Daphne Posted December 11, 2015 Share Posted December 11, 2015 Any thoughts from the wise ones on how recent markets are impacting ffh ...particularly hedges and bonds? Link to comment Share on other sites More sharing options...
Cageyone Posted December 17, 2015 Share Posted December 17, 2015 Daphne, I’ve been waiting to hear from “the wise ones” too! I’m far from being a “wise one”, but I’m probably one of the most heavily invested, with FFH being over half of my equity portfolio. And as a long-term “buy and hold” guy, I’m also probably one of the most inactive (read “lazy”?) ones on the Board! However, for what it’s worth I do a weekly portfolio valuation. And back on March 19 when FFH more or less peaked, FFH was 55.0% of my portfolio – and my overall portfolio was up 24% year-over-year. So nine months later on December 11, FFH was still 54.8% -- even though my overall portfolio was down 4% year-over-year. So in a generally down market FFH held up reasonably well considering that about 15% of my portfolio is in energy and other commodity names. And of course in hindsight, I should have been a little less lazy back in March and taken at least something off the table! Link to comment Share on other sites More sharing options...
petec Posted January 9, 2016 Share Posted January 9, 2016 I don't try to track the portfolio but I note that the Russell is now down 19% from peak. Who knows where it goes next but interesting for FFH holders. Link to comment Share on other sites More sharing options...
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