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End Of Third Quarter: How Have Your Funds Done YTD ?
FYI: So far so good ! Regards, Ted PRHSX: 20.23% (1 Mo. 2.62% since I repurchased.) QQQ: 19.95% TRBCX: 18.92% MSOPX: 10.57% IVV: 10.38% PONCX: -(1.02)%
MAPOX 4.22% PRWCX 7.39 PRIDX (2.45) PRDSX 15.45 VSCIX 11.05 Bonds: PTIAX .91 PRSNX (.74) TUHYX 1.83 .......Can't really complain. I've not held some of these for very long: PTIAX and TUHYX are new. Switched into them only weeks ago.
Maybe a better question would read" how have your funds done since the end of January? I looked about a week ago & was running (-) since the end of January market highs back then. To much in foreign equity with the tariff wheeling & dealing going on!
WWNPX +22.52 --This fund has an outrageous management fee of 1.64%, has a large cash position and an extremely high allocation to a land holding company as its top position. I really can't recommend it.
POGRX +17.50
FCNTX +16.85
worst 3
MSILX (4.46)
DODFX (6.39)
FAIRX (14.60) --This fund has a very full management fee of over 1%, has a large cash position and an extremely high allocation to a land holding company as its top position. I really can't recommend it.
Comments
PRWCX 7.39
PRIDX (2.45)
PRDSX 15.45
VSCIX 11.05
Bonds:
PTIAX .91
PRSNX (.74)
TUHYX 1.83
.......Can't really complain. I've not held some of these for very long: PTIAX and TUHYX are new. Switched into them only weeks ago.
I looked about a week ago & was running (-) since the end of January market highs back then. To much in foreign equity with the tariff wheeling & dealing going on!
Good investing to all, Derf
PCI 7.4% ytd
TRBCX 8.2% since Feb 1 (do not own)
FCNTX - 16.85%
POAGX - 17.35
DSENX - 13.2
MGGPX - 11.2
MTUM - 16.3
THQ - 15.4
SFGIX - (9.26)
MAPIX - (3.15)
UTG - (2.66)
WWNPX +22.52 --This fund has an outrageous management fee of 1.64%, has a large cash position and an extremely high allocation to a land holding company as its top position. I really can't recommend it.
POGRX +17.50
FCNTX +16.85
worst 3
MSILX (4.46)
DODFX (6.39)
FAIRX (14.60) --This fund has a very full management fee of over 1%, has a large cash position and an extremely high allocation to a land holding company as its top position. I really can't recommend it.