Pressure on mutual funds

19,694 Views | 211 Replies | Last: 3 yr ago by HoustonAggie37713
maddiedou
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AG
HoustonAggie37713 said:

The Chicken Ranch said:

I would think that the Biden Admin would be bullish big tech.


Yes. They are the ones telling their unions not to sell. It's not all fundamentals. Stocks like ABML should be bought and held as they will skyrocket under Biden or a GOP president.


What the heck is ABML. A battery stock at 1.18.
maddiedou
DCAggie13y
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To everyone on this thread. Over 95% of actively managed mutual funds cant beat the market!!!! Buy low cost index funds via Vanguard and you have a >95% chance at doing better than these actively managed funds like OP.

OP and his company were likely already underperforming the market and now he is exposing another problem with actively managed funds. Activist investors who demand bad decisions. You can question if its true, but I know there has been a huge push for "ethical investing" so I dont doubt it.

TLDR - you should not be purchasing actively managed funds.

https://www.aei.org/carpe-diem/more-evidence-that-its-really-hard-to-beat-the-market-over-time-95-of-finance-professionals-cant-do-it/
HoustonAggie37713
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maddiedou said:

HoustonAggie37713 said:

The Chicken Ranch said:

I would think that the Biden Admin would be bullish big tech.


Yes. They are the ones telling their unions not to sell. It's not all fundamentals. Stocks like ABML should be bought and held as they will skyrocket under Biden or a GOP president.


What the heck is ABML. A battery stock at 1.18.


Yes. I tend to prefer to buy stocks based on research BEFORE they are overpriced. Silly I know.


In all seriousness they are about to explode. Have incredible staff, about to break ground on a lithium recycling plant with 42 patents. They are the answer to Tesla's battery problem. I'm in since $.42 and happy. I'll ride it to $10.
maddiedou
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Okay. I just wanted to make sure. That was not a swipe at you

Thanks for doing the research for me.
maddiedou
03_Aggie
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Gumby said:

To everyone on this thread. Over 95% of actively managed mutual funds cant beat the market!!!! Buy low cost index funds via Vanguard and you have a >95% chance at doing better than these actively managed funds like OP.

OP and his company were likely already underperforming the market and now he is exposing another problem with actively managed funds. Activist investors who demand bad decisions. You can question if its true, but I know there has been a huge push for "ethical investing" so I dont doubt it.

TLDR - you should not be purchasing actively managed funds.

https://www.aei.org/carpe-diem/more-evidence-that-its-really-hard-to-beat-the-market-over-time-95-of-finance-professionals-cant-do-it/


Blah, blah, blah.
HoustonAggie37713
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maddiedou said:

Okay. I just wanted to make sure. That was not a swipe at you

Thanks for doing the research for me.


Anytime. Trump ending mining regulations last week was absolutely huge. Feel free to bump this anytime.
Ghost of Andrew Eaton
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HoustonAggie37713 said:

I work for a hedge fund and client face several fund managers who represent everyone from Unions to University endowments to wealthy individuals.

I have been asked by 3 different entities if our actively managed fund will be selling Twitter, Amazon, Facebook, Google, etc if they fall (and some already have) in markets this week.


If we sell, I've been told that membership in some of these groups will have to move money out of our fund.


So if you think this isn't effecting you, think again. This is potentially trillions of dollars of holdings that cannot be sold no matter what happens because liberals will take their money elsewhere. This follows similar tactics to not own weapons stocks, energy stocks, etc. The free market is not free any longer. Funds will have to hold 100% liberal backed stocks or lose their capital.


So market pressures?
If you say you hate the state of politics in this nation and you don't get involved in it, you obviously don't hate the state of politics in this nation.
maddiedou
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HoustonAggie37713 said:

maddiedou said:

Okay. I just wanted to make sure. That was not a swipe at you

Thanks for doing the research for me.


Anytime. Trump ending mining regulations last week was absolutely huge. Feel free to bump this anytime.


Can you text me I have a question. My wife can not find on robin hood and I want to get in this stock

Thanks. If you do not want to that is okay I understand

979-eight two o -l87o
maddiedou
AggieDub14
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So you're saying the libs have so much money that they are holding mutual funds hostage? You're saying it's dangerous for the libs to have personal freedom on how to use their money? This is such a strange take.
AGS-R-TUFF
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OP, let your clients know that short sellers have no soul, nor political allegiance. They will be happy to destroy these stock valuations if they even smell a downside trend developing.
HoustonAggie37713
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maddiedou said:

HoustonAggie37713 said:

maddiedou said:

Okay. I just wanted to make sure. That was not a swipe at you

Thanks for doing the research for me.


