M* The Long View Podcast with David Giroux

[yogibearbull]

M* The Long View podcast with David Giroux (PRWCX, TCAF). Scroll a bit for full transcript.

www.morningstar.com/financial-advice/david-giroux-i-want-look-forward-not-backward

[retiredat48]

yogibearbull,...Thanks.

I always stop what I am doing to listen to Giroux.

And now there is a way to invest in him with a 100% stock allocation (TCAF) versus a balanced fund.

He is big on utilities; I am not. So far, utilities getting slammed. But everything at a price! Maybe a time to go with his new ETF...but when?? Always the overriding question.

Disclosure: I also have a foothold in PRWCX.

Thanks for posting

R48

[yogibearbull]

I am now in.

My approximation for the closed PRWCX is a mix of TCAF + PYLD + USFR. Don't try backtesting as there is no history. But you must, use suitable mutual fund replacements that have existed for longer.