Deleted
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Post by Deleted on May 1, 2022 7:43:59 GMT
I found this worthwhile. Wealthtrack: How to Reevaluate Portfolio for a New Era of Higher Inflation. youtu.be/fDMZllNWAUU |
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Post by anovice on May 1, 2022 14:33:27 GMT
How would I search for funds that have a good bit of materials, industrials, energy, and financials?
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Post by johntaylor on May 1, 2022 16:39:17 GMT
TRNEX might be a partial reply.
In times like these, old prof said touch the Earth like Anteaus (mining, etc)
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Deleted
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Post by Deleted on May 1, 2022 17:15:35 GMT
I think all the sectors mentioned by Bernstein would be in the Value category of funds, and any of those funds with positive YTD returns are probably overweight energy. Energy is really the only sector with recent strong positive returns.
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Deleted
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Post by Deleted on May 1, 2022 18:22:36 GMT
All of my actively managed funds, even value funds, have very little energy. On average energy allocation is 3%.
Very Strange. I would have expected active managers to have moved somewhat to energy and materials.
Even PRWCX has energy at 0%.
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Post by roi2020 on May 1, 2022 18:28:11 GMT
Mr. Bernstein believes that globalization will contract and increase inflation.
He's not predicting hyperinflation but believes most portfolios are not structured for 3% or higher secular inflation.
He thinks investors should favor pro-inflation assets: energy, materials, financials, industrials, high-yield bonds, commodities, gold, real assets (be careful with real estate).
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Post by alvinthechipmunk on May 1, 2022 19:26:29 GMT
TRNEX might be a partial reply. In times like these, old prof said touch the Earth like Anteaus (mining, etc) I own the Investor class shares. $2,500 minimum to get in, rather than $half a Mil. PRNEX I'm not impressed with that fund, but in my IRA, I'm married to TRP. Better than NOT owning that stuff, "in times like these." In order of size: Energy, Materials, Industrials, Utilities. |
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mikes425
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generally happy in semi-retirement and dividend income-land
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Post by mikes425 on May 1, 2022 22:40:56 GMT
I have a similar interest in a fund covering that range and was taking a look at PDBC. I don't know if it is 'overvalued' here but...it does
include Energy. I hate to add a lot of duplication as I hold several large cap funds like SCHX, VYM, SCHD, SCHV but PDBC is actively
managed and appears to have the type of concentration that seems to fit what Bernstein is describing as good pro inflation asset
categories to me.
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