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1 month ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro
By David Snowball On March 26, 2025, T Rowe Price launched T Rowe Price Capital Appreciation Premium Income ETF (TCAL), the latest addition to its capital appreciation suite of funds and ETFs. The fund is managed by a six-person team with David Giroux in the lead. It posts an expense ratio of 0.34%. The fund’s unique niche within the Capital Appreciation suite is its focus on “regular” income payouts. It will normally invest in equities with a covered call options strategy overlay.
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1 month ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro
By Charles Lynn Bolin Each month, I update my ranking system for the thousand or so funds that I track using the MFO Premium fund screener and Lipper global dataset. I then compare the funds that I own to the trending funds to see if I want to make any changes. I follow a diversified traditional portfolio approach with over half managed by Fidelity and Vanguard. In this article, I look at the Lipper Categories and highest ranked funds for bonds, mixed assets, and equities.
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1 month ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro
By David Snowball Friend Lewis Braham, writing in Barron’s, offered “The Chaos-Resistant Fund Portfolio” on April 7, 2025. For those who have not seen Lewis’s essay, here’s a recap. He begins with a fairly stark warning that parallels ours:Voters elected Trump specifically as a populist disrupter. He’s doing what they asked.
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1 month ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro
By Charles Boccadoro This week we announced daily updates to our MFO Premium fund flow tool; specifically, FLOW, which combines four plots for a single fund: total return, total net assets (TNA, aka AUM), total net flows, and daily or monthly flows (depending on how reported), each versus same time period. On funds that Lipper updates daily, like SPY, TIBIX, and in fact for most funds (approx.
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1 month ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro
By David Snowball Dear friends,Welcome to May, traditionally, the month in which to sell in!These first few weeks of May are an odd time on campus. My seniors are scrambling for jobs (or antidepressants), the juniors are teeing up internships, and the youngsters are … well, mostly wondering what just happened to them? It’s a time of year that brings out the best, and the worst, and the oddest of them.
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1 month ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro
By David Snowball In December 2024, we forecast chaotic markets.
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1 month ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro
By Charles Lynn Bolin With the high volatility over tariffs, uncertainty, and concerns over the independence of the Federal Reserve, parts of this article may be out of date within hours of completing it. How does one invest in this environment? I have updated my Investment System to reflect my current strategy. In short, it is set up as a traditional 60% stock/40% bond portfolio within a range of 55% to 65% stocks based on my investment model.
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2 months ago | 
mutualfundobserver.com | David Snowball |Charles Bolin
By David Snowball “Put your trust in God, my boys, and keep your powder dry!”Advice attributed to Oliver Cromwell, in the poem “Oliver’s Advice” (1834)Here are three simple truths:Owning stocks makes sense because, over the long run, returns on stocks far outstrip returns on other liquid, publicly accessible asset classes. Over the past 90 years, large cap stocks have returned 10% a year while government bonds have made 5-6%. S&P 500 (inc.
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2 months ago | 
mutualfundobserver.com | David Snowball |Charles Bolin
By David Snowball Welcome to the April Mutual Fund Observer!My mom used to say, “March sometimes comes in like a lion.” She never added, “and then it eats you.”March, named for the God of War, strikes me for two reasons. First, it is the month that has encompassed a whole series of catastrophes in the financial markets and beyond. March 2025 marked:The fifth anniversary of the COVID lockdowns and flash crash, in which the S&P 500 lost 34% in 33 days.
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2 months ago | 
mutualfundobserver.com | David Snowball |Charles Bolin
By David Snowball On March 26, 2025, the GlacierShares Nasdaq Iceland ETF was launched. The ETF tracks the MarketVector Iceland Global Index. The Index tracks both Icelandic companies (54.5% of the index) and companies in other Nordic nations that have a substantial footprint in Iceland (13% Luxembourg, 11% Norway, 7% Switzerland … followed by the US and the Faroe Islands, about equally weighted).
