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In the IRA: Sold ALVIX, FMIEX is doing well enough. I'll likely flip the proceeds to VVOAX to get more SMID exposure. It also has ~9% foreign exposure versus ~7.25 for ALVIX.
Sold CBLDX. It hasn't been doing well in the recent environment. NRDCX will remain as my only junk fund.
Sold 90% of PRWCX. Not happy with that either. It holds a higher percentage of tech than FMILX, which is my designated growthier fund. I'm not excited by the rest of the equity allocation either. I thought about ditching it completely, but decided to allow some time for things to reorient.
With the proceeds I started a position in VVOAX and added to GLIFX, EISIX, FMIEX, and FMILX.
On the bond side I am looking at DFSD and SEBFX to replace GSST, VNLA, and HSDIX.
Switching out of PRCPX (TRP Junk) into SPHY (State Street Junk.) Schwab will not let you "sell and buy another" when you're dealing with two different species, like that. The solution is just to split it into two separate trades. I'm making the move into a lower ER in SPHY and a bit higher yield. 20.88% of the portfolio is involved, here.
Comments
On the bond side I am looking at DFSD and SEBFX to replace GSST, VNLA, and HSDIX.
Thanks for that.
Sold AJG, FLO, CNS
(Basket down to 20 holdings)
Schwab will not let you "sell and buy another" when you're dealing with two different species, like that. The solution is just to split it into two separate trades. I'm making the move into a lower ER in SPHY and a bit higher yield. 20.88% of the portfolio is involved, here.