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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
What I'm currently doing varies by account:
401K:
-new money is going into PIFZX. As I'm looking to retire within 2 years, this falls within "bucket 1" within that concept. The equity funds in the 401K get a 20% haircut when they hit a pre-defined…
Reply to @Art:
When I retire and transfer the 401K to my IRA rollover (hopefully soon), I would really like to figure out a way to drag the PCVAX holding with me...I am really fond of this, and am having a hard time figuring out a replacement.
I …
Hi Art....your top 3 are interesting, as I hold all 3 in a 401K.
Your question asked about a top 3 in a retirement account...while I have separate 401K, IRA rollover and then after-tax accounts, I view them ALL as retirement accounts.
As such, my …
How about DEFIX (Delafield)?
I have a good 401k option in the MC value space....TRMCX (TRPrice Mid-Cap Value). To replace it in when I cash out, I've targeted DEFIX. This doesn't get alot of fanfare or press...not sure why, since it seems their re…
I got caught up with Oak Associates at the time, with both White Oak and Pin Oak...it was a good lesson, and one that has crossed my mind as I continue to hold a good amount of FAIRX.
To gfb's question, the only reason I am holding is because I am …
Interesting premise from the WSJ article...which appears to be that large cap names in the
BRICs can be a drag on performance.
It would be interesting to see any analysis of EM availability within 401(K) plans. My guess is that it is limited, and w…
Hi folks...new poster here.
Similar to Kenster, I hold several Matthews funds including MACSX and MAPTX. I swapped MAPIX for SFGIX a short time ago. I hope to find Mr. Foster's comments illuminating relative to the original question as to viability…
