I own, and I’ve got some thoughts on a lot of them to share with you. I started with my reaction to […]
A few things to blather on about for you today — a teaser, a new mutual fund I’ve been following that has some appeal (and some of my money now), and some quick updates on my portfolio. First, though, I want to call attention to our discussions here at Stock Gumshoe. Most readers will never […]
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DSEEX is about 11% of the mutual fund/index/diversified side of my portfolio -- my portfolio is roughly half individual ...
I loved reading about this fund. It has rattled in the back of my brain ever since. There's a lot of complaining about...
Thank you Travis. I added it to my watch list. When we have a down market, I am wondering if DSEEX will do better than a...
Very interesting, I'll be adding DSEEX to the radar for future Roth investing. Thank you for recapping for us newer Gums...