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Thanks for bringing MIEX to our attention. I did my due diligence on it and was excited to buy it when I found that Schwab unfortunately doesn’t offer it. Starting to review SCIEX now instead. A bit more volatile but almost same performance over …
A couple of more to consider. Blackrock International is a foreign large blend that scores in the top 10% across most time frames for its category. Impressive fund. Grandeur Peak Global stalwarts has had a very nice couple of years in the Global …
Jon raises some great points about large cap blend. If you already hold SPY then you probably have this area covered well. But it is a wonderful fund. We all have our different favorites. I'm curious what funds you have as your international ho…
@KHaw24 It's hard for me to comment on choosing PRWCX over PRDGX not knowing your specific situation in terms of age and how close to retirement you are, how you are currently allocated, and what your other holdings might be. They are both excellen…
Thanks very much for providing these details @msf. You raise some great questions. I’m going to call up TRP to ask specifically about access to Capital appreciation and New Horizons. It will also be interesting if they provide broader access to …
Great discussion. Have you guys seen anything recent about PRWCX opening to new investors? With the split in Price companies I’m hoping this happens soon. I’ve been waiting for 5 years to get in. Thx
I am holding my position in MIOPX which is Kristin Heugh's fund. I note that he has been reducing his China holdings over the past few months. This is a large foreign growth fund. If I were to add to a foreign growth fund it would likely be MFAPX…
Good discussion on AKREX. I had almost forgotten about this fund. I just rechecked and another point in its favor is that only dropped about 15% in Feb and March of 2020. I need to study this one again. I’m also interested in looking at its corr…
Hi @msf. Thanks for bringing these new funds to us. Can I ask you what key screening criteria you used on MFO premium to identify ADVLX? Thats not one that has come up for me before. Thzx
Interesting that Smead is not available at FIDO. it is available at Schwab. What really sets Smead apart is that hes been able to achieve top performance with very low % in tech.
I'd value any additional recommendations that you good folks have…
Hi Matt
It’s interesting that you raise PARWX because I have also been following the fund over the past several months. It is a pretty unusual fund in that it combines a concentrated weighting in financials as well as more value oriented tech — par…
Hi @AZRph if you are interested in financials you might want to take a look at IAI... an etf focused on the brokers and dealers. Nice outperformance for.both short and long term. Bought some yesterday
Looking to buy CDC, PARWX and PRBLX but at lower levels in the market. CDC which Lynn Bolin has posted on is a really interesting value/defensive fund with very attractive risk/reward.
Hi Lynn,
Thanks so much for your articles that you've posted both here and at Seeking Alpha. Really appreciate it. You brought several funds to light that I was not aware of -- in particular IHDG and HEFA. I've also read David's article on Yackt…
Thanks @shadow. Ive often thought that the MSCI World index should be its benchmark as its international holdings are nearly 40%. The same is true of Fidelity Low Priced stock. Both are excellent funds
I've been gradually adding to a number of financials over the past few months including GS, JPM, WFC, and BAC. I consider these to be long term holdings though. I'm not planning on trading them. I've also added a position in AVUV -- a small cap v…
