Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Thanks for the tip on PRHSX. I was aware of it, but when I had tried to purchase it through Schwab it was closed to new investors. Checked again now it and it is still closed to new investors there, but discovered that it is open through my Wells …
PETDX is one of my larger holdings with at over 10% of my portfolio. I started buying it two years ago and it has performed very well. It is a difficult fund for many to understand since its list of holdings is usually all Treasuries. But is uses …
Reply to @johnN:
I know the 2008-09 crash took a lot out of my 401K, but I have more than made up for it since then. Not that I am some investment genius, but I think I have invested well. I rode the bull market since then and have done very well …
Reply to @catch22:
Hi Catch,
You are absolutely on target that we now know that even annuities are not necessarily as certain as most had once thought. I am guilty of thinking of my own pension-based annuity on this one as the pension fund that b…
I am 59 and 1/2 and when I turn 62 I have some choices about a pension fund account. However, I am required by the employer to annuitize 65% of the total fund balance in an annuity that they have established for pension plan participants. I can roll…
I also do a Yahoo portfolio as you have done. In it I have about a dozen ETFs that I use as tracking indicators for my open end funds. Like you, I have made some buy or sell decisions for that day based on the tracking indicator ETFs .
I also have…
I am new to the site, but am a long time (+30 years) mutual fund and stock investor (in the last 10 years). I'm 59 and retired last December. My wife is also retired.
I have been invested in PETDX for nearly three years now. It represents about 5%…
