Quote Originally Posted by ljaycox View Post
Well, the quarterly statements from the 401K's at work got a hard look. Since I have been right about a few things money-wise (thanks itulip), management has invited me to a meeting with the 401K managers. The fund offerings are doing pretty miserably.
Given the ongoing themes discussed here (and know many of you here despise mutual funds--but it is what it is), are there any candidate funds that anyone is aware of that may do well in the expected mid-long term?
Instead of just pointing out how badly things are going, it may look better if I can offer some examples of what we may be looking for to be evaluated by all the parties involved.
I have been thinking of some, such as MERKX, Hussman Total Return (lately), I am ambivalent of his Strategic Growth Fund.
While it may not be the time buy hard assets right now, there will be opportunities during corrections--what kinds of mutual funds exist that would work for this? Is MERKX the best dollar hedge available?
Thanks for input--I know this site is not about investement advice directly--but I would like to offer some candidate funds for evaluation by my management.
To give everyone a feel for the climate--I had to argue bitterly for a treasury only backed MM fund last summer--they could not figure out what I was on about. Well, after some unpleasantness in the other MMF--I looked liked a guru.
Thank You in advance.
PS--you should see the performance of the "RE" funds.
MERKX is an excellent choice. I just glanced through their annual report and I like what they are holding. It's about 18% of my portfolio. If nothing else, get that one added.

FWIW, here are the other funds I have chosen to hold in my 401k:

BEGBX AMERICAN CENTURY INTERNATIONAL BOND
FFGPX AI GLOBAL INFLATION INDEXED HEDGED INSTL
FFIHX AI US INFLTN-INDX PORT INSTL CLASS
FSBIX SPARTAN S/T TREAS BD INVESTOR CLASS
GAAEX GUINNESS ATKINSON ALTERNATIVE ENERGY
GOLDX GAMCO GOLD FUND
MERKX MERK HARD CURRENCY FUND INVESTOR CL
PCRDX PIMCO COMMODITY REAL RETURN CL D
PRPFX PERMANENT PORTFOLIO FD INC
PSPFX US GLOBAL RESOURCES
RYTPX RYDEX INVERSE S&P 500 2X STRATEGY CL H
SRPIX PRO FUNDS SHORT REAL ESTATE INVESTOR CL
UCPIX ULTRA SHORT SMALL CAP PRO FDS-INVST CL
VGPMX VANGUARD PRECIOUS METALS & MINING FUND