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3 weeks ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Don Glickstein
By David Snowball Welcome to the June issue of the Mutual Fund Observer!It’s a grand month, whose start was marked by the 165th commencement ceremony celebrating Augustana’s graduates. The college was born in 1860, an expression of longing and ambition. Swedish immigrants in the Midwest – and there were a lot of them – wanted to provide their children with a better life, which, to them, meant a good education.
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3 weeks ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Don Glickstein
By Charles Lynn Bolin I like Will Rogers’ quote, “Don’t gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don’t go up, don’t buy it.” A good friend of mine once said that a balanced portfolio will usually have funds that are losing money. Then there are the unusual years like 2022 when few categories other than money market funds, short-term bonds, and commodities had positive returns.
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3 weeks ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Don Glickstein
By Charles Lynn Bolin I created my best laid plans of mice and men for retirement, or as Dwight D. Eisenhower said, “plans are worthless, but planning is indispensable”. I follow much of what Christine Benz recommends in How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.
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3 weeks ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Don Glickstein
By David Snowball It was a great and horrifying story about two young boys and the arrival of the Cooger and Dark Carnival in Green Town, Illinois. If you entered the carnival grounds late at night, you might be drawn to its iconic ride, Cooger & Dark’s Pandemonium Shadow Show. It’s a story about the ways in which evil can be a powerful temptation to even the best of people. Some of the lines are maddeningly good. A stranger is shot in the street, you hardly move to help.
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3 weeks ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Don Glickstein
By Don Glickstein I love baseball and personal finance, but I barely understand baseball’s sabermetrics and finance analytics. I want a good story. The stat guys despise the Tampa Bay Rays’ Chandler Simpson because he only has a single tool: speed. The one home run he’s hit in his entire career was inside the park. This is a guy who can barely hit a ball out of the infield. I love him because he’s a unicorn. He has a story to tell: 112 stolen bases last year in the minors.
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3 weeks ago | 
mutualfundobserver.com | David Snowball |Charles Bolin |Don Glickstein
By TheShadow UpdatesJason Gottlieb becomes Artisan’s new CEO on June 4, 2025. He’s not a new import. Mr. Gottlieb has been the president of Artisan Partners since 2021. He joined the firm first in October 2016, prior to which he led Goldman Sachs’ Alternative Investment and Manager Selection Groups and was a portfolio manager on Goldman Sachs Multi-Manager Alternatives Fund.
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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 TheShadow UpdatesAfter 35 years with Ariel Investments, effective May 1, 2025, John P. Miller is retiring from his role as portfolio manager for the Ariel Fund. RiverNorth/Oaktree High Income Fund (RNHIX) won the 2025 LSEG Lipper Fund Award for Best General Bond Fund for the five-year period ended November 30, 2024. RiverNorth is a closed-end fund specialist that has collaborated with other “A” managers on several funds. The fund embodies three strategies.
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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 Objective and strategyThe managers aspire to outperform the S&P 500 over meaningful time periods, while managing risk by blending non-correlated assets such as a discretionary global macro strategy with a portfolio of US equities. The portfolio has two components: a US equity component, which is executed by buying low-cost ETFs, and a macro-driven Futures Trading Strategy.