Anytime. Trump ending mining regulations last week was absolutely huge. Feel free to bump this anytime.


Can you text me I have a question. My wife can not find on robin hood and I want to get in this stock

Thanks. If you do not want to that is okay I understand

979-eight two o -l87o


It's not on robinhood. But will be soon. Texting now.
Diet Cokehead
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AG
Actively managed funds are trash.
Ellis Wyatt
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Ag$08 said:

I think you guys are overestimating the number of people that care about politics over returns.
The entire media proves you wrong. They have eradicated conservatives throughout the MSM, profits be damned.
03_Aggie
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AggieDub14 said:

So you're saying the libs have so much money that they are holding mutual funds hostage? You're saying it's dangerous for the libs to have personal freedom on how to use their money? This is such a strange take.


And this is a terrible understanding of what he was trying to convey.
Ellis Wyatt
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AggieDub14 said:

So you're saying the libs have so much money that they are holding mutual funds hostage? You're saying it's dangerous for the libs to have personal freedom on how to use their money? This is such a strange take.
I think he's saying cancel culture is real and the libs are using it as a weapon against anyone who challenges them in any way.
ebdb_bnb
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I recommend everyone do their own due diligence before buying anything. TAs has had plenty of bad actors peddling crap stocks on B&I.

This is not a shot at the OP.
Cassius
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Gumby said:

To everyone on this thread. Over 95% of actively managed mutual funds cant beat the market!!!! Buy low cost index funds via Vanguard and you have a >95% chance at doing better than these actively managed funds like OP.

OP and his company were likely already underperforming the market and now he is exposing another problem with actively managed funds. Activist investors who demand bad decisions. You can question if its true, but I know there has been a huge push for "ethical investing" so I dont doubt it.

TLDR - you should not be purchasing actively managed funds.

https://www.aei.org/carpe-diem/more-evidence-that-its-really-hard-to-beat-the-market-over-time-95-of-finance-professionals-cant-do-it/


Correct.
AggieDub14
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AG
Why wouldn't they use money to get what they want? Everyone does.
bmks270
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You listed
- Unions
- Universities

Leftist cesspools.
HoustonAggie37713
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AGS-R-TUFF said:

OP, let your clients know that short sellers have no soul, nor political allegiance. They will be happy to destroy these stock valuations if they even smell a downside trend developing.


I'm a conservative and I short stocks all the time. So I doubt they'll listen.
BluHorseShu
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TAMU1990 said:

HoustonAggie37713 said:

I work for a hedge fund and client face several fund managers who represent everyone from Unions to University endowments to wealthy individuals.

I have been asked by 3 different entities if our actively managed fund will be selling Twitter, Amazon, Facebook, Google, etc if they fall (and some already have) in markets this week.


If we sell, I've been told that membership in some of these groups will have to move money out of our fund.


So if you think this isn't effecting you, think again. This is potentially trillions of dollars of holdings that cannot be sold no matter what happens because liberals will take their money elsewhere. This follows similar tactics to not own weapons stocks, energy stocks, etc. The free market is not free any longer. Funds will have to hold 100% liberal backed stocks or lose their capital.
We all know that the really wealthy are democrats. Why is this a surprise?

I knew it! I knew Trump wasn't really a billionaire!
BluHorseShu
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bmks270 said:

You listed
- Unions
- Universities

Leftist cesspools.

I think there are a lot of Trump voters who are union members who would disagree
Ags4DaWin
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HoustonAggie37713 said:

Ag$08 said:

I think you guys are overestimating the number of people that care about politics over returns.


No I'm not. I'm having conversations with giant shareholders. This is real.


can u not send emergency memos to union and fund members who would be affected letting them know what the leadership is trying to force u to do?
eric76
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AG
HoustonAggie37713 said:

I work for a hedge fund and client face several fund managers who represent everyone from Unions to University endowments to wealthy individuals.

I have been asked by 3 different entities if our actively managed fund will be selling Twitter, Amazon, Facebook, Google, etc if they fall (and some already have) in markets this week.


If we sell, I've been told that membership in some of these groups will have to move money out of our fund.


