| Search by tag or site | Login to my blog ▪ Start my own blog |
![]() |
RVB's Market MusingsFrom engineer to Investment Management MBA student...generally my stream of conscious thoughts. Hope it's useful! |
Rvbxx Checkup
Posted on 12/10/2006 19:43 PM | Link | Post Comment
So I bragged about my Value and Income Fund (RVBVI) reaching the 99th percentile at Marketocracy, but I didn't touch on the other fund. To be fair, I've got to talk about both!
RVBXX, My "Smart Buys" fund, hasn't fared as well. For the past year, the fund was in the 49th percentile of all funds. As a result, it has undergone some serious changes and you can see that in the performance.
RVBVX
What you used to see is a very volatile, high beta, fund. This summer, I've focused more on limiting this - it was simply too risky, and though it outperformed to a degree, it didn't compensate for the additional risk.
Lately, I've gone defensive. Thus, you see recently the market has been moving, but RVBXX has not been moving higher at the same pace. If you read my previous post about RVBVI, this is my stance - I'm a believer in the yield curve at this time.
RVBXX, My "Smart Buys" fund, hasn't fared as well. For the past year, the fund was in the 49th percentile of all funds. As a result, it has undergone some serious changes and you can see that in the performance.
RVBVX

What you used to see is a very volatile, high beta, fund. This summer, I've focused more on limiting this - it was simply too risky, and though it outperformed to a degree, it didn't compensate for the additional risk.
Lately, I've gone defensive. Thus, you see recently the market has been moving, but RVBXX has not been moving higher at the same pace. If you read my previous post about RVBVI, this is my stance - I'm a believer in the yield curve at this time.
- Quick Updates
- Quick Hit Thoughts
- Unit Labor Costs
- Are We In A Bear?
- Healthcare It Survey Just Released By Aha
![]()
- Ludwig von Mises Institute
- Credit Bloggers
- Wishing Wealth
- Don't Mess With Taxes
- Poor and Stupid
- Windy City Blues
Examples
Morpheus Trading - Mon Jul 21, 2008 08:33AM
NOTE: Please click on the charts below to enlarge them if [read more]
NOTE: Please click on the charts below to enlarge them if [read more]
Morpheus Trading - Mon Jul 21, 2008 08:31AM
NOTE: Please click on the charts below to enlarge them i [read more]
NOTE: Please click on the charts below to enlarge them i [read more]
Millionaire Now! by Larry Nusbaum - Tue Jul 22, 2008 09:23AM
Hedge funds have made billions this year shorting the banks, [read more]
Hedge funds have made billions this year shorting the banks, [read more]













<< My Home | TheMoneyBlogs Home