Comments on: Listed Alternatives Update

By: asudchiman

asudchiman — Wed, 03 Feb 2010 20:20:47 +0000

Two other Covered Call Mutual Funds from Eaton Vance — EROAX (open end version of ETJ) and EEEAX. I prefer EROAX and the hedge 100% of the market and write calls on 2/3rds of the portfolio.

By: asudchiman

asudchiman — Wed, 03 Feb 2010 14:20:47 +0000

Two other Covered Call Mutual Funds from Eaton Vance — EROAX (open end version of ETJ) and EEEAX. I prefer EROAX and the hedge 100% of the market and write calls on 2/3rds of the portfolio.

By: Doug Smooke

Doug Smooke — Mon, 23 Nov 2009 17:25:48 +0000

Good list Meb– you should add PBP under Long/Short– up ~20% YTD

By: rsmlp

rsmlp — Sat, 21 Nov 2009 12:24:34 +0000

PFTRX under alpha funds

By: LancePaddock

LancePaddock — Sat, 21 Nov 2009 03:09:42 +0000

I would suggest two other funds, ASFIX and AOFOX. They have done much better than the broad hedge fund indexes. I would also put Rob Arnott's All Asset strategies in the alternative universe as well. All four have added value since their inception.

By: Mark

Mark — Sat, 21 Nov 2009 00:12:39 +0000

what constitutes criteria for the star? e.g., CVSIX lost money over the 2 years but was still starred.

By: steveplace

steveplace — Fri, 20 Nov 2009 17:34:18 +0000

Great list– I'm still under the impression that we're seeing an etf creation bubble that gives retail investors exposure to assets that they don't really need– and the etfs are not an efficient vehicle to do so.