So if you think this isn't effecting you, think again. This is potentially trillions of dollars of holdings that cannot be sold no matter what happens because liberals will take their money elsewhere. This follows similar tactics to not own weapons stocks, energy stocks, etc. The free market is not free any longer. Funds will have to hold 100% liberal backed stocks or lose their capital.
Refusing to buy shares because of political reasons has never been a good idea. It is nothing more than idiotic virtue signalling. The only reason to consider selling the shares off is if it makes financial sense. It shouldn't be surprising if investors look for other places to invest in such cases.
AGS-R-TUFF
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HoustonAggie37713 said:

AGS-R-TUFF said:

OP, let your clients know that short sellers have no soul, nor political allegiance. They will be happy to destroy these stock valuations if they even smell a downside trend developing.


I'm a conservative and I short stocks all the time. So I doubt they'll listen.
Agreed. We're on the same page.
eric76
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HoustonAggie37713 said:

jh0400 said:

Is it politics or the fact that you'd be almost guaranteed to underperform the S&P 500 if you didn't hold AMZN, AAPL, etc?


Again, this has nothing to do with performance. People we represent are telling us that if we sell these companies for any reason they are moving their money.
Aren't those stocks the ones responsible for a heavy share of the gains of the last twenty or so years?
SmartLiberal08
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Are we saying that retail is taking control of their retirement from their advisors? So we are going to have a new movement of impulsive buying and selling?
80sGeorge
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AG
Remington didn't go bankrupt because of politics.
MaroonDynasty
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maddiedou said:

HoustonAggie37713 said:

The Chicken Ranch said:

I would think that the Biden Admin would be bullish big tech.


Yes. They are the ones telling their unions not to sell. It's not all fundamentals. Stocks like ABML should be bought and held as they will skyrocket under Biden or a GOP president.


What the heck is ABML. A battery stock at 1.18.


Here's the latest SEC filing/prospectus.

https://www.sec.gov/Archives/edgar/data/1576873/000107878221000017/424b3010721_424b3.htm

HoustonAggie37713
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eric76 said:

HoustonAggie37713 said:

jh0400 said:

Is it politics or the fact that you'd be almost guaranteed to underperform the S&P 500 if you didn't hold AMZN, AAPL, etc?


Again, this has nothing to do with performance. People we represent are telling us that if we sell these companies for any reason they are moving their money.
Aren't those stocks the ones responsible for a heavy share of the gains of the last twenty or so years?


This has nothing to do with the last 20 years. The pressure on funds and investment groups started Friday and continued through today. I have never seen threats like this in my 18 year career.
HoustonAggie37713
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MaroonDynasty said:

maddiedou said:

HoustonAggie37713 said:

The Chicken Ranch said:

I would think that the Biden Admin would be bullish big tech.


Yes. They are the ones telling their unions not to sell. It's not all fundamentals. Stocks like ABML should be bought and held as they will skyrocket under Biden or a GOP president.


What the heck is ABML. A battery stock at 1.18.


Here's the latest SEC filing/prospectus.

https://www.sec.gov/Archives/edgar/data/1576873/000107878221000017/424b3010721_424b3.htm




I would pull the CEO's last 2 interviews. The push on this stock is just getting started.
HoustonAggie37713
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80sGeorge said:

Remington didn't go bankrupt because of politics.


When they turned to capital groups for money they were rejected. Politics didn't cause their bankruptcy, but it did accelerate it.
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500,000ags
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AG
You mean to tell me that investors want their money parked in FAANG specifically? That is so strange.
eric76
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HoustonAggie37713 said:

eric76 said:

HoustonAggie37713 said:

jh0400 said:

Is it politics or the fact that you'd be almost guaranteed to underperform the S&P 500 if you didn't hold AMZN, AAPL, etc?


Again, this has nothing to do with performance. People we represent are telling us that if we sell these companies for any reason they are moving their money.
Aren't those stocks the ones responsible for a heavy share of the gains of the last twenty or so years?


This has nothing to do with the last 20 years. The pressure on funds and investment groups started Friday and continued through today. I have never seen threats like this in my 18 year career.
I have some mutual fund shares. If I think that they are making their decisions on whether to keep or dump stocks because of political positions rather than because of financial expectations, I'm going to be very unhappy.

I would certainly expect them to perform a rational financial analysis. To dump stocks for reasons that might be seen as being political in nature would certainly need a substantial justification.
 
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