The ugly reaction to NSM earnings/guidance has me sweeping INTC/AA off after hours- and replacing INTC with NSM @ 12.20 for a dead cat bounce.
Portfolio closes +0.50% for the day. Had I been able to sell OAKBX at the open, I have no doubt gains would have totaled >1%. As it is, OAKBX closed up just a penny. There's really no excuse for limiting transactions on mutual funds to EOD, in my opinion. The restriction has been 'waived' (legally or not) for large institutional customers often enough that it's clear intraday transactions should have little effect on managers' ability to steer the fund- if anything, it would attract more investors to the fund.
No interest in overnight risk right now.