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Curious to compare my own moves with the herd. Just after the 2Q cut-off, I switched from core-plus bonds into HY. Still holding core bonds in balanced funds, though. In 2Q I bought stocks paying divvies, by design. Both are not Stateside, though one is in a US territory. Schwab's analysis ("Portfolio Checkup") doesn't quite know what to do with it. My disappointment has been ET. What is causing it to stall, eh? Still holding it long-term, though. PRWCX is up at 40.01% of total now. Great run, lately.
Crash,,,, check out the performance of PRPFX over all the trailing periods going back five years. Tell me,,, does that surprise you?
Yes, I'm surprised. But maybe I should not be. PRPFX holds 24.01% "other." So, as always, I ask: "WTF is OTHER?" Could be quadruple inverse shorts on black Martian tulip bulbs.
I got in, and stayed in, to PRWCX in 2013. Checking the chart, I'm quite happy I did. My single-stocks did well while I was away for a week. Nice surprise to come home to. I can choose to reinvest (manually) the dividends or redeploy them elsewhere. I've just last week un-complicated things by removing double holdings, where the same (MMkt) fund is held in both IRA and taxable. Now, SWVXX is held only in taxable. Since I'm forever "cash poor," the divvies give me something to work with. They say opposites attract. Wifey is the spender. Yours truly is the saver.
Comments
Just after the 2Q cut-off, I switched from core-plus bonds into HY. Still holding core bonds in balanced funds, though. In 2Q I bought stocks paying divvies, by design. Both are not Stateside, though one is in a US territory. Schwab's analysis ("Portfolio Checkup") doesn't quite know what to do with it. My disappointment has been ET. What is causing it to stall, eh? Still holding it long-term, though. PRWCX is up at 40.01% of total now. Great run, lately.
I got in, and stayed in, to PRWCX in 2013. Checking the chart, I'm quite happy I did. My single-stocks did well while I was away for a week. Nice surprise to come home to. I can choose to reinvest (manually) the dividends or redeploy them elsewhere. I've just last week un-complicated things by removing double holdings, where the same (MMkt) fund is held in both IRA and taxable. Now, SWVXX is held only in taxable. Since I'm forever "cash poor," the divvies give me something to work with. They say opposites attract. Wifey is the spender. Yours truly is the saver.