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Small-caps are too volatile for me
MikeM said:Small-caps are too volatile for me
Be careful out there @Crash. Many of the individual stocks, MLPs and sector ETFs I notice you posting lately are at least and often more volatile with greater max drawdowns than say a standard small cap index fund like VB or NAESX. It's a risk reward tradeoff I guess, but individual stocks could be a rough ride (I say from experience )
MrRuffles said:@Crash That would have been the Esso/Enco Tiger depending on your location.
@Crash That would have been the Esso/Enco Tiger depending on your location.
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BHB has been good to me ever since my initial purchase. It's still less than 4% of total. And ET, too. A bit more than 3% of total. .....After RGR got hammered following the earnings disappointment, I bailed on it. That money went to PSTL. (Only 1+% of total, so far.)
TRAMX is virtually back to "even-steven" for me, since I bought it in the Spring. I added to it. Then it fell. Now, it's rising again. TRP Africa-Middle East.
PRWCX is the biggest chunk. If we're lucky, it may even finish the year in the black.
PRISX is still underwater. TRP Financials.
PRNEX= still in the red for me, too. The published figures might be positive, YTD. But my timing has been dreadful, as always. TRP Energy.
BRUFX is wife's IRA. Balanced, mostly equities. Not doing badly, rising with everything else, lately.
PRFDX. bought just recently at a good moment. Positive returns, already. TRP Equity Income.
TUHYX. TRP junk bonds. I'm making money with it, now. Bought chunks at deep discounts. (11% of total portfolio.)
Like the Texaco Tiger used to say: "Happy Motoring!"
EDIT: confirmed that unable to open a new position in it.
• Current shareholders of the funds, whether they hold their shares directly or through a financial intermediary, may continue to add to their accounts through the purchase of additional shares and through the reinvestment of dividends and capital gains. Financial intermediaries may continue to purchase shares on behalf of existing shareholders only.
• Exchanges into the funds may only be made by shareholders with an existing account in the funds.
• An investor who has previously entered into a letter of intent with the Distributor prior to the closing date may fulfill the obligation.
• Trustees of the funds, trustees/directors of affiliated open- and closed-end funds, and directors, officers and employees of Virtus, its affiliates, and their family members, may continue to open new accounts.
• New and additional investments may be made through firm or home office discretionary platform models within mutual fund advisory (WRAP) programs and other fee-based programs established with the Distributor prior to July 31, 2018 for Virtus KAR Small-Cap Core Fund and September 28, 2018 for Virtus KAR Small-Cap Growth
• The funds will also remain open to Defined Contribution and Defined Benefit retirement plans and will continue to accept payroll contributions and other types of purchase transactions from both existing and new participants in such plans.