KCHAN next is TWOWS...currently at 61.84, which replaces ARGO (136.02) a loss of 74.18 in total box,, a reduction of 15 to the TAG....EAP 36.52 and a decent dROI of 0.87
CPINE Captain Kirk has a busy 2014 with 4 releases...first up is JRYAN, currently 69.74 which replaces USTOP (81.56) in the TAG Maybe JRYAN rises, maybe not. At present, there is a loss of about 12 in the total box, about 2.4 in tthe TAG...to an EAP of 93.82 BUT here is the dirty little secret...look at the CURRENT price and do the comparison. It is currently a 22 point change for a dROI of an ok 0.52
TGOLD This is a long term propositon for the Republican POTUS, so small ports skip this...Next in is DVRGN currently 124.84 and could rise. It is replacing the virtually zero AMGUN, so the TAG will increase by about 1/5th of DVRGN box, currently about a 25 point gain in TAG, to an EAP of 41.01 and a dROI of 0.57 , currently almost a 20 point gain.
One more then I shut up...
KKNIG is also in JRYAN (still 69.74) replacing LSNIT (0.10) so the TAG will rise by about 1/5 of JRYAN box...at present the rise is about 14 points in TAG (Bond price is higher than TAG) to an EAP of 18.97 adding about 75% of the current price...ka-ching for an excellent dROI of 1.16
As BONDS is over 83 and visions of delisting are dancing in my head, the "good" bonds force the fund to look further into the future, but these adjusts will occur long after BONDS 21 is a memory. Once we get past today's bounce, dROI of .40 will look good. But I always have the fund fully invested, so consider my suggestions as potential investments.