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Post by Admin/YBB on Apr 3, 2021 14:06:26 GMT -6
Pg L4: LIQUID ALTERNATIVES are liquid mutual funds/OEFs and ETFs that offer hedge-fund type strategies [otherwise available with eligibility restrictions and gates]. Although a very heterogeneous category [so, category returns are meaningless], the newer LIQUID ALTS 2.0 are more streamlined and have lower ERs. Investors are also looking beyond traditional stock-bond allocations and a simple extension is MULTI-ASSET funds that mix stocks-bonds-alternatives. Think of alternatives as return enhancers, portfolio diversifiers, volatility dampeners. Most retail investors should use them only in small amounts. Mentioned are OEFs JHQAX, CVSIX, GATEX, BXMIX, VASFX [Vanguard; closed but VPGDX has 10%], MERFX, AQMNX, NLSAX, LDVIX, LDPIX, etc; ETFs MNA, IVOL, DBMF, WTMF, VNQ, etc. ybbpersonalfinance.proboards.com/thread/96/barron-fund-quarterly-2021-aprilwww.barrons.com/articles/making-the-case-for-liquid-alts-2-0-51617376312?mod=past_editions
